Summary
Overview
Work History
Education
Skills
Timeline
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Michelle O'Neil

Temecula,CA

Summary

To seek and maintain part time or full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

25
25
years of professional experience

Work History

Market Builder

Monat, Market Partner
07.2019 - Current
  • Built relationships with customers and community to promote long term business growth.
  • Presented professional image consistent with company's brand values.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Stayed current on company offerings and industry trends.
  • Contributed to event marketing, sales and brand promotion.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Informed customers of promotions to increase sales productivity and volume.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Set and achieved company defined sales goals.

Customer Relations Manager

VBA
01.2015 - 10.2015
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Managed customer relations on ongoing basis to maximize customer retention.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Scheduled and attended meetings with clients and prospective clients as requested.
  • Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Made customers aware of current and new programs and services.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.

Life & Health Agent, Licensed Producer

Aflac
09.2005 - 11.2008
  • Handled So Cal Regional offices service accounts, worked with other agents to keep & update current business accounts.
  • Produced reports for all accounts within Regions.
  • Maintained full and current understanding of available plans, products and services.
  • Helped members navigate enrollment process and choose appropriate options.
  • Assisted individuals, families and small businesses with acquiring health, vision, life and dental insurance.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Resolved problems related to benefits, eligibility and claims.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Reported directly to State Sales Coordinator.

Executive Assistant to the President

Air Rental, Inc.
06.1998 - 08.2005
  • Organized and coordinated conferences and monthly meetings.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Handled confidential and sensitive information with discretion and tact.
  • Answered high volume of phone calls and email inquiries.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Facilitated training and onboarding for incoming office staff.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Filed paperwork and organized computer-based information.
  • Created and managed office systems to efficiently deal with documentation.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Bookkeeping including accounts payable, accounts receivable, payroll, monthly statements, P&L reports & payroll.
  • Job Costing
  • Equipment Inventory and reporting
  • Dispatching of Service Technicians

Education

High School Diploma -

Cypress High School
Cypress, CA
06.1998

Business Management

Cypress College
Cypress, CA

Skills

  • Labor Oversight
  • Client Relations
  • Schedule Management & Coordinator
  • Organization
  • Sales Expertise
  • Account Management
  • Direct Marketing
  • Policyholder Communication
  • Bookkeeping Support
  • Event Planning & Coordination
  • Customer Assistance
  • Administrative Functions

Timeline

Market Builder

Monat, Market Partner
07.2019 - Current

Customer Relations Manager

VBA
01.2015 - 10.2015

Life & Health Agent, Licensed Producer

Aflac
09.2005 - 11.2008

Executive Assistant to the President

Air Rental, Inc.
06.1998 - 08.2005

High School Diploma -

Cypress High School

Business Management

Cypress College

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Michelle O'Neil