Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yvonne PetersWashington

Baltimore,MD

Summary

Goal-oriented manager with distinguished experience in sales industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

6
6
years of professional experience

Work History

Senior District Executive

Scouting America
2023.01 - Current
  • Improved parent engagement in education and engagement by launching an effective communication strategy, including newsletters, meetings, and workshops.
  • Boosted staff satisfaction and retention rates through effective leadership, support, and professional development opportunities.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Facilitated a culture of continuous improvement by conducting regular performance evaluations of staff members and providing constructive feedback.
  • Managed the successful implementation of new academic initiatives and programs, enhancing the overall quality of education within the district.
  • Provided clear vision and direction for the entire district by setting ambitious yet achievable goals for both short-term and long-term growth.
  • Developed strong relationships with community stakeholders to foster partnerships and secure additional funding for district programs.


INSURANCE AGENT

Kemper Life
2021.03 - Current
  • Resolve customer complaints regarding sales and service
  • Monitor customer preferences to determine focus of sales efforts
  • Confer with potential customers regarding insurance needs and advise customers on types of insurance to purchase
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Performed administrative tasks, such as maintaining records and handling policy renewals
  • Developed marketing strategies to compete with other individuals and companies who sold insurance
  • Confer with customers by telephone to provide information about products or services, take or enter orders, or obtain details of complaints
  • Check to ensure that appropriate changes were made to resolve customers' problems
  • Determine charges for services requested, collect deposits or payments, or arrange for billing
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage
  • Advised clients regarding accounts, pricing schedules and financing options
  • Generated leads and located opportunities for market expansion and business growth
  • Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software
  • Answer phone calls and direct calls to appropriate parties or take messages
  • Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors
  • Attend meetings to record minutes
  • Greet visitors and determine whether they should be given access to specific individuals
  • Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.

SALES REPRESENTATIVE

Teleperformance
2020.08 - 2021.01

•Confer with customers by telephone to provide information about products or services, take or enter orders, or obtain details of complaints.


• Check to ensure that appropriate changes were made to resolve customers' problems.


• Determine charges for services requested, collect deposits or payments, or arrange for billing

.
•Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.

• Advised clients regarding accounts, pricing schedules and financing options.


• Generated leads and located opportunities for market expansion and business growth.

EXECUTIVE ASSISTANT

Premier Rides
2019.06 - 2020.02

•Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.

•Answer phone calls and direct calls to appropriate parties or take messages.


•Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors.

•Attend meetings to record minutes.


•Greet visitors and determine whether they should be given access to specific individuals.


•Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.

NEW PATIENT OFFICER/ EVENT COORDINATOR

Advanced Medical Center
2018.10 - 2019.05

•Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and
resolution of any problems that arise.

•Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage,
displays, special needs requirements, printing and event security.

•Consult with customers to determine objectives and requirements for events such as meetings, conferences, and
conventions.

•Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.

•Review event bills for accuracy, and approve payment.


•Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.


•Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.

• Interview patients or their representatives to identify problems relating to care.


• Refer patients to appropriate health care services or resources.


•Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.

•Provide consultation or training to volunteers or staff on topics such as guest relations, patients' rights, and medical issues.

MARKETING MANAGER

Mountain Peak Marketing
2018.06 - 2018.08

•Formulate, direct and coordinate marketing activities and policies to promote products and services, working with advertising and promotion managers.

•Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors.

• Direct the hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities.


• Greet customers and ascertain what each customer wants or needs.

Education

Morgan State University
Baltimore, MD

Skills

  • Fluent in Microsoft Office Software
  • Fluent in Google Workspace Software
  • Team Building
  • Sales Force
  • Ability To Multitask
  • Licensed Maryland Life and Accident Insurance Producer
  • Licensed Maryland Health Insurance Producer

Timeline

Senior District Executive

Scouting America
2023.01 - Current

INSURANCE AGENT

Kemper Life
2021.03 - Current

SALES REPRESENTATIVE

Teleperformance
2020.08 - 2021.01

EXECUTIVE ASSISTANT

Premier Rides
2019.06 - 2020.02

NEW PATIENT OFFICER/ EVENT COORDINATOR

Advanced Medical Center
2018.10 - 2019.05

MARKETING MANAGER

Mountain Peak Marketing
2018.06 - 2018.08

Morgan State University
Yvonne PetersWashington