Kristopher Poirier

• Was brought in for first WFH class and started the floor as one of first agents to hit phones
• Made great sales and was able to bring my QA average score month over month to above a 90% average
• Was #1 sales rep in company for 6/1 – 7/31 based on stack rating
• Went into AEP and was a well performing agent for WFH
• Was asked to help with preshifts and helped on coaching some agents with my TL Alisa Cravey
• One of the top performing agents on my team and community
• Helped coach up agents for better performance
• Selected to be chat intro team member.
• 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.
• Calculated premiums and established payment methods for sales.
• Identified and solicited sales prospects in agency databases.

• Was brought in for COI and passed health assessment on the first attempt
• Then in August started eHealth training
• Passed all certifications and AHIP
• Was on the floor and within first 2 days was offered Sales Supervisor
• Assisted my Agents with coaching and floor support
• Scored high sales metrics and was brought on for steady stay
• Provided knowledge in answering questions and call coaching’s
• Was brought on to full time position due to performance
• Was recognized as top go to for answers on floor
• Developed and delivered engaging sales presentations to convey product benefits.
• Exceeded goals for new accounts in single sales cycle.
• Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
• Mentored team members to enhance professional development and accountability in workplace.
• Trained team members in successful strategies to meet operational and sales targets.
• Completed employee evaluations to stay on top of lagging knowledge or skills and proactively close gaps to maximize performance.
• Monitored daily sales operations and served as informational and procedural resource to team members.

Was brought in as a Senior Client Advisor (assistant manager) to assist with client banking needs and escalated tasks to assist clients with. Was put in charge of the Direct Connect product that helps connect Intuit products with our bank. Was also given side projects such as training material refresher for Direct Connect and Wealth Champion.

• Was 2 Time excellence award winner placing me in the top 5 of metrics started as of 3/19.

• Had top five in average handle time for 2018.

• Had 3 quarters at 130% of required metrics for performance-based bonus.

• Was elected wealth champion for my countless good wealth referrals to assist with floor awareness and up training for wealth referral pitches. • Worked closely with management on answering questions on the floor and assisting with on spot coaching and corrections.

• Informed and suggested new banking products to customers.
• Opened new accounts according to laid down rules and guidelines.

• Started as a tier 1 technician for troubleshooting and resolving customer related issues with the product and providing measured customer service to clients. Was a part of the initial pilot for IOP4A (intuit online payroll for accountants) and was regarded by my superior as a leader to help assist with the team transition. After 7 months was promoted to Tier 2 technician where I worked with multiple departments and products to assist tier 1’s and clients find solutions.
• • First month tier 1 I had the highest number of promoters (surveys 9 or 10) at 63 and next closest was 49.
• • As interim supervisor my team scored higher scores than floor average which lead to another opportunity as payroll team support.
• • Got the opportunity to assist an interim supervisor with payroll team development and training for struggling agents.
• • Assisted with payroll corrections training and assistance as a SME (subject matter expert).
• • As tier 2 worked with supervisors to assist with coaching and training agents on the floor for better call flow and knowledge.
• Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
• Patched software and installed new versions to eliminate security problems and protect data.
• Documented support interactions for future reference.
• Provided basic end-user troubleshooting and desktop support.
• Compiled and accurately entered data for each customer encounter to record in system.
• Performed tests of functionality, security and performance of different workstations and devices.