Dynamic sales and customer service professional with a proven ability to exceed quotas:
• Over ten years of sales and customer service experience
• Passion for building lasting Rapport with clients
• Proficient at up-selling and retention
• Thorough understanding of Consultative/Solutions Selling
• Exceptional ability of analytical and critical thinking
• Excellent oral and written skills
Willing to relocate: Anywhere
Authorized to work in the US for any employer
May 2015 to July 2017
Assess insurance needs for clients and educate them on their options. Enroll clients with best carrier and plan. Maintain an ongoing relationship with clients as their primary resource for policy questions and renewals.
June 2013 to November 2014
Make risk assessment by underwriting potential business. Determine coverages needed and educate insureds on coverages. Provide home and auto insurance quotes and issue new policies.
Phone Banker II
November 2008 to December 2012
Identify resolution to customer needs: through recommendations of qualified products and services. Provide sales coaching, development, and incentive promotion on team in Sales Champion role. At business demands provide floor support for questions, troubleshooting, and escalated calls. Held role as a facilitator on Women Of Wells Fargo diversity network.
Telephone Customer Service Representative/Imaging
January 2007 to July 2008
Assist customers with daily banking needs. Utilize negotiation skills to strengthen customer’s relationship with bank through new products and services. Operate machine to image mortgage and loan documents, and electronically index items. Train new team members on department duties.