Experience

Vivacity Management

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Account Executive

  • Jan 2022 - Present



Chief Fire Prevention

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Compliance Specialist

  • Nov 2022 - Mar 2023



Lincoln Heritage Life Insurance Company®

• United States
• Insurance
• 700 & Above Employee

• Account Manager and Client Acquisition

  • Apr 2021 - Mar 2023

  In this role I assisted low- to middle-income clients with their final expenses by providing customized benefit plans. I created weekly plans to visit clients for presentation and begin onboarding procedures. I shepherded clients through filing applications, answering medical questions, helped them select an optimal coverage plan, and gathered health and bank information. Afterwards, I conferred with underwriters to verify all application terms are met. Then I ensured policies were delivered to clients within 3 weeks of application approval and conducted follow-up meeting with client to formulate funeral plans. I assisted clients with questions or policy changes as needed. Later, conducted a subsequent client visit to verify if coverage was sufficient or required expansion and if friends or family members can be helped. I also attend weekly status meetings with president and team to review operations and coordinate improvements in presentations and customer relations. Accomplishments I am most proud of are: • Generated premium sales of $80K during first my six months of service. • I maintained monthly minimum of $8K in premium sales for duration of employment. • I attended quarterly boot camp with trainers and top agents to share techniques to overcome objections, obstacles and streamline closing cycles. Show less



Seguros Monterrey New York Life

• Insurance
• 700 & Above Employee

• Account Manager / Client Acquisition

  • Aug 2020 - Apr 2021

  For New York Life I counseled existing and new clients on advantages of coverage and crafted customized benefit packages. I shepherded clients through onboarding process including filling out applications, medical screenings, bank information, and beneficiary payment procedures. I followed up with clients, the underwriting, and the medical departments to ensure successful onboarding and applications terms were met on timely basis for final approval or denial. I conduct daily review using company software to review policy applications, payments, medical requirements, etc. interfaced with under-review department to expedite application processing as needed. Items I am most proud of include: • Achievement of premium sales of $50K during first quarter of service. • I helped expand Latino client market by providing term policies for children that could be converted into permanent policies. Show less



Sysco Metro New York

• United States
• Food and Beverage Manufacturing
• 1 - 100 Employee

• MA Sales Representative

  • Jul 2016 - Aug 2020

  For Sysco Foods I served as primary customer contact to troubleshootproblems and concerns. Created weekly opportunity plan to increase marketpenetration, customer awareness, and add a new product line to existingcustomers. I presented sales plan to 15 new customer prospects on weeklybasis. I acted as PMT/Deal Manager to request and secure competitive linepricing for the following week. I recorded and resolved product damage orshort orders on trucks after delivery to ensure credit is given before thenext order. I monitored truck deliveries to provide accurate ETAs forcustomers. I also conducted product quality comparisons for potentialcustomers. I supplied sales reps with product samples for distribution toclients. I also instructed customers in using Sysco Foods’ online system forplacing orders, make payments, etc. to both strengthen client relationshipsand grow accounts. I am most proud of how I:● Generated 100% sales increase during first quarter of service.● Increased market penetration by 25% for existing accounts. Show less

• Credit Analyst

  • Apr 2013 - Jul 2016

  In this capacity, I managed a portfolio representing $260M in annual sales.I monitored risk on accounts receivable. I performed credit analysis on newand existing accounts. I also performed daily cash application analysis todiscover erroneous transactions and verify invoices are properly covered orcredited. I verified that credit applications were in order and approved byDistrict Sales Manager, reviewed for past customer history, and finallyprocessed for credit analysis. I processed credit line extensions followingpayment and credit reviews with clients' banks and rating agencies. I ammost proud of achieving the following:• Reduced the days standing open (DSO) for 900+ accounts from 7 days to 5days.• Visited 10 customers per quarter to cultivate customer relations and understand sales environment. Show less



Emtec Inc.

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Credit and collection Specialist

  • Jul 2011 - Jan 2013

  My role for Emtec, Inc. was to manage credit lines for assigned customers by periodically comparing D&B reports and checking financials for publicly traded firms on SEC and corporate websites. I reconciled all lockbox, wire transfers, ACH transfers, and transactions in SAP for assigned accounts. I prepared monthly statements for delinquent accounts to be sent to customers and update same statements for management and sales staff to review collection progress. I charged invoices using EZ-3 Zone Delta from information gathered in SAP. Issued all credit card refunds due to order changes, cancellations, and item reductions. I researched highest/lowest customer sales and salaries and compared year rates between companies using Pivot table and VlLokup. I am most proud of the following: • Managed receivables for 25+ customers, representing over $10M in collected annual sales for the company. • Performance of daily collection calls reduced days standing open (DSO) for targeted accounts from 76 days to 35 days. • Approved 80+ applications monthly. Show less