Sales Customer Service

DaRhonda Blakely

Phone: 323-***-**** ● E-mail: *.***************@*****.***

SUMMARY: Office Support

• Experienced in Customer service and Sales

• Tranferable soft skills

• Caring and Compassionate

• Outstanding communication

• Mentor

• Microsoft office and Quickbooks 2010

COMPUTER PROFICIENCIES:

Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Access, QuickBooks, Internet skills, Salesforce, QNXT, AVES, Data Entry and all

basic programs

EDUCATION AND LICENSES

University of Phoenix

• Bachelor of Science in Business Management, 2011 relevant course work includes several social science classes including child development.

Professional Career Institute

• Office Management Systems, 2013

Department of California Insurance

• Life Insurance, 2003 ● Health Insurance, 2003

PROFESSIONAL EXPERIENCE

06/2014-present I

KForce/Molina HealthCare/Irvine, CA

Enrollment Specialist

Work with Medi-cal, Medicaid, Medicare participants which are a low income group of participants to explain Medi-cal, Medicaid, and Medicare

programs for 11 states, I provide state benefit information and additional services Molina HealthCare offers for each state plans and how

it benefits each participant base on participant’s income, state program policies, eligibility and regulations. Work collaboratively with

team members and other departments. Perform general clerical duties, including photocopying, faxing, scanning, mailing and filing.

• Documented all information needed to verify eligibility, enter data, and prepare and maintain records

• Research each state eligibility through web portals and company continual training courses to maintain high accuracy rate

• Ability to talk and type simultaneously and meet deadlines in processing participants applications

• Strong listening skills, handled every participant directly from A to Z and follow up on and maintain contact

• Have empathy/passion for working with senior, disabled, low income populations and providers

• Strong Interpersonal Communication Skills; Excellent Verbal and Written communication skills, organizational skills and Problem

Solving

American Amicable Life Insurance Company/ Los Angeles, CA 06 /2012-

present

Independent Insurance Agent

Marketed specialty products to small businesses and client’s at Golden State Mutual, Independently managed books of business and maintain key

account relationships, preparing quotes, annually reviewing policies and ensured to underwriting requirements for completion. Entrepreneurial

business management orientation and sales

• Directly Build Relationships with vendors and small businesses to increase clients and referrals

• Review personal history, financial statements and advised clients on best fit products

• Correspond with applicants, management, and clinics for medical records.

• Produce and maintain logs/Cases in regards to retention

• Cold Calling/Warm Calling and Respond to client inquiries, schedule, and arrange appointments

Torrance Community Credit Union/Office Team-Torrance, CA 11/2012 -

06/2013

Temp Assignment

• Answered incoming calls, distributed calls accordingly to designated staff

• Handle outgoing mail utilizing a computerized digital postage meter

• Contact credit union members by emailed, mail in person to inform members of account updates, Respond to client inquiries

• Applied or remove credit union flags on all returned mail, conduct research and assemble information from a variety of sources

• Maintained and organized incoming mail for filing and auditing purposes

• Prepared board room materials for meeting/ employment interviews

• Utilize (IM) instant messaging to stay in contact with staff throughout the day

• Main liaison between member external / Internal department

• Dealt with issues brought up by the customer and use judgment to provide resolution to the customer or escalate issues where appropriate

• Greeted Clients in a friendly and helpful manner and prepared them with proper paperwork

• Reviewed all documentation to ensure it was completed

• Performed all office duties including,; Copies/ Faxing / Scanning /Typing /Data entry / Preparing paperwork

Mutual Omaha Life Insurance/ Liberty Mutual Insurance /Los Angeles, CA 04/2010-

11/2011

Insurance Agent

Develop and implement sales plan and manage all phases of the sales cycle/ from prospecting to close and follow-up support. Represent a full line of

insurance and financial products, serving as a trusted advisor to businesses and individuals. Prepare and analyze, as necessary, reports, materials, and

presentations including, policy reviews and all applications.

• Assessed needs and provided life/Auto/long term care/ Medicare options

• Cold Calling/Warm Calling/Schedule and set appointments

• Directly handled all appointments/ Clients concerns/Claim questions/Educate clients on products to ensure their in a good place

• Calculated quotes/ Review products and services/ Premium amounts/ Assist clients with all applications to confirm completions

• Customized insurance policies in order to meet individual needs, suggest additional products or services to compliment customer selection

• Safeguard all underwriting requirements are fulfilled

Golden State Mutual Insurance Company/ Los Angeles, CA 02/2008 - 12/2009

Account Executive

• Received bonuses for highest sales in 2009

• Maintain a professional attitude with sincerity and enthusiasm reflecting

• Direct contact with clients to ensure completion/Set up appointments

• Handle clients questions/ directly resolve clients issues/Educate clients on products and services/Provide quotes

• Maintain/ Increase clientele

• Warm Calling

• Perform yearly contract reviews/ Make sure clients are in a good place

• Account management/Deliver insure policy/Collect policy premiums/Help client with claims

• Effectively communicates details of client’s health issues/ Abide by underwriting and company rules

FAA Credit Union/ Advantage Group Staffing /Hawthorne, CA 01/2007 - 01/2008

Consumer Loan Officer: Direct contact/Call Center/Decision making/Approve and decline consumer loans and funding/Review all lending contracts

and signature of completion/Maintain logs of all documentation/Training and Lead Person.

Wescom Credit Union / Culver City, CA

05/2000 - 09/2006

Member Service Representative III: Direct contact with members; Consumer loans orders/ New accounts/ Loan Funding/Handled all lending

contracts/ Financial sales and contracts/Assist customers in all aspects of service fulfillment/ Maintain logs of all documentation/

Training and Lead Person/Reconcile Expenditures.

Kinecta Credit Union / El Segundo, CA 08/1994 - 04/2000

Member Services II: Vault Teller, Reconcile expenditures/New Accounts/Loan Representative/Direct Sales/Greeted clients/ Training and Lead

Person/Assist in marketing campaigns.

Volunteering

Operation Hope

Hope Corp Volunteer: Banking on Our Future (BOOF) elevates the dignity, hope, and economic self-sufficiency of people in low-wealth and

underserved communities through financial literacy. Since its inception, the Banking on Our Future Program has reached over 770,000

students in more than 700 schools and community-based organizations in the U.S. and South Africa.

Banking on Our Future classes are free of charge for schools and communities. The program is led by HOPE Corps volunteers who have undergone

comprehensive training in financial literacy and teaching techniques. Our BOOF students are given the tools they need to take control of

their financial futures - by learning about empowerment, responsibility, and hope.

*References Available Upon Request

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