Mauricia Matchett
Jacksonville,NC
Summary
Highly motivated and dependable professional with a diverse background in sales, customer service, and business development. I bring a strong work ethic, and willingness to continue to learn.
Overview
5
5
years of professional experience
Work History
Associate Service Consultant
LPL Financial
03.2022 - Current
- Providing phone support with complex death/divorce-related issues via an inbound call center environment, by taking ownership of each inquiry as the main point of contact and providing 'First Call Resolution' when possible
- Taking ownership of complex cases that result in follow-up phone calls and processing
- Processing and monitoring various death and divorce claims through to completion; this includes tax operations review, processing, completing proper documentation for each request, and updating business partners as well as reporting to comply with departmental standards
- Reviewing documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations
- Providing support and managing escalated issues in a timely manner and being point of contact for all case resolutions
- Keeping apprised of and promoting new processes and controls; provide feedback and process improvements to drive the business forward
- Participating in daily huddles and monthly department meetings.
Sales Development Representative
Vector Solutions
10.2021 - 01.2022
- Proactively pursue and qualify sales leads via tele sales and email marketing
- Conduct a needs assessment, determine client requirements and expectations in order to pass qualified sales opportunities onto the Enterprise Sales team
- Generate new business leads by providing some basic product information in a timely manner
- Vet leads based on sales and marketing-determined criteria and pass in a timely fashion to Enterprise Sales team
- Manage time effectively, meet personal goals and work effectively with other members of the team
- Effectively communicate with Enterprise Sales team and schedule calls, webinars, and appointments with qualified leads for them
- Utilize salesforce to enter data
- Strategize with top-producing sales leaders
- Engage executives in targeted prospect accounts
- Orchestrate discussions with senior executives around their business needs
- Performs other duties as assigned
- Analyze data to strategize and generate new business.
Logistics Account Executive Trainee
Total Quality Logistics
04.2021 - 09.2021
- Responsible for generating leads, building relationships and producing sales with potential and current customers while providing superior customer service
- Communicating with customers and carriers in matters relating to freight shipments
- Monitor location of drivers and ensure eta's are correct
- Analyze data to update broker of timely deliveries
- Communicating with drivers to ensure proper pickup and delivery of loads
- Providing database with updates and new carrier information.
Sales Associate
XFINITY
08.2019 - 03.2021
- To engage with customers walking into the Xfinity center in a professional manner
- To assist in promoting and selling Comcast products and services (cable, internet, phone and home security)
- To resolve existing customer's concern with billing and technical equipment
- Responsible for running transactions and payments
- Acquiring and maintaining new business opportunities.
Education
Bachelor of Science - Business Administration
Florida State College At Jacksonville
08.2020
Skills
- Client Relationship Building
- Compliance Management
- Sales Support
- Policy Interpretation
- Cash handling expertise
- Customer Service
- Administrative Support
- Team Development
Timeline
Associate Service Consultant
LPL Financial
03.2022 - Current
Sales Development Representative
Vector Solutions
10.2021 - 01.2022
Logistics Account Executive Trainee
Total Quality Logistics
04.2021 - 09.2021
Sales Associate
XFINITY
08.2019 - 03.2021
Bachelor of Science - Business Administration
Florida State College At Jacksonville
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