NATISHA WILLARD
Eustis
Summary
Results-driven sales professional with extensive expertise in account management and inside sales, dedicated to driving revenue growth through strategic client relationship building. Proven ability to foster team collaboration while adapting to evolving market demands, ensuring alignment with organizational goals. Proficient in leveraging CRM software, negotiation tactics, and problem-solving skills to deliver measurable outcomes that enhance overall business performance. Committed to achieving excellence in all aspects of sales and account management.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Personal Vacation Planner
Carnival Cruise Lines
08.2025 - Current
- Managed client communications to address inquiries and resolve issues promptly throughout trip planning process.
- Boosted client retention rates by providing exceptional support and follow-up communication.
- Increased repeat business by delivering memorable vacation experiences tailored to individual tastes and interests.
- .Maintained accurate records of client information, bookings, payment details, and correspondence within CRM system.
- Followed up with customers to increase customer service with travel plans.
- Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
- Outbound leaving voicemails up to 150 per day. Average talk time of 3 hours. Take incoming calls, customer service, and bookings while documenting details, emails, and text.
Health Insurance Agent
Insurance Pipeline INC
12.2025 - 02.2026
- Advised clients on health insurance options, enhancing understanding of coverage benefits and eligibility requirements.
- Developed tailored insurance plans, aligning client needs with policy offerings for optimal satisfaction.
- Conducted thorough market research to identify emerging trends and competitive products in health insurance sector.
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
Licensed Health Insurance Agent
Senior Summit Insurance Group
09.2025 - 11.2025
- Developed tailored health insurance solutions based on individual client needs and preferences.
- Educated clients on policy options, benefits, and coverage details to enhance decision-making.
- Conducted comprehensive market research to identify trends and competitive offerings in health insurance.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
Account Manager, Inside Sales
1-800ACCOUNTANT
09.2021 - 09.2024
- Demonstrated exceptional consultative selling skills from initial rapport to needs assessment to solution delivery.
- Cultivated long-term relationships with clients to accurately quote pricing and terms that achieve customer objectives.
- Leveraged telephone approaches to generate sales leads.
- Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
- Maintained detailed account records and contact logs to facilitate sales process.
- Exceeded daily customer call quota by measuring input against goal and holding self accountable.
- Educating and teaching clients the importance of proper structure of their business.
- Completed training course top of my class. Placed on the #1 team on the floor while I am working daily on getting stronger and bettering myself in sales, personally, and management skills.
Real Estate Agent
Realty One Group Sunshine
07.2019 - 08.2021
- Showed residential properties and explained features, value and benefits of available homes.
- Managed sales pipeline by actively following up with prospects and hot leads.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Planned and coordinated open house events to move properties.
- Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
- Coordinated appointments with prospective buyers to showcase houses and plots.
- Advised prospective clients on current market activities and optimal buying or selling choices.
- Maintained current and accurate CRM database of prospective customers.
- Generated lists of properties compatible with buyers' needs and financial resources.
- Facilitated real estate purchases by reviewing listings, accompanying clients to properties and communicating sale conditions.
- Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.
- Verified accuracy of documentation and fund disbursements for sales.
- Maintained high referral rates and exceptional feedback from previous clients.
- Increased customer satisfaction ratings by addressing issues effectively for speedy resolution.
- Met with people from different locations and evaluated needs to help clients realize personal real estate goals.
- Met and exceeded sales goals through consultative sales techniques and closing abilities.
- Managed real estate transactions from initiation to closing.
- Scheduled home viewings with potential buyers.
- 2021 Sold 2.5 Million in volume.
Timeshare Sales Agent
Diamond Resorts, Sheraton, Wyndham
03.2013 - 05.2016
- Conducted one-on-one sales presentations and resort property tours to interested parties.
- Handled price objections and used proper closing techniques to generate sales.
- Attended professional training classes and assessments for continuous improvement.
- Employed potential client interests and goals to tailor ownership benefits outlining vacation savings and revenue opportunities to close deals.
- Discussed vacation ownership program with guests to prospect new clientele.
- Monitored contract processing to minimize rescission decisions.
- Negotiated and closed deals with minimal oversight.
- Educated customers on suitable products and services depending on age, needs and inventories to increase sales.
- Extensive training in psychology (3 years). The 4 main personalities and how to sell against and with your weakness. Driver, analytical, expressive, and amiable. 4 levels to the emotions. (Why specifically do you feel that way
- What is it that made you think about that
- If you can't secure a plan what will you do
- How would it feel to lose that
- Are some generic examples of the 4 levels learned and honed into.) Feel, felt, and found. Other guest felt the same way you do. What they found is they made the right decision for their families and feel excited about their future.
- Assisted in training of new reps. Roleplay, pencil pitch, putting together pitch books and how to deliver the pitch.
- Bunching up tours together; touring the resorts and pitching groups together.
- Beginning training for In-house sales. Ethnically, I declined to go that direction leaving Timeshare all together.
Insurance Agent/ Co Owner
Allstate/AAA
02.2003 - 04.2016
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Improved office operations continually by maintaining records, tracking data and promoting internal communications.
- Provided quick turnaround time when customers called with questions, usually within 1 hours.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Diligently filed and followed up on third party claims.
- Co-owner of the Allstate office in Wolfeboro Falls. Sold and moved to FL working for AAA.
- PNC and Adjuster licensed
Education
High School Diploma -
Hardee High
Wauchula, FL06-1990
Skills
- Exceptional communication
- Strong negotiation
- High volume environments
- Client consultations
- Relationship management
Certification
Life, Health, and Annuity license
Home and auto insurance license
Adjusters license
Real Estate license
Timeline
Health Insurance Agent
Insurance Pipeline INC
12.2025 - 02.2026
Licensed Health Insurance Agent
Senior Summit Insurance Group
09.2025 - 11.2025
Personal Vacation Planner
Carnival Cruise Lines
08.2025 - Current
Account Manager, Inside Sales
1-800ACCOUNTANT
09.2021 - 09.2024
Real Estate Agent
Realty One Group Sunshine
07.2019 - 08.2021
Timeshare Sales Agent
Diamond Resorts, Sheraton, Wyndham
03.2013 - 05.2016
Insurance Agent/ Co Owner
Allstate/AAA
02.2003 - 04.2016
High School Diploma -
Hardee High