retention sales specialist remote resume example with 7+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Detail-oriented, highly motivated, and knowledgeable healthcare professional skilled at completing patient-facing and office-based tasks by applying strong multitasking, optimized productivity, and elite organizational management. Engaging team player who facilitates and implements strategies for developing improved health care management. Proven problem solver and excellent communicator. Independent worker with extensive diverse medical experience and fastidious nature dedicated to optimal patient care. Offering all skills with poise and resilient work ethic.

  • Project leadership
  • Multidisciplinary team collaboration
  • Data analysis
  • Elite Problem solver
  • EMR Management
  • Time optimization
  • Trained in Epic health Systems
  • Adamant implementation of Privacy/HIPAA regulations
  • Proper knowledge of ROI protocol and procedures
  • Proficient in Microsoft teams, word, excel, spreadsheet, teams, and power point
  • Financial Needs Assessment
  • Billing Data Verification
Work History
Life Insurance Specialist, 03/2022 to Current
Waste Management Company, , Remote
  • Maintained high standards of customer service by building relationships with clients.
  • Provided coverage option information to assist clients in protecting assets.
  • Obtained underwriting approval, and pre-certification by completing application for coverage.
  • Conducted annual reviews of existing policies to update information.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 5%.
  • Identified and solicited sales prospects in agency databases.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Retention/Sales Specialist - Remote, 12/2021 to Current
Mayo Clinic, , Litchfield Park, AZ - Remote
  • Managed over 50 customer calls per day, increasing sales by 10% each quarter.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
  • Documented customer interactions using SalesForce to capture data in processing system.
  • Minimized process lags through strategic sourcing and customer expectation management.
  • Identified, researched and resolved billing variances to maintain system accuracy and currency.
Mayo Clinic- Audiology Assistant, 11/2015 to 09/2019
Mayo Clinic, , Rochester, Minnesota
  • Successfully managed up to 25+ patients daily, which resulted in prompt patient care and efficient hearing screening results.
  • Administered diagnostics for otoacoustic emission and auditory brain stem response screenings to newborn patient population.
  • Custom fit devices to patient's physiology for maximum comfort and effectiveness
  • Accurately applied proper services and supplies used to patients billing.
  • Conducted research on hearing or speech topics to help in development of procedures, technology or treatments.
  • Communicated effectively with audiology team regarding referrals, general patient question/concerns.
  • Educated parents/guardians of patients with inquiries, comments, and concerns regarding hearing screening results.
  • Efficiently documented patient data, clinical notes, test results, and facilitates prompt follow-up care for patients In need.
  • Attended professional development courses to maintain current understanding of industry advances in devices and treatment protocols.
Emergency Department Care Team Coordinator, 11/2015 to 11/2019
Rochester Public Schools, , Rochester, Minnesota
  • Managed day-to-day administrative and operational functions for 80-bed facility, providing guidance and leadership to over 60 employees across more than 15 departments
  • Electronically Initiated prompt efficient registration/ admission/ disposition processes for emergency department patients, resulting in expeditious, elite patient care
  • Served as resourceful liaison between emergency medical professionals and patient population, resulting in systematic communication in team- based environment
  • Verified patient data by obtaining insurance and personal demographic information, ensuring electronic medical record and insurance coverage/ benefits are adequately updated
  • Coordinated patient medical history, medication reconciliation, and authorization to reciprocate health record information with various external referral sources
  • Triaged multi-line phone system ensuring all patient concerns and questions were thoroughly addressed
  • Collaborated with external and internal clinics regarding scanned, faxed, and electronically transmitted patient medical records
  • Followed document protocols to safeguard confidentiality of patient records.
  • Coordinated patient follow-up care to appropriate services and/ or outpatient clinics
  • Monitored/updated physician's work calendar and scheduled appointments, meetings, and dictation correction follow-up.
District Wide Nurse Assistant Coordinator, 10/2014 to 04/2016
Company Name, , Rochester, MN
  • Assisted with coverage to 30+ school health offices across the Rochester school district, providing fully staffed & certified health care to students of the Rochester public school district
  • Researched and updated student medical records, including medication information, symptoms, immunizations and allergies, which ensured all medical staff collaborated using consistent data
  • Examined students identifying wounds, behavioral concerns and medically-relevant symptoms
  • Educated staff on proper deescalation tactics to help better serve SPED and high risk behavioral students.
  • Assist/ Preform vision and hearing screenings
  • Implemented individualized student emergency care plans, resulting in prompt medical attention to students in need
  • Provided information, education, and support for unlicensed school staff to ensure effective and cohesive health care management
: Nursing, Expected in
Rochester Technical College - Minnesota,
High School Diploma: , Expected in 06/2010
Marshall High - Minnesota ,

GPA: 3.8/3.9

  • Recognized for staff development leading to high performing teams.
  • Over four years' experience in acute care hospital setting, managing all facets of acute hospital operations in high flowing patient-centric environments, delivering excellent superior results.
  • Track record in expertly handling multiple demands consecutively, determining priorities, recognizing risk factors, and making precise decisions in a fast-paced environment.

BLS certified through American Heart Association - expires 2023

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Resume Overview

School Attended

  • Rochester Technical College
  • Marshall High

Job Titles Held:

  • Life Insurance Specialist
  • Retention/Sales Specialist - Remote
  • Mayo Clinic- Audiology Assistant
  • Emergency Department Care Team Coordinator
  • District Wide Nurse Assistant Coordinator


  • Some College (No Degree)
  • High School Diploma

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