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Dec 2019 June 2024 Allstate Administrative Assistant/EFS/trained agents at Allstate
-I became an EFS (Exclusive Life and Financial Specialist) for Allstate, working with all clients from 5 different Allstate agencies, training the staff on the best way to spot potential needs for clients and use that as an opportunity to make an introduction to me and working with the 5 Allstate agency owners to set-up a partnership agreement outlining the expectations they have for me and I have for them in order to have a successful relationship and hit their annual production goals
-Daily job tasks include tracking all leads in Excel and sending the Excel updates weekly to my agency owners, working through their book of sales to find potential clients, working with any client leads the agency owners or their staff send to me to complete a needs-analysis and design projections/illustrations to present to the client showing how a product will meet their life and/or future financial needs.
-Handled customer service issues from the life/financial clients out of the 5 different Allstate agencies I work as an EFS for
-Work with Protective, Lincoln, John Hancock, Sammons and multiple other life and financial companies to find the product/policy that best fit my clients needs, compiled illustrations from the carrier that was the best fit, then presented the illustrations to clients to close the deal.-Worked as an admin assistant to Robert Regal (Exclusive Financial and Life specialist for 7 different Allstate agencies) and was the first point of contact for all clients at each of the 7 agencies to speak with and do a needs analysis/fact-finding review, set-up all of Robert Regal s appointments, determining which clients would need a phone appt, ZOOM appt or face to face appt based on their needs for life and financial products
-Worked as the 1st point of contact for the 7 Allstate agencies owners to provide them with a weekly EXCEL sheet of any clients that we were in the process of working with, waiting for a life/financial deal to get approval and to update their production credits when we had a client s life/financial policy go in-force, worked with the sales and customer service reps at all 7 Allstate agencies to train them on how to find valid leads and how to set-up an introduction for the client to expect my call
-After working as an admin assistant to Robert Regal for 9 months, I acquired my life and health license so we could become partners and started writing life policies as his sub-producer, as well as maintaining my position as admin assistant to schedule appointments for him, resolve clients customer service issues daily and maintain contact and weekly updates with the agency owners for the 7 Allstate agencies we worked for.
May 2018- Oct 2019 Holli McCray Real Estate Buyers Agent
-Licensed real estate agent and buyer s agent for the Holli McCray home marketing group, Keller William's, obtained new clients by working leads, having buyer consultation meetings and getting buyers representation agreements closed, designed custom presentations for prospective clients to obtain their business.
August 2016-April 2018 Answer Financial Licensed Insurance Sales Agent/Mentor&Coach -Property and casualty licensed insurance agent, promoted to the home specialty team and focused primarily on selling home insurance and resolving customer service issues within 6 months of starting my job.-Licensed in 35 states and worked with 27 different top-rated carriers
-#2 top sales agent in the company for the last 3 quarter's, top 3% highest retention rate in the company
-Promoted to mentor agents struggling with sales and customer relations
May 2010-July2016 U.S.Cellular Customer Service/Sales
-Worked in top sales store with a team to promote, explain and sale smartphone's, wireless modems and hotspot's, worked to obtain, and continue to service, new customer account's (internet, prepaid and postpaid contracts).-Obtained, managed and serviced over 250 small to medium business account's, promoted to B2B specialist within six months, highest attainment of new b2b acct s for 13 months straight in the TN, NC & KY district. Added the most small to med. business acct s for U.S. Cellular in 2014 (in the US)-Exceeded my store sales quotas in every category, every month
-Responsible for answering in-bound calls concerning bills, price plans & general customer service questions.-Nominated as a Member of the D.O. Ambassador Team. Recognized among less than 5% of my peer group for the ability to move the culture within the call center
-Recognized in the Town Hall Meeting with Lynn Costlow for delivering sales results in the top 10% of all Customer Care Centers (for belief plan migrations, data unblocks, adjustments, and vertical features).
-Completed Customer Relations training to assist w/their queue as needed. Responsible for retaining and de-escalating customers by negotiation and reselling the value of our products
June 2007-May 2010 Talbots, Inc. Customer Service/Sales
-Responsible for answering inbound phone calls to place customer orders, processed payments, and consistently upselling additional products outside of the customer s original request.
-Led sales team across the entire company with the highest average order value per customer interaction. Top 1% of sales and average order value in the company, making the Talbot s All Star team every month for exceeding sales goals and exceptional customer service and customer reviews
August 1999-June 2007 East TN Colo-Rectal Group Office Manager-Filed patient records, worked with insurance companies to file claims, get meds & procedures approved, get medical supplies covered (ie: Colostomy bags).-Set up patient appointments, assisted patients with registration and worked with patients to explain their health insurance policies and coverages.-Reviewed medications and possible side effects with patients, outlined and made sure they had a clear understanding of any prior special diets or regime s needed to follow before certain tests (ie: a scheduled Colonoscomy), reviewed carefully, in detail, any pre or post operation instructions & symptoms the patient should call the office immediately about, booked surgery rooms at Baptist hospital, set-up surgery dates/times with the nurses & Anesthesiologists, set-up dates/times with the post-op recovery rooms & rooms in the hospital (if needed after surgery), also orchestrated all outpatient procedures.Volunteer work-volunteered at JDRF from 2000-2004, raised financial donations & auction item donations for the annual JDRF gala auction, helped plan & execute the annual JDRF Walk for a Cure
-volunteered at a women s halfway house for 1.5 yrs., driving clients to AA mtgs, Dr. appts etc.-volunteered at the Baptist Church to serve meals to those in need & help clients connect w/the proper resources they needed to get on their feetReference's available upon request.
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