Daisy Beltran Email & Phone Number

Los Angeles, CA, US

Los Angeles Metropolitan Area

• Consult businesses to reduce risk by staying compliant across State, Federal, and local levels across their entire employee lifecycle that include their Payroll, time & attendance, HR, 401k and Health & Benefits, etc.
• Ensure new prospect clients experience a smooth implementation process by completing and obtaining documentation required for clients to transition
• Collaborate across the company with different divisions such as Account Managers, Implementation Specialists, Technology Engineers and Customer Service Representatives to close opportunities and maintain top level.
• Uncover prospects through telemarketing, referrals and networking events
• Partner with CPA's, Health & Benefit Brokers, Financial Advisors, Fractional CFO's and HR Consultants
• Leverage professional networks by attending local conventions, conferences, mixers, golf events and networking groups to generate new opportunities

Los Angeles Metropolitan Area

• Consulted C-Level Suite Executives on how to reduce incident rates, improve operational efficiencies and enable safer operations across their third party suppliers, contractors, sub contractors and vendors.
• Consulted businesses on Health & Safety, Business Risk, Cybersecurity, Worker Management including learning management and ESG & Sustainability to mitigate risks, reduce fines, reduce worksite fatalities, costs and.
• Collaborated across different divisions such as Account Managers, Regional Sales Managers, Implementation Project Managers, Solutions Engineers and Customer Success Managers to mitigate third party risk across a.
• Attended supply chain and health & safety trade shows, seminars and conferences to create brand awareness, network, nurture Account relationships and generate new business opportunities
• Worked alongside Account Executives to drive expansion and mitigate risks across various verticals such as manufacturing, professional business services, mining, oil & gas, tech and others

Los Angeles Metropolitan Area

• Ensured businesses reduced risk by staying compliant on State, Federal, and local levels across Payroll, time & attendance, HR, 401k and Health & Benefits
• Collaborated with CPA's, H&B Brokers, Fractional CFO's, HR Consultants and internal Business Development Representatives to generate leads
• Networked across multi-state territory
• Leveraged professional networks by attending local conventions, conferences, mixers, golf events and networking groups to generate new opportunities
• Collaborated across the company with different divisions such as Account Managers, Implementation Specialists, Technology Engineers and Customer Service Representatives to close opportunities and maintain top level.
• Connected with prospects to determine their HCM & HR needs and positioned solutions that created value and efficiencies for the companies

Woodland Hills, California

• Managed a territory across Greater Los Angeles Territory to ensure I was on track to hitting monthly, quarterly, annual and team quotas
• Ensured KPI's were managed and updated consistently such as meetings scheduled, opportunities closed, opportunities created, emails, demos scheduled, calls made to demonstrate daily activities
• Offered frontline coaching by supporting as the lead MMS representative to other sales representatives on their meetings with businesses to help them stay compliant on all aspects of their business on both.
• Consulted businesses on how to effectively manage their employees life cycle with our HCM System
• Equipped businesses with the tools needed to make them the employer of choice and attract talent with our applicant system
• Presented businesses with solutions to help streamline processes, control costs, and deliver an employee experience that maximizes productivity

Glendale, California

• Consulted small business owners on our platform across the HVAC, Electrical, Plumbing and landscaping industries
• Collaborated across the company with different divisions such as Account Managers, Implementation Specialists, Technology Engineers and Customer Service Representatives to close opportunities and maintain top level.
• Assisted potential prospects discover unmet needs and how we can deliver value
• Conducted high volume prospecting for qualified leads
• Developed and implemented appropriate prospect communication plans
• Generated and maintained expert knowledge of the ServiceTitan Product, the home services industry, competition, market happenings and trends

Burbank, CA

• Managed an entire team of 15 sales representatives across 3 different departments
• Worked alongside sales representative to develop sales plans accompanied with training to ensure they were set up for success in hitting their monthly, quarterly, annual sales quotas as well as our team quota
• Managed fleet based on our branches P&L Statement
• Acted as a liaison between Enterprise and insurance companies in insuring proper direct billing was set up according to customers rental car coverage’s
• Trained and developed employees to perform at highest levels in sales and customer service
• Acted as liaison between insurance companies / body shops to attain proper and detailed information through ARMS regarding customers insurance policies/vehicle info/contact info

Burbank, CA

• Renewed and/or Issue out new Auto, Home, Renters, Earthquake, Fire, Worker's Compensation, Umbrella, Cargo, Boat, Motorcycle, Life, and Health Care Insurance policies
• Processed changes to existing policies that need amending
• TAMS, Applied - Insurance Agency Mangement Software
• Issued insurance policies across various carriers such as The Hartford, Safeco, Employer's, Golden Eagle, Liberty Mutual and State Fund to issue out policies that best fit one's needs
• Accounting / Claims
• Renewed and/or issued out New Certificates of Liability Insurance

Burbank, CA

• Monitored incoming inquiries and ensured proper check in procedures
• Customer service, made transactions at Point of Sales System
• Answered incoming inquiries
• Obtained appropriate information to direct/transfer calls/guests
• Sold memberships and training
• Set appointments for walk in guests and telephone inquiries

Carson, CA

• Designed/distributed fliers using Photoshop and Adobe for sports game days and special events/promotions.
• Advertised and managed game day events/promotions via social media.
• Strategized ideas with other marketing interns and put forth events and marketing strategies to increase overall student and public attendance to Spring teams.

Undergraduate Bachelor Of Business Administration (Bba), 3.6

Bachelor Of Business Administration (Bba), Marketing, 3.4

Activities and Societies: NCAA California State University Dominguez Hills Softball Team• Dean's List at California State University.

High School Diploma

Varsity Softball 2004 - 2008

Standard Meddic