Consultant Resume Example Self Employed

CONSULTANT

Professional Summary

Forward-thinking, bilingual professional with 8 years of remote work expertise, and 10+ years of multifaceted experience in operations, sales, and organizational development. Adaptive leader, with a capacity to organize and execute multiple projects in high-stress environments by utilizing a strong technology expertise. Excellent communication and team-building skills adept at forging relationships with internal and external partners.

Skills

UFluent in Spanish
Communications development
Change management
Hiring and recruitment
Expertise in Salesforce
Project organization & management
Sales operations & training
Employee engagement
Employee training & on-boarding
Strategic decision-making
Relationship Development
Team Leadership

Policies And Procedures Implementation
Solutions Development
Social Media
Market Strategy
Insurance Knowledge
Process Improvements
Staff Management
Sales
Scheduling
Budgeting
Operations OversightHumanHumanH

Work History

Consultant, 10/2017 to 05/2020
Self Employed – Remote, Mexico City

Monitored social media and online sources for industry trends.
Curated and segmented editorial content to increase engagement and channel growth.
Managed contractor teams to generate original content and moderate online community.
Analyzed and reported social media and online marketing campaign results to engage and strengthen presence.
Promoted successful outcome of web development strategy by aligning consistent brand messaging and visual designs across all digital outlets.
Evaluated organizational systems to identify workflow, communication and resource utilization issues and develop improvement plans.
Streamlined recruiting processes, coordinated new hire orientations and provided onboarding and training for new employees.
Recruited top talent to maximize profitability.
Reduced process gaps while supervising employees to achieve optimal productivity.
Facilitated communication and coordination between employees and management by implementing technology platforms.
Automated office operations while managing client correspondence, record tracking and data communications.
Organized, reviewed, and edited training manuals, multimedia visual aids and other educational materials.
Conducted orientation sessions and organized on-the-job training for new hires.
Identified plans and resources required to meet goals and deadlines by setting timelines, checkpoints, and coordinating with contractors.
Transformed video and audio recordings into digital formats for editing and archiving; overseeing all phases of podcast production.
Played instrumental role in creative planning and review sessions, working with internal teams to elevate quality of content and designs.

Director of Operations, 08/2013 to 03/2017
Spiralight Group – Remote, Playa Del Carmen, Mexico/Ohio

Produced regular Salesforce reports to evaluate performance, adjust strategies and maintain agile, sustainable operations.
Delegated assignments based on sales and operations plans, project needs, and knowledge of individual team members.
Modernized and improved operational procedures to increase efficiency and profitability while controlling costs and preventing waste.
Co-created annual budget with CEO, developed comprehensive plan to accomplish company objectives while staying within budget.
Evaluated sales scripts to identify strategies and resource needs for effective production.
Optimized operational processes by utilizing Salesforce to address client-specific metrics.
Resolved all issues efficiently, which in turn enhanced customer satisfaction ratings.
Analyzed business needs while soliciting customer feedback for process improvements.
Tasked to increase growth by solidifying workflow processes, strengthening client relationships and improving communications supporting client advocacy.
Educated management on successful policy implementation and enforcement actions to prevent employee legal entanglements.
Worked with CEO to structure compensation and benefits according to market conditions and budget demands.
Created and implemented forward-thinking initiatives to improve employee engagement.
Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for new employees.
Served as representative in various community functions to further enhance company image and develop additional business.
Discovered and resolved complex employee issues that affected management and business decisions.
Maintained company compliance with all local, state and federal laws, in addition to establishing organizational standards.
Promoted employee buy-in of organizational objectives by conducting regular meetings for established employees to voice concerns.
Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
Supported market expansion initiatives while implementing process improvements to execute demand analysis and drive growth.
Strengthened operational efficiencies by developing organizational filing systems for confidential employee records and reports.
Identified and suggested remedies for areas of improvement based on detailed reports and analysis.
Processed employee W-9 and I-9 forms and managed benefits and leave time.
Managed payroll data entry and processing for employees to comply with predetermined company guidelines.
Updated employee files with new details such as changes in address or salary levels.
Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Resolved conflicts and negotiated mutually beneficial agreements between parties.
Developed team communications and information for sales meetings.
Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
Proofread and edited materials prepared by staff to correct spelling, grammar, style and ensure brand messaging.
Drafted internal memoranda for company employees.
Helped plan and execute company and client events.
Conferred with sales teams and team leaders to communicate targets, boost revenue and improve strategies.
Devised and published metrics to measure organization's success in delivering world class customer service.
Completed special projects by using effective decision making, critical thinking and time management skills.
Improved customer service initiatives by streamlining sales and order management processes.

Licensed Insurance Broker, 03/2012 to 03/2017
Spiralight Group – Remote, Mexico City/Ohio

Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
Tracked progress of all outstanding insurance claims.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Calculated quotes and educated potential clients on insurance options.
Reported policy changes and company conditions affecting customer satisfaction.
Remained impartial in order to advise clients based on circumstances.
Supported sales, brokers, consultants and underwriters in marketing and sales activities.
Strategized with clients to create customized insurance policy packages while informing clients of opportunities to protect assets.
Met with prospective customers and business owners in homes, businesses and other settings.
Adhered to health and prescription insurance products, delivery systems and claims systems.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Conducted annual reviews of existing policies to update information.

Executive Assistant to President, 12/2009 to 03/2012
Spiralight Group – Dublin, Ohio

Responded to emails and other correspondence to facilitate communication and enhance business processes.
Developed and updated spreadsheets and databases to track, analyze and report on sales data and agent commissions.
Managed external contacts for CEO and kept track of periodic communication needed for priority contacts.
Functioned as backup in areas of sales, support, and services.
Obtained revenue and paid invoices by verifying and completing payable and receivable transactions.
Created and maintained detailed, organized and timely records of transactions to support legal compliance.
Diminished financial discrepancies and managed monetary transactions, including deposits and credit card transactions.
Improved sales processes to streamline customer acquisition and onboarding strategies.
Customized brand message to reach and capture target audience interest and drive engagement.

Education

Master of Science: Organizational Leadership, Expected in 10/2020
Colorado State University (Global Campus) - Aurora, CO

Concentration in Human Resources

Certification: Non Profit Management, Expected in 10/2020
The NonProfit Times - Morris Plains, New Jersey

Bachelor of Arts: Social Sciences, 08/2012
Ashford University - Clinton, Iowa

Concentration in Education
Minored in Healthcare Administration

Insurance License: Health, Life, Disability, Retirement, 10/2010
State of Ohio - Columbus, Ohio

Technology

Resume Overview

Companies Worked For:

Self Employed
Spiralight Group

School Attended

Colorado State University (Global Campus)
The NonProfit Times
Ashford University
State of Ohio

Job Titles Held:

Consultant
Director of Operations
Licensed Insurance Broker
Executive Assistant to President

Degrees

Master of Science : Organizational Leadership , Expected in 10/2020
Certification : Non Profit Management , Expected in 10/2020
Bachelor of Arts : Social Sciences , 08/2012
Insurance License : Health, Life, Disability, Retirement , 10/2010

Consultant Resume Example

Resume Score: 80%

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