Senior Account Executive

• Jun 2018 - Present

Health & Benefits Representative

• Jan 2015 - Jun 2018

Hold direct accountability for producing new insurance sales and developing client relationships by upselling products and services to clients. Work independently to strategically plan, prioritize and organize daily appointments. Present health & benefit products/services to final decision makers and end-users. Interface with internal/external teams and referral networks to support the attainment of profitability and growth goals. Instrumental in prospecting new business opportunities through scheduling appointments and visiting with potential and current payroll clients. Play an essential role in managing multiple accounts and client inquiries with a keen focus on quality customer service and satisfaction. Accountable for orchestrating enrollment meetings and onboarding activities for new business clients. Proactively maintain awareness on new insurance products, trends, regulations and compliance standards. Entrusted with processing client onboarding/new enrollments in a timely manner. Establish and manage relationships with human resources, organizational partners, key clientele and payroll to enhance plan services. Promote individual product line within assigned territory; effectively developing new policy plans for small businesses. Utilize InfoPath to submit and complete new business paperwork, expense reports and weekly activity reports by agreed-upon dates. Perform over 75 calls daily and schedule 6-8 appointments a week. Prospect for new health & benefit clients while following up with existing clients. Analyze customer’s needs and interests to determine which products are appropriate, and referring internal partners when necessary. Strategically build client relationships; identifying client challenges, issues, and internal/external communications. Show less

New Customer Service Specialist

• Jan 2014 - Aug 2014

Defined and implemented delivery and product expansion and marketing opportunities for new customer growth in the Portland Metro area. Spearheaded new business by promoting products/services, event staging and providing online incentives. Liaised with the Route Sales Rep to build and develop efficient delivery routes. Established reputation for networking at events to retain new customers and expand residential territory. Received company recognition for team achievement of top new sales in the Tualatin depot region. Show less

Premise Sales Consultant - Metro Market

• Mar 2010 - Jan 2014

Sold marketing solutions to local businesses in the Metro area as well as outline areas of the state. Designed and implemented marketing ad content on profile pages as well as print content. Provided to management weekly forecasting for campaign operations in the Metro Market. Coordinated with internal departments and graphic teams to provide strong recommendations based on client needs. Utilized Salesforce for tracking of activity. Upsell to existing advertisers to drive results through SEM, SEO, Online Display and social media platforms to create effective ad campaign and generate leads. Led responsibility for consulting and advertising positions to diverse clients in the Western Oregon territory. Orchestrated daily meetings with local businesses to secure print and online advertisement marketing programs; penetrating sales campaign targets. Promoted to Metro Market from Outside Market area for top performance in new business sales. Earned 1st place in Zone for significant contributions to client portal online services. Recognized for 100% published accuracy. Performed over 50 calls daily; scheduling 10-12 client appointments per week. Commended for establishing the sales benchmark; receiving the Top 5% Award. Show less

Premise Sales Consultant - Outside Market Area

• May 2005 - Mar 2010

Oversaw and directed the planning, development and program implementation of advertising solutions for businesses surrounding the Market Area. Actively sold online, print and local SEM and SEO marketing solutions; offering valuable options for advertising programs. Addressed all client advertising needs; delivering exceptional customer service and satisfaction. Strategically met key performance metrics including; Retention Percentages, Upsell and New Revenue. Managed high-volume accounts; forging key partnerships with clients and internal departments. Show less

Telephone Sales Consultant, Account Representative, Team Support Manager – Internet Division

• Jan 2001 - May 2005

As individual contributor I was responsible for a book campaigns of top-line revenue generated by sales to local business, resulted in advancement to Outside Sales position. End-to-end operations management support of local sales team; reporting directly to Division Sales Manager. Managed transition of internal staff through company consolidation with positive results. As individual contributor I was responsible for a book campaigns of top-line revenue generated by sales to local business, resulted in advancement to Outside Sales position. End-to-end operations management support of local sales team; reporting directly to Division Sales Manager. Managed transition of internal staff through company consolidation with positive results.