Hired to schedule demonstrations for sales staff and promoted to Assessment Specialist when the position was eliminated. Shortly thereafter, promoted to Sr. Assessment Specialist due to strong performance and received the Top Achiever reward for 2014. Continued to be the top performer for the sales team in 2015, 2016, and 2017. 90% renewal retention rate. Continue to exceed annual quota. Plan, coordinate and execute online presentations to prospects and existing clients. Accurately documented, researched, and resolved customer’s needs. Prepared cost proposals for prospects and clients. Responsible for listening, understanding, overcoming obstacles, linking features to benefits, and providing ideal solutions that best meet the needs of the client. Ensured quality and enhanced customer satisfaction. Attended conferences to promote a product and connect with clients. Oversaw & led luncheons during conferences.Retention and Sales Support Specialist - 12/2010-12/2013 Compiled a list of prospective customers for sales leads. Executed outbound lead follow-up calls to potential and existing customers to view a demonstration. Identified key decision-makers within an institution. Increased scheduled demos by 100%

 Identified and selected potential leads. Prepared takeoffs, estimated cost, and reviewed & analyzed bid documents. Conducted outbound lead follow-up calls to potential and existing.  Set up new customer data and other sales data for clients in computer database. Maintained and expanded relationships with potential and current clients. Hired and trained employees.

Hired as an underwriting assistant and promoted to renewal underwriter.  Evaluated risks for new & renewal business. Collected delinquent accounts. Processed inspections, taxes, invoicing, cancellations, and endorsements. Assisted colleagues in their absence. Cultivated relationships with insurance agencies. Trained technical assistants and policy processors.

Hired as an underwriting assistant and promoted to an underwriter. Evaluated risks for new & renewal business. Collected delinquent accounts. Processed inspections, taxes, invoicing, cancellations, and endorsements. Assisted colleagues in their absent. Cultivated relationships with insurance agencies.

Hired as a customer service representative and promoted to office manager.  Managed daily operations of the office. Hired and directed office staff. Quoted and processed new applications including policy service work. Established working relationship with independent insurance companies. Developed and managed new & existing clients.