LaShana Leigh
Senior Sales Team Lead
Memphis,US
Summary
Driven Senior Sales Team Lead with proven success in leadership roles and extensive knowledge of Insurance sales. Committed to exceeding goals, working closely with coworkers and closing sales quickly. Forward-thinking Operations Specialist bringing 17 years of expertise in Sales and Marketing. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in life insurance and Medicare/Dual Products. Personable Lead Sales Associate skilled in executing creative sales strategy and fostering customer satisfaction. Energetic and detail-oriented. Passionate about building customer connections and maximizing sales. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.Expertise in various sales tactics and negotiations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Strong analytical & and critical thinking skill sets, people skills, team building, leadership training and knowledge, people skills, and communication skill sets. Strategy, Leadership, General Administration, Customer SVC, New Business Development, Sales, and Sales Management. Articulate Oral and Written Communication, Problem Resolution and Decision Making, Highly Organized and Strong Analytical Abilities, Project Coordinating, Brand Management, Outside Sales, Call Center (Inbound and Outbound). Independent, Organized, Detail-oriented, Self-motivated, Self-starter, Objectivity, and evidence-based reasoning. Technology: MS Office Suite (including Power User Excel, PowerPoint, and Project), Salesforce CRM (including work experience and undergraduate coursework), Office Com, Outlook, & Web Expressions, Microsoft Dynamics, Enterprise, VMWare, Call Pro. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
17
17
years of professional experience
Work History
Senior Sales Team Lead/Licensed Insurance Specialist
CVS Health
07.2021 - Current
- B2C consultative and solution sales, customer service, contact center testing (CRM), and administrative duties as needed for Medicare, Life insurance, dental, vision, CHAS, hospital indemnity plans
- Supervise a team of Licensed agents, coaching, mentoring, and assigning duties as needed
- Exceeded sales goals by making 48.6% of departmental goals for the first quarter of 2022 and currently remains ranked highly in sales for the business segment
- Excelled in two pilot promotions earning 80% of all sales in those promotions for the business segment and exceeded AEP sales goals as well
- Maintains high closure and conversion rates consistently
- Create customer relationships; Serves as senior agent for team to assist and train new agents as needed, promote, and sell Medicare, life and health products to seniors and disabled beneficiaries
- Makes 50+ outbound calls and/or may receive 10-50 inbound calls or more to set appointments, provide policy information, and sell policies
- Process underwriting forms for Medicare Supplement, ancillary, and Life insurance policies
- Conduct customer-facing sales activities via telesales, adhered to CMS telesales guidelines
- Tactfully resolve customer concerns
- Present products services and pricing information in a client-driven manner
- Conduct contact center testing on Tableau, CRM, softphone, Twilio, CXOne, Nice in Contact, Cisco, Agent Portal, and other job-related software.
Administrative Assistant
HKM Maintenance
01.2014 - 12.2021
- Admin Asst/Cust Svc (part-time position for family business)
- Bimonthly general office duties at the family business, use of Excel, and Word as needed to fulfill job requirements
- Conduct cold calls, lead generation, and business development as needed
- Drafted office communications (invoices, letters, and memos, etc.), assisted in developing business-to-business facilities maintenance contractual agreements, as well as performed customer service, and administrative duties
- Employed strong analytical and qualitative thinking skills, conducted account maintenance, and support functions for facilities Maintenance Company
- Salesforce CRM.
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Outside Healthcare Sales
Dedicated Senior Medical Center / Chenmed
01.2021 - 06.2021
- B2C consultative and solution sales, customer service, and administrative duties as needed for the Geriatric Primary care clinic system
- Create customer and vendor relationships, achieve sales goals, and promote and secure memberships for the primary care clinic system
- Prospecting, Canvassing territories, and Business development., made outbound calls and/or received inbound calls as needed to set up appointments, and provide enrollment information to seniors
- Processed enrollment forms for Medicare-eligible and dual enrollment applicants
- Maintained high closure and conversion rates consistently
- Conducted sales seminars in clinic, home, and at various events locations, adhered to CMS guidelines
- Resolved customer concerns tactfully
- Presented products services and pricing information in a client-driven manner
- Salesforce, DASH, Microsoft, Availity.
- Improved customer satisfaction levels by addressing concerns promptly and offering personalized solutions tailored to their needs.
- Participated in industry events and tradeshows, expanding brand visibility and generating valuable leads for future business opportunities.
- Generated detailed reports on sales activities regularly for review by senior management.
