Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Timeline
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Rhea Bagon

Summary

Accomplished sales and customer service professional with over 8 years of experience in B2B and B2C sales, business development, and client relationship management. Proven ability to exceed sales goals, implement effective strategies, and deliver exceptional customer experiences. Adept at leveraging CRM tools, conducting market research, and managing cross-functional teams to drive business growth and customer retention. Recognized for outstanding achievements, including increasing sales by 200% and leading teams to consistently surpass targets.

Overview

8
8
years of professional experience

Work History

Life Insurance Agent

Transamerica
09.2021 - Current
  • Exceeded monthly sales targets by matching clients with tailored insurance products that met their needs.
  • Leveraged CRM systems to streamline client interactions and improve service delivery.
  • Prepared and delivered presentations on life insurance products to groups and individuals.
  • Implemented marketing strategies to attract new clients and retain existing ones.
  • Resolved customer issues in a timely manner while providing excellent customer service.

Account Coordinator

Summit Auto Solutions
05.2021 - 01.2022
  • Increased client portfolio by 15% through targeted marketing campaigns and strategic outreach.
  • Managed B2B and B2C sales cycles, maintaining high customer satisfaction and retention through inbound and outbound calls.
  • Utilized CRM tools to track client interactions, sales opportunities, and account history.
  • Identified upselling and cross-selling opportunities to maximize account growth and revenue generation.
  • Developed successful customer relationships to boost sales opportunities.

Restaurant Manager

40N Pho and Grille
06.2019 - 04.2021
  • Increased social media engagement by 300%, driving traffic, and customer growth.
  • Reduced costs and improved profit margins through innovative operational strategies.
  • Developed a customer loyalty program that significantly boosted retention rates.
  • Oversaw the recruitment, hiring, onboarding, training, scheduling and evaluation of employees.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.

Business Development Manager

United Recycling
02.2019 - 08.2019
  • Increased sales by 200% by developing and implementing strategic marketing and sales plans.
  • Rebuilt the company website, enhancing customer engagement, and service accessibility.
  • Managed the sales pipeline and forecasted sales targets to ensure business objectives were met.
  • Conducted B2B sales calls and presented value propositions tailored to client needs.
  • Optimized operational processes to improve efficiency and effectiveness in business development activities.

Service Experience Lead

Nordstrom
09.2016 - 02.2019
  • Boosted credit card applications by 50%, leading the department in account openings
  • Consistently surpassed sales goals while delivering exceptional customer service
  • Supervised a team to ensure operational efficiency and alignment with company objectives
  • Developed personalized solutions for customers, increasing loyalty and repeat business

Education

Associate Degree - Business Administration

Miramar College
01.2020

Skills

  • Microsoft Office Suite
  • Sales strategy development
  • Market analysis and needs assessment
  • Business growth and retention
  • Analytical problem solver
  • Sales team training
  • Resolution-oriented
  • Communication
  • Flexible and adaptable
  • Project management

Accomplishments

  • Boosted sales by 200% through innovative business development strategies.
  • Recognized for top-tier performance in sales and customer satisfaction across multiple roles.
  • Successfully led teams to surpass sales and operational targets.

Awards

  • Top Credit Card Sales Performer, Nordstrom, 2018
  • Rising Star Employee, United Recycling, 2019

Timeline

Life Insurance Agent

Transamerica
09.2021 - Current

Account Coordinator

Summit Auto Solutions
05.2021 - 01.2022

Restaurant Manager

40N Pho and Grille
06.2019 - 04.2021

Business Development Manager

United Recycling
02.2019 - 08.2019

Service Experience Lead

Nordstrom
09.2016 - 02.2019

Associate Degree - Business Administration

Miramar College
Rhea Bagon