Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Robert Smith

Summary

Hardworking and passionate career seeker in Supply Chain and Distribution Industry with strong organizational skills eager to find and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Managed Group accounts and built professional relationships with numerous vendors for 8+ years in the Health Insurance Industry with several having 6 or more years of retention. Continuously strived to achieve operational efficiency and was quite successful. Proficient in CRM software, Salesforce, and many other systems and databases. Flexible and able to adapt to new systems and procedures with vendors and clients. Extremely knowledgeable in Health Insurance administration and ability to create proposals and prepare sales documents for representatives. Trained several colleagues over the 12+ years in different roles within my previous employer. Excited to take all the skill sets and experiences I have accumulated over the years to start a new career in another Industry.

Overview

24
24
years of professional experience

Work History

Sales Assistant

Axis Capital Holdings
02.2011 - 11.2023
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Developed sales strategies to increase sales of insurance policies.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.

Cashier

Pei Wei
09.2003 - 08.2006
  • Greeted customers entering store and responded promptly to customer needs.
  • Built relationships with customers to encourage repeat business.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Worked closely with shift manager to solve problems and handle customer concerns.
  • Used POS system to enter orders, process payments and issue receipts.

Cook/Cashier

Redendos Pizza And Pasta
10.2002 - 12.2003
  • Maintained clean and organized work areas at all times to bring safety and quality to food preparation process.
  • Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
  • Checked for quality, kept track of old and new items and rotated stock to confirm freshness of food and ingredients.
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
  • Maintained well-stocked stations with supplies and spices for maximum productivity.

Outside Service Attendant

TPC Scottsdale
05.2000 - 09.2002
  • Maintained clean and orderly work station.
  • Removed safety hazards, soiled items, and trash from customer areas.
  • Monitored and maintained organized work space, confirming efficient operations.
  • Confirmed excellent customer service by quickly resolving customer concerns.

Education

Bachelor of Science - Hospitality

Northern Arizona University
Flagstaff, AZ
12.2010

High School Diploma -

Desert Mountain High School
Scottsdale, AZ
06.2003

Skills

  • Client Account Management
  • Professional Relationships
  • Policy Management Expertise
  • Contract Review and Analysis
  • Operational Efficiency
  • Product Knowledge
  • Health Insurance Industry Knowledge
  • Account Retention
  • Team Training
  • Call Center Customer Service
  • Proposal Preparation
  • Manage Renewals
  • Workflow Processes
  • Agent Support
  • Continuous Education
  • Team Goals
  • Underwriter Collaboration
  • Creative Solutions
  • Detail Oriented
  • Punctual and Reliable
  • Organized
  • Able to adapt and learn quickly

Accomplishments

  • Achieved a streamline setup process by developing documents and procedures with accuracy and efficiency.
  • Developed a line of communication and supported a variety of Departments to ensure continuity of business.
  • Reduced turn around time to 24 hours for customer service resolution.
  • Renewed approximately 75% of the book of business year to year.
  • Developed the role of Sales Assistant from inception to a team of 3 with a supporting call center team of 4.
  • Started in customer service call center and moved into Sales Assistant position in 3 years.
  • Took on additional responsibilities to bring more processes in house for quality control and efficiency.

Timeline

Sales Assistant

Axis Capital Holdings
02.2011 - 11.2023

Cashier

Pei Wei
09.2003 - 08.2006

Cook/Cashier

Redendos Pizza And Pasta
10.2002 - 12.2003

Outside Service Attendant

TPC Scottsdale
05.2000 - 09.2002

Bachelor of Science - Hospitality

Northern Arizona University

High School Diploma -

Desert Mountain High School

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Robert Smith