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Marketing General Agent Sales Assistant/Account Rep Resume Example

Resume Score: 90%

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MARKETING GENERAL AGENT SALES ASSISTANT/ACCOUNT REP
Highlights
  • Analytical problem solver
  • Team leadership
  • Expert in life and health products
  • Driven
  • Proven sales track record
  • Skilled multi-tasker
  • Upselling and consultative selling
  • Dependable
  • Excellent time management
  • Specialized in individual markets
  • Strategic account development
  • Product training and placement
Accomplishments
  • Recipient of Agent Ambassador Awards 2010- 2nd quarter, 2010- 3rd quarter
  • Continuing education achievement of Health Insurance Associate Degree through AHIP: Insurance Education and Professional Development Program May 2010
  • Recognized through KEY (Assurant Health Recognition Program) awards program in March, July, October, and November 2012
  • Managed a portfolio of 38 accounts totaling $250,000,000 in sales.
Experience
11/2014 to Current
Marketing General Agent Sales Assistant/Account RepAssurant Health - Milwaukee, WI

beginning with presale through to post issue - Resolve and analyze licensing and commissions - Negotiate and mediate with outside vendors, Marketing General Agencies, legal teams as well as grievance panels - Foster continuing relationship with agencies to grow business portfolio - Set up and lead webinars, meetings, and conferences with agencies when onboarding as well as new product introduction - Provide training and compliance for Agencies so that policies and procedures are adhered to - Review business models - Introduce and implement incentive and campaign programs to increase sales - Lead and run projects, pilot programs, and innovate new forms of communication to enhance customer experience -Onboard and introduce new agencies, assist with licensing, commissions, and product questions and issues -Work directly with Regional Sales Director towards quarterly goals and initiatives -Set up webinars, team meetings, and conferences -In addition to all of the TPC Sales Assistant functions -Form and manage long lasting relationships with top producing agencies in the field that I am dedicated to, and providing daily contact and assistance to ensuring both company and agency goals are met and exceeded -Resolve billing, technical, legal, and underwriting situations which arise with my remarkable ability to think critically and use professional and personal judgment as it relates to the insurance industry and the client -Responsible for leading agents to bond and build lasting relationships with their clients and provide them with a stellar finalized product which is followed through, maintained and serviced during the products lifespan -Specialized project assistant chosen to complete research and project completion due to my time management and exceptional ability to multitask -Administrate for the National Sale Call Center department staff of forty to instruct, resolve and assist with sales, product, and medical underwriting -Proficient with IBM Mainframe, Microsoft Word, Excel, Power Point, and Access -Assist and educate outside field agents with individual medical health insurance and ancillary products available which would best suit potential clients -Maintain and exceed quality assurance level, and provide accurate information with 100% compliance and performance level -Provide support with escalated supervisor level situations and provide ideal resolution options -Tutor, instruct and teach navigation of sales and agent portal website to new health insurance field agents -Produce quotes and pre-screen on potential clientele which provides probable outcomes -Provide exemplary assistance to medical providers, insured's and agents with benefit questions, claims, and state mandates for coverage and payment

03/2014 to 11/2014
Regional Sales AssistantAssurant Health - Milwaukee, WI
03/2010 to 03/2014
Top Producer Club Sales AssistantAssurant Health - Milwaukee, WI
10/2005 to 03/2010
Agent Services Customer Service Representative IIAssurant Health - Milwaukee, WI
06/2004 to 10/2005
Customer Service SpecialistKohl's Corporate - Milwaukee, WI
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Made reasonable procedure exceptions to accommodate unusual customer requests.
  • Provided accurate and appropriate information in response to customer inquiries averaging 130 calls per day.
  • Maintained up-to-date records at all times.
  • Developed effective relationships with all call center departments through clear communication.
  • Built customer loyalty by placing follow-up calls for customers who reported product issues.
  • Demonstrated masteryof customer service call script within specified timeframes.
  • Cross trained to work with the first e-commerce and online order system, as well as work through system malfunctions and taught consumers how to utilize the site
08/2002 to 02/2004
Fashion ExpertExpress Limited Co - Milwaukee, WI

-Exceeded goals for the million dollar club and won several competitions and awards -Surpassed sales expectations and maintained continuous growth increasing store sales up 25% annually -Sold the brand and product line by opening an average of 10 new retail store credit cards daily -Personal shopper for selected clientele

Education
2014
Bachelor's: Business ManagementLakeland College - Plymouth, WI, US

Bachelor's degree of Business Management, Lakeland College - Plymouth WI, December 2014

3.72 GPA,Graduated Magna Cum Laude

Professional Affiliations
Presentations

Set up and lead webinars, meetings, and conferences with agencies when onboarding as well as new product introduction

Skills
Sales, Clients, With Sales, Sales Assistant, Access, Billing, Excel, Ibm Mainframe, Loans, Mainframe, Medical Underwriting, Microsoft Word, Project Assistant, Time Management, Underwriting, Word, Credit, Retail, Retail Marketing, Customer Service, Receptionist, Retail Sales, Training, Million, Store Sales, Claims, Exceed, Of Sales, Quality Assurance, Sales And, Adjustments, Card Services, Credit Card, Regional Sales, Sales Director, Account Rep, Increase, Increase Sales, Marketing, New Product Introduction, Onboarding, Administrative Assistant, Data Entry, Filing, Liaison, Organization Skills, Phone System, Schedule Appointments, Associate, Detail Orientated, Team Player, Business Management
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DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Assurant Health
  • Kohl's Corporate
  • Express Limited Co

School Attended

  • Lakeland College

Job Titles Held:

  • Marketing General Agent Sales Assistant/Account Rep
  • Regional Sales Assistant
  • Top Producer Club Sales Assistant
  • Agent Services Customer Service Representative II
  • Customer Service Specialist
  • Fashion Expert

Degrees

  • Bachelor's : Business Management

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