Customer Service Sales
Resume:
Jason F. France
Madison, WI *****
*********@*******.***
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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