Client Relations Representative resume example with 10+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
To bring to your organization the highest amount of closed sales, new leads, and new sources of referrals, that your company or community has ever experienced. I also will bring leadership, enthusiasm, dedication, responsibility, a true passion for service, and an unsurpassed work ethic, combined with a desire to utilize my skills obtained through experience.
Exceptional communicator and polished presenter with expertise in strategic and consultative selling.
Vision for sales, marketing, new-business development, and leadership
Polished professional who can build on successful history of building client relationships to deliver superior, personalized client service, cultivate strong business relationships, make real-time decisions in high-pressure environments, and resolve issues in a way that propels innovation and growth
03/2015 to 10/2015 Client Relations Representative Eaton Vance | Boston, MA,
  • Generate routine reports for clients.
  • Interact and follow-up with clients and ensure client satisfaction.
  • Understand client needs and provide excellent services.
  • Handle client communications timely and effectively.
  • Recommend workflow improvements to ensure client satisfaction.
02/2014 to 03/2015 Product Manager/Claims Processor Aaa Of Southern California | Chino, CA,
  • Product Development.
  • New Policyholder/Group/Coverage Classification Underwriting Case Management.
  • Insurance Policy & Certificate Drafting and Maintenance.
  • Manage the Review and Approval of Policyholder Marketing Material.
  • Eligibility Management.
06/2012 to 10/2012 Office Sales Manager Conduent Incorporated | Lakeland, FL,
  • Lead retail sales operation & marketing and administrative activities.
  • Coordinated the setting, managing & reporting of sales & marketing metrics & results.
  • Trained staff in the areas of soft skills, products, services & industry compliance.
  • Exceeded sale's goals through new product sales, cClaire selling and retention.
  • Built and maintained relationships with community organizations & businesses.
  • Monitored key competitors in the local market & made suggestions for improvement.
  • Responsible for sales administration and reporting activities.
03/2011 to 04/2012 Insurance Sales Agent Dierbergs Markets | Shiloh, IL,
  • Sold Property & Casualty insurance to bank customers by phone.
  • Consistently exceeded company's sales expectations.
  • Trained new agents on company sales policy as well as phone sales etiquette.
  • Strong interpersonal skills, both face to face & telephone.
  • Strong team player ethics, and willingness to help all reach goals.
10/2007 to 03/2011 Insurance Sales Agent / Owner Health Markets | City, STATE,
  • Sold health and life insurance policies.
  • Developed marketing strategies to compete with other individuals & companies.
  • Handled high volume phone sales, email inquiries and referrals.
  • Performed sales presentations to client management teams & directors.
  • Created sales plans to maximize revenues in certain territories.
  • Coordinated with business and office partners and implemented sales plans.
  • Analyzed client requirements and developed relationships with key stakeholders.
  • Managed client portfolio and designed appropriate new business sales strategies.
  • Maintained working knowledge of various business products and services.
  • Developed strategies to generate revenues and achieve growth.
  • Determined efficient network of clients and facilitated growth revenue.
  • Built/Monitored and identified new business opportunities and achieved objectives.
04/2005 to 10/2007 Customer Service Team Lead Blue Cross Blue Shield Of NC | City, STATE,
  • Interviewed and Hired Customer Service Candidates.
  • Relayed concerns between managers and call center.
  • Demonstrated thorough knowledge in health insurance benefits.
  • Obtained Life/Health Insurance License.
05/2002 to 05/2003 Benefits Clerk AON Consulting | City, STATE,
  • Answered questions regarding benefits, such as pension, retirement plan, group medical insurance, life insurance and workers' compensation.
  • Assisted subordinates and supervisors in identifying and resolving problems.
  • Corresponded with & telephoned physicians, hospitals &employees regarding claims.
02/2016 to 04/2016 Human Resources Customer Service Talent Bridge / Family Dollar | City, STATE,
  • Responsible for oversight of team of recruiters that hire field management roles acClaire 8000+ stores 
  • Direct Talent Acquisition team in developing and managing business partnerships with hiring managers in the field in order to support Group/Region/District regular hiring needs, on-going upgrades and internal promotions. 
  • Recruit, train, manage and develop Talent Acquisition team in order to meet department goals and to ensure compliance with federal and state laws governing employment practices as well as compliance with Company policies. 
  • Develop comprehensive sourcing strategies for attracting and acquiring top talent; develop new sources for recruiting in a highly competitive environment 
Education and Training
Expected in May 2008 B.S | Business Administration/Management Winton-Salem State University, Winston-Salem, NC GPA:
Business Administration/Management Cum Laude
Expected in April 2008 | Davidson Community College, Lexington, NC GPA:
Expected in April 2008 | Life & Health and Property & Casualty licenses North Carolina Assisted Living Association, Raleigh, NC GPA:
Life & Health and Property & Casualty licenses
administrative, benefits, call center, Case Management, Strong interpersonal skills, client management, client, clients, Customer Service, Drafting, email, Insurance, managing, marketing strategies, marketing, market, Marketing Material, office, network, policies, presentations, Product Development, reporting, retail sales, selling, sales, sales plans, team player, telephone, phone, Underwriting, workflow

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Resume Overview

School Attended

  • Winton-Salem State University
  • Davidson Community College
  • North Carolina Assisted Living Association

Job Titles Held:

  • Client Relations Representative
  • Product Manager/Claims Processor
  • Office Sales Manager
  • Insurance Sales Agent
  • Insurance Sales Agent / Owner
  • Customer Service Team Lead
  • Benefits Clerk
  • Human Resources Customer Service


  • B.S

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