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Career Focus

Experienced sales professional highly effective at meeting and exceeding sales quotas on a consistent basis. Seeking to build upon 3 years experience in a challenging new position.

Summary of Skills
  • Coachable Employee
  • Energetic and Organized
  • Great Rapport and Relationship Building
  • Computer Literate (Word, Excel, PowerPoint, etc)
  • One Call Close
  • Sales Operations
  • Recruiting, Training, and Re-Training Employees
  • Team Building
Experience
05/2019 - 08/2019 Payvant Capital Fort Lauderdale, FL
Sales Manager
  • Managed 15 sales representatives and qualifiers to ensure optimal productivity
  • Managed and maintained client book and weekly sales records
  • Provided financial advice for small to medium sized businesses on both traditional and non-traditional loan options
10/2017 - Current Prime Care Health Fort Lauderdale, Fl
Sales Manager
  • Used Inside Sales and XenCall CRM software to generate and manage leads.
  • Responsible for training and re-training 10-20 sales reps and monitoring performance to ensure sales goals were met or exceeded. 
  • Responsible for handling escalated calls to make sure that the sales representative had exhausted every option or rebuttal to close the deal.
07/2016 - 10/2017 Prime Care Health Fort Lauderdale, Fl
Human Resources and Recruitment Director
  • Recruited, interviewed and trained pre-qualifiers who would add value, a positive attitude, and high energy to the sales team.
  • Oversaw the completion of new hire documents such as W-4 forms, direct deposit forms, Non-disclosure and Non-compete agreements.
04/2016 - 10/2017 Prime Care Health Fort Lauderdale, Fl
Sales Representative - Health Insurance Agent
  • Determined clients' wants and needs and found them a suitable health insurance plan.
  • Cold-called prospective customers to build relationship and close the deal.
Education and Coursework
2016 Sunrise, Fl
License in 2-15 Health, Life, and Annuities Gold Coast Schools
Tallahassee, Fl
Florida State University
  • Tau Kappa Epsilon Fraternity New Member Coordinator and Risk Manager, 2014-2016
Ft Lauderdale, Fl
High School Diploma in General Studies St. Thomas Aquinas High School
  • Member of Campus Ministry Club
  • Rotary Club Academic Achievement Award
This resume is created in 7 minutes.
Professional Summary

I have spent 15 years in the fields of Customer Service. This includes 10 years of Auto, Life & Property Insurance Service and Claims at USAA. I pride myself on how I take care of customers and make them feel welcomed in order to assist them and explain any needs or concerns they have with their products. I have always been adaptable to learning new things and always end up at the top of my training classes while helping and teaching others. The last three years I have been involved with Accounting. I have always enjoyed numbers and was interested in learning the checks and balances of business. I would be a huge asset to your company and look forward to hearing from you soon. I have provided a detailed history of my previous employers. Please note the 10 years I have spent with one company, I look forward to being with your company and finding myself with there for a much longer period of time.

