Inside Sales Manager

• Oct 2022 - Present

Manage, service, and sell to accounts in assigned regions while identifying sales opportunities and driving sales growth by engaging in customer and prospect outreach and re-engaging inactive accounts. Supports Independent Sales Reps for success by fielding questions and requests, sharingpromotional and product information, and providing sales support.

Wholesale Sales Specialist

• Mar 2018 - Present

Responsible for the sales, customer service and administrative support of the sales team for the entire wholesale boutique channel of Sorrelli Jewelry.

Sales Support Manager

• Oct 2019 - Oct 2022

Coordinated and provided sales, customer service, and administrative support to the Sorrelli wholesale boutiques sales team.

Referral Real Estate Agent, Realtor

• Apr 2015 - Apr 2019

One of the most important things in developing a relationship with clients is understanding their ultimate goal. Deciding to purchase a home a major financial decision and I helped to make sure the process was smooth and seamless through Coldwell Banker's Relocation Service. One of the most important things in developing a relationship with clients is understanding their ultimate goal. Deciding to purchase a home a major financial decision and I helped to make sure the process was smooth and seamless through Coldwell Banker's Relocation Service.

Fine Jewelry Consultant

• Apr 2016 - Mar 2018

Provided personalized and detailed attention to each customer to ensure they had a great shopping experience. Freeman Jewelers is family-owned and operated and a full-service jeweler, which means we have our own jeweler on-site that does repair work. Freeman’s has a beautiful collection of estate jewelry and designer jewelry, offering everything from cutting edge to classic designs. Provided personalized and detailed attention to each customer to ensure they had a great shopping experience. Freeman Jewelers is family-owned and operated and a full-service jeweler, which means we have our own jeweler on-site that does repair work. Freeman’s has a beautiful collection of estate jewelry and designer jewelry, offering everything from cutting edge to classic designs.

Sales Specialist

• Nov 2015 - Apr 2016

* Provided a positive, inviting and unique experience for each customer so they returned for future purchases. * Explained the quality of the jewelry, cleaning process and warranty to clients prior to them leaving the store. * Promoted coordinating items to encourage higher sales. * Encouraged customers to join the Pandora Club for special offers and promotional events. * Organized merchandise displays, re-stocked merchandise and assisted with inventory. * Provided a positive, inviting and unique experience for each customer so they returned for future purchases. * Explained the quality of the jewelry, cleaning process and warranty to clients prior to them leaving the store. * Promoted coordinating items to encourage higher sales. * Encouraged customers to join the Pandora Club for special offers and promotional events. * Organized merchandise displays, re-stocked merchandise and assisted with inventory.

Assistant Manager

• Sep 2015 - Apr 2016

* Served quality wines and delivered customer satisfaction * Assisted Manager by responding to customer inquiries, shipping orders, scheduling events, festivals, licensing, registration and insurance. * Greeted customers, performed wine tastings and/or pairings, and accommodated special events held at the winery. * Operated POS cash register, maintained knowledge of store merchandise and explained promotional items and/or events. * Created custom labels for special events. * Served quality wines and delivered customer satisfaction * Assisted Manager by responding to customer inquiries, shipping orders, scheduling events, festivals, licensing, registration and insurance. * Greeted customers, performed wine tastings and/or pairings, and accommodated special events held at the winery. * Operated POS cash register, maintained knowledge of store merchandise and explained promotional items and/or events. * Created custom labels for special events.

Client Account Manager/Client Service Manager

• Jul 2000 - Apr 2015

* Supported over 200 institutional client accounts (401(k), 403(b), 457(b) and DB Plans) during a 14 year period, which ranged from start-up plans to over $400 Million in plan assets. * Managed client relationships by communicating and providing service regarding plan investments, plan provisions, administration, recordkeeping issues, along with troubleshooting plan issues with the recordkeeper and/or third party administrator (TPA) and providing effective solutions in a timely manner. * Coordinated the implementation of new retirement plan accounts as well as the plan conversion process when changing recordkeepers, for both internal and external client plans to ensure a timely and accurate transition. * Facilitated merger, acquisition, divestiture or plan termination activities with all involved parties. * Assisted in the review of plan documents for new business and existing clients for any plan design changes. * Administered formal Request for Information (RFI), Request for Proposal (RFP) and/or benchmarking reports for new or existing clients. * Attended client meetings with the Consultants for finals presentations and other meetings as needed. * Trained several employees with retirement plan administrative duties and another client account manager position. * Researched and designed retirement plan education and communications materials, numerous client and prospect presentations and designed the quarterly “ParticipantNews” letter. Show less

Client Account Manager/Client Service Manager

• Jul 2000 - Apr 2015

Financial Processing Specialist

• Nov 1998 - Jun 2000

* Analyzed account activity, account reconciliation and quality assurance.* Processed various financial transactions including complicated adjustments; also provided market gain/loss calculations for management review.* Identified ways to streamline and improve processing efficiency.

Customer Service Specialist

• Nov 1996 - Nov 1998

* Managed institutional 401(k) client accounts ranging from start-up to $50 Million in plan assets.* Provided responses to participants, agents, trustees, plan administrators and TPA’s inquiries relating to plan provisions, investments and distribution options.* Set-up new plans, including investment-only contracts and new participant accounts.

Retirement Plan Representative

• Aug 1993 - Sep 1995

* Managed “Large Plan” institutional 401(k) client accounts, having over $100 Million in plan assets. * Provided prompt, accurate and courteous responses to participant inquiries relating to plan provisions, investments, industry and regulatory issues as well as distribution options. * Prepared, submitted and monitored transactions accurately and timely, while maintaining quality levels consistent with departmental guidelines. * Ensured a timely and accurate problem resolution was coordinated between all necessary departments. * Trained new Retirement Plan Representatives as well as conducted plan level trainings. Show less