Summary
Overview
Work History
Education
Skills
Timeline
Generic
Rachael Heiber

Rachael Heiber

Hellertown,PA

Summary

Positive Senior Sales Consultant with excellent persuasive communication and online marketing skills. Dedicated to assisting clients to ensure superior customer service. Hardworking and organized with staff training experience. Offering 10 years of sales expertise.

Professional with strong foundation in risk assessment, financial analysis, and decision-making. Skilled in evaluating creditworthiness, analyzing financial statements, and managing risk exposure. Adept at fostering team collaboration and adaptable to changing needs to ensure optimal results. Known for precision, reliability, and delivering impactful outcomes in underwriting.

Overview

17
17
years of professional experience

Work History

Small Commercial Sales Underwriter

The Hartford
10.2023 - Current
  • Evaluated risk factors and determined appropriate coverage levels for insurance applications.
  • Analyzed financial statements and credit reports to assess applicants' eligibility.
  • Collaborated with brokers and agents to clarify underwriting guidelines and requirements.
  • Developed underwriting policies that improved efficiency and reduced turnaround times.

Sales Consultant, Small Commercial

The Hartford
06.2021 - 10.2023
  • Developed and maintained strong client relationships to drive sales growth.
  • Analyzed customer needs to provide tailored product recommendations.
  • Conducted comprehensive market research to identify new business opportunities.
  • Trained and mentored junior sales staff on effective selling techniques.

Senior Sales Consultant AARP Home & Auto

The Hartford Insurance Group
03.2015 - 06.2021
  • Employed extensive product knowledge to cultivate existing customer relationships and developed rapport with new ones.
  • Mentored junior sales staff, providing training on best practices and enhancing team performance.
  • Collaborated with cross-functional teams to develop tailored insurance solutions addressing specific client requirements.
  • Coordinated sales presentations tailored specifically for individual clients'' needs and preferences.

Customer Service Specialist/AARP Home & Auto

The Hartford Insurance Group
07.2013 - 03.2015
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.

Senior Sales Consultant/Catalyst 360

The Harford Insurance Group
06.2010 - 07.2013
  • Employed extensive product knowledge to cultivate existing customer relationships and developed rapport with new ones.

AARP Membership Associate/Catalyst 360

The Hartford Insurance Group
01.2009 - 06.2010
  • Identified customers issues and complaints and followed up with satisfactory resolution.

Education

Medical/Clinical/Business Specialist - Medical/Clinical/Business Specialist

Allentown Business School
Allentown, PA
01.1997

Skills

  • Strategic opportunity assessment
  • Sales optimization
  • Effective sales presentations
  • Sales development training
  • Underwriting standards
  • Data analysis
  • Documentation review
  • Risk evaluation
  • Submission analysis
  • Data acquisition

Timeline

Small Commercial Sales Underwriter

The Hartford
10.2023 - Current

Sales Consultant, Small Commercial

The Hartford
06.2021 - 10.2023

Senior Sales Consultant AARP Home & Auto

The Hartford Insurance Group
03.2015 - 06.2021

Customer Service Specialist/AARP Home & Auto

The Hartford Insurance Group
07.2013 - 03.2015

Senior Sales Consultant/Catalyst 360

The Harford Insurance Group
06.2010 - 07.2013

AARP Membership Associate/Catalyst 360

The Hartford Insurance Group
01.2009 - 06.2010

Medical/Clinical/Business Specialist - Medical/Clinical/Business Specialist

Allentown Business School

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