MONICA VIEIRA
Morgan Hill,CA
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Engagement Specialist II
Bay Area Solutions
1190 S BASCOME AVE SUITE 118
05.2014 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Analyzed customer needs to provide customized insurance solutions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Utilized CRM software to manage client relationships.
- Finalized sales and collected necessary deposits.
Events Manager
Bali Baly Jump
847 S MCGLINCY LN CAMPBELL CA 95008
03.1999 - 03.2019
- Managed administrative logistics of events planning, event booking, and event promotions.
- Hired and cross-trained staff members for various event-specific functions and assessed employees' understanding of associated processes and procedures.
- Solicited feedback from clients to assess event success and uncover opportunities for improvement.
- Interviewed clients to understand event scopes of work and establish budgets.
- Oversaw preparation and management of event budgets to deliver at or below projected costs.
- Developed and implemented successful marketing plans to generate event revenue.
- Negotiated with vendors to achieve most favorable terms.
- Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation, and proposal development for various events.
- Implemented contingency plans to address last-minute changes or unforeseen events.
- Utilized social media to promote events and increase attendance.
- Researched and identified new vendors and suppliers to obtain competitive pricing.
Education
No Degree - Business Administration And Management
College of San Mateo
San Mateo, CA05.1994
Skills
- Sales Strategies
- Insurance Coverage Review
- Engagement Activities
- Health Insurance Sales
- Benefits Explanations
- Consultative Selling Technics
- Google Docs
- Client Account Management
- Client Needs Analysis
- Team Engagement
Certification
- Licensed [Health Insurance Agent] - [since 2019]
- [Covered ca] Training - [require yearly renewal]
- [Medicare] Training - [Yearly renewal]
- Certified [Live scan Technician], [Bay Area Solutions] - [2014]
Languages
Spanish
Native or Bilingual
Timeline
Engagement Specialist II
Bay Area Solutions
05.2014 - Current
Events Manager
Bali Baly Jump
03.1999 - 03.2019
No Degree - Business Administration And Management
College of San Mateo