Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

KELLY BEARD

MACON,GA

Summary

An Italian native with a professional background in insurance and medical sales management which includes proficiencies in client acquisition and retention, ordering from purveyors, and trend analysis. While focusing on a sales career, my passions have always been intertwined with cuisine as members of my family are makers of charcuterie, wine, and olive oil which can be found at my grandmother’s trattoria which became my childhood second home. Moving forward, I am looking to bridge my skills and passions into a rewarding career.


Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

19
years of professional experience

Work History

Natalia’s Italian Restaurant, Macon

Line Chef
10.2018 - 04.2022

Job overview

  • Trained as a line cook and pastry chef in the highest rated fine dining restaurant in Middle Georgia
  • Became proficient in traditional restaurant skills such as service, Mise en Place, and ordering
  • Became a station trainer for multiple employees with a focus on consistency in pantry and dessert

Generali Italia

Insurance Sales Manager
04.2009 - 01.2018

Job overview

  • Cultivated mutually beneficial client relationships through telephone calls and meetings.
  • Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
  • Accompanied new agents on sales calls and identified insurance sales opportunities.
  • Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
  • Guided agents through life, health, property and casualty insurance licensing and renewal processes.
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Managed accounts to retain existing relationships and grow share of business.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Organized promotional events and interacted with community to increase sales volume.
  • Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
  • Increased profits through providing excellent customer service, following established guidelines and auditing sales reports.
  • Monitored sales team performance, analyzed sales data and reported information to area managers.
  • Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
  • Identified prospects' needs and developed appropriate responses along with suitable information on products and services.
  • Prepared and implemented strategic growth plans for territory based on company goals and expectations.
  • Hired, supervised and coached 2/3 new employees per month on sales strategies to optimize performance.
  • Communicated progress of monthly and quarterly initiatives to internal and external sales teams.
  • Directed work of efficient administrative team maintaining accurate sales, inventory and order documentation.
  • Trained more than 30 new sales representatives on sales strategies and processes to reduce process gaps.
  • Collaborated with commercial clients to reduce exposures through introduction of new products and modification of existing policies.
  • Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
  • Conducted monthly agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.

Dentix Italia

Dental Clinic Director
01.2015 - 10.2017

Job overview

  • Effectively controlled the release of proprietary and confidential information for general client lists
  • Monitored multiple databases to keep track of all company inventory
  • Successfully led key projects which resulted in positive outcome
  • Conducted analysis to address issues which led to a solution
  • Prepared departmental contracts for attorney approval.
  • Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
  • Built relationships with physicians to create steady referral pipeline.
  • Monitored duties assigned to personnel to promote high levels of patient care and job efficiency.
  • Oversaw day-to-day business and clinical activities by establishing goals, objectives, standards of performance and policies and procedures when managing $500.000 annual budget and supervising 7 employees.
  • Monitored number of patients and wait times to create efficient flow of patients from check-in to check-out.
  • Conducted frequent clinic walk-throughs to maintain safe work environment.
  • Prepared and retained records, files and reports according to various government and practice standards.
  • Confirmed availability of sufficient supplies for delivery of quality patient care orders.
  • Communicated with patients, ensuring that medical information was kept private.
  • Fostered excellence by example by "setting pace" and being hands on mentor to clinical staff.
  • Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
  • Created customized care plans, working with hospital staff and families to assess and meet individual needs.
  • Discussed medical histories with patients in effort to provide most effective medical advice.
  • Reviewed and evaluated test results to suggest care and treatment options.
  • Developed policies and procedures for effective pharmacy management.
  • Produced monthly financial reports like income statements, balance sheets and cash flow statements for presentation to board of directors.
  • Scheduled surgeries, managed pre-certifications and verified insurance coverage.
  • Successfully negotiated client contract renewals to create increased revenue.
  • Increased patient satisfaction scores by 90% within 9 months.

Timeco Srl

Commercial Secretary
03.2006 - 07.2008

Job overview

  • Prepared departmental contracts for attorney approval
  • Monitored multiple databases to keep track of all company inventory
  • Effectively controlled the release of proprietary and confidential information for general client lists
  • Planned and executed project, Successfully led key projects which resulted in positive outcome
  • Monitored multiple databases to keep track of all company inventory
  • Planned and executed new project
  • Effectively controlled the release of proprietary and confidential information for general client lists
  • Prepared departmental contracts for attorney approval.

