Work as a Liason between a network of 70+ Insurance, Disability, and Annuity carriers, and a large network of Financial Advisors to broker insurance solutions for their clients. Conduct policy review to monitor performance of permanent insurance book of business. Provide analytics to financial professionals to aid in client retention, policy performance, and harvesting additional opportunities.

Adhere to ESL's compliance and operating guidelines and established security practices. Maintain working knowledge of, and adherence to, operational guidelines, procedures, and practices.Manage and present meeting topics: create games and assign projects/activities for teammates to improve service quality. Assist direct manager with recording topics for team meetings.Analyze customer demographics and identify sales opportunities to consistently meet and exceed goals. Prioritize and store customer information to build a sales database, and follow up for relationship management and upsell calls.Provide customers with documentation samples, forms, and resources when needed.Participated in the following classes to enhance efficiency: Discovering and Satisfying Member Needs - Addressed effective listening, and tactics to uncover hidden sales opportunities. The 5 Choices to Extraordinary Productivity - Addressed effective planning/calendar utilization, and habits to expel wasteful behaviors. Presented priority matrix to Tele-Banking Center staff during monthly meetings as discussion points to increase efficiency. Promoted from Tele-Banker I to Tele-Banker II in three months by consistently exceeding 100% of referral goals. Promoted to Mentor within three years: Train and offer guidance for new hires, coach efficient behaviors, operational instructions, and sales tactics to ensure successful new hire performance.Trained contact center employees on utilization of new sales tracking spreadsheet and remained point of contact for ongoing questions and issues.Consistently meet/exceed required team loan, account, and investment sales goals.Successfully managed a project related to customer escalation resolution spanning 15 employees. Received 16 merit awards based on numerous customer compliments, positively affecting customer retention and loyalty.

Employed effective communication strategies to assess customer needs and implemented sales strategies accordingly. Researched and developed community campaigns. Tracked and reported gross sales and coached team members on sales process and script.Generated new business and referral leads through customer relationship database management, and internet research. Contacted final decision makers for main-street style businesses to produce sales leads. Facilitated management of social media content for small to medium business clients.Contacted patrons of existing clients to harvest reviews in order to improve SEO and online reputation.Promoted to team leader within six months of hire by consistently meeting/exceeding sales goals. Successfully streamlined sales script and coached team on effective utilization on sales calls. Remained in the top 10% of gross sales across sales team.

Informed students and parents about campus procedures and policies, collated and individualized student and parent orientation foldersPromoted a positive image of SUNY Fredonia and the Orientation ProgramPrepare the residence halls for student and parent arrivals, remain “on call” 24-hours-a-day during sessionsAssisted groups of 25-30 students with course selection and lead groups to various activities and programs

Brand development, Creating Marketing plan to increase surrounding student awareness/attendance, hosting events to attract new customers, Updating and managing/creating Web and technical apps.

Maintained positive customer interactions, kept track of correct monetary balance in registers Focused heavily on G.R.E.A.T. Customer ServiceTrained prepared food and seafood staff on proper food safety techniques Delivered effective customer service techniques, and proper job guidelines.