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Customer Service Class A

Location:
Grand Prairie, TX
Posted:
January 12, 2024

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Resume:

Martin Mclaughlin

**** ******** **.

Grand Prairie, TX 75052

214-***-****

ad2p1e@r.postjobfree.com

MARCLAUIN

OBJECTIVE: Seeking a position where I can use my current CDL Class A with endorsements of Hazmat, Tanker, Doubles as well as various past sales, customer service and banking experience to improve a company’s operation while continuing to learn and grow as a successful team member of the company. SUMMARY Demonstrated achiever with exceptional knowledge of international markets, business practices, and trade

regulations.

Strong Marketing and Group Health Sales background combined with fluency in several areas of licensing, including Texas Department certification in Life Insurance, Group Health Sales, PPO & HMO, Long Term Care (LTC) and Property and Casualty,

Tanker, Hazmat, Doubles CDL Class A Endorsements

Skilled at learning new concepts quickly, working well under pressure, and communicating ideas clearly and effectively.

● PC proficiency including Microsoft Office applications.

● Customer service skills.

● Verbal and written communications skills including developing written correspondence to members and to other department personnel and coaching skills to educate members on medical issues.

Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans.

Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors for cross sell opportunities.

Experience CDL Class A Commercial Truck Driver from November 2018 - June 2023

. Lafarge Cement Mixer Driver November 2018 - Jan 2019

. Werner Trucking OTR Tractor trailer “53” Ft OTR logistics Jan 2019 - Jan 2020

. Freymiller Refrigerated Trucking Tractor Trailer “53” ft OTR logistics Feb 2020 - Feb2021

. Outwest Tractor Trailer “53” ft OTR Logistics Feb 2021 - November 2021

. FEDEX Tractor Trailer “53” ft and Doubles November 2021 - March 2022

. SEFL LTL Trucking “53” Ft local Home daily March 2022 - Nov 2022 EXPERIENCE State Farm Insurance Company August 2017

● Licensed Property/Casualty TX/Life

Health/LTC

● Working internally and externally to gather and document business and system requirements for updates

● Licensed Life/Health Specialist/P&C/ Commercial

Insurance, Group Health Sales and MAPD, supplemental plans.

● Successfully closed over 1 million in life and health policies.

● Significantly built client relationships in life and Group Health, Commercial Insurance policies.

● Inbound and outbound sales calls from around the Nation from clients needing Insurance Quotes that would involve 50-75 quote requests per day for P&C, Life, Health, Commercial Insurance Products.

● Experience coordinating member needs, providing assistance to members, and analyzing member needs.

Banking and financial products.

Copeland Insurance Group January 2016- August 2017

● Licensed Property/Casualty TX/Life

Health/LTC

● Working internally and externally to gather and document business and system requirements for updates

● Licensed Life/Health Specialist/P&C/ Commercial

Insurance, Group Health Sales and MAPD, supplemental plans.

● Successfully closed over 1 million in life and health policies.

● Significantly built client relationships in life and Group Health, Commercial Insurance policies.

● Inbound and outbound sales calls from around the Nation from clients needing Insurance Quotes that would involve 50-75 quote requests per day for P&C, Life, Health, Commercial Insurance Products.

● Experience coordinating member needs, providing assistance to members, and analyzing member needs.

NewTek Insurance Agency January 2013 –

January 2016

Vice President Insurance

Services.

● Licensed Property/Casualty TX/Life

Health/LTC

● Working internally and externally to gather and document business and system requirements for updates

● Licensed Life/Health Specialist/P&C/ Commercial

Insurance

● Successfully closed over 1 million in life and health policies.

● Significantly built client relationships in life and health auto & home, Commercial Insurance policies.

● Inbound sales calls from around the Nation from clients needing Insurance Quotes that would involve 50-75 quote request per day for P&C, Life, Health, Commercial Insurance Products. Stonebridge Life/Transamerica Life Dec.2009 – January 2013

● Solicited and verified sales of the organization’s products and / or services via inbound calls, upgrade calls, cross sell and communicated with external partner transfers.

