Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Marc Koren

Boynton Beach,FL

Summary

Accomplished Onboarding Coordinator with a proven track record at Vacasa Vacation Rentals, enhancing team performance through innovative solutions and cross-functional teamwork. Expert in onboarding processes and relationship building, I significantly improved customer satisfaction. My analytical skills and problem-solving aptitude have been pivotal in streamlining operations and fostering organizational growth.

Overview

31
31
years of professional experience

Work History

Onboarding Coordinator

Andes STR FC
Boynton Beach, FL
08.2024 - Current
  • Managed STR compliance for new clients in southeastern Florida.
  • Worked with cross-functional teams to achieve goals.
  • Worked effectively in team environments to make the workplace more productive.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Established positive relationships with external vendors providing services related to onboarding activities.

Onboarding Coordinator

Vacasa Vacation Rentals
Boynton Beach, FL
10.2021 - 06.2024
  • Established positive relationships with external vendors providing services related to onboarding activities.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Worked with cross-functional teams to achieve goals.
  • Worked effectively in team environments to make the workplace more productive.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Identified needs of customers promptly and efficiently.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.

Insurance Agency Sales Manager

Affiliated Insurance Agents
Houston, TX
04.2020 - 10.2021
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Responded to customer inquiries and problems to promote great service.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Identified opportunities for cost savings through improved processes or technology upgrades.
  • Facilitated communication between agents, underwriters, and claims personnel.
  • Developed and implemented marketing strategies to promote insurance products.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Recruited qualified candidates for open positions within the organization.
  • Resolved customer complaints regarding policy coverage or claim payments.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Maintained accurate records of all sales activities and transactions.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Resolved customer complaints regarding sales and service.
  • Managed the day-to-day operations of the agency's sales team.
  • Participated in meetings with clients regarding their needs and requirements for services or products.
  • Built relationships with key stakeholders, including customers, suppliers, partners, and other relevant industry contacts.
  • Researched industry trends and developments related to target markets.
  • Identified needs of customers promptly and efficiently.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Worked effectively in team environments to make the workplace more productive.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Utilized various software and tools to streamline processes and optimize performance.

Financial Advisor

Bankers Life Insurance
Houston, TX
02.2017 - 03.2020
  • Implemented asset allocation models designed to maximize returns while minimizing risks.
  • Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
  • Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
  • Managed client expectations and resolved any concerns or issues promptly.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Identified new business opportunities through networking and referrals.
  • Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
  • Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
  • Recommended strategies to clients to help achieve financial goals.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
  • Provided advice on tax-advantaged investment opportunities.

Sales Manager

Houston Window Film
Houston, TX
03.1994 - 02.2017
  • Participated in negotiations with vendors regarding product purchases or contracts.
  • Resolved customer complaints regarding sales and service.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Managed daily operations of sales department, including supervision of staff members.
  • Developed and implemented sales strategies to increase market share.
  • Performed sales consultations and educated clients on products and services.
  • Collaborated with marketing team to create promotional materials for target customers.
  • Coached, developed and motivated team to achieve revenue goals.
  • Established new accounts and serviced existing accounts maintaining professional relationships.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Managed inventory and supplies to ensure materials were available when needed.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Identified needs of customers promptly and efficiently.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Education

Bachelor of Arts - Economics

Johns Hopkins University
Baltimore, MD
05-1989

Skills

  • Organizational growth
  • Cross-functional teamwork
  • Onboarding process
  • Time management
  • Problem-solving
  • Multitasking
  • Personnel engagement
  • Relationship building
  • Reliability
  • Critical Thinking Skills
  • Procedure compliance
  • Attention to detail
  • Analytical skills
  • Teamwork and collaboration
  • Critical Analysis
  • Willingness to learn

Affiliations

  • family comes first
  • poker player
  • avid sports fan
  • bad golfer

Timeline

Onboarding Coordinator

Andes STR FC
08.2024 - Current

Onboarding Coordinator

Vacasa Vacation Rentals
10.2021 - 06.2024

Insurance Agency Sales Manager

Affiliated Insurance Agents
04.2020 - 10.2021

Financial Advisor

Bankers Life Insurance
02.2017 - 03.2020

Sales Manager

Houston Window Film
03.1994 - 02.2017

Bachelor of Arts - Economics

Johns Hopkins University

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