Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alan Clark

Management
San Marcos,CA

Summary

Hardworking Account Manager with five years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

Overview

9
9
years of professional experience

Work History

Inside Sales Account Manager

EasyPay Finance
Vista, CA
06.2019 - Current
  • Experience with CRM software including Sugar and Salesforce Lightning
  • Experienced data organizer that increased workflow output
  • Contributed to team success by helping train and motivate less experienced team members.
  • Serviced 50-80 accounts daily keeping revenue high while capitalizing on cross-selling opportunities between primary and secondary finance programs
  • Prospected new leads with high level of outbound calls to both cold and warm contacts.
  • Increased amount of non-active accounts becoming active again
  • Created new programs that resulted in increasing productivity and customer satisfaction
  • Called 400 warm leads each week to expand client base

Customer Service Representative

Welk Resorts
Vista, CA
09.2018 - 02.2019
  • Supported customer needs by fielding diverse questions about issues such as available merchandise, current prices and upcoming company changes.
  • Answered constant flow of customer calls with up to 50 personally handled calls in queue per day.
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.

Business Controller

ARS National Services Inc.
Escondido, CA
06.2018 - 07.2018
  • Auditing work of production agents to insure compliance was being met when collections arrangement was setup.
  • Reviewed 50 documents and data to give accurate presentations and forecasts to upper management.

Inbound/Outbound Customer Service Rep

Quest Software
Las Vegas, NV
09.2017 - 06.2018
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Worked with 100+ customers daily to understand requirements and limits of insurance and provide exceptional customer service.
  • Performed superior customer experience daily by addressing customer concerns, demonstrating empathy and resolving problems swiftly.

Life Insurance Broker

Equis Financial
Las Vegas, Nv
07.2016 - 08.2017
  • Managed own book of business to meet personal income requirements
  • Appointed by five insurance companies and promoted products and services using up-selling and other sales techniques.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Built relationships with clients through active listening and integrity to provide excellent service.
  • Conducted annual reviews of existing policies to update information.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 10%

Senior Customer Service Associate

Mens Wearhouse
Las Vegas, NV
11.2015 - 07.2016
  • Managed customer relations and customer service through daily communication and interaction.
  • Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Greeted all customers in warm manner and utilized active listening skills to determine assistance required.
  • Managed more than 50 customer rentals during peak times.

Market Manager

Bite Squad
Las Vegas, NV
09.2014 - 08.2015
  • Developed relationships with potential job candidates to promote effective communication throughout hiring processes.
  • Oriented team of 20 hired employees by providing company information, facilitating onboarding processes and establishing position-related requirements.
  • Determined required job seeker qualifications for potential interview by reviewing and evaluating resume and application information.
  • Produced and analyzed production or results from job descriptions and advertisements, prescreening protocols, interview questionnaires and post-interview assessments.
  • Interacted in positive manner with employees to demonstrate high standards and mitigate issues effectively.

Education

Bachelor of Science - Health Administration

University of Phoenix, San Diego Campus
Online
11.2021

Skills

  • Organizational Development
  • Process Improvement
  • Training And Development
  • Office Equipment
  • Computer Software
  • Windows
  • Human Resources
  • Workers' Compensation
  • Ergonomics

Timeline

Inside Sales Account Manager

EasyPay Finance
06.2019 - Current

Customer Service Representative

Welk Resorts
09.2018 - 02.2019

Business Controller

ARS National Services Inc.
06.2018 - 07.2018

Inbound/Outbound Customer Service Rep

Quest Software
09.2017 - 06.2018

Life Insurance Broker

Equis Financial
07.2016 - 08.2017

Senior Customer Service Associate

Mens Wearhouse
11.2015 - 07.2016

Market Manager

Bite Squad
09.2014 - 08.2015

Bachelor of Science - Health Administration

University of Phoenix, San Diego Campus
Alan ClarkManagement