Inside Sales Representative Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Successful Inside Sales Representative adept at exceeding sales objectives. Persuasive communicator and analytical problem solver skilled in uncovering customer needs and matching with company offerings. Besides Sales in technology, have over 15 plus years of sales experience, and over 20 years of Healthcare claims processing, resolution, and Auditing experience.

  • Supervised team of 60 staff members.
  • Employee of quarter for sales twice 2017 & 2018 RMM Solutions
  • Core Value Award for Teamwork RMM Solutions
  • Sales Award of the quarter RMM Solutions
  • Bravo Ruby Award Security Health Plan
  • Star Award - AIM Healthcare Services, Inc./OPTUM
  • Security Health Plan's Excellence Award 2007
  • Security Health Plan's Excellence Award 2004
  • Persuasive negotiator
  • Account acquisition
  • Team Leadership
  • Product and Service Sales
  • Goals and Performance
  • Exceptional Customer Service
  • Consultative Sales Strategies
  • Client Retention
  • Superior organizational skills
  • Relationship building and management
  • Customer Relationship Management
  • Territory Management
  • Payor Contract Experience
  • Medical Insurance processing, Auditing, claims experience
  • Dental Insurance claims
  • Workers Compensation and Subrogation Claims experience
  • Verbal and written skills
Work History
Inside Sales Representative, 08/2019 to Current
Honeywell Ontario, CA,

Essential Functions:

As an Inside Sales Representative, I act as a support role to solutions consultants, and have the responsibility of maintaining and introducing product offerings throughout the entire sales process to established accounts, ensuring quality of work and excellent customer service while increasing sales. In this role I build long-term consultative relationships with accounts in order to increase sales and profits.


  • Manage all aspects of the sales, service and support cycles from beginning to end to ensure all products are quoted and ordered in a timely manner, delivered as expected, engineering resource dates are scheduled, the customer has been informed, the engineer has everything necessary to finish the job, and the install is completed.
  • Reach expected monthly sales goals of assigned sales team.
  • Provide post-install support to include follow up with the customer to make sure all concerns have been covered and hardware/software registrations have been properly recorded for future tracking.
  • Maximize existing client business relationships by being the main point of contact for all assigned customers and facilitate resolution of any and all matters internal to Heartland. Be the liaison between accounting and the appropriate solutions consultants for collection issues, order questions, service block follow-up, missing signatures, and any other problem situation. Escalate ongoing or urgent issues to the solutions consultant for resolution, as needed.
  • Collect and process necessary paperwork from customers to include credit application, signed standards terms and conditions, labor blocks, etc.
  • Quote and process orders for high end solutions, including phone systems, network and servers, virtualization, etc.
  • Increase sales by identifying needs beyond the scope of the solutions consultant for which you work. Maintain relationships with accounts by providing IT advice to fulfill customer needs and coordinating service needs.
  • Work closely with our vendors/manufacturers to negotiate discounts and proper pricing, as required.
  • Understand solutions sold to customers to identify new opportunities and communicate these to the appropriate solutions consultant.
  • Provide innovative ideas on sales support process improvements. Collaborate with other ISR's to build a team atmosphere. Develop positive relationships with colleagues in the Sales, Finance and Engineer/Service organizations.
  • Perform other duties, as assigned.
Account Executive, 02/2017 to 08/2019
Consolidated Communications South China, ME,

Started in Inside Sales, then moved to Account Management, and finally an Outside Sales Account Executive, while still doing the other roles.


  • Work with out side Sales (Account Executives) to create quotes and proposals for their current projects and sales.
  • Built relationships with distributors and other vendors in order to obtain the best pricing possible for our clients.
  • Responsible to work with design to create large quotes and Statements of Work for customers.
  • Knowledge of numerous vendor contacts to support Account Executives where to get the best product solutions.
  • Record and maintain accurate customer data around subscription renewals
  • Attend sales events as requested and build customer relationships as a secondary support to the assigned Account Executives
  • Responsible to conduct Strategic Business Reviews with each customer onsite.
  • Create and Maintain Roadmaps for Managed Customers to help in their budget planning, and uncover additional sales opportunities
  • Address all communications via email or phone from clients quickly in a professional manner.
  • Ability to create design surveys to assist design/engineering on creating a solution to resolve the customers needs
  • Track and maintain accurate weekly forecast utilizing Sales Force, and Connectwise, and be able to report on weekly meeting forecast calls.
  • Responsible to qualify prospects to meet our customer profile
  • Qualifying new sales opportunities by identifying the customers real IT pains, time frames, and budget to resolve those pains.
  • Complete solution design surveys for proper solution design/pre-sale engineering.
  • Proactively recommend appropriate business products and solutions to meet the clients needs and objectives.
  • Prospect for new clients
  • Conduct reoccurring customer meetings onsite or via phone.
  • Resolve client issues in a fast and friendly manner with follow up on their satisfaction.
  • Provide support to project management during implementations as needed.
Accounts Receivable Team Lead, 02/2016 to 02/2017
Allegis Group Jacksonville, FL,

Essential Functions:

Lead a team of 60 employees in accounts receivable at 5 different Aspirus locations. Responsible for training, hiring, and accurate posting and balancing of payments.


  • As a team lead responsible to build a team of 60 individuals in all aspects of payment posting.
  • Responsible for accurately balancing reports at the end of each day for Accounting.
  • Seek out new employees and conduct interviews
  • Conduct Employee reviews
  • Train, and lead educational meetings for the finance department
  • Assist in process improvements
  • Find solutions with carriers to obtain payments
Regional Accounts Manager, 10/2007 to 11/2015
Api Group Corporation Phoenix, AZ,

Essential Duties:

Assigned to multiple provider billing offices in central Wisconsin and Hawaii. Established relationships with the business office staff to assist in adjudication of problem patient accounts. Researched overpaid claims and supported an expedited process for claim resolution between the provider and payer.

Duties and Successes:

  • Responsible to interpret numerous payor contracts and follow their guidelines for repayment of over paid claims
  • Responsible to build relationships with Hospital and Clinic business contacts to supply a valuable cost saving service for them.
  • Achieved between 96-98% annually on quality review
  • Consistently exceeded daily and monthly goals for productivity, both in claim production, and recovered dollars. Responsible for my monthly budgets and goals.
  • Obtained 2 new providers in the fall of 2011, and successfully was able to establish a good working relationship with them, and help greatly utilize their accounts to meet/improve targets for our region. This included making one of the provider's a million dollar provider within 1 year.
  • Successful in the reduction of healthcare costs in the public and private sectors by identifying, validating, recovering, and preventing overpayment of claims.
  • Mentor and trainer for New Account Reps in Wisconsin and Hawaii
BBA: Business Healthcare Administration, Expected in 10/2007
American InterContinental University - Schaumburg, IL

Scott Bailey

Strategic Account Lead at AT&T

(608) 358-2404

Relationship: Former co worker & Friend 3 plus years

Nichole Larson

FHC Dental Centers Director

(715) 613-2775

Relationship: Former Co worker & Friend 25 years

Candace Yost

Marshfield Clinic Claims


Relationship: Former Co Worker & Friend 25 years

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Resume Overview

School Attended
  • American InterContinental University
Job Titles Held:
  • Inside Sales Representative
  • Account Executive
  • Accounts Receivable Team Lead
  • Regional Accounts Manager
  • BBA

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