Skills
  • Superior attention to detail
  • Expertise in invoice and payment transactions
  • Account reconciliation
  • PeopleSoft expert
  • Analytical reasoning
  • Exceptional organization
  • Advanced computer proficiency (both PC and Mac)
  • Strong in MS Access and Excel
  • Ethical approach
Oracle, NetSuite, and Microsoft A/X. Efficient in computer technology and Programming. I have worked with all Windows programs from Windows 95 through Windows 10. Skilled in Excel, PowerPoint, Word, and Spreadsheets. I enjoy giving presentations at any time; have spoken in front of thousands and hundreds to explain programs and new processes. Big Data Analysis, I have collected information and organized the information so that it is interpreted easily.
Work History
Accounts Receivable Specialist 07/2018 to Current
Rackspace Hosting Inc. San Antonio, TX
  • Worked with credit manager and assisted cash application specialists to ensure proper application of customer remittances. 
  • Produced, distributed and tracked invoices.
  • Identified, researched and resolved billing variances.
  • Processed tax exempt certificates, coupons and vendor credit inquiries.
  • Handled a high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
  • Tracked contracts, proposals and waivers to keep billing accurate and current.
  • Used J.P. Morgan Access and Chase Orbital Programs along with Oracle, Core, and Encore Customer portals to review accounts.
Cash Applications Specialist 02/2018 to Current
Option Care San Antonio, TX
    I recently needed a job to work the night shift and this job was made available due to Option Care still being in a search for a new building to open the day shift. I need to be back on the day shift at this time.
  • Processed incoming cash receipts in such forms as check, ACH and wire to customer accounts.
  • Used CPR+ to keep track of all data.
  • Analyzed customer accounts to catch discrepancies before they became major issues.
  • Entered financial data into the company accounting database to be verified and reconciled.
Accounts Receivable Specialist 06/2016 to 02/2018
Stone Oak Pkwy San Antonio, TX
  • Collects customer information for the credit application and approval process and submits to management for review, approval, or denial of credit.
  • Assists in conducting periodic account reviews to identify and follow up on key accounts to ensure effective collection and customer service satisfaction.
  • May interface and partner with other business units as necessary.
  • This position entails handling $100,000's of dollars of payments daily received from all over the country.
  • Responsible for making sure funds are posted to correct account.
  • Contacting Clients to confirm where they want their checks and credit card payments applied.
  • Researched and resolved accounts payable discrepancies.
  • Balanced monthly general ledger accounts to accurately record cost and month end accruals.
Child Support Representative 10/2015 to 06/2016
Systems and Methods Inc San Antonio
  • This position receives calls from child support customers and other stakeholders and responds to following contract requirements.
  • Customer Service Representatives are responsible for responding to correspondence according to standard Operating Procedures and other duties, as assigned.
  • Responsible for completing SMI system and State system updates in accordance with contract requirements.
  • Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
Licensed Health Insurance Agent 04/2015 to 09/2015
UnitedHealthCare San Antonio, TX
  • Quickly adapted to learning the healthcare profession and billing.
  • Handled multiple accounts daily.
  • Satisfied many customers by reaching out to different facilities laboratories and doctors to assist with medical needs.
  • Adjusted to learning medical coding, this includes Diagnosis codes, Procedure Codes and CPT codes.
  • Evaluated the accuracy and quality of data entered into the agency management system.
Email/Chat Communications 01/2011 to 01/2014
USAA
  • Researched best practices in regards to consumers and how they would use chat as opposed to a phone/email experience.
  • Assisted with opening the first Insurance center that uses Chat for customer service.
  • Helped to coordinate computer programs such as Cisco Interaction Manager to work with customer's computer systems.
  • Assisted directly with customers and advised on Auto, Homeowners, Renters, Valuable Personal Property, and Umbrella Insurance accounts., Spent a year assisting members with Insurance accounts through Email Communications.
  • Developed underwriting abilities to determine what line of communication is best for a member's situation.
  • Assisted directly with customers and advised on Auto, Homeowners, Renters, Valuable Personal Property, and Umbrella Insurance accounts.
Coastal Underwriting Protection 01/2009 to 01/2011
USAA
  • After hurricanes hit the southeastern region of the country we wanted to keep a close eye on policy issues in those states.
  • Wen through the different states and counties to identify bad risks and good risks within the area.
  • Helped us to manage costs spent on coverage in high-risk areas of losses.
USAA Billing Trainer 01/2007 to 01/2009
  • Focused primarily on billing and pricing of premiums on policies.
  • Helped gather my team together and spend 2 months with them and building them up to take care of customer accounts on their own.
  • Also assisted in recovering funds from members and helping members to clear up account debts before beginning membership.
USAA Insurance Representative 02/2004 to 02/2007
  • Started at USAA and established and maintained 50 licenses in the United States to sell insurance and kept those my entire career at USAA.
  • Assisted directly with customers and advised on Auto, Homeowners, Renters, Valuable Personal Property, and Umbrella Insurance accounts.
Education
High School Diploma 2004 Judson High School Graduate
This resume is created in 7 minutes.
Career Overview

Experienced FieldTechnician with proven ability to work in teams and independently to maintain a high level of productivity.

