Identifying new business opportunities, creating strategic professional relationships and training high performance sales teams.

Client Success Manager2018 Adviser of the year4 Time Top Tuition collection for the Quarter 3 Time Top Cash Retention for the Quarter 3 Time Core Values Award as voted by the Client Onboarding Team of 16 membersDoubled Tuition Retention over a 3 year spanConsistently exceeded Tuition collection and retention quarterly goalsWorked with 8-20 new client teams a week to help them get acclimated to the program, get them started with their Real Estate training and connected with a coachHelp new clients with creative solutions to fund their program when needed Assisted clients with customer service issuesPerformed Exit Interviews for clients who requested to cancel their program and assisted them in finding solutions for issues or concerns, and created solutions to retain clients in the programTraining of new team members

Client ProspectingPresented potential clients with service and\or repair optionsNegotiated pricing options with clientsProcessed contracts and payments Maintained clients accounts

Presented business owners a variety of supplemental insurance options to offer their employeesAssisted new clients HR departments coordinate payroll deductions for employeesConducted employee presentations to explain new benefits and assisted individuals in creating a plan tailored to their needsWorked with AFLAC corporate offices to ensure insurance plans were issued in a timely fashionOversaw accounts to ensure proper billing and customer satisfaction