Kathleen Moon
Schaumburg,IL
Summary
Professional in business development and customer relationship management, bringing valuable experience in leading teams and enhancing operational efficiency. Renowned for collaborative approach, ensuring adaptability to dynamic environments and consistently achieving targets. Skilled in CRM systems, team leadership, and strategic planning.
Overview
22
22
years of professional experience
Work History
BDC Manager
Napleton Porsche of Westmont
08.2019 - 06.2023
- Reduced staff turnover rates through effective hiring practices focused on selecting candidates well-suited for the demands of the BDC manager role.
- Enhanced customer retention through exceptional communication, attentive follow-up, and personalized service.
- Improved team productivity by developing comprehensive training programs, monitoring performance metrics, and providing ongoing feedback.
- Posted appointments on internal board to notify sales department.
- Streamlined BDC operations by identifying inefficiencies, implementing process improvements, and reducing response times.
Insurance Producer
Allstate
07.2016 - 10.2018
- Identified and solicited sales prospects in agency databases
- Performed detail study of insurance products, demonstrated customer services skills by understanding client inquiries, service request and educating insurance coverages
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Met with existing and potential clients to review and select appropriate insurance policies
- Assisted in management of a $6 million dollar book of business in all parts of operation: sales, bookkeeping, compliance
Owner/Operator
Q Club
08.2005 - 07.2012
- Owned and handled business which offered food and beverage services
- Managed all features of business: client services, sales, buying, accounting and marketing
- Cultivated business from start-up to annual sales of $200K
Project Manager
Allstate
06.2001 - 09.2005
- Drove, coordinated and monitored complex enterprise projects from initiation to completion
- Defined project scopes following analysis of customer objectives
- Created detailed projected plans with budget and timelines
- Mentored new employees
Education
B. A. - Criminal Justice, Political Science
University of Illinois
Chicago, IL01.2000
Skills
- Communication
- Organization
- Interpersonal Relationships
- Customer Service
- Market strategies
- Sales coordination
Timeline
BDC Manager
Napleton Porsche of Westmont
08.2019 - 06.2023
Insurance Producer
Allstate
07.2016 - 10.2018
Owner/Operator
Q Club
08.2005 - 07.2012
Project Manager
Allstate
06.2001 - 09.2005
B. A. - Criminal Justice, Political Science
University of Illinois
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