Summary
Overview
Work History
Education
Skills
Timeline
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LeeAnne Patel

Senior Account Representative
Tunnel Hill,GA

Summary

I have always been very dependable with my time management skills and willingness to take on added responsibilities to meet team goals. Also very successful at managing multiple priorities, i'm always smiling with a very positive attitude. Good Communicator And Team Player Can Multitask when needed. I'm a very hard worker love my career path would love to grow with any company i'm working for.

Overview

11
11
years of professional experience

Work History

Senior Account Representative

America's Car-Mart
05.2023 - Current
  • Visited customer locations to determine needs, set up contracts and provide training.
  • Identified and qualified accounts to assess revenue potential.
  • Identified issues with proactive approach and resolved or escalated problems.
  • Collaborated with other departments to address customer needs and service requests.
  • Analyzed accounts for delinquencies and other ongoing issues.
  • Processed client payments and updated accounts.
  • Supported customer satisfaction through regular follow-up and communication.
  • Kept detailed records of customer interactions for optimal traceability.
  • Contacted customers to assess satisfaction and current needs.
  • Implemented customized account plans to meet individual client needs.
  • Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
  • Researched and recommended new products to meet customer needs.
  • Assisted clients in navigating complex financial and legal processes to reduce risks.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Built relationships with customers and community to promote long term business growth.
  • Contributed to team objectives in fast-paced environment.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Kept detailed records of daily activities through online customer database.
  • Drove store revenue by offering customers accessories and related purchases to complete selections.
  • Recorded accurate and efficient records in customer database.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Selected correct products based on customer needs, product specifications and applicable regulations.

Insurance Advisor

Blue Cross And Blue Shield
01.2023 - 04.2023
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Calculated premiums and established payment methods.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Negotiated contracts and terms of sale with potential customers.
  • Monitored customer feedback and identified areas of improvement.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Collected premiums on or before effective date of coverage.
  • Conducted annual reviews of existing policies to update information.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Met with customers to provide information about available products and policies.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Senior Account Representative

America's Car-Mart
01.2022 - 01.2023
  • Visited customer locations to determine needs, set up contracts and provide training.
  • Identified and qualified accounts to assess revenue potential.
  • Recorded accurate and efficient records in customer database.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Stayed current on company offerings and industry trends.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Presented professional image consistent with company's brand values.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Contributed to team objectives in fast-paced environment.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Built relationships with customers and community to promote long term business growth.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Researched and recommended new products to meet customer needs.
  • Analyzed accounts for delinquencies and other ongoing issues.
  • Processed client payments and updated accounts.
  • Kept detailed records of customer interactions for optimal traceability.
  • Contacted customers to assess satisfaction and current needs.
  • Supported customer satisfaction through regular follow-up and communication.

Store Manager

TitleMax
03.2019 - 01.2022
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Assisted with hiring, training and mentoring new staff members.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Approved regular payroll submissions for employees.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Trained new employees on proper protocols and customer service standards.
  • Developed and implemented successful staff incentive programs to motivate employees.
  • Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
  • Supervised guests at front counter, answering questions regarding products.
  • Interacted well with customers to build connections and nurture relationships.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Assisted in recruiting, hiring and training of team members.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.
  • Reported issues to higher management with great detail.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Mitigated business risks by working closely with staff members and assessing performance.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Registered Nurse

NHC Rossville
12.2012 - 10.2018
  • Collaborated with physicians to quickly assess patients and deliver appropriate treatment while managing rapidly changing conditions.
  • Administered medications via oral, IV, and intramuscular injections and monitored responses.
  • Administered medications and treatment to patients and monitored responses while working with healthcare teams to adjust care plans.
  • Educated patients, families and caregivers on diagnosis and prognosis, treatment options, disease process, and management and lifestyle options.
  • Managed care from admission to discharge.
  • Provided direct patient care, stabilized patients, and determined next course of action.
  • Updated patient charts with data such as medications to keep records current and support accurate treatments.
  • Evaluated healthcare needs, goals for treatment, and available resources of each patient and connected to optimal providers and care.
  • Trained new nurses in proper techniques, care standards, operational procedures, and safety protocols.

Education

Associate of Science - Nursing

Dalton State College
Dalton, GA
04.2012

High School Diploma -

Ringgold High School
Ringgold, GA
05.2005

Skills

  • Collections Expertise
  • Employee Mentoring
  • Business Process Optimization
  • Customer Engagement
  • Staff Training
  • Training and Coaching
  • Workflow Optimization
  • Scheduling and Calendar Management
  • Relationship Building
  • Conflict Management
  • Policy and Procedure Modification
  • Team Bonding
  • Information Protection
  • Event Coordination
  • Office Administration
  • Mail Handling
  • Human Resources
  • Team Supervision
  • Staff Hiring
  • Supply Management
  • Bookkeeping
  • Computer Literate
  • Multitasking and Organization
  • Delegating Work
  • Problem-Solving
  • Bank Deposit Procedures
  • Team Building and Leadership
  • Strategic Thinker
  • Store Opening and Closing
  • Cash Management
  • Special Events
  • Friendly and Positive

Timeline

Senior Account Representative

America's Car-Mart
05.2023 - Current

Insurance Advisor

Blue Cross And Blue Shield
01.2023 - 04.2023

Senior Account Representative

America's Car-Mart
01.2022 - 01.2023

Store Manager

TitleMax
03.2019 - 01.2022

Registered Nurse

NHC Rossville
12.2012 - 10.2018

Associate of Science - Nursing

Dalton State College

High School Diploma -

Ringgold High School

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LeeAnne PatelSenior Account Representative