Corporate Benefits Sales, Life, Health, and Accident Insurance. Phone and door to door sales.

Duties include but not limited to enrollment of new accounts for debt settlement. Consistently ranks as one of the top three within job function based on meeting and or exceeding monthly KPI standards, sales quotas and Customer Satisfaction feedback. Routinely called upon to resolve complex case consultations from other team members while maintaining a watchful eye to my individual customer base and workflow to insure that my book of business experienced no decrease in their service level. Has… Show more Duties include but not limited to enrollment of new accounts for debt settlement. Consistently ranks as one of the top three within job function based on meeting and or exceeding monthly KPI standards, sales quotas and Customer Satisfaction feedback. Routinely called upon to resolve complex case consultations from other team members while maintaining a watchful eye to my individual customer base and workflow to insure that my book of business experienced no decrease in their service level. Has the highest retention rate in company. Personally handles time critical and confidential client information. Develops rapport and maintains retention with clients through a value add and consultative approach. Show less

Assists CEO & Owner with his insurance and financial services clients.Schedules and sets appointments for CEO.Performs human resource duties like payroll, recruitment, and administrative duties.Verifies term life and property and liability insurance forms and forward to insurance providers.Manages the office and keeps CEO on task with his daily duties.Drafts all documents for the CEO.Participates in coaching and training of advisors.Coordinates and assists with… Show more Assists CEO & Owner with his insurance and financial services clients.Schedules and sets appointments for CEO.Performs human resource duties like payroll, recruitment, and administrative duties.Verifies term life and property and liability insurance forms and forward to insurance providers.Manages the office and keeps CEO on task with his daily duties.Drafts all documents for the CEO.Participates in coaching and training of advisors.Coordinates and assists with sister company Financial Solutions.Keeps the CEO's life running smoothly. Show less

Professional Employment AssistanceInbound/Outbound Membership SalesCustomer Service

Provided enrollment calls to potential students about requested information.Conducted enrollment interviews for perspective students.Assisted students with their educational goals.Developed rapport and maintains retention cultivating relationships.

Took third party incident reports relating to customer and employee issues.Dealt with over 3000 different national and international clients.Provided follow up information for callers who call back for client results.Documented all customer and employee concerns accurately.Meet or exceeded monthly company goals.