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Customer Service Sales

Location:
Madison, WI, 53711
Posted:
September 17, 2010

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Resume:

Jason F. France

*** ***** ****

Madison, WI *****

608-***-****

abk0io@r.postjobfree.com

SUMMARY Accomplished professional with extensive account management experience

working in organizations from startups to Fortune 1000 corporations

across insurance, financial services and healthcare industries. Solid

background in client relationship building and customer service as well

as a top sales producer. Experienced in handling numerous projects and

reporting results to executive management. Exception research,

presentation, time management and teamwork skills.

RELEVANT SUMMIT CREDIT UNION

EXPERIENCE Madison, WI

Telephone Customer Service Rep.

10/2008 - Present

Member account management including needs analysis to ensure member's

reach their financial targets.

Identify new members and prospecting of new referrals to generate new

business and future revenue.

Guide and provide support to members to keep their fianc s stable, by

setting areas of priority to keep expenses in balance.

Help members uncover their dreams and set goals to reach those

financial dreams.

Robert Half International Inc./Accountemps

Middleton, WI

Staffing Manager

6/2008 to 9/2008

Developed and strengthened client relationships to increase current

customer base.

Collaborated with management on weekly business growth strategy.

Contacted new clients through variety of methods of cold and warm leads

to set up in-person meetings with key managers and senior -level

executives.

Negotiated bill rates and conversion fees with clients.

Recruited, Interviewed and Developed top-level financial professionals.

Place qualified candidates in the perfect client atmosphere for our

candidate to succeed.

Followed up with clients and candidates to make sure we are providing

the best customer service, and uncover additional opportunities.

Employee Benefits Corporation

Madison, WI

Client Liaison

4/2006 to 6/2008

Directed the implementation of new groups' plans for FSA's, HRA's and

COBRA.

Administered over 300 COBRA groups including some FSA's and HRA's.

Analyzed benefit plan improvements for the employees and employers we

served to ensure superior product offering.

Identified areas of process improvement to increase efficiency and

revenue.

Facilitated employees' benefits usage to ensure highest level of

satisfaction.

Took initiative to communicate to upper management to revise current

forms for employers and employees to be more cost effective and

streamlined.

CUNA MUTUAL GROUP

Madison, WI

Licensed Life and Health Insurance Representative (Inside Sales)

6/1997 to 11/2005

Top sales producer for multiple years - awarded President's Council and

consistently attained over 200% quarterly sales goal.

Assessed and identified needs of credit union members to target

applicable products and secure incremental business.

Guided and stream lined the client's process of getting a life and

health insurance policy issued.

Participated in cross-functional sales planning teams to evaluate and

develop new sales and marketing strategies.

Planned and executed alternative sales techniques to generate

additional revenue for departmental goals.

Served as a mentor for new and experienced employees by showing my

selling techniques and my day-to-day operations of how to be a

successful sales representative.

Obtained life and health insurance license, also completed 12 hours of

continuing education each year to secure license, which included

classes of relationship building and selling strategies.

WISCONSIN SPORTS DEVELOPMENT CORPORATION

Madison, WI

Intern for Director of Operations

1/1998 to 7/1998

Assisted with operations for the Winter and Summer Badger State Games.

Developed and organized athlete and volunteer communications.

Created and maintained WIAA referee database.

EDUCATION EDGEWOOD COLLEGE

Madison, WI

Master's of Business Administration

9/2003 to ON HOLD

Coursework includes Business Concepts and Business Statistics.

Researched and calculated the statistics for number of calls on each

team at CUNA Mutual.

UNIVERSITY OF WISCONSIN-OSHKOSH

Oshkosh, WI

Bachelor of Business Administration, Marketing Major.

Prepared a Marketing Research project for Lands End, and provided

feedback on survey data that we collected from a mailing we put

together.

Member of Pi Sigma Epsilon - National Marketing and Sales Organization.

Accounting Club at the University of Wisconsin-Oshkosh

Fletcher Hall Vice-Activity Director.

COMMUNITY Milton Knights of Columbus (Numerous Fund Raisers)

INVOLEMENT 2003-Present Memorial Day Softball Tournament

2010 Iron Man Volunteer

JDRF Fund Raisers

American Red Cross Blood Donor

United Way Donor

Magnet

SKILLS Microsoft Office, Mainframe, and Lotus Notes



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