Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Intern
Rebecca Mitchell

Rebecca Mitchell

Corpus Christi,TX

Summary

Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration. I am also a Highly-motivated employee with desire to take on new challenges, With a Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

7
7
years of professional experience

Work History

Sr. Director of Operations

Clearwater Benefits
Austin, TX
02.2024 - Current
  • Developed and implemented operational policies and procedures to ensure organizational effectiveness.
  • Analyzed current operational processes and identified areas for improvement in order to maximize efficiency.
  • Directed the development of long-term plans for business growth opportunities and new product launches.
  • Collaborated with executive management team to develop strategies that improve customer service and client relationships
  • Established metrics and monitored progress against key performance indicators.
  • Facilitated communication between internal departments as well as brokers and clients.
  • Maintained relationships with customers by providing timely responses to inquiries or complaints regarding services or products offered.
  • Established operational guidelines and identified opportunities for improvement.
  • Recognized employees for demonstrating excellent service resulting in increased company morale.

Team Lead- Sales Development

Sana Benefits
AUSTIN , TX
09.2019 - Current
  • Licensed Agent; Health, Life, Variable life & Variable Annuities
  • Managed a team of 10 Sales Development Representatives to ensure they are following internal processes and best practices to improve performance.
  • Implemented training updates.
  • Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals with lagging skills.
  • Assigned weekly employee goals and monitored activity and completion.
  • Maintained the same workload from my Sales Development position in addition to managing my team.
  • Created a complete marketing strategy including outbound call scripts, call cadence, data lists, and email templates for SDRS
  • Assisted in Onboarded new SDRs, on both internal process and project specifics, as it pertained to the customer’s offerings and CRM.
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
  • Collaborated with senior leadership to set long-term objectives for the company.
  • Recruited, trained, supervised, evaluated and mentored staff members.
  • Identified opportunities for improvement in operational performance metrics.
  • Conducted regular meetings with department heads to review progress on strategic initiatives.
  • Implemented systems for tracking progress on key initiatives or projects.
  • Recruited, hired and trained employees on operations and performance expectations.

Director of Group Relationship

Clearwater Benefits
Austin, Texas
05.2023 - 02.2024
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
  • Collaborated with senior leadership to set long-term objectives for the company.
  • Recruited, trained, supervised, evaluated and mentored staff members.
  • Conducted regular meetings with department heads to review progress on strategic initiatives.
  • Assessed employee performance against established benchmarks or targets.
  • Implemented systems for tracking progress on key initiatives or projects.
  • Facilitated collaboration between teams by encouraging open communication channels.
  • Recruited, hired and trained employees on operations and performance expectations.

Insurance Agent

All Web Leads
Austin, Texas
05.2018 - 12.2018
  • Licensed Agent in property and Casualty
  • Closers Club November 2018
  • Analyzed customer needs and provided best options, up-selling products and services
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns

Executive Sales Representative

Web.com
Austin, Texas
07.2017 - 05.2018
  • Contacted medium to small business owners via phone and email to explore better online positing, offering potential clients SEO packages
  • November 2017 Was the Top Rep Nationwide, and was given an award for Tops sales that month as well Rank #1 (The tournament of Champs) In the company for sales that month
  • Mentored, motivated, and trained 5 employees monthly and worked with Training classes of 20+ employees on successful selling techniques

Education

Massage Therapy

Austin Community College
Austin, TX
03.2014

Business Administration and Management

University of Phoenix
Norman, OK
2005

Skills

  • Inbound and outbound calling
  • Call center experience
  • Training & development
  • Self-motivated
  • Client Relations
  • Data Entry
  • Quality control
  • Problem Solving
  • Staff training and motivation
  • Team management
  • Operational Excellence
  • Process Improvement

Accomplishments

Presidents Club December 2022

  • Most Closed Won Revenue By Outbound SDR

Presidents Club December 2021

  • Most Sets by Outbound SDR
  • Most meeting Held by Outbound SDR
  • Most Closed Won Revenue by Outbound SDR

Presidents Club December 2020

  • Most improves Outbound SDR
  • Most Set held by Outbound SDR

Timeline

Sr. Director of Operations

Clearwater Benefits
02.2024 - Current

Director of Group Relationship

Clearwater Benefits
05.2023 - 02.2024

Team Lead- Sales Development

Sana Benefits
09.2019 - Current

Insurance Agent

All Web Leads
05.2018 - 12.2018

Executive Sales Representative

Web.com
07.2017 - 05.2018

Massage Therapy

Austin Community College

Business Administration and Management

University of Phoenix

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Rebecca Mitchell