Experience

Foundations Health Solutions

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Admissions and Marketing Director

  • Aug 2023 - Present



Kokosing Solar

• United States
• Renewables & Environment
• 1 - 100 Employee

• Inside Solar Sales Consultant

  • Oct 2022 - Aug 2023



Bickle Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Client Services Advisor

  • Jun 2022 - Sep 2022

  Manage personal lines insurance clients’ accounts by demonstrating effective communication and professional service. Motivated to provide the right total account solution for each client. Detailed work is a major function of the job, and a faster-than-average pace is the norm. Attention to the standard process is important to maintain a high level of performance. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for the incoming account requests. This includes but is not limited to: taking inbound calls and requests, processing policy changes, answering billing coverage questions. Identifies and follows up on cross-selling opportunities when appropriate. Manages, organizes, and conducts client meetings when necessary. Documents conversation with clients and carrier representatives and updates Bickle Insurance's agency management systems when necessary. Ensures the accuracy of the data in the systems. Attends industry-related continuing education training and courses. Performs other duties and projects as required Show less



Lehigh CustomFit

• United States
• Retail
• 1 - 100 Employee

• Key Account Coordinator

  • Jan 2021 - Jun 2022

  Enhance sales opportunities by introducing services offered to potential customers through phone calls and web presentations. • Ensure that the expectations of key account customers are met and exceeded from the beginning to the end of the sales process. • Collaborate with Key Account Executives (KAE) and national contacts to cultivate new sales growth. • Maintain an effective, productive, working relationship with the Key Account Executives, Territory Sales Managers, and the Inside Sales Team. • Collaborate with Key Account Executives, Operations, Accounts Receivable, and IT for key account rollouts. • Facilitate meetings with the insides sales team to review key account rollouts. • Organize and execute introductory program meetings with national locations. • Setup key accounts in the Customer Relationship Management (CRM) database. Including but not limited to setting footwear catalogs, verifying PO’s have been received for each location, confirming billing terms match those listed on national contracts/agreements. • Maintaining account group information within the CRM database. • Log communications and sales activities in Customer Relationship Management (CRM) database. • Provide analytical data on both new and existing key accounts to the sales and management teams. Show less

• Account Sales Representative

  • Jan 2020 - Jan 2021

  Achieve and set goals as an individual and sales team both inside and out. Manage retention and existing business accounts for two territories. States include IN,MI,W.KY,AZ,CO,UT, HI and NM. Maintain each account and their customized CustomFit command center. Excel, word, outlook, google shared marketing drive are used daily, these are essential to manage this footwear program. Team meetings and communication are key to be successful. Other programs used are CRM, System21 and BillTrust.



Rocky Brands, Inc.

• United States
• Retail Apparel and Fashion
• 300 - 400 Employee

• Customer Financial Services Rep

  • Oct 2018 - Jan 2020

  Achieve and set goals. Analyze customer accounts to decide the best solution in resolving billing/invoicing issues. Initiate calls to customers in order to secure payment information for balance due. Process customer credit cards or e-checks. Answer incoming calls from the Que. Collaborate with departments to meet customer needs and requests. Use daily systems to preform work tasks. Recent promotion form Account Services Representative 1 to Customer Financial Services Representative 2. Achieve and set goals. Analyze customer accounts to decide the best solution in resolving billing/invoicing issues. Initiate calls to customers in order to secure payment information for balance due. Process customer credit cards or e-checks. Answer incoming calls from the Que. Collaborate with departments to meet customer needs and requests. Use daily systems to preform work tasks. Recent promotion form Account Services Representative 1 to Customer Financial Services Representative 2.