Skills
  • Strong work ethic.
  • Self motivated, initiative, high level of energy.
  • Solid communication skills.
  • Decision making, critical thinking, organizing and planning.
  • Dependable independent worker.
  • Tolerant and flexible to different situations.
  • Team building and leadership.
  • Safety and Regulatory compliance.
Professional Experience
Field Technician 01/2013 to Current Chesapeake - Great Plains Oilfield and Rental Canton, Ohio
  • Rig up frac sites for water transfer.
  • Operate various small to large water pumps.
  • Coordinate with multiple companies at once to complete fracing stages.
  • Monitor and adjust tank water levels according to frac rate.
  • Rig down and relocate equipment to next frac site.
Supervisor 03/2011 to 01/2013 Brickman Group Cleveland, Ohio
  • Managed and oversaw the overall quality of landscaping while handling the tasks of supervising and monitoring the daily activities of the landscape crew.
  • Managed the operations from the city of Hudson with out direct contact to Brickman headquarters.
  • Worked directly with the Arborist for the city of Hudson.
  • Handled the purchase of all grounds supplies, and materials, processed weekly employee time sheets, completed daily DOT logs, and maintained the company vehicle.
Security Installation Technician 05/2008 to 02/2010 Defender Security Akron, Ohio
  • Planned installations by surveying and evaluation location; identifying installation requirements; laying-out equipment and wiring plan.
  • Installed equipment; run and pull wiring; programmed and calibrated equipment; adhered to codes, regulations, and standards.
  • Verified system is functioning by testing equipment, connections, and signals; identifying and correcting problems.
  • Strong ability to provide instruction to customers on how to best utilize their security systems.
Leak Survey Technician 06/2007 to 05/2008 Dominion East Ohio Gas Cuyahoga Falls, Ohio
  • Worked directly in inspecting gas lines, meters, and gas leaks of various homes.
  • Assured the proper calibration of the gas meters, and outside remotes.
  • Interacted and informed customers of gas hazards, signs of leaks, and other various awareness.
  • Independently completed a daily list of homes that needed an inspection.
Licensed Life and Health Insurance Agent 12/2006 to 06/2007 Independent Agent Cuyahoga Falls, Ohio
  • Succeeded weekly quotas needed within the company through selling Mortgage Protection Insurance.
  • In depth calling to potential customers to set up appointments and meet with them; discuss and sell various Mortgage Protection Insurance.
  • Remarkably self-motivated with a strong work ethic and demonstrated discipline of working without a lot of structure and direct supervision.
Certifications
  • IADC Rig Pass, 2013
  • Smith System of Driving, 2013
  • OSHA (10 hrs), 2013
  • CPR and First Aid, 2013
Education
Apprenticeship: Bricklaying and Masonry 2006 NOADC Hudson, OH
  • 480 hours of training.
Associate Degree: Collision/Refinishing and Upholstery Technology 2004 Wyotech Laramie, WY
  • Courses consisting of 1,500 hours in Lab and Theory.
This resume is created in 7 minutes.
Summary

Interested in the Customer Service Representative position where I can strive to exceed customer/employer expectations by delivering second to none service. Maintain customer loyalty in all initiatives and interactions, always putting the customer first. 

Highlights
  • Dedicated to process improvement
  • Over ten years of customer service experience and prior up-selling experience.
  • Type: 45 wpm.
  • Strong problem solving ability
  • Negotiation competency
  • Proficient in customer account software
  • Provide accurate and appropriate information in response to participant inquiries regarding health plans and 401k benefits-complaint handling
Accomplishments
  • Managed a high-volume workload meeting and exceeding company quotas.
  • Used Prior customer service experience and applied knowledge from up-training as Benefits Representative.
  • Received bonus for Best customer service and call handle time.
  • Up-trained new staff on how to improve customer interactions.
  • Used Customer service experience and multitasking skills.
  • Verified and updated insurance information.
  • Referred patients to Patient Assistant Program per financial issue.
  • Top performer in 2008 and 2010.
  • First choose candidate to work from home based on performance level.
Experience
08/2018 to Current
Licensed Health Insurance Agent Aon Hewitt Orlando, FL
  • Assist current members of Medicare with plan selections
  • Up-sell members into new appropriate insurance plan
  • Absorb new information and adapt to new process  to ensure all members needs are met on a timely basis. 


06/2017 to 05/2018
Inside Sales Representative Delaware North Kennedy Space Center, FL
  • Provide information and generate sales of group and individual tickets
  • Manage large amount of inbound and outbound calls in a timely manner.
  • Sell Kennedy Space Center Visitor Complex products and vacation packages via telephone, email
01/2016 to 12/2016
Patient Care Coordinator Acaria Health Pharmacy Orlando, FL
  • Submit orders for Medicare and Medicaid members purchasing over the counter products
  • Assist with training new hires for current over the counter position
  • Update spreadsheet of orders daily to avoid re-shipments
03/2015 to 12/2015
Licensed Health Insurance Agent Teletech/Florida Blue Rockledge, FL
  • Sell and up-sell health insurance to preexisting and new customers calling to inquire or attain health insurance
  • Maintain follow up of new members regarding any changes to plan 
  • Document in detail all interactions with customers




09/2014 to 03/2015
Benefits Representative Randstad/Aon Hewitt Orlando, FL
  • Provide accurate and appropriate information in response to participant inquiries regarding 401K savings plan
  • Manage a high volume workload meeting and exceeding company quotas.
  • Resolve an average of 75 inquiries in any given week and consistently met performance guidelines in all areas
Education
2014
Seeking AS/Bachelor Degree: Health Information Eastern Florida State College Titusville, FL

Health Information 

1990
High School Diploma: Required Subjects Northside Christian School Titusville, FL
Skills
Benefits, customer service experience, insurance, purchasing, selling
Additional Information
  • Willing to relocate
  • Authorized to work in the US for any employer
  • Health Insurance License obtained October 2015 
  • Completed required sections with a passing score  on first attempt.