STEVEN YOUNG
Boynton Beach,FL
Summary
Enthusiastic and experienced sales associate looking to diversify for growth opportunities. Excellent negotiator and communicator. Ability to quickly establish rapport, build credibility and cultivate lasting relationships with my customers and book of businesses. Experience leading teams and an individual contributor. Passion for customer service and evangelist for process improvement specialties
Overview
19
19
years of professional experience
Work History
Broker
Pro Source Lending Group
Boca Raton, FL
10.2025 - Current
- Facilitated client consultations to assess financial needs and recommend suitable loan products.
- Developed comprehensive mortgage solutions tailored to individual client profiles and market conditions.
- Analyzed credit reports and financial statements to determine loan eligibility and risk factors.
- Collaborated with internal teams to streamline the loan processing workflow, enhancing efficiency.
Account Manager
The Credit Pros
Boca Raton, FL
09.2022 - 09.2025
- Managed client accounts, ensuring compliance with credit regulations and policies.
- Developed customized credit solutions to meet individual client needs.
- Facilitated communication between clients and internal teams to resolve issues efficiently.
- Conducted regular account reviews to monitor performance and identify opportunities for improvement.
Sales Development Representative
Casa Labs (CASA)
06.2021 - 07.2022
- Directed high-volume sales calls to an average of 150+ general contractors per day
- Directed a pipeline of clients and developed business relationships for the benefit of the Company, including sales pitches, calls and client development
- Perform effective demonstrations of the platform utilized by the Company, including financing options for clients and customers
Sales Manager
Fortunexus Group
06.2020 - 06.2021
- Managed inbound durable medical equipment product sales and offerings.
- Third party consult that assisted in multiple lead campaigns including but not limited to DME programs, topical pain solutions, and whole life insurance/final expense insurance products.
- Appointed with Prosperity Life Insurance Group, Sentinel Security Life and Royal Neighbors of America to manage and cross sell product offerings
- Assisted with preliminary customer screening, Hippa/Medical Regulation lookups to ensure customer verification process is met with internal requirements.
Inside Sales Manager
Marciano Auto Group Inc.
09.2019 - 06.2020
- Managed multiple online leads including walk-ins, Ecommerce, referrals, etc
- Conducted inventory management
- Cross-sell client
Licensed Insurance Agent
US Health Advisors
11.2017 - 11.2019
- Maintained and facilitated client and home office relations
- Negotiated solutions that best serviced our clients and drive bottom line profitable sales for the organization
- Conducted online webinar process with clients to fully explore all potential policy variables and options, as well as provided informative health insurance landscape overview
- Submitted and facilitated medical claims processing
- Responsible for accurate insurance application data entry and submission
- Conducted field medical underwriting
- Maintained a customer satisfaction rating of 90%
Licensed Insurance Agent
Assurance
11.2018 - 09.2019
- Directed inbound/outbound calls
- Assisted clients in understanding the multiple different options, and the difference between policies
- Negotiated solutions that best serviced our patients and drive bottom line profitable sales for the organization
- Increased Sales Quote by 15% over the course of my tenure
- Responsible for accurate insurance application data entry and submission
- Maintained a customer satisfaction rating of 96%
Sales Agent
Data Max Systems Limited
02.2017 - 11.2017
- Directed outbound calls
- Negotiated solutions that would best service our clients in the Point of Sale industry, and drive bottom line profitable sales for the organization
- Increased Sales Quote by 25% over the course of my tenure
- Maintained a customer satisfaction rating of 85%
Enrollment Specialist
Glades Drugs Pharmacy
01.2015 - 02.2017
- Directed outbound calls
- Negotiated solutions that best serviced our patients and drive bottom line profitable sales for the organization
- Increased Sales Quote by 45% over the course of my tenure
- Maintained a customer satisfaction rating of 95%
- Responsible for training and ramping up all new sales hires
- Assisted creating and implement new policies to drive standardization and process uniformity
- Provide support to leading sales agents
- Served as Tier II support for conflict resolutions and daily escalations
- Negotiated solutions that would best service our clients in the Point of Sale industry, and drive bottom line profitable sales
Data Entry Specialist
Elite Benefit Group Network
07.2014 - 01.2015
- Responsible for data entry processing of health insurance applications
- Negotiated solutions that provided value our patients as well as drove bottom line sale
- Provide administrative support to the insurance production team
- Cross train with health insurance companies to ensure processes were updated with the correct rates, coverages and guidelines
- Work with medical billing team to provide excellent customer service and troubleshoot customer inquiries
Administrative Manager
OMG Tech Help
01.2013 - 07.2014
- Assisted with software updated and upgrades to customers’ machines using technological solutions
- Level I Triage for technical support issues
- Tier II Customer Support for managing and resolving customer unsatisfactory concerns
- Task Management for team of 15 which included daily delegation of duties, maintaining development plans, cross training as well as scheduling and budgeting
Customer Service Manager
Boston Proper
01.2007 - 01.2013
- Provided excellent customer service nationally and internationally via multiple communication channels
- Processed customer orders, inquiries, and catalog requests in addition to handling credits and refunds
- Managed credit verifications, logistics, packaging and shipping logistics
- Handled returns, customer issues and proposed cost reduction strategies
- Maintained and support book of businesses for customers, buyers, and merchants with the focus of growing the business and strengthening relationships
Education
Associates of Arts - Applied Science
Palm Beach State College
FLSkills
- Business growth
- Compliance requirements
- Workplace training
- Business relationship building
- Cold calling
- Goal-oriented mindset
- Customer relationship building
- Lead qualification
- CRM management
- Objection handling
SUMMARY OF QUALIFICATIONS
Growing Sales pipelines and quotas, mentoring and training sales team associates to grow revenues and convert leads, Data Entry, Cold Calling, Tier II Conflict resolution, reporting and process improvement. Experience using multiple telephony dialers and sales enablement tools including but not limited to Five9, LogMeIn, V-Tiger, Velocify, Call Shaper and Cloud Based CRM tools like Salesforce.com.
Timeline
Broker
Pro Source Lending Group
10.2025 - Current
Account Manager
The Credit Pros
09.2022 - 09.2025
Sales Development Representative
Casa Labs (CASA)
06.2021 - 07.2022
Sales Manager
Fortunexus Group
06.2020 - 06.2021
Inside Sales Manager
Marciano Auto Group Inc.
09.2019 - 06.2020
Licensed Insurance Agent
Assurance
11.2018 - 09.2019
Licensed Insurance Agent
US Health Advisors
11.2017 - 11.2019
Sales Agent
Data Max Systems Limited
02.2017 - 11.2017
Enrollment Specialist
Glades Drugs Pharmacy
01.2015 - 02.2017
Data Entry Specialist
Elite Benefit Group Network
07.2014 - 01.2015
Administrative Manager
OMG Tech Help
01.2013 - 07.2014
Customer Service Manager
Boston Proper
01.2007 - 01.2013
Associates of Arts - Applied Science
Palm Beach State College