Tricia Lee
Jenks
Summary
Dynamic individual with hands-on experience in the area of marketing and sales, with a talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Independent Insurance Agent
01.2016 - Current
- Responsible for identifying Medicare insurance plan sales opportunities and overseeing a client portfolio
- My representatives and I are responsible for identifying risk management strategies and facilitating policy renewals
Account Manager
Standley Systems
02.2023 - 10.2024
- Account Executive, I made sales contacts, researched customer needs, and effectively provided solutions and services
- Responsible for sales activity and revenue achievement while maintaining customer relationships
- Engaged resources and led strategies to develop a client-specific solution to improve the document-intensive business process
- Collaborated with the Managed Print Services (MPS), Solutions, and ITS teams to bring high-level expertise to the solution development
Enrollment Management
Oral Roberts University
04.2021 - 08.2021
- Recruit candidates for undergraduate degrees
- Providing basic information and guidance through the admissions process
- Assisting students and their families as they are finalizing the enrollment process, using a customer service approach
Education
BS - Technical Business Management Degree, Sales and Marketing
DeVry Institute & Technology
Skills
- Microsoft Office 2016
- Word
- Excel
- PowerPoint
- Salesforce
- Teams
- Teamwork and collaboration
- Customer service
- Multitasking
- Excellent communication
- Organization and time management
Accomplishments
- Collaborated with team of 12 people in the development of online advertising through YellowPages YP.com.
- Supervised team of 7 sub-contractors.
- Achieved 220% of sales objective and rewarded with Presiden't Club Award
Certification
- Life & Health Insurance License
- Property & Casualty Insurance License
- Certificate for Top Sales Professional of the year 2007 - 2009
- Annual President’s Club awards for excelling in B2B sales
Timeline
Account Manager
Standley Systems
02.2023 - 10.2024
Enrollment Management
Oral Roberts University
04.2021 - 08.2021
Licensed Independent Insurance Agent
01.2016 - Current
- Life & Health Insurance License
- Property & Casualty Insurance License
- Certificate for Top Sales Professional of the year 2007 - 2009
- Annual President’s Club awards for excelling in B2B sales
BS - Technical Business Management Degree, Sales and Marketing
DeVry Institute & Technology
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