Sales Customer Service
Resume:
P A T T I R. T A Y L O R
**************@*******.***
November 2013 - present; Federal Financial Group - San Antonio, TX. Offer
retirement plans, life insurance and annuities.
July 2013 - October 2013; Combined Worksite Solutions - San Antonio, Texas - B2B
employee benefit firm specializing in voluntary benefits like critical illness, cancer,
accident, life and disability through payroll deduction.
November 2012 - July2013; West Business Solutions - San Antonio, TX - Temporary,
Customer Service Specialist
Douglas Johnson, Area Manager 402-***-****)
• Process business orders for AT&T
August 2011 - April 2012 – Temporary, Dillards at Northpark –Dallas, TX
Amanda, Assistant Sales Manager – 214-***-****.
Women shoe sales.
January 2010 - August 2011 - American Classic Agency - Dallas, TX – Independent
Agent
Kevin Lias, Manager, 214-***-****
Sales of life, final expense, annuity, Medicare and long-term care insurance products
December 2009 - March 2010 - Independent Agent with Conseco &AmeriLife –
Dallas, TX
Sales of life, health, final expense, annuity, Medicare, long-term care and
supplemental insurance products
B2B Cold Calling
Individual and group presentations
March 2003 - August 2009 – Director- The Texas Financial Group-Dallas,
representing Northwestern Mutual, Client Relations Center-Dallas, TX - Mike
Crenshaw, Supervisor 972-***-****
At time of hire the department was ranked 32nd out of ~70 offices nationally in premium; I
accepted responsibility for implementing an internal process that resulted in the
advancement of the department to 5 th place nationally with over $250k in premiums
annually.
Received Top 10 Award – Premium & Lives - 2005, 06, 07, 09
Individually responsible for all service calls to and from existing policyholders
Distribute monthly leads to representatives for up-selling and cross-selling
opportunities
Track and compile raw data on sales, premium, and lives to measure departmental
growth
Complete monthly reports to senior management and home office
Ensure proper premium reporting by representatives
Relay sales opportunities from call-in and walk-in clients to representatives
Periodically conducted targeted marketing campaigns to clients
Presentation to new representatives on overview of the department
Mentor and develop under 5-year team members
Developed a "fast-start" program to track leads to help new representatives
Target and recruit internal agents to join our successful team
May 2000 - March 2003 Self-Employed/Contract, Dallas, TX - Executive Assistant to
Carmen McCracken, 214-***-**** Independent Agent.
PERSONAL QUALIFICATIONS:
General Lines Agent #922785, expires 2/28/2015
Computer skills - Microsoft Office, Outlook, Word & Excel; typing speed 60 wpm
Excellent verbal and communication skills; self-motivated and goal driven; team player
and also works well independently; strong project management skills; excellent customer
service & listening skills, problem solving & conflict resolution; organizational & multi-
tasking skill, presentable and intelligent
REFERENCES: Available upon request
Contact this candidate