- Strengthened client retention rates by consistently delivering exceptional service experiences throughout the entire sales cycle.
Insurance Sales Producer
Dedicated Senior Medical Center / Chenmed
12.2017 - 06.2021
- Sales Manager/Financial Services Agent Licensed Producer
- B2C and B2B consultative sales, and sales manager role, solution sales, customer service, and administrative duties as needed for Medicare, Life insurance, short-term health insurance, dental, vision, CHAS, ADD, hospital indemnity plans
- Managed, recruited, and hired agents, and supervised up to 10 agents while achieving personal sales metrics
- Communicated job expectations, and provided training, direction, and motivation to ensure success in meeting sales goals
- Created customer relationships, achieved sales goals; promoted and sold life and health
- Business development, exceeded goals sold over 4M in revenue for the business
- Made outbound calls and/or received inbound calls as needed to set up appointments, provide policy information, and sell policies
- Processed underwriting forms for Medicare Supplement and Life insurance policies
- Conducted sales seminars at home and at various locations, adhered to CMS guidelines
- Resolved customer concerns tactfully
- Presented products services and pricing information in a customer-focused manner.
- Boosted company revenue by identifying and pursuing new business opportunities in the insurance market.
- Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
- Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
- Enhanced client satisfaction by providing customized insurance solutions tailored to individual needs.
Driver
UBER
07.2016 - 11.2017
- Partner/Driver
- Ensure that the journey of the client is safe, relaxed, and prompt
- Ensure punctual pickup and drop off of the scheduled passengers
- Perform vehicle maintenance by regulating tire pressure and checking oil, gas, and water levels daily
- Test vehicle equipment such as lights, horns, brakes, and windshield wipers.
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Telesales Agent
American Home Shield
02.2017 - 08.2017
- Inside Sales - Seasonal
- Inside sales position to create customer relationships, achieve sales goals with quality customer service; promote and sell Home Warranty products
- Became number one in sales exceeded goal in 2nd month and continued to hold number 1 sales role during tenure, generating over 1.4M in revenue for the company
- CRM, SAP
- Answer 40+ incoming sales calls via telephone
- Tactfully resolve customer concerns
- Present products services and pricing information in a customer-focused manner.
- Boosted sales revenue by consistently meeting and exceeding daily, weekly, and monthly targets with efficient telesales strategies.
- Developed strong rapport with clients by maintaining a professional demeanor and ensuring a positive customer experience in each interaction.
- Streamlined the sales process by utilizing CRM software to effectively manage contacts, track progress, and report results.
- Mastered product knowledge to confidently address customer inquiries while positioning the company''s offerings as an ideal solution for their needs.
Customer Support
K Force
04.2016 - 05.2016
- Customer Support Representative (Contract with KForce)
- Customer Service position to assist realtors with technical support issues through inbound calls or chat
- Answer 30+ incoming sales calls via telephone and chat simultaneously per day
- Tactfully resolve customer concerns
- Present products and services as needed
- Other Administrative duties as needed.
- Created customer support strategies to increase customer retention.
Sales Account Coordinator
Collabera Contract - Thomson Reuters
06.2015 - 01.2016
- Inside Sales/Account Coordinator (Contract with Collabera)
- Inside sales/Customer Service position to create customer relationships, achieve sales goals with quality customer service; promote and sell Quick finder tax and accounting products
- Salesforce CRM, SAP
- Generated over 2.5 M in revenue
- Exceeded goals, became a mentor for contract agents, sold over 300k in revenue
- Answer 20+ incoming sales calls via telephone
- Tactfully resolve customer concerns
- Present products services and pricing information.
- Increased sales by establishing strong relationships with key clients and identifying opportunities for account growth.
- Developed tailored sales presentations for prospective clients, resulting in new account acquisitions.
- Maximized revenue by upselling additional products or services based on client needs analysis.
- Exceeded quarterly sales goals consistently by maintaining a proactive approach towards lead generation.
Inside Sales/Account Manager
World Class
09.2014 - 04.2015
- Inside Sales/-Contract
- Inside sales/Customer Service/Account Manager position to create customer relationships, develop and work leads, and achieve sales goals with quality customer service; promoted and sold awards, trophies, medals, and supplies., worked with Asian manufacturers, coordinated shipments and manufacturing schedules
- Invoicing, Accounts Payables and Account Receivables, CRM, SAP, facilitate logistic processes for customer shipments
- Answered 40-125 incoming sales calls via telephone, written inquiries, and facsimile requests daily, and tactfully resolved customer concerns
- Presented products and services, and calculated/coordinated pricing for specialty design products, administrative duties were performed as needed
- Position eliminated due to internal shuffling of resources.
