Maria Wooten
Winter Haven,Florida
Summary
Accomplished and energetic Customer Focused individual with a solid history of achievement. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
18
18
years of professional experience
Work History
Account Manager
The Hartford
06.2021 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed approximately 50-60 incoming/outgoing calls
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Negotiated favorable terms with underwriters on behalf of clients to secure competitive pricing and comprehensive coverage options.
- Educated clients on complex insurance concepts and policy details to empower informed decision-making regarding their coverage choices.
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Managed a diverse portfolio of commercial accounts, ensuring timely communication and effective problem resolution.
Global Assistance Coordinator
On Call International
02.2017 - 11.2020
- Take inbound and make outbound calls
- Explain benefits included with clients' insurance plans and offer upgrade options to customize plan to meet needs
- Offer additional services to arrange any travel and concierge options
- Coordinate services/treatment plans for emergent situations through arranging doctor to doctor consults
- Explaining Insurance claims process & what is needed to file the claim for optimal chance of approvals; how to submit the claim
- Arrange repatriations via Air Ambulances, Ground ambulances and standard commercial flights both emergent and leisure around the country
- Liaison between insurance company and insurer to get required documents, needed to get approval to use benefits.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment
- Entered data, generated reports, and produced tracking documents for review by superiors
Sales Advocate
Yodle
02.2016 - 10.2016
- Faxing, emailing and communicating with clients to gather documents, verifying compliance and following up to ensure all required documents are in place
- Make outbound calls and answer inbound calls providing clients details about our services and how it will attract and grow their clientele
- Provide clients information about their account, financial consulting and resolving any concerns
- Set initial sale appointments to explain how our service and products would collaborate to build their business
- Customize the services by researching the individual's business and goals to ensure the package will provide immediate and long-term growth for the business owner
- Creating and inputting new customers personal data
- Take payments and discuss financial options to make payments for services
- Answer questions and resolve concerns for overall customer satisfaction.
Financial Analyst
JP Morgan Chase
08.2014 - 09.2016
- Answered inbound calls efficiently while maintaining company goals to ensure all metrics were met
- Supported clients' accounts by processing payments, credit line increase requests and balance transfers
- Explaining benefits and features of the products & services in order to retain business
- Detailing any problems and escalating to the proper department to ensure issue resolution
- Providing world-class dedicated, customer service to exceed each customer's expectation.
Consumer Account Manager
Sprint Corporate
07.2006 - 06.2014
- Confer with escalated clients and provide solutions to fix long-term problems
- Upsold new products, created the new order and scheduled the appointment for delivery or pick-up of the product
- Partnered with management including different departments to retain and resolve the issue
- Followed up with clients to ensure customer's issue was resolved; Maintain my assigned accounts checking in periodically to ensure complete satisfaction and offering new products to grow the account.
Education
BS - BS/BA
University of Phoenix
Orlando, FL08.2006
AS - Court Reporting/Legal
Florida Metropolitan University
08.2003
Skills
Customer Service
Upselling
Teamwork and Collaboration
CRM proficiency Performance Evaluations
Goal-Oriented
Relationship Building
Persuasive Negotiations
Overcoming Objections
Sales Techniques
Personal Information
Title: Customer Relations
Volunteer Experience
Sarasota Memorial Hospital, 01/01/13, 2020, Assisting in patient registration, Ensuring documents are current and match with patient information, Data Entry, Making outbound calls to assist with prior authorization, referrals and to verify patients major medical benefits and caseloads.
Timeline
Account Manager
The Hartford
06.2021 - Current
Global Assistance Coordinator
On Call International
02.2017 - 11.2020
Sales Advocate
Yodle
02.2016 - 10.2016
Financial Analyst
JP Morgan Chase
08.2014 - 09.2016
Consumer Account Manager
Sprint Corporate
07.2006 - 06.2014
BS - BS/BA
University of Phoenix
AS - Court Reporting/Legal
Florida Metropolitan University