Marty Valde
Oakley,CA
Summary
- Experienced with relationship-building and driving sales growth through effective communication.
- Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service.
- Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
- Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results.
Overview
18
18
years of professional experience
Work History
Sales Representative/Insurance Customer Service Representative
Insurance Company
08.2022 - Current
- Assisted clients with insurance needs over the phone, email and in person.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Assisted customers with completing insurance documents to avoid missed information.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Utilized CRM software to manage client information, track leads, and monitor sales progress.
- Managed portfolio of high-value accounts, ensuring they received exceptional service.
- Achieved consistently high customer satisfaction ratings by tailoring solutions to individual needs.
- Cultivated deep understanding of product features to answer questions and overcome objections.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Maintained current knowledge of evolving changes in marketplace.
- Presented professional image consistent with company's brand values.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
Unit Coordinator
The Sequoias Portola Valley
04.2020 - 02.2022
- Handled confidential patient information with discretion, adhering to HIPAA regulations to protect privacy rights.
- Managed medical emergencies calmly and effectively while activating appropriate codes according to hospital policy; ensuring prompt response from specialized personnel.
- Achieved appropriate patient flow by admitting, transferring and discharging patients in computer system and notifying appropriate personnel of patient status verbally and through signage.
- Identified and facilitated resolution of unit operational problems independently, collaborating with manager to resolve complex problems.
- Maintained a clean and organized unit environment, adhering to infection control protocols for optimal patient safety.
- Coordinated and maintained referral sources related to admissions, discharges, and follow up services to sustain daily census requirements.
- Streamlined patient admissions by efficiently managing and organizing medical records.
- Collaborated, communicated and engaged with family and support system to support client healing process.
- Demonstrated adaptability and resilience by providing support during periods of high census or staff shortages, ensuring continuity of care for all patients.
- Assisted in ordering and serving patient meals, transporting patients and performing indirect patient care duties at competent level and according to needs of patient population served.
Customer Service/Account Manager
M&H Uniforms
11.2018 - 03.2020
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined account management processes for improved efficiency and productivity.
- Delivered exceptional service by thoroughly understanding the needs of each client account in my portfolio.
- Mentored junior team members in effective account management techniques for their professional development.
- Monitored account performance regularly, taking proactive action to address concerns or areas needing improvement.
- Reduced response time for customer inquiries by implementing an updated tracking system, leading to faster and more accurate responses.
- Served as a liaison between customers and other departments, ensuring seamless communication and timely resolution of issues.
- Conducted regular reviews of client accounts, identifying opportunities for growth and improvement.
- Maintained detailed records of customer interactions, ensuring accurate account information at all times.
- Continuously updated knowledge on industry trends and best practices, enhancing service quality provided to clients.
- Provided ongoing support to clients, offering expert guidance on product usage and best practices.
- Responded to customer requests for products, services, and company information.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Delivered prompt service to prioritize customer needs.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Promptly responded to inquiries and requests from prospective customers.
Concierge/Receptionist
Sunrise Assisted Living
06.2017 - 11.2018
- Assisted guests with special needs or requests, demonstrating empathy and understanding in every interaction.
- Provided exceptional customer service to diverse clientele, fostering an atmosphere of inclusivity and respect.
- Maintained front desk's concierge book to provide visitors with access to relevant local information.
- Managed a variety of tasks simultaneously, maintaining professionalism and efficiency under pressure.
- Addressed customer inquiries with timely and professional responses via phone, email and in-person interactions.
- Improved overall guest satisfaction by consistently exceeding expectations in all aspects of concierge services.
- Contributed to a positive work environment by maintaining a professional demeanor at all times.
- Managed daily operations of concierge desk and monitored staff performance to proactively address inefficiencies.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Insurance Assistant
Wells Fargo & Company
11.2006 - 03.2012
- Handled sensitive client information with discretion while maintaining strict confidentiality standards according to company guidelines.
- Contributed to team success by collaborating with colleagues on cross-functional projects, streamlining internal processes for better productivity.
- Assisted in marketing efforts by preparing promotional materials highlighting the benefits of various insurance products offered by the company.
- Processed policy applications with accuracy and attention to detail, ensuring a smooth experience for clients seeking insurance coverage.
- Managed relationships with external partners such as brokers and agents, fostering strong collaborations that benefited both parties.
- Collaborated effectively with team members to meet and exceed departmental goals, fostering a positive work environment.
- Maintained compliance with industry regulations by staying updated on changing laws and ensuring all documentation was completed accurately.
- Provided administrative support to senior staff members as needed, enabling them to focus on high-level strategic tasks.
- Enhanced customer satisfaction by providing prompt and accurate responses to inquiries regarding policies and coverage.
- Improved efficiency in document management by implementing a digital filing system, reducing paperwork clutter and retrieval time.
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Education
BUSINESS ADMINISTRATION -
University of Phoenix
06.2004
Skills
- Customer service
- Customer relations
- Customer relationship building
- Interpersonal communication skills
- Sales expertise
- Relationship building
- Product and service knowledge
- Complex Problem-solving
- Product and service sales
- Customer retention
- Client service
- Upselling and cross selling
- Objection handling
- Customer needs assessment
- Customer success management
- Account management
- Cold calling
- Staff training
- CRM proficiency
- Client account management
- Prospecting clients
- Systems and software expertise
- Records management
- Account servicing
- Proposal development
- Retention strategies
- Time management
- Client engagement
- Customer retention abilities
- Prospecting and telemarketing
- Contact follow-up
- Price quote preparation
- Attention to detail
- Product knowledge
Hobbies and Interests
- Zumba
- Cooking
- Movies
- Community Volunteer
- Helping Others
Timeline
Sales Representative/Insurance Customer Service Representative
Insurance Company
08.2022 - Current
Unit Coordinator
The Sequoias Portola Valley
04.2020 - 02.2022
Customer Service/Account Manager
M&H Uniforms
11.2018 - 03.2020
Concierge/Receptionist
Sunrise Assisted Living
06.2017 - 11.2018
Insurance Assistant
Wells Fargo & Company
11.2006 - 03.2012
BUSINESS ADMINISTRATION -
University of Phoenix
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