Benefit Advisor/Agent - Contract Resume Example
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BENEFIT ADVISOR/AGENT - CONTRACT
Summary
Over 11 years of experience in Sales, Customer Service, healthcare, and Insurance Sales, working for a large Insurance Brokerage, retail and manufacturing firms with strong organizational, analytical, problem resolution and follow-up skills.
Highlights
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Accomplishments
Spearheaded a “worst-to-first” transformation in 6 months after single handedly working on company's balance due report at Home Depot.
Was part of a team selected to create and present a quick quote order including pricing and shipping information to streamline customer order at Peter Paul Electronics.
Managed a portfolio of 200 customer accounts generating $400,000 in sales.
Experience
Benefit Advisor/Agent - ContractOct 2014 to Current
Bickford Senior Living － IL, State
Bickford Senior Living － IL, State
- Processed applications, payments, corrections, endorsements and cancellations.
- Builds and maintains ongoing relationships with clients including scheduling callbacks with clients on their final decisions in enrolling into new and retention plans.
- Foreseeing clients' insurance needs, such as policy renewals and collects insurance premiums and processing accounts.
- Researches insurance companies' policies and quoting software data to find the most suitable insurance for clients at the best price.
- Called 40-50 warm leads each week to expand client base.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Promoted client retention through high-quality service and follow through.
- Ensuring clients understand the terms and the extent of the coverage provided in line with industry regulations.
- Renewing or amending existing policies.
- Advising clients whether and when they need to make a claim on their policies.
- Administrative tasks such as paperwork, correspondence and keeping detailed records to process Insurance Sales and renewals..
Nov 2008 to Jan 2012
Huntington Bancshares Inc － Hermitage , PA
Huntington Bancshares Inc － Hermitage , PA
- Acted as a liaison between other businesses and the company's managers, accounting, engineering and our production team for customer order updates, issues and resolutions.
- Promoted and sold both old and new innovative products to old and new customers
- Managed customer calendar, scheduled and organized meetings.
- Worked within a team to schedule, prepare and document presentations
- Organized, managed and maintained customer filing systems
- Processed all credit card transactions via phone, Processed and mailed out customer invoice for payment.
- Used Global shop software electronic program to enter and process all orders within 16 states.
- Updated and informed customers and Territory Sales Managers of any changes pertaining to customer orders.
- Crossed trained to handled international orders and request for quotations
- Handled over 50-100 inbound and outbound phone and email correspondence for both customers and managers
- Generated and created customer quotes and orders based on customer demands
- Conducted daily productivity and sales analysis report to determine sales progressions
- Registered new customers in database and updated old customer information as requested.
- Negotiated prices, terms of sales and service agreements.Quoted prices, credit terms and other bid specifications.
- Responded to all customer inquiries in a timely manner.
- Managed account with highest sales volume in company history, with sales volume of $500,000
- Maintained detailed account records and contact logs using Global Shop sales software.
- Advanced user of Global Shop sales management software, generating pipeline and account reports weekly.
SPECIALTY SALES/CUSTMER SERVICE MGRMar 2001 to Sep 2008
THE HOME DEPOT － City , STATE
THE HOME DEPOT － City , STATE
- Acted as a liaison between the store's and its vendors to facilitate major purchases and costs of related products pertaining to various projects.
- Acted as a liaison between outside sales representatives and 500 accounts.Recommended and helped customers select merchandise based on their needs.
- Exchanged returned merchandise for customers quickly and efficiently.
- Served as liaison between customers, store personnel and various store departments.
- Exercises sound judgment in issuing credits and making exceptions to customer policies to maintain high levels of customer satisfaction.
- Extended customer subscriptions, offering discounts and promotions to ensure high customer retention rates.
- Offered Home Depot credit applications upon checkout, converting 7 out of 10 customers into card-holders.
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Carried out financial and sale audits reports
- Managed inventory control reports on returned merchandises.
- Assisted and supported Operational and Departmental Managers in working and reconciling the store's monthly profit and loss statement
- Prepared and managed employee schedules to better provide 100% departmental coverage and customer satisfaction.
- Promoted and assisted customers to understand and purchase the different types of financing options that the company/store offers.
- Performed the duties of a cashier to help facilitate and decrease customer wait time at the checkout lines.
- Trained and developed new hired and regular associates in getting acquaintance with both new and old company programs and transactional processes.
Process SpecialistJan 2000 to Jan 2001
Huntington National Bank － City , STATE
Huntington National Bank － City , STATE
- Processed and coded new and renewed loans Reviewed and submitted all coded loans for legal department review and approval Assisted businesses with new commercial accounts and other financing options Sold retail banking products and services to customers and new prospects Managed customer portfolio, services relationships and cross-sold all financial products and services Developed and maintained relationship with internal and external customers as well as Huntington's partners to maximize sales opportunities and achieve minimum standards.
- Used Huntington's profiling analysis tools to identify and cross selling opportunities.
- Handled inbound and outbound phone and email correspondence.
- Sorted and handled incoming and outgoing mails.
Education
Effective Relationships with Customers Dealing with Irrational Customers
Business Writing Effective Writing in the Workplace
Internal and External Customer Service Communicating - Business Etiquette, Health Information Technology2012Capital Community College － City, StateHealth Information Technology
Bachelor of Science, International Business2008Strayer University － City, State, USAGPA: GPA: 3.45
International Business GPA: 3.45
Administrative Assistant -Legal Studies, Office Administration2008Gibbs College/Sanford Brown － City, State, USAGPA: GPA: 3.78
Diploma - Administrative Assistant GPA: 3.78
City, State
Skills
Accounting, Administrative Assistant, banking, Business Writing, cashier, credit, clients, customer satisfaction, Customer Service, database, DOS, email, filing, financing, financial, insurance, inventory control, Legal, Lotus, meetings, Microsoft Office, Microsoft Office Products, Outlook, Windows operating systems,WordPerfect, presentations, processes, profit and loss, reconciling, retail, selling, sales analysis, scheduling, phone, types 50-60WPM,
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Resume Overview
School Attended
- Capital Community College
- Strayer University
- Gibbs College/Sanford Brown
Job Titles Held:
- Benefit Advisor/Agent - Contract
- SPECIALTY SALES/CUSTMER SERVICE MGR
- Process Specialist
Degrees
- Effective Relationships with Customers Dealing with Irrational Customers
Business Writing Effective Writing in the Workplace
Internal and External Customer Service Communicating - Business Etiquette , Health Information Technology 2012
Bachelor of Science , International Business 2008
Administrative Assistant -Legal Studies , Office Administration 2008
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