- Increased customer satisfaction by providing personalized account management and addressing clients'' needs promptly.
- Developed strong relationships with key customers, leading to long-term business partnerships and repeat sales.
- Collaborated with cross-functional teams to devise strategic plans for maximizing sales opportunities within assigned territory.
Customer Relations
Comforce Contract - Xerox
05.2014 - 09.2014
- Cust Relations - Contract w/Comforce Staffing)
- SugarCRM (Seibel), CRM, SAP
- Represented the company to both external and internal customers (fast-paced inbound, written inquiry environment)
- Reviewed customer documents (Billing and lease documents), analyzed data, elicited requirements, identified the requests, and assigned the appropriate coding to assign the document to the correct group for resolution
- Provided resolution of customer billing inquiries at the initial receipt (email, scan, or fax) where appropriate
- Performed documentation, closure, and communication with the customer regarding inquiries.
- Directed [Number]-person team of customer service personnel while helping front-line team members work effectively with over [Number] daily customers.
Project Coordinator Intern
SOAPIFF
05.2009 - 08.2012
- Project Manager
- Answered phones, outbound fundraising cold calls, and general office management, supported and coordinated meetings, luncheons, and travel services as needed; trained & and supervised administrative support personnel as needed
- Created and maintained festival database, used pivot tables and VLOOKUP’s tools to summarize or analyze film, filmmaker, donor, and volunteer data lists
- Reviewed Customer data
- Managed volunteer recruiting, scheduling, and training
- Managed on-site details of event and conference programs
- Functioned as liaison between various departments continually upgrading event logistics Coordinates and communicated project scheduling/ timelines/ milestones within the team and externally
- Gathered project data and tracked project due dates
- Documented project actions, and timelines, and prepared projects and/or presentations in PowerPoint, Word, and Excel.
Life and Health Insurance Insurance Producer
R & L Marketing
03.2007 - 05.2008
- Outside Sales-Health Insurance Producer
- Seasonal Business-to-consumer consultative, and solution sales, customer service, and administrative duties as needed
- Conducted cold calls, lead generation, and business development
- Signed up retirees for Medicare Advantage Plans in various promotions
- Offered coordinated homecare services to members of various health insurance plans; catered to patients in need of health care services
- Closed an average of 10-12 contracts out of 15/16 applications per week
- Consistently met or exceeded all quotas and goals
- This was a 1099 self-employed position.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Boosted policy sales through effective communication of product benefits and features.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
Education
Doctor Of Business Administration - Business Administration
Columbia Southern University
Orange Beach, AL12.2026
Master Of Science - Business Management
Texas A&M University - Commerce
Commerce, TX06.2016
Bachelor of General Studies - Marketing And Interior Design
East Tennessee State University
Johnson City, TN06.2012
Skills
- Analytical and Critical Thinking
- Flexible and Adaptable
- Task Prioritization
- Decision-Making
- Team building
- Written Communication
- MS Office
- Dependable and Responsible
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success isn't just about what you accomplish in your life; it's about what you inspire others to do.
Unknown
Timeline
Senior Sales Team Lead/Licensed Insurance Specialist
CVS Health
07.2021 - Current
Outside Healthcare Sales
Dedicated Senior Medical Center / Chenmed
01.2021 - 06.2021
Insurance Sales Producer
Dedicated Senior Medical Center / Chenmed
12.2017 - 06.2021
Telesales Agent
American Home Shield
02.2017 - 08.2017
Driver
UBER
07.2016 - 11.2017
Customer Support
K Force
04.2016 - 05.2016
Sales Account Coordinator
Collabera Contract - Thomson Reuters
06.2015 - 01.2016
Inside Sales/Account Manager
World Class
09.2014 - 04.2015
Customer Relations
Comforce Contract - Xerox
05.2014 - 09.2014
Administrative Assistant
HKM Maintenance
01.2014 - 12.2021
Project Coordinator Intern
SOAPIFF
05.2009 - 08.2012
Life and Health Insurance Insurance Producer
R & L Marketing
03.2007 - 05.2008
Doctor Of Business Administration - Business Administration
Columbia Southern University
Master Of Science - Business Management
Texas A&M University - Commerce
Bachelor of General Studies - Marketing And Interior Design
East Tennessee State University