Customer Service Sales

PROFESSIONAL PROFICIENCIES

Lead Generation

Sales Support

Forecasting

Market Research

Sales Booking

Customer Support

TECHNICAL SKILLS:

Account Edge

Salesforce.com (CRM)

Windows 7

Microsoft Word

Excel

Access

PROFESSIONAL EXPERIENCE:

CoWest Insurance Group January, 2018 – Present

Customer Service Representative (CSR) for all “New Business”

Maintains office services

Independent Licensed Agent in Life, Property & Casualty

Prepare necessary paperwork to process insurance sales, renewals and claims.

Process applications, payments, corrections, endorsements, cancellations

Farmers Insurance June, 2017 – January, 2018

Customer Service Representative (CSR)

Maintains office services; correspondence; filing; supply requisitions; clerical functions

Licensed Agent in Life, Property & Casualty

Prepare necessary paperwork to process insurance sales and renewals.

Process applications, payments, corrections, endorsements, cancellations and daily bank deposits.

Extensively involved in external business promotion events with the agency and Fountain Valley Chamber of Commerce.

Service Corporation International, d.b.a Dignity Memorial November, 2016 – Present

Colorado Springs Mortuary and Crematory

Licensed Prearrangement Specialist - Life insurance

Certified Family Service Counselor

Customer service, client relationship management and sales

Part time Mortuary and Crematory Funeral Service Associate /Removal Technician.

Performs removals of deceased from hospital, nursing home or residence to transport to Personal

Care Center, mortuary or funeral home. May perform removals from prep rooms or embalming

facilities as well. Maintains adequate supply of Personal Protective Equipment in removal

vehicles. Dressing, casketing, fingerprinting, transporting to funeral home and or cemetery

Cobham Semiconductor Solutions March, 1985 – April, 2016

Sales Support Administrator/Production Control Planner

Market research performed to determine future potential leads by knowing existing and upcoming programs.

Provided feedback of customer needs from market research.

Supported marketing campaigns through use of email, Phone calls and surveys.

Performed system support and training for CRM along with maintaining contact and account information.

Support forecasting of sales bookings to meet monthly, quarterly and yearly revenue.

Provided administration support of marketing projects by compiling and formatting of data using EXCEL.

Analyzed data on product specifications to improve process and procedures.

Learned company policies and procedures and communicated to other team members via email or meetings.

Met with Sales Manager for other duties as requested such as sales events and new products.

Generated leads by researching data on new businesses developments.

Cold-called on potential customers to follow-up on proposals and quotations.

Assisted in building relationships to support key prospects for additional business.

Provided information on products and services.

Directing customers to the use of our website.

Finalized the deal and completed the order in a timely manner.

Wrote work orders and determined delivery dates to meet on time shipments.

Followed-up to ensure customer satisfaction and repeat business.

Maintained monthly contact to increase sales production.

Operations Duties

Prepared quotes for our product line of over 100 items.

Interacted with internal and external customers for production schedules.

Resolved any problems with tact and diplomacy.

Answered questions of Sales Representatives to fulfill customer needs

Followed-up with phone calls to customers on proposals and quotations.

Closed all orders on a month-end basis.

Reviewed and reported wafer/die inventory.

Made recommendations on purchases against forecast.

Coordinated wafer purchase requisitions with vendors.

Assisted Master Scheduler on product and deliveries.

Maintained customer-owned material for commercial and government entities.

Generated lot starts and shipped product to job sites.

Justified and issued purchase requests with Foundry Engineer

Created production operation priorities for efficient processing of bills.

Implemented new Visual Manufacturing Software for all Sales Representatives to improve productivity.

Inventoried all wafer and die material on a semi-annual basis.

Administrative Duties

Responsible for all functions involving marketing and sales for the central United States.

Prepared customer proposals and quotations.

Calculated commissions for sales to major manufacturers.

Processed all incoming orders and entered into computer software system.

Generated a monthly report on demand versus inventory.

Determined goals and objectives.

Analyzed program and developed improvements.

Conducted classroom-type instruction of up to seven personnel.

Explained information and answered questions.

Utilized audio-visual aids including computer presentations.

Observed work performance to assess learning.

Evaluated results and reviewed as necessary.

Interacted with multiple wafer foundries/vendors on our backlog of products.

Served as back-up support for Production Control Department to meet customer demands.

Created customer codes and information for billing and shipping purposes into all data bases.

REFERENCES Available upon request.

Follow Up

Training

Proposal Generation

Discovery

Cold Calling

PowerPoint

Outlook

Visual Manufacturing

JD Edwards Order Entry

Workstream

Mesa

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