member services field representative ii resume example with 20 years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Experienced certified retirement counselor with outstanding interpersonal skills seeking a Retirement Plan Consultant II position with AIG Retirement Services. Adept at employee benefit education and training. A skilled facilitator and collaborator that thrives on creating optimal training environments for employees. Over eleven years of training, public speaking, and project management while utilizing quantitative and analytical skills.

  • Team Leader
  • Project management
  • Contract management /Rate negotiation
  • Vendor management
  • Problem-solver
  • Analytical proficiency
Work History
Member Services Field Representative II, 01/2009 to Current
Sage Hospitality Resources, LlpAtlanta, GA,
  • Team leader and trainer for new Member Services Field Representatives
  • Created, implemented, and conducted live and recorded webinars for counties and districts serving hundreds of Texans.
  • Collaborated and supported creation for electronic scheduling, virtual / online counseling
  • Managed approximately sixty five events, presented over sixty speaking engagements with 1700 attendees throughout Texas for 2019 and counseled over 700 members statewide
  • Eleven years of managing multiple relationships with numerous counties across Texas
  • Communicate, educate, and counsel members weekly, on-site small and large group presentations, individual personal benefit sessions & providing a summary of retirement benefits, at counties, districts, conferences, open enrollment, and benefits fairs in English and Spanish
  • Creation and management for team site on cloud based platform
  • Creation and translation of Spanish collateral and presentations for TCDRS
  • Organize, plan, and manage each county/ district event : scheduling, meeting capacity, communication, and marketing collateral
  • Review, analyze, and quantify TCDRS employer statistics and benefit levels and present via Member Presentations and individual counseling sessions weekly across Texas
  • Track and report key performance and measurement indicators
  • Analyze, review, input data for weekly, monthly for annual strategic review
Senior Sales Manager, 11/2007 to 08/2009
Citrix Systems Inc.Nashville, TN,
  • Account & vendor management / liaison for over 200 corporate accounts
  • Effectively developed, monitored, managed sales for all corporate Requests For Proposals (RFP)s for five Marriott brand hotels for corporate travel market
  • Negotiated room blocks, corporate hotel rates, and meeting space monitored contracts and implementation
  • Customized and analyzed corporate reporting information, company tracking and brand reporting information to maximize sales
  • Development of sales programs solicitation of business by contacting representatives of local markets through direct sales (including appointments, tours, calls and email correspondence) and direct mail/promotional efforts
  • Assisted in the development and creation of annual marketing and presentations for five hotels
Sales Manager, 06/2006 to 11/2007
Valencia Hotel GroupCity, STATE,
  • Analyzed report and market data to determine marketing strategy which exceeded company goals and profitability
  • Measured and tracked key performance indicators for corporate sales process and reported quarterly to executive management
  • Ensured sales and revenue goals were exceeded in all activity standards for prospecting calls, proposals, and account management
  • Liaison and facilitator for all corporate clients
  • Responsible for all rate negotiation and contract management for hotel
  • Provided timely price quotes, completed all contracts for approval
  • Responsible for all RFPs for hotel
  • Attended sponsored trade shows including set-up, tear down, and displays
Senior Hotel Consultant/Customer Service, 05/2001 to 06/2006
Carlson Wagonlit TravelCity, STATE,
  • Designed Hotel Program used by 8000 employees
  • Analyzed hotel usage patterns and expenditures for preferred vendor selection
  • Liaison/ facilitator for hotel and client room block negotiations and meeting space contracts
  • Planning, supervising, and execution of corporate events
  • Arranged domestic and international travel for individuals, groups, and temporary reassignments
  • Liaison/facilitator for all vendor management
  • Managed all aspects of customer service for account
BBA: Marketing, Expected in 12/2004 to Texas State University, San Marcos, TX, US - San Marcos, TX,

Former Board of Director – Austin Business Travel Association

  • Get Real Leadership - UT Center for Professional Education October 2017
  • Certified Retirement Counselor - (CRC) - INFRE July 2013
  • Latin American Business Certification-Texas State University -August 2005
  • Study Abroad Program -Tecnologico de Monterrey - July 2005
  • Fellows Import/Export Program Spring 2005 - May 2005

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Resume Overview

School Attended

  • Texas State University, San Marcos, TX, US

Job Titles Held:

  • Member Services Field Representative II
  • Senior Sales Manager
  • Sales Manager
  • Senior Hotel Consultant/Customer Service


  • BBA

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