Summary
Overview
Work History
Education
Skills
Timeline
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Sally Williams

Buford,GA

Summary

Insurance Sales Agent with 6 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Passionate about helping people meet their insurance needs.

Overview

32
32
years of professional experience

Work History

Benefit Advisor

GoHealth
Chicago, IL
08.2021 - Current
  • Explain benefits to callers in easy to understand terms in order to educate each on available options.
  • Completed and submitted applications in accordance with Medicare guidelines.
  • Observed strict procedures to maintain data and plan participant confidentiality.
  • Effectuation and retention rates consistently exceeded company goals by 10-15%.

Benefit Advisor, ASSOCIATION MEMBER BENEFIT ADVISOR

03.2016 - 05.2021
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Met with customers to provide information about available products and policies.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.

Regional Outside Sales Rep

BLASIUS INC
09.2009 - 03.2016
  • Performed cold-calling and follow-ups with leads to secure new revenue.
  • Forged and nurtured impactful relationships with customers to cultivate loyalty.
  • Researched potential clients and markets to prepare for appointments
  • Boosted brand awareness, implemented promotional campaigns and employed sales tactics as part of territory development.
  • Set up appointments with potential and current customers to promote new products and services
  • Exceeded established sales goals and increased client retention.
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
  • Grew annual territory sales by 3900%.

Department Manager/Kitchen Designer/Trainer Coordinator

THE HOME DEPOT
12.1992 - 09.2009
  • Planned and presented project quotes for custom designs.
  • Maintained relationships with installers and suppliers.
  • Designed detailed kitchen layouts based on client needs, budgets and available supplies.
  • Selected flooring, counters, cabinets and appliances based on client needs and budgets.
  • Developed empowering employee culture focused on equipping employees to independently meet customer needs.
  • Developed engaging and entertaining presentations to maintain employee attention and improve impact of training.
  • Collaborated with management to identify company training needs and scheduling.

Field Auditor

UNITED CONSUMERS CLUB
10.1990 - 12.1992
  • Traveled nationwide auditing franchise locations for corporate compliance.
  • Interviewed business owners, explained audit scope and conducted exit interviews of audit findings.
  • Completed audit papers by thoroughly documenting audit tests and findings.
  • Travelled 50% of year

Education

Bachelor of Science - Management

Purdue University-Northwest
Hammond, IN
05.1990

Skills

  • Customer Rapport Building
  • Outside Sales
  • Insurance Sales
  • Account Management
  • B2B Sales
  • Policy understanding
  • Maintain Health & Life License in 30 states
  • Client Needs Analysis
  • Consultative Sales Approach
  • Reporting requirements

Timeline

Benefit Advisor

GoHealth
08.2021 - Current

Benefit Advisor, ASSOCIATION MEMBER BENEFIT ADVISOR

03.2016 - 05.2021

Regional Outside Sales Rep

BLASIUS INC
09.2009 - 03.2016

Department Manager/Kitchen Designer/Trainer Coordinator

THE HOME DEPOT
12.1992 - 09.2009

Field Auditor

UNITED CONSUMERS CLUB
10.1990 - 12.1992

Bachelor of Science - Management

Purdue University-Northwest

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Sally Williams