Customer Service Sales

Vicki Warren Dallas, TX 214-***-**** ***********@*****.***

Skills/Experience:

Business-to-Business and Business-to-Consumer sales

Call Center experience, Sales/Customer Service

Health and life insurance sales, marketing, enrollments, and account servicing

Administrative/office experience including receptionist duties, multi-phone line, customer service, mailroom, correspondence, office supplies ordering and receiving, filing and data entry

Investment / Financial Services account servicing

Employment:

March 2014 - Present: Independent Insurance Agent

Dallas, Texas

Sales and marketing of life insurance products to consumers, including prospecting, appointment setting and product presentation

October 2013 - February 2014: Licensed Agent/Call Center Rep-Health Care Reform

Connextions, Richardson, Texas

Health insurance sales in an inbound call center environment. Educated individuals on the Affordable Care Act. Presented available health care coverage options using consultative sales approach. Assisted individuals in the application/enrollment process

February 2013 – July 2013: Customer Service Representative

7-11, Farmers Branch, Texas

Customer service duties included cashiering, inventory, stocking, ordering, and maintaining store readiness

December 2007 – July 2011: Client Service Assistant

Brennan Financial Services, Addison, Texas

Processed documents including spreadsheets, correspondence and servicing forms. Prepared documents as needed for advisor/client meetings

May 2005 - December 2007: Independent Insurance Agent

Dallas, Texas

B2B Sales & Marketing of supplemental health, accident and life insurance products. Presentation meetings, enrollments and account servicing

Education:

Richard King High School, Corpus Christi, Texas – Graduated 1984

Certification:

General Lines Life and Health Insurance License (1998 - Present)

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