Natalie Newsome

• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
• Educated clients about health insurance coverage options, benefits and costs.
• Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
• Provided comprehensive customer service to drive client satisfaction.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
• Monitored changes in health insurance laws and regulations to verify continuous compliance.
• Developed and maintained client databases to track customer service interactions and evaluate service quality.
• Assisted clients with filing and tracking health insurance claims to facilitate swift settlements.
• Developed tailored health insurance plans to meet individualized client needs.
• Used [Software] to process benefit transactions.
• Developed relationships with providers and networks to achieve favorable client coverage.
• Compiled and maintained client records to monitor health insurance policies and premiums paid.
• Developed and implemented marketing strategies to drive health insurance sales.
• 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.
• Calculated premiums and established payment methods for sales.
• Finalized sales and collected necessary deposits.
• Negotiated with insurers to secure industry-leading health insurance coverage for clients.
• Generated leads through cold-calling, networking and other outreach methods.
• Conducted annual reviews of existing policies to update information.
• 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.
• Analyzed risk factors to recommend appropriate coverage levels.
• Monitored customer feedback and identified areas of improvement.
• Negotiated contracts and terms of sale with potential customers.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Evaluated competitors' products and services to gain competitive advantage.
• Identified and solicited sales prospects in agency databases.
• Researched and identified potential new markets.
• Developed and implemented promotional strategies to increase customer base.
• Conducted research and identified market trends to develop better strategies for sales.
• Designed presentations and marketing materials to promote insurance products.

• Managed inventory control, cash control, and store opening and closing procedures.
• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
• Completed point of sale opening and closing procedures.
• Rotated merchandise and displays to feature new products and promotions.
• Assisted with hiring, training and mentoring new staff members.
• Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
• Approved regular payroll submissions for employees.
• Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
• Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
• Reconciled daily sales transactions to balance and log day-to-day revenue.
• Supervised guests at front counter, answering questions regarding products.
• Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
• Trained new employees on proper protocols and customer service standards.
• Scheduled employees for shifts, taking into account customer traffic and employee strengths.
• Interacted well with customers to build connections and nurture relationships.
• Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
• Assisted in recruiting, hiring and training of team members.
• Trained and guided team members to maintain high productivity and performance metrics.
• Monitored daily cash discrepancies, inventory shrinkage and drive-off.
• Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
• Managed purchasing, sales, marketing and customer account operations efficiently.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
• Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
• Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
• Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
• Negotiated price and service with customers and vendors to decrease expenses and increase profit.
• Implemented business strategies, increasing revenue and effectively targeting new markets.
• Supervised creation of exciting merchandise displays to catch attention of store customers.
• Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
• Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.

• Trained new and existing staff members in various financial procedures to prepare for job requirements.
• Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
• Reviewed documentation and identified financial discrepancies where applicable.
• Processed invoices and contacted appropriate parties for timely payment receipt.
• Completed filings and upheld strict compliance with regulatory agencies and supervisors.
• Created organizational structures to improve accounting and finance functions.
• Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
• Executed vendor setup and payment, administration of bank accounts and account reconciliations.
• Complied with established internal controls and policies.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Analyzed business processes to identify cost savings and operational efficiencies.

Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

• Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
• Approved regular payroll submissions for employees.
• Reconciled daily sales transactions to balance and log day-to-day revenue.
• Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
• Trained new employees on proper protocols and customer service standards.
• Interacted well with customers to build connections and nurture relationships.
• Monitored daily cash discrepancies, inventory shrinkage and drive-off.
• Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
• Managed purchasing, sales, marketing and customer account operations efficiently.
• Spearheaded promotional sales events
• Utilized financial software to prepare consolidated financial statements.
• Managed inventory control, cash control, and store opening and closing procedures.
• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
• Completed point of sale opening and closing procedures.
• Assisted with hiring, training and mentoring new staff members.