Sales Customer Service
Resume:
Tricia Cavanaugh
**** ********* ( Sterling Heights, MI 48310
********@*****.*** ( C:
Qualifications Profile
Talented professional seeking an opportunity to expand upon prior
experience in group benefits, customer service and account management to
make a strong contribution and allow me the opportunity for growth.
> Exceptional leadership abilities with proficient capacity for
building strong professional relationships.
> Superior communication and interpersonal skills with proven ability
to establish strong client relationship.
> Outstanding prioritizing, coordinating, and problem solving
abilities.
> Committed to maintaining high degree of integrity and
confidentiality when handling sensitive situations.
> Proficient in the use of Microsoft Word, Excel, Access, Outlook,
PowerPoint
and Database Management Programs.
Professional Experience
PRINCIPAL FINANCIAL GROUP - Southfield, MI 2004-Feb, 2010
Account Executive
Perform all necessary renewal and service activities to retain new and in-
force group business, as assigned to a specific region.
. Meet or exceed retention goals for each product line on a premium
basis.
. Actively support and participate in corporate GEE initiative by cross-
selling all Group, RIS and other company products to current customers
and brokers.
. Utilize database management system to track activities related to
customer and broker-level interaction.
. Collaborate and coordinate with enrollers to conduct enrollments and
implementation meetings to maximize participation of assigned cases.
Senior Service Specialist
. Partner with sales reps to develop and manage broker relationships to
facilitate cross-sales and new group sales.
. Work with renewal team in the renewal/retention arena, including heavy
broker contact and cross-sales.
. Provides expertise on products, concepts, proposals, and systems to
assist sales rep/brokers office.
. Conduct enrollment meetings and benefit fairs for new and renewing
groups.
. Run cross-sell and alternative proposals, working with agents/reps to
help retain and grow current business.
. Maintain internal software activities, including Agent of Record
changes and amendments to current customer plans.
. Respond promptly and accurately to broker inquiries.
MAPAL AARO - PORT HURON, MI 2001-2004
Sales and Service Representative
. Supported sales staff in obtaining new and repeat business by running
proposals for specialized tooling for Tier II suppliers.
. Coordinate sales, production and delivery directly with clients.
. Attend production meetings to ensure production timing, scheduling and
customer satisfaction.
. Ensure on-time deliveries and customer satisfaction for overseas and
domestic customers by implementing order processing procedures.
. Handled multi-million dollar accounts, including quoting, order
processing, scheduling and JIT delivery.
Axysys Technologies dba Speedring Systems - Rochester Hills, MI 2000-
2001
Customer Service Representative
. Supported sales staff in obtaining new and repeat business by
assisting in quote processing.
. Liason between clients, sales and production teams to optimize client
experience and manufacturing and delivery requirements.
. Attend client meetings and sales meetings to ensure production,
scheduling and customer satisfaction.
. Ensure on-time deliveries and customer satisfaction for overseas and
domestic customers by implementing order processing procedures.
. Streamlined Return Material Authorization process 30% by reducing the
amount of input and assisting the I.T. Department in the creation of
automated reporting.
The CIT Group - Bloomfield Hills, MI 1990-2000
Technical Services Coordinator
. Team leader to engineers working directly with product, assigning
daily production goals.
. Inventory control including purchasing, tracking and assigning over
5,000 pieces of computer equipment at multiple facilities.
. Processed transactions, expedited customer orders and tracked inbound
and outbound shipments to effectively assign to the proper
designations.
. Designed and implemented the Y2K compliant database for inventory
control.
. Developed a tracking system for inbound shipments that were previously
lost when delivered by preparing a spreadsheet displaying status for
all employees to reference.
. Organized and supervised all aspects of setup and operation of a new
reconfiguration center and warehouse. Responsibilities included
supervising contractors and security system installers while meeting
fire department requirements for building permits.
. Created and implemented a detailed shelving system that identified
parts locations so engineers could find the necessary pieces.
. Initiated the sale of "no-value" equipment by taking an inventory,
finding buyers and selling to third-party brokers. Sales totaled
$78,000 in the first year.
Educational Background
Life and Health Insurance License
Oakland University - Rochester Hills, MI
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