Nycole Lightbody
Mechanicville,NY
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
4
4
years of professional experience
Work History
Sales Operations Specialist
Infojini Consulting
Columbia, United States
07.2021 - 09.2022
- Credential and conduct initial onboarding set up of new brokers.
- Managed broker portal interactions.
- Collaborate with Sales and Marketing Product Operations and IT departments to provide input into database improvements, including testing and reporting results.
- Maintain broker records and reports in the broker commissions database.
- Provide necessary support for Direct Sales Channels across all markets.
- Monitored sales organization's compliance with state and federal standards of record-keeping for customer and broker personal information, sales records and validation reports.
- Promoted business' development by building and maintaining relationships with new clients.
Insurance Broker
AFLAC
Clifton Park, NY
09.2018 - 04.2021
- Knowledge of products and policies to recommend to prospective clients.
- Approached potential clients by using direct marketing techniques, including walk-ins and phone contacts.
- Use of CRM daily.
- Assisted business owners with payroll deductions and use of tax exemptions.
- Conducted face to face business luncheons and group presentations of products.
Education
Associate of Science - Medical Assisting
Mildred Elley
Albany, NY05.2016
Skills
- Strategic Planning and Execution
- Integrity and Transparency
- Analytical and Critical Thinker
- Corporate Strategy and Development
- Departmental Coordination
- CRM, Oracle, ICM, Market Prominence, IKA, Salesforce and Successware
- MS Excel MS Word, and Outlook
- Administrative Functions
- Form Completion and Submission
- Regulatory Requirements
- Licensing Requirements
- Billing Inquiries
- Financial Due Diligence
Licenses and Certificates
NYSOH Broker License
CCMA Certificate
CPT Certificate
EKG Certificate
Timeline
Sales Operations Specialist
Infojini Consulting
07.2021 - 09.2022
Insurance Broker
AFLAC
09.2018 - 04.2021
Associate of Science - Medical Assisting
Mildred Elley
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