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Click here or scroll down to respond to this candidate6044 Deerfield RoadMilford, Ohio Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLECandidate's Name
ExperienceSep 9 2022 thru Dec 9 2022 Seasonal Medicare AdvisorFast paced call centerReceive Inbound calls for Medicare supplement enrollmentfor United Health Care callersUpdate sales trackerCommunicate with team and managers thru Teams chatMay 9 2022 thru Sept 6 2022 (Charter) Spectrum Direct Outside Sales RepresentativeConnect people and communities by offering best -in-class telecommunications service through Door to door solicitation of new prospective customersSupports teams and team goals by actively participating in all sales meetings and training programs as assignedMinimal time in officeConducts proactive consultative needs analysis with new prospective customersDevelops and presents sales presentations/proposals on products and services that meet customers needsAccurately completes all necessary paperwork to support sales activities in manner consistent with quality control guidelines,including but not limited to the following dispositioning, entering, sales orders and reporting on salesJuly 2021 to March 31 2022 Select Quote -Ancillary Sales AgentLicensed in 34 statesMain focus was to sell Dental, Vision, Hearing plansCritical illness for clients under 65Time efficiency & technology skill-Be efficient with yours and yours customers timeCoachable and willingness learnUnbiased comparison shopping-we represent many of the countrys top A-rated carriers allowing agents the flexibility of unbiased comparison shopping,to ensurewe match customers with the products that meet their needsAll leads are provided NO cold calling or prospectingJuly 2019 -July 2021 -TaTA Consultancy Service -Underwriting Fulfillment TeamAdd/Remove exposures, MOHH,Outbound calls to members to verify changesCancel/rewrite umbrella policiesKeep tracker in excel spreadsheetP & C licensed in 50 statesProblem solvingCritical thinkingApril 8 July 2019 TaTa Consultancy Service Workflow SpecialistCall Center Inbound/OutboundCustomer Service for Property and casualty (various duties)Data EntryBilling send invoice /paid receiptTrain new on boarding team membersAgile trainingOct 18 April 2019 Jackson Hewitt part time seasonalTax Preparer Level IIIMay 28 2018 April 2018 RDI-Gerber Telesales Agent- Milford OHLicensed in 39 StatesInbound/Outbound callsData EntryCustomer ServiceDaily reportsMay 2018-Oct 18- Home Instead Senior Care-Staff Coordinator-Scheduler Mason-OHWeekends OnlyOpen/Close OfficeHandle call offs and schedule open shiftsCustomer serviceInteract with clients and caregiversTouch PointsData EntryPersonal Care AideJan 2018 May 2018 Futurity Insurance Group Independent AgentHealth-Life- P&C Accidental-Long Term Care-Contract Negotiation-Outside SalesSeptember-16-17-Present H.N.L. Group LLCBusiness Development MarketingOutside SalesData EntryCustomer ServiceConsultingContract NegotiationAugust 8-16 April 17 Kings Ford New and Used Car Sales ConsultantMeet & Greet CustomersFollow up callsGenerate new leadsGather customer informationTest DrivesSales including closing new businessContract NegotiationDemonstrationsPresentationsAttend Weekly meetingsStay up to date on all product sNetworking thru community eventsApril 19 2016 August 8 2016 Big Orange-Best Reps and Assist MarketingBrand Ambassador-Mascot HandlerAssist mascot to prevent harm to the Mascot or spectatorsMeet and Greet customersSet up displays and tear downFood Prep/SamplingEngage with customersDec 28-15 April 11-16 The Atlantes LLC-Human Resources DirectorSelect, train, develop new hires, set up for orientation, complete background checks, complete and process all new hire paperworkMaintaining employee records including tracking occurrences and vacation timeEnrolling employees for health benefitsWorking closely with other managers about employee matters, keeping books up to date advising proper paperwork for employeesAccounts Payables using Point Click CarePetty CashInput time for payrollScheduling of STNAsMonthly employee calendarSet up employees in time clockCollectionsUpdating daily Census and distributing to various departmentsSetting up monthly In-Service meetingsMonthly employee calendar, Pushing employees up, having a positive attitudeEnforcing company policies and proceduresJackson Hewitt Dec 28 2015-April 19-2016 (SEASONAL)Tax Preparer-Level IAug 28-15 Dec 5-15 Ohio Singles LLC Relationship Specialist /Counselor Cin OHScreen and qualify prospects for appropriate programSales presentationWeekly meetingWork independently with no supervisionInput proper paperwork in CRMWork with automated dialing system to schedule appointmentsContract Negotiation pricing, overcome objectivesJuly-15 Dec-08-2016 Bathfitter-Brand Ambassador- Generate leads at various malls, events.. Sharonville OHOct 13-July 11-15 One Stop Signs Goshen OHHuman Resource Director Covering OH,KY,WV & INPayroll/Using AMEAP/AR-pick up checks make out deposits /take deposit to bankQuarterly Reports & Tax