Experience

Strategic Benefit Resources, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Team Manager

  • Feb 2023 - Present

  Greater Chattanooga

• Associate Manager of Client Services, Senior Account Manager

  • Apr 2022 - Feb 2023

• Senior Account Manager

  • Mar 2018 - Feb 2023

  Atlanta, Georgia



USI Insurance Services

• United States
• Insurance
• 700 & Above Employee

• Account Executive

  • Aug 2017 - Feb 2018

  Greater Atlanta Area



OneDigital Southeast

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Feb 2016 - Jul 2017

  Greater Atlanta Area Provide extraordinary customer service to an assigned book of business; ensure client satisfaction and retention. ➢ Successfully oversee client retention project plan. ➢ Coordinate with Benefit Consultants to deliver client specific benefit plans. ➢ Open lines of communication between carriers and clients while developing a strong trust and rapport with both. ➢ Spearhead the Open Enrollment process from beginning to end; proactively identify and manage discrepancies from… Show more Provide extraordinary customer service to an assigned book of business; ensure client satisfaction and retention. ➢ Successfully oversee client retention project plan. ➢ Coordinate with Benefit Consultants to deliver client specific benefit plans. ➢ Open lines of communication between carriers and clients while developing a strong trust and rapport with both. ➢ Spearhead the Open Enrollment process from beginning to end; proactively identify and manage discrepancies from enrollment. ➢ Design, create, and implement employee benefit communications; including Custom Benefit Booklets, Open Enrollment presentations, employee benefit announcements. Procure and deliver carrier communication pieces. ➢ Implement open enrollment changes: client plan designs, new carrier implementation paperwork, employee elections, HRIS / carrier connection feeds. Show less



Mutual of Omaha

• United States
• Financial Services
• 700 & Above Employee

• Senior Sales Support

  • May 2013 - Feb 2016

  Greater Atlanta Area Oversee the sales process of group ancillary insurance products. Communicate directly with multiple sales reps and insurance brokers, dealing with the entire sales process – from initial quote to the sale and implementation of new group products. Very successful in the implementation and servicing of insurance brokers and the groups they represent. ➢ Regularly quoted approximately 150 new lines of coverage per month, well above office goal of 120 new lines per month ➢ New groups quoted… Show more Oversee the sales process of group ancillary insurance products. Communicate directly with multiple sales reps and insurance brokers, dealing with the entire sales process – from initial quote to the sale and implementation of new group products. Very successful in the implementation and servicing of insurance brokers and the groups they represent. ➢ Regularly quoted approximately 150 new lines of coverage per month, well above office goal of 120 new lines per month ➢ New groups quoted with 90% to 99% rate on accuracy of requested benefits. Ensure that quotes adhere to underwriting guidelines and are within target pricing for the company. Average closing sale ratio of 8.5% and within 97% of target pricing – which meets, if not exceeds, office goals. ➢ Successfully moved sold cases from the quoting phase into the implementation stage with 90% to 95% accuracy of what was proposed. ➢ Presented new groups with their benefit options and lines of coverage at open enrollment meetings throughout the state of Georgia. ➢ Established open lines of communication between Mutual of Omaha and the insurance brokers and groups. Handle service issues ranging from billing audits up to, and including, claim resolution and client satisfaction. Show less



Rock/Creek Outfitters

• United States
• Retail
• 1 - 100 Employee

• Internet Customer Service, Sales, Shipping/Receiving, & Vendor Relations

  • Oct 2011 - May 2013

  Chattanooga, Tennessee Area Oversee business initiatives to support client relationships and respond to service needs for bricks and mortar and online specialty outdoor retailer. Manage 2 team members assigned to delivery of customer service, drop ship services, and product returns through Internet, on-line live chat, and tele-sales. Identify growth opportunities and develop strategies to improve product management. Implement plans to efficiently process customer orders, drop ship logistics, and returns. Expand market… Show more Oversee business initiatives to support client relationships and respond to service needs for bricks and mortar and online specialty outdoor retailer. Manage 2 team members assigned to delivery of customer service, drop ship services, and product returns through Internet, on-line live chat, and tele-sales. Identify growth opportunities and develop strategies to improve product management. Implement plans to efficiently process customer orders, drop ship logistics, and returns. Expand market share and branding through focused attention to company mandate. Sustain mutually productive business relationships with buyers, vendors and product representatives. Promote culture of faster and accurate service, and lower operational costs without compromising product quality or diminishing level of customer care. ➢ Established drop ship service and returns / exchanges accuracy and fulfillment rate of 90% to 95%. ➢ Responsible for controlling inventory and outages, collaborating with warehouse and shipping teams to achieve 85% to 95% rate on accuracy and fulfillment. ➢ In charge of training service teams in Internet, live-chat, and telephone customer protocols. Show less



Cellular Sales

• United States
• Wireless Services
• 700 & Above Employee

• Independent Sales Contractor

  • Nov 2009 - Jun 2011

  Johnson City, Tennessee Area Generated consistently high-volumes for consumer electronics company in highly competitive sector. Drove sales through needs-based, client-focused interaction and comprehensive product knowledge. Tracked and analyzed marketing trends and statistics to evaluate customer preferences. Designed and implemented strategies to build brand recognition and boost sales through innovative promotion campaigns. Managed client accounts and repeat business, built strong business relationships, and created… Show more Generated consistently high-volumes for consumer electronics company in highly competitive sector. Drove sales through needs-based, client-focused interaction and comprehensive product knowledge. Tracked and analyzed marketing trends and statistics to evaluate customer preferences. Designed and implemented strategies to build brand recognition and boost sales through innovative promotion campaigns. Managed client accounts and repeat business, built strong business relationships, and created positive word of mouth. ** Met business goals of 10 to 15 new activations and 30 to 35 upgrades a month. ** Recognized for sales aptitude and demonstrating initiative, optimizing use of available company resources to build and develop client base, and implementing company-approved selling programs such as “3.5 Steps to Buy” approach. Show less