Katie Hall
Client Concierge/Inside Sales at Hamilton & Co. Keller Williams- Claim this Profile
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Spanish Limited working proficiency
Topline Score
Bio
Experience
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Hamilton & Co. Keller Williams
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United States
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Real Estate
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1 - 100 Employee
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Client Concierge/Inside Sales
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Jan 2021 - Present
Qualify and convert incoming leads via numerous marketing campaigns to real estate appointments/sales through qualifying. Support sales goals and deliver quality customer service that exceeds expectations. Manage CRM (Boomtown, Follow Up Boss and more) with over 40k+ leads, including adding new leads, updating information and adding to call/email campaigns. Create and maintain nation wide referral system with other real estate agents. Collaborate lead referral system and tracking. Qualify and convert incoming leads via numerous marketing campaigns to real estate appointments/sales through qualifying. Support sales goals and deliver quality customer service that exceeds expectations. Manage CRM (Boomtown, Follow Up Boss and more) with over 40k+ leads, including adding new leads, updating information and adding to call/email campaigns. Create and maintain nation wide referral system with other real estate agents. Collaborate lead referral system and tracking.
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Simatex Inc.
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United States
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Construction
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1 - 100 Employee
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Customer Service, Operations and Logistics
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Jun 2012 - Jun 2020
Worked directly with clients to specify product and purchasing needs, handle Accounts Receivable and Payables, assist with incoming and outgoing sales, shipping logistics with overseas and domestic suppliers, Customs and Border Patrol paperwork, BOL creation, coordination of insurance and liability certificates and customer service and retention for current and potential clients. Worked directly with clients to specify product and purchasing needs, handle Accounts Receivable and Payables, assist with incoming and outgoing sales, shipping logistics with overseas and domestic suppliers, Customs and Border Patrol paperwork, BOL creation, coordination of insurance and liability certificates and customer service and retention for current and potential clients.
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Benefit Source Inc
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Insurance
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1 - 100 Employee
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Client Service Manager for Large Government Accounts
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Jul 2002 - Jun 2012
Worked one on one with clients and their HR staff to provide support and guidance for medical, dental, FMLA, COBRA and workers compensation. Initiated enrollments for over 3000+ employees and also managed COBRA administration for terminated or furloughed employees. Handled administration for all large government accounts with over 10K employees including but not limited to major medical plans including enrollment and renewals, ancillary benefits, 401k, claim issues and compliance issues including Service Contract Act and Davis Bacon Act. Worked on a continuous basis with client to maximize benefits to the fullest capacity and also identify gaps in coverage where new lines of business could be sold. Client management/excellent service was key in all aspects to retain clients and onboard new prospects. Show less
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University of South Carolina
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United States
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Higher Education
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700 & Above Employee
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Graduate Teacher
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Jun 2000 - Jun 2002
While working to attain Masters Degree, served as a graduate teacher for Public Speaking, teaching over 1000 students over a two year period. While working to attain Masters Degree, served as a graduate teacher for Public Speaking, teaching over 1000 students over a two year period.
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Marriott Vacations Worldwide
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United States
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Hospitality
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700 & Above Employee
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Customer Service Manager and Sales
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Feb 1997 - Apr 2000
Member of Diamond and Platinum sales club 1998-99 (million in sales a year), promoted to in-house sales in 1999 where over 2 million in sales were reached. In charge of contacting current owners to upsell to newer package or purchase additional properties. Received multiple customer service awards and owner commendations on service and support. Member of Diamond and Platinum sales club 1998-99 (million in sales a year), promoted to in-house sales in 1999 where over 2 million in sales were reached. In charge of contacting current owners to upsell to newer package or purchase additional properties. Received multiple customer service awards and owner commendations on service and support.
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Education
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University of South Carolina-Columbia
Masters in Communication, Public Relations, Marketing -
University of South Carolina-Columbia
BA, Criminal Justice, English -
Orangeburg Preparatory
High School Degree