Highly organized and versatile professional with a proven track record of providing exceptional customer service. Offering a keen attention to detail and successful at managing multiple tasks effectively and efficiently in fast-paced environments. Renowned for integrity and positive attitude. Seeking a challenging position to leverage these qualities and fulfill my passion for helping others.
Overview
24
24
years of professional experience
Work History
Presale Consultant I
Allstate Benefits
12.2020 - 09.2024
Completed standard proposals and Request For Proposals (RFPs) Questionnaires with excellent quality and within defined service level agreement timelines. Responded to follow up questions and requests within 24 hours.
Followed Best Practice guidelines to ensure transparency and accurate record keeping, including maintaining files according to communicated standards and ensuring timely and accurate updates of proposal tracking.
Developed expertise on pre-sale processes, including product knowledge, best practices, and escalation processes. Prioritized work and workload management.
Communicated regularly and built strong strategic alliances with internal cross-functional partners, focusing on successful completion of proposals and RFPs, and quality relationships.
Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.
Actively participated in team training sessions and adopted new processes to continually improve our team's day-to-day workflows.
Identified areas of opportunity and provided feedback to management for improvements.
Employee Benefits Consultant
Vandroff Insurance Agency/Brown & Brown Insurance
01.2001 - 07.2020
Presented talks to human resources professionals and C-level executives about available services and benefits of different plans.
Developed customized presentations for prospective clients, highlighting the benefits of various insurance products and services.
Increased client satisfaction by analyzing and providing tailored insurance solutions based on client needs and risk assessments.
Educated employees about their benefits options through presentations and workshops, fostering a better understanding of available resources.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Established a reputation for exceptional customer service by promptly addressing client inquiries, resolving issues, and providing ongoing support throughout the policy lifecycle.
Demonstrated exceptional attention to detail when reviewing policies for accuracy, ensuring full compliance with regulatory standards.
Resolved customer concerns with empathy, resulting in increased loyalty and repeat business.
Exhibited high energy and professionalism when dealing with clients and staff.
Education
Bachelor of Arts - Marketing
University of North Florida
Jacksonville, FL
05.1988
Skills
Multitasking and Organization
Customer Service
Office Administration
Computer Skills
Documentation and Recordkeeping
HIPAA Compliance
Effective Communication
Detail Oriented
Adaptability and Flexibility
Reliability and Positive Attitude
Teamwork and Collaboration
Problem-Solving
Reporting capabilities
Effective Communication
Adaptability and Flexibility
Certification
Florida Department of Financial Services:
2-18 Life & Health Insurance Agent License, July 1988