Highly motivated advisor/counselor, customer service representative, and sales champion! Looking for an opportunity to flourish in a career where I can exercise my wide variety of skills and talents attained in my employment journey thus far. With an eagerness to learn and the ability to be a team player or work solo, I've proven I can accomplish any task.
Entrepreneur, customer advocate, and problem solver
In-depth knowledge of markets and relationships
Thrives under pressure
I have consistently qualified for the sales bonus each month by always meeting or exceeding expectations in sales, adherence, customer surveys, and quality monitoring grading.
Licensed Benefit AdvisorMay 2015 to Current Willis Towers Watson's One Exchange － Richardson, TX
Ensuring that our benefit recipients enroll into a Medicare insurance plan that meets their specific needs.
Types of plans sold include Medicare Supplement, Medicare Advantage, Prescription Drug Plans, Dental, and Vision Plans.
Experience in working with elderly clients who often required my guidance, understanding, and patience.
Often extended my services to authorized family and friends.
Daily duties include maintaining PHI/PII, assessing healthcare and financial needs, answering questions related to Medicare products and enrollment periods as well as providing exceptional customer service.
Perform outbound reminder calls to advise benefit recipients about upcoming health care changes.
Attend continuous training to stay knowledgeable and up to date regarding all products sold.
Maintaining the proper licensure for the states and carriers I represent.
June 5th, 2016 promoted to level two benefits advisor with pay increase.
June 16th, 2016 became a work from home licensed benefits advisor.
Continued my role as a benefits advisor while taking on the fulfilling responsibility of working on my own at home; stayed connected to my team via internet communication devices such as Lync.
Customer Service RepresentativeMar 2014 to Jan 2015 Link Outdoor － Dallas, TX
Consistently perform daily duties to ensure the office runs smoothly, especially while management is out.
Duties performed include but are not limited to processing orders, answering the phone, responding to emails, closing sales, and the physical labor of shipping out orders.
Take the lead in creating and processing quotes, reserves, and invoices on a daily basis in QuickBooks.
Follow up with clients to close sales; process credit card and check payments.
Respond to all emails accurately, professionally and within a 24 turnaround time.
Answer the multi-line phone within one ring and be able to assist the client on any of their luxury outdoor fabric needs.
Weight Loss CounselorOct 2012 to Apr 2013 Slim4Life － Plano, TX
Assess client's medical history in order to determine the healthiest, easiest, and most effective way to lose weight.
Counsel patients through the emotional journey of losing weight, while making a lasting positive impact.
Make modifications for clients with medical disorders such as diabetes, thyroid disease, etc.
Teach multiple nutritional classes daily to new clients, explaining what proteins and fats do to the human body explaining how all of our dietary aids are safe and effective.
Take client's blood pressure, measurements, and weight daily in order to ensure health and proper weight loss.
Make at least 90 outbound calls per week and take inbounds calls as they come in.
Complete inventory manually right before opening as well as right before closing.
Mercer, HR Call Center RepresentativeAug 2008 to Feb 2011 Dallas, TX
Take inbound calls and chats from all American Airlines employees.
Calls were related to health benefits, life insurance, AD&D insurance, STD/LTD, pension, and sometimes payroll.
Handle escalations by making outbound calls to employees (assigned to me by management) to resolve the issue or answer the question.
Data entry for the pension department.
Computer proficient in many systems such as SAP, mainframe, American Airlines and Mercer systems.
Jun 2006 to Feb 2007 Army National Guard － Columbia, SC
Learned many army values such as team work, discipline, and integrity that have carried over to my everyday life.
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Companies Worked For:
Willis Towers Watson's One Exchange
Army National Guard
Plano West Senior High School
Job Titles Held:
Licensed Benefit Advisor
Customer Service Representative
Weight Loss Counselor
Mercer, HR Call Center Representative
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