Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lori Towns

Cleveland,OH

Summary

Seasoned professional with 19 years of diverse experience in sales, business development, and customer service, seeking a Sales Executive role. Proven track record in relationship-building, sales training, and strategic account management, particularly in medical and financial sectors. Skilled in leading sales teams to exceed targets, adept at delivering persuasive presentations, and excelling in high-stakes negotiation.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Catastrophe Insurance Customer Service Representative

CMS PILOT CATASTROPHE MANAGEMENT SOLUTIONS
08.2014 - Current
  • Address customer inquiries regarding insurance policies and coverage, ensuring clear communication and understanding of their options
  • Offer accurate insurance quotes and detailed product information, maintaining a high standard of professionalism
  • Serve as an intermediary among customers, contractors, inspectors, and agents to facilitate effective resolution of claims and loss assessments.
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Managed approximately 30 + incoming calls daily, emails and faxes per day from customers

Customer Service Specialist 1

KeyBank
06.2021 - 02.2022
  • Managed client financial transactions, including deposits and transfers, across phone, chat, and mobile platforms, consistently delivering personalized service to foster client satisfaction
  • Enhanced company satisfaction ratings by 85% through dedicated and exceptional client service, demonstrating a commitment to customer experience
  • Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer's needs.
  • Managed high call volume while maintaining a courteous and professional demeanor.

Medical Territory Account Manager, Business Development Specialist

relink Medical LLC
10.2021 - 01.2022
  • Established and nurtured strong professional networks within the healthcare sector through consistent marketing outreach, leading to sustained business development
  • Conducted in-depth market research to identify and re-engage former clients, successfully expanding the client base and fostering continuous growth
  • Coordinated with internal teams to align business strategies, ensuring collective efforts contributed effectively to organizational goals and client partnerships.

Senior Financial Advisor/Team Lead

SILVER LION SLA
08.2019 - 05.2021
  • Developed and executed training programs for new sales trainees, enhancing their ability to capture market share for student loan products
  • Conducted thorough monitoring and analysis of client accounts, providing regular forecast reports to inform business strategy
  • Provided clients with comprehensive financial analyses and recommended tailored strategies for achieving their federal student loan objectives.

Medical Oxygen Device Sales Specialist

INOGEN
04.2018 - 05.2019
  • Managed customer interactions by effectively presenting product features and benefits, ensuring a clear understanding of medical oxygen devices to enhance client decision-making
  • Coordinated with team members to facilitate the transfer of secondary leads, while also handling order processing, payment transactions, and pricing approvals, contributing to a seamless sales operation.

Small Business Midwest Commercial Account Manager, B2B Call Center Account Rep/Mentor/Sales Trainer, Account Executive 1

AT&T
03.2003 - 03.2013
  • Managed a dynamic sales team, expanding its size from 6 to 20 members, while providing leadership, establishing performance expectations, and fostering a motivating environment to achieve sales targets
  • Attained a top-tier sales ranking, placing 6th among competitive regional teams, by driving performance and strategic sales initiatives
  • Orchestrated the growth and retention of a complex client portfolio, implementing strategic account management initiatives to ensure revenue stability and expansion
  • Reduced network solutions expenditures by 41% through effective negotiation of pricing and service fees, simultaneously maintaining and improving IT service quality and market reach.

Education

Associate of Arts, Business Administration -

Sawyer College
Cleveland Heights, Ohio

Skills

  • Microsoft Office 365
  • Outlook
  • Excel
  • PowerPoint
  • Sales Force
  • Sap
  • Various CRM Databases
  • Organization
  • Complaint Handling
  • Client Education
  • Records Management
  • Decision-Making
  • Account Management
  • Relationship Building

Certification

  • Life/Health/Property & Casualty Insurance License, Pending, 2024
  • Sales Certifications, Challenger Sales, Spin Selling, Sandler Training, 2018-19
  • HubSpot/Inbound Sales Certification, SPIN SELLING, 2016

Timeline

Medical Territory Account Manager, Business Development Specialist

relink Medical LLC
10.2021 - 01.2022

Customer Service Specialist 1

KeyBank
06.2021 - 02.2022

Senior Financial Advisor/Team Lead

SILVER LION SLA
08.2019 - 05.2021

Medical Oxygen Device Sales Specialist

INOGEN
04.2018 - 05.2019

Catastrophe Insurance Customer Service Representative

CMS PILOT CATASTROPHE MANAGEMENT SOLUTIONS
08.2014 - Current

Small Business Midwest Commercial Account Manager, B2B Call Center Account Rep/Mentor/Sales Trainer, Account Executive 1

AT&T
03.2003 - 03.2013
  • Life/Health/Property & Casualty Insurance License, Pending, 2024
  • Sales Certifications, Challenger Sales, Spin Selling, Sandler Training, 2018-19
  • HubSpot/Inbound Sales Certification, SPIN SELLING, 2016

Associate of Arts, Business Administration -

Sawyer College
Lori Towns