Michelle Coney
Kissimmee,FL
Summary
Goal-oriented, task-focused self-starter with a keen attention to detail and proven leadership skills. Dedicated to delivering exceptional support and acting as a strong advocate for both internal and external clients. Results-driven professional skilled in building lasting relationships and delivering customized solutions. Committed to contributing to client satisfaction and company growth.
Overview
12
12
years of professional experience
Work History
Licensed Health Insurance Agent
Paychex Insurance Agency
06.2024 - Current
- Meet and exceed revenue quotas by prospecting and engaging clients over the phone, emails, and meetings.
- Engaged new and existing clients, assessed individual company needs, and delivered customized benefit solutions.
- Manage sales process and client onboarding experience from beginning to end.
- Developed and maintained relationships with clients and carrier partners to enhance service delivery and support.
- Write and process sales contracts and perform carrier underwriting in accordance with carrier guidelines.
- Consistently getting educated on carrier products as well as state and federal compliance regulations.
Sales Development Associate
Paychex Insurance Agency
01.2021 - 06.2024
- Work with sales agents to gather client information effectively to ensure a smooth onboarding experience.
- Collaborated with benefit sales team to support achievement of fiscal year goals.
- Assisted territory agents in quoting and preparing health insurance proposals, enhancing client engagement.
- Assembled pre and post meeting information to streamline online portal for open enrollment.
- Reconcile deductions and send the data to payroll once benefit elections are complete.
District Sales Assistant for SMB
Paychex
04.2017 - 12.2020
- Advocate for the SMB payroll sales representatives in the Orlando office.
- Facilitated achievement of fiscal sales goals by alleviating administrative tasks for sales reps, enabling focus on business development.
- Assisted SMB sales representatives in updating Salesforce, verifying documentation accuracy, ensuring timely first payroll processing for clients, and reviewing tickets for correct monthly commission payouts.
- Coordinate with implementation specialists to ensure that the first payroll is processed on time once clients are onboarded.
- Sourced materials like business cards, new business kits, and pricing sheets to enhance sales collateral for representatives.
ESR Dedicated Service Representative
Paychex
04.2015 - 04.2017
- Successfully managed the process of implementing the then-new ESR service and integrating our health and benefit clients' payroll and health insurance data to ensure they met the new ACA regulations that came out in 2014.
- Consulted Paychex clients and facilitated completion of mandated ACA documentation.
- Supported territory agents and sales managers by addressing inquiries related to ESR, enhancing client understanding.
- Accompanied H&B reps on sales calls with large prospects to clarify ESR implications and demonstrate automation opportunities.
- Resolved client inquiries by analyzing issues and providing solutions promptly.
- Analyzed and made appropriate recommendations to clients so that their inquiries and concerns were resolved accurately.
- Collected employees' healthcare information from the client to prepare, distribute and file the 1094-C and 1095-C forms.
- Worked evenings and Saturdays to help clients meet reporting deadlines, ensuring timely compliance.
Clarification Specialist
BIC Graphic
03.2014 - 04.2015
- Presented sales quotes and prepared or updated production orders for new and existing clients.
- Developed price proposals for prospects, enhancing support for distributors.
- Handled approximately 120 calls daily, consistently meeting 112% of quality expectations month-to-month.
Education
Course Certification - Skills for Success
Dale Carnegie
Orlando, FL08-2018
Associate of Science - Internet Marketing
Fortis College
05-2012
Skills
- Client engagement
- Customer relationship management
- Revenue generation
- Problem solving
- Effective communication
- Relationship building
- Attention to detail
- Time management
- Team collaboration
- Goal oriented
- Excellent communication
- Time management abilities
- Critical thinking
Timeline
Licensed Health Insurance Agent
Paychex Insurance Agency
06.2024 - Current
Sales Development Associate
Paychex Insurance Agency
01.2021 - 06.2024
District Sales Assistant for SMB
Paychex
04.2017 - 12.2020
ESR Dedicated Service Representative
Paychex
04.2015 - 04.2017
Clarification Specialist
BIC Graphic
03.2014 - 04.2015
Course Certification - Skills for Success
Dale Carnegie
Associate of Science - Internet Marketing
Fortis College