Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Karli M Ryall

Colorado Springs,CO

Summary

Dynamic individual with hands-on experience in Customer Service and Sales Operations with a talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Protege

Farmers
09.2024 - Current
  • Challenge: Need to quickly adapt to sales and agency management in a highly competitive insurance environment.
  • Action: Utilized various licenses to sell and advise customers on insurance proposals while closely studying agency operations from an experienced agent.
  • Result: Managed 30 calls a day in order to meet sales targets while gaining critical insights into running an insurance agency, preparing for future agency ownership.

Sales Operations Specialist

Trace3
07.2022 - 06.2024
  • Challenge: Order processing delays due to issues in ERP system integration and vendor communication.
  • Action: Collaborated with sales teams and vendors to streamline order fulfillment, resolve invoicing issues, and ensure timely product delivery.
  • Result: Reduced order processing time by 20%, improved customer satisfaction, and strengthened inter-departmental collaboration.
  • Challenge: Need to efficiently manage billing schedules and resolve financial discrepancies while handling complex order types.
  • Action: Managed fulfillment of orders and billing schedules, worked closely with AR/AP teams to resolve billing and invoicing issues.
  • Result: Improved accuracy of billing and invoicing, reducing financial discrepancies by 15%.
  • Challenge: Maintaining team cohesion and morale in a remote work environment.
  • Action: Participated in team-building activities, assisted colleagues with issues, and gained a broader understanding of interdepartmental challenges.
  • Result: Enhanced team collaboration and fostered a positive work environment, contributing to a 10% increase in team productivity.

Client Preservation Specialist

Progressive
10.2020 - 07.2022
  • Challenge: Retaining customers amidst changing policies and insurance regulations.
  • Action: Educated clients on policy updates, reviewed policies for accuracy, and utilized licensing to rewrite policies as needed.
  • Result: Retained 85% of at-risk customers, helping to maintain a high retention rate and reduce churn.
  • Challenge: Building team relationships in a remote work environment.
  • Action: Actively contributed to the Diversity and Inclusion initiative to strengthen remote team bonds.
  • Result: Improved team cohesion, as evidenced by a 15% increase in employee satisfaction ratings.
  • Promoted from Sales 01/22/22

Client Engagement Supervisor

OfficeMax
04.2019 - 10.2020
  • Challenge: Promoting customer engagement and sales in a high-volume retail environment.
  • Action: Managed cashier expectations, promoted loyalty programs, and handled customer complaints effectively.
  • Result: Increased customer loyalty program sign-ups by 25%, boosting sales and customer satisfaction.
  • Challenge: Managing store promotions and customer service while ensuring operational efficiency.
  • Action: Supervised weekly ad set-ups, assisted with print center and tech service orders, and resolved client complaints.
  • Result: Contributed to a 20% increase in weekly sales and improved customer retention.

Education

High School Diploma -

Desert Vista High School
Phoenix, AZ
05.2014

Skills

  • CRM software expertise (Medallia)
  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Attention to detail
  • Flexible and adaptable
  • Multitasking
  • Excellent communication
  • Computer skills
  • Decision-making
  • Organization and time management

Accomplishments

  • Supervised team of 12 staff members.
  • Achieved Top Performer by completing sales goals with accuracy and efficiency.
  • Achieved Teammate of the Year Award by introducing Diversity and Equity activities for team building activities.

Certification

  • Colorado Property & Casualty Insurance (2024-09)
  • Colorado Life & Health Insurance (2024-11)

Interests

  • Playing volleyball with the club I created and nuture

Timeline

Protege

Farmers
09.2024 - Current

Sales Operations Specialist

Trace3
07.2022 - 06.2024

Client Preservation Specialist

Progressive
10.2020 - 07.2022

Client Engagement Supervisor

OfficeMax
04.2019 - 10.2020

High School Diploma -

Desert Vista High School
Karli M Ryall