Preparation/Auditing reportsState/City ReportsWorkers Compensation reports-Implemented employee handbook/ Enforcing company policies and procedures-train office help on QuickBooks and vinyl plotterReconciliation using QuickBooksCollectionsB2B Sales Presentations, Brand Ambassador for eventsArranging company meetings with active vendors and new vendorsAnswering phones, scheduling shipments, making follow up calls to clientsProject managementApril 09-May 2018 Primerica Milford, OHDistrict Leader (part-time)Recruit, train & develop new associatesEducate families on getting properly protected, debt free and financially independentFinancial AnalysisLicensed to promote Life Insurance PoliciesLicensed in Property & CausalityDebt Watcher CertifiedCertified to promote Prepaid Legal ServicesFixed Annuities/IndexedCertified to promote Long term CareB2B sales callsJune 3 2012 April 3 2013 Pridestaff Financial Milford OHSales/Account Manager/RecruiterSet Quarterly Individual and Team GoalsDevelop quarterly and annual goals to be measured and reportedInterviewed candidates for direct hire and temp to hire positionsB2B sales calls, from generated leads found through employees as well as other job search engines along with newspaper adsClient appointments/ cold calling and prospecting win new clients, Negotiate contractsNetworking through social mediaManage and track opportunities through CRM databaseEstablish ongoing working relationships with new and existing clientsCoordinate with inside support team to ensure delivery to customerDevelopment of Target list/Along with my old clients from P.R. Personnel, Inc.Development of marketing material and leave behind materialJan-12 May 12 American Business Personnel Services, Inc. Mason OHSR HR Coordinator- Health CareB2B cold calls made daily to recruit employees out of a current position into a new positionB2B cold calls for new business-outside salesPrescreen candidates for employmentCheck client referencesCustomer service & data entryReview resumes on a daily basisPrepare letters such as agreements to conduct business with other businessesCorresponding with employees and clients through e-mails and telephone callsNegotiate contractsMay 2010-2012 Avon Atlanta, GAUnit Leader/Recruiter (part-time)Interview candidates for customer service-sales rolesProspect new reps and new businessTrain & develop new sales repsTrade Shows, help open house meetings,Set up fundraisers, online events & epartiesInput orders in a timely manner, collect for all salesKeep track of 13-20 reps in my down line, run reports on activity from down lineFollow up calls, set up meetings,Feb-08-June 09 Accounting Plus Loveland, OHStaff Accountant for public accounting firm (part-time)Reconciled checking accounts in QuickBooks for various clientsPayroll AME & QuickBooks for various clientsMade journal entries for various clients in QuickBooks and LotusAnswered phones, made copies, everyday duties to operate a business in a professional mannerPrepared clients tax returns individual and corporate returns (paperwork)Looked up client information in Drake softwareFollow up calls to clients individual and corporateCustomer serviceJune 1995-May 2007 P. R. Personnel, Inc. Loveland, OHPresident/CEOOpening/Closing of office, recruiting employees inside and outside of office.All aspects of Sales & Marketing, AP/AR, bookkeeping, workers compContract negotiationsAuditsManaged accountsCompany toursAdvertisingLabor relations1989-1994 ProTemps, Inc. Blue Ash, OHBranch Manager May 1992-May 1994Oversaw the daily operations and supervised 5 employeesDeveloped all new business and kept an excellent relationship with repetitive clientsIn charge of sales meetings, hiring, terminating employeesEnforced company policies & proceduresReported to president of company once a month to report activityAccount Manager Feb 1990-1992Interviewed candidates for job placement Company tours, answered phones, made sure employees turnedin time cards All aspects of advertisingReceptionist March 1989-1990Greeting clientsAnswered phones, distributed mail throughout the officePut applications togetherOpened/closed officeEducation1986-88 GRE Insurance Mailroom filed claims1983-1986 Photo Bug- CloserCashier-Sales Closer Monday thru FridaySat/Sunday Open and Close the storeJackson Hewitt IRS Tax School 2015 and refresher course in 2018-19May 2009 May 2018 PFSU Training Sharonville, OHLife License, Variable Annuities, Fixed Indexed Annuities, Property and Casualty,(Accident & Health 2013) Retirement Planning1993 In House At Professions, Inc. Blue Ash, OhWilson Sales Training1993Clermont College (Quality Team Leader)1984 Goshen High School, Live Oaks Career Campus (Retail Merchandise)2000-2002 Served as an Ambassador at the Clermont County Chamber Of Commerce. Walked in the March of Dimes walk every year since 1996Software Exp-Windows 95 through 2010, Open Office, XP, MicroSoft Office, Word, Excel, Lotus, Flexi Sign, Graphtec plotter, Turbo Apps, Drake, H&R Block, Phoenix 5 Payroll, QuickBooks Pro 1998-2012 & AME Payroll, Five9, Salesforce, Mira, Avaya, |
