Kerry Welker
Tarpon Springs,FL
Summary
Focused on supporting business management with developing and implementing successful operational and service policies. Well-versed in health insurance practices, standards and regulations. Solid financial acumen, operations experience and natural leadership talents. Assistant Operation Manager with extensive background in administration and human resources. Supervise daily operations and organizations. Strong competencies for addressing operational issues and concerns quickly. Determines staffing requirements, work assignments and schedules for new projects. Excellent skills hiring and recruiting to develop high-performing teams. Resilient and organized operations management proficient in organizing schedules, managing inventory and enhancing financial controls. Effectively plan sales strategies, coordinate service initiatives and motivate employee excellence. Recognize team weaknesses and optimize plans to drive growth. Talented professional with expert sales and customer service talents. Composed persona known for having excellent drive. Insightful sales agent with 15 years of customer service experience. Veteran sales agent with top-level skills in sales and service. Likeable personality and customer-focused background coupled with expertise in health insurance markets. Ready to tackle new challenges and build success with exciting organization. Dedicated health sales professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Reliable employee seeking sales position. Offering excellent communication and good judgment. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Experienced sales agent with over 15 years of experience in health insurance. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Assistant Manager - Operations
FL Blue
Pinellas Park, FL
06.2015 - 07.2021
- Trained new employees on proper protocols and customer service standards.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Maintained cleanliness and organization of retail workspace, working closely with employees to systemize tasks.
- Scheduled employees for weekly shifts, taking into account customer traffic and employee strengths.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Managed daily operations of retail organization, orchestrating forward-thinking strategies to accomplish profit and expansion goals.
- Assisted with marketing strategy creation and advertising initiatives to better promote facility to public.
- Appraised inventory levels every month and ordered new merchandise to keep quantities well-stocked.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Monitored over 15 employees' day-to-day activities and made plans to rectify issues resulting in optimal performance.
- Reported issues to higher management with great detail, resulting in achieving goals.
Health Insurance Sales Agent
FL Blue
Pinellas Park, FL
11.2009 - 07.2021
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, proprietary software and calculator.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 25%.
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
- Identified and solicited sales prospects in agency databases.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Health Insurance Sales Agent
TRG Customer Solutions
Tampa, FL
08.2008 - 11.2009
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, proprietary software and calculator.
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Drove team revenue totals by bringing in top sales numbers.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected premiums on or before effective date of coverage.
- Remained impartial in order to advise clients based on circumstances.
Education
Associate of Science - Aviation Management And Operations
St Petersburg College
Clearwater, FL07.1985
Skills
- Human Resources Oversight
- Department Oversight
- Focus and Follow-Through
- Management Training
- Sales Promotion
- Administrative Management
- Revenue Generation
- Problem Anticipation and Resolution
- Mathematical Calculation and Reasoning
- Purchasing and Planning
- Program Optimization
- Hiring and Onboarding
- Sales Tracking
- Operational Excellence
- Special Assignments
- Signage Updates
- Desktops, Laptops and Mobile Devices
- Database Maintenance
- Needs Assessment
- Best Practices and Standards
- Payroll Submission
- Word Processing
- Social Media Platforms
- Excellent Math Skills
- Market and Competitor Research
- Employee Relationships
- Business Growth Initiatives
- Customer Relations
- Job Assignments
- Document Verification
- Payroll Administration and Timekeeping
- Cost analysis and savings
- Profitability and revenue generation
- Budgeting
- Product development
- Recruitment
- Employee reviews
- Budget development
- Client account management
- Scheduling
- Team Building
- Training and mentoring
- Delegation
- Business Development
- Staff training/development
- Coaching and mentoring
- Effective leader
- Relationship building
Certification
- Licensed [Job Title] - [Timeframe]
Timeline
Assistant Manager - Operations
FL Blue
06.2015 - 07.2021
Health Insurance Sales Agent
FL Blue
11.2009 - 07.2021
Health Insurance Sales Agent
TRG Customer Solutions
08.2008 - 11.2009
Associate of Science - Aviation Management And Operations
St Petersburg College
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