Travi-Gaye Stewart
Manchester,CT
Summary
Dynamic Customer Success Manager with extensive experience in customer service. Highly organized professional establishes relationships with customers. Stays calm under pressure.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Medicare Sales Consultant
Care partners of CT
Rocky Hill, CT
06.2022 - Current
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Solving vendor and supply issues
- Cultivated lasting rapport with key industry clients by providing on stop concierge service.
- Implemented new sales system for lead generation, client onboarding and data tracking
- Community outreach and partner program planning.
- Created detailed sales presentations to communicate product features and market data.
- Increased territory sales 10% and retention 15%
Customer Success Specialist
UIG
Waterbury, CT
10.2021 - 06.2022
- Maintaining lead pipeline, managing KPIs
- Identify emerging markets and market shifts.
- Onboarding and services new accounts.
- Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Onboarded 30 new accounts in 3 months.
Medicare Sales Consultant
ConnectiCare
Farmington , CT
04.2019 - 10.2021
- Managing lead pipeline
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Solving vendor and supply issues
- Increased profitability and pipeline development by leveraging multiple sales strategies and distribution channels.
- Implementing successful sales strategies and coordinating department co-ventures
- Developed lead sources through community engagement, physician referral and outreach
- Consistently in top 10% of agents.
Medicare Sales Consultant
Wellcare
Hamden, CT
06.2018 - 03.2019
- Developed market share in assigned region, conducted educational and sales appointments. Developed 60 new clients during first AEP.
- Educated clients on insurance solutions
- Managed lead pipeline from end to end
- Onboarding clients into new plans.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Presented Medicare sales presentations using interactive materials such as videos, charts and slideshows.
Financial Services Representative
TD Bank NA
Avon, CT
06.2015 - 03.2018
- Conducted client presentations on various retirement vehicles
- Soliciting and maintaining relationships with older client base and educating them on retirement products and services that fit gaps in retirement portfolio.
- Conducted financial modeling and analysis to identify and assess risks in business operations.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Closed over one million dollars investment revenue.
Education
Degree - Psychology
Central Connecticut State University
New Britain, CT2006
Skills
- Customer Oversight
- Contract Negotiation and Closing Tactics
- Lead Generation
- Sales Proposal Creation
- Product and Service Knowledge
- Prospect Qualification
- B2B Sales
- Sales and Marketing
- Customer Relationship Management
- Suggestive Selling
- Consultative Selling Techniques
- Strategic Account Development
Certification
- Licensed: Life, Health, Property and Casualty Producer.
Timeline
Medicare Sales Consultant
Care partners of CT
06.2022 - Current
Customer Success Specialist
UIG
10.2021 - 06.2022
Medicare Sales Consultant
ConnectiCare
04.2019 - 10.2021
Medicare Sales Consultant
Wellcare
06.2018 - 03.2019
Financial Services Representative
TD Bank NA
06.2015 - 03.2018
Degree - Psychology
Central Connecticut State University
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