S Saldature

Secretary General Manager
01.2004 - 02.2006

Job overview

  • Documented office procedures and processes into manuals for use by all administrative personnel
  • Scheduled meetings for management and coordinated materials to be distributed to all attendees
  • Created professional memoranda, letters and copy for management meeting expected deadlines for distribution
  • Met incoming customers with professional approach and provided friendly, knowledgeable assistance
  • Maintained database to deliver access to and easy navigation of important organizational documents
  • Identified issues before they escalated and implemented for effective resolution
  • Implemented office efficiency improvements to streamline task delegation
  • Reviewed letters and contract information to give customers correct details
  • Achieved results in ambiguous environment with high level of accuracy and attention to detail
  • Facilitated communication through effective management of incoming correspondences, including phone calls, emails and letters
  • Managed travel arrangements, agendas and accommodations coordination for all the personnel
  • Supervised invoice creation and submission to enable prompt and efficient customer billing
  • Monitored office supply use and stock levels, placing replenishment orders as needed
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members
  • Promoted efficient and open communication by preparing collateral for team and client meetings, taking notes and distributing information to relevant stakeholders
  • Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests
  • Supported clerical needs of more than 5 people, including taking messages, scanning documents and routing business correspondence
  • Responded promptly to customer questions via email, reducing phone inquiries
  • Responded to telephone inquiries from clients and delivered information to inform and educate callers
  • Organized training materials, including user manuals for onboarding sessions
  • Sorted and distributed incoming mail, dispersing to appropriate departments and personnel
  • Kept reception area clean and organized to offer positive first impression to every visitor
  • Oversaw office inventory by restocking supplies and submitting purchase orders for new products
  • Generated shipment invoices, prepared packages and set up courier deliveries for customers
  • Created, updated and maintained detailed documents and spreadsheets by creating professional charts, pivots and filters
  • Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff traveling to domestic and international locations
  • Collected and entered payment data into system, maintaining complete confidentiality and accuracy
  • Produced professional and error-free letters, presentations and spreadsheets
  • Proofread and typed correspondence for business leaders
  • Facilitated communication through effective management of incoming correspondences, including phone calls, emails and letters
  • Scheduled meetings for management and coordinated materials to be distributed to all attendees.

Education

ITC Luigi

High School Diploma

AGM Business School

Master from Marketing And Sales in Marketing
10.2013

Skills

  • Analytical skills for market trends
  • Strategic planning abilities
  • Strong portfolio retention and growth
  • Collaboration and motivation skills
  • Italian bilingual in both language and culture
  • Strong understanding and application of gourmet foods including wines, cheeses, and international cuisine (esp Italy) in a restaurant setting
  • Collaborative Relationships
  • Proper Storage Procedures
  • Product Inventories
  • Recipe Development
  • Special Events and Catering
  • Customer Needs Assessments
  • Vendor Relationships
  • Company Quality Standards
  • High-Volume Environments
  • Staff Supervision and Coordination
  • Staff Recruiting and Hiring
  • Chef Support
  • Interdepartmental Collaboration
  • Operating Procedures and Policies
  • Customer Trend Analysis
  • Sales Records Management
  • Operational Records Review
  • Customer Complaint Resolution
  • Sales Quota Management
  • Sales Program Coordination
  • Budgeting and Expenditures
  • Team Recruiting and Onboarding
  • Customer Service and Assistance
  • Order Management
  • Persuasive Selling
  • Business Development and Planning
  • Consultative Selling Techniques
  • Marketing Strategy Development
  • Lead Qualification
  • Strategic Partnership
  • Motivational Techniques
  • Territory Expansion
  • Customer Portfolio Management
  • New Business Generation
  • Lender Relations
  • Product and Service Management
  • Customer Billing
  • Promotions and Marketing Strategies
  • Persuasive Negotiations
  • Territory Management
  • Investor Relations

Timeline

Line Chef

Natalia’s Italian Restaurant, Macon
10.2018 - 04.2022

Dental Clinic Director

Dentix Italia
01.2015 - 10.2017

Insurance Sales Manager

Generali Italia
04.2009 - 01.2018

Commercial Secretary

Timeco Srl
03.2006 - 07.2008

Secretary General Manager

S Saldature
01.2004 - 02.2006

ITC Luigi

High School Diploma

AGM Business School

Master from Marketing And Sales in Marketing

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KELLY BEARD