● Spoke with customers to determine their needs, explain the products, and make recommendations to secure sales, records and reports results of all calls.

● In-depth understanding of company products and Insurance Licensing requirements and regulations.

● Insured Cross- Selling Insurance Policies and membership products.

● Trained clients on Insurance policy cancellation calls and works with customers to retain their business

● Met and exceeded monthly sales production goals performs other duties as assigned

● Exceptional multitasking and organizational

skills

Mt. Washington Bank January 2008 - July 2009

Senior Customer Service

Representative

● Handle daily banking activity, including opening new accounts and selling of IRAs, CDs and Business accounts

● Handled selling of Business lines of credit, Merchant Services, ADP, and Commercial loans.

● Obtained business via direct marketing existing of business calls internal and external

● Increased sales percentage by 70% by working with business partners, platform reps and coaching tellers.

Investors Bank & Trust February 2006 – August 2007 Page 1 l Account I

● Learned and applied Bear Stearns, Goldman Sachs and CitiGroup software for client specific needs and results.

● Worked directly with upper management teams for direct reconcilement on a daily basis for audit purposes.

● Identify funds responsible for discrepancies and accurately enter exceptions into a database, Excel and Access.

● Prepare exceptions by location, recon and status for each assigned location on an assigned schedule.

● Respond to questions regarding exceptions from multiple departments and management throughout the bank.

Bank of America, Boston, MA December 2004 – February 2006

● Handled daily banking activity which included opening new accounts and selling of IRAs, CDs and Business accounts.

● Sold Business lines of credit, Merchant Services, PayChex and Commercial loans.

● Obtained business via direct marketing which existed of internal and external business calls.

● Increased sales percentage by 50% by working with business partners, platform reps and coaching tellers.

Credit Control Services, Newton, MA May 2002 – December 2004 Make commercial collection calls on a

daily basis.

● Research and resolve disputes on uncollected

monies.

● Input and produce weekly billing for numerous

clients.

● Apply cash received on a daily

basis.

● Handle and mediate all subrogation issues between debtors.

● Meet daily with upper management to plan

objectives.

● Work directly with client services and client

advocates.

Sovereign Bank, Boston, MA February 2001 - March 2002

● Handled daily banking activity, including opening new accounts and selling of IRAs, CDs and business accounts

● Responsible for selling Business lines of credit and cash management products.

● Obtained business via direct marketing existing of internal and external business calls.

● Met quota of opening 18-20 business accounts

quarterly.

Comp USA, Dallas, TX May 1999 – February 2001 Senior Quality Assurance Representative

● Responsible for monitoring, tracking and evaluation of GEM, FST and corporate sales representative for quality.

● Instituted action plans and conducted weekly meeting management Sales Representative

● Responsible for top 200 corporate

accounts.

● Sold hardware, software and computer based training with daily quota of

$80K in sales.

● Handled 60 outbound and 80 inbound calls on a daily basis.

● Coordinated logistics and delivery of products

sold.

IBM Corporation, Dallas TX March 1989 – May 1999

Directed entire day to day business operations for a customer base of approximately 100 accounts.

● Directed staffing; managed, trained and supervised staff of eight.

● Managed 7, 000 calls per month for

customers.

● Increased customer response proficiency from approximately 78% to 98% in less than a year.

EDUCATION ● NEWBURY COLLEGE, BOSTON, MA

● IBM CUSTOMER ENGINEER EXAM – HIGH SCORE OF 90 – 99 PERCENTILE

● ISO

CERTIFIED

● NOTARY

PUBLIC

● LICENSED P&C, LIFE & HEALTH TEXAS DEPARTMENT OF

INSURANCE

TECHNICAL

SKILLS:

MS Word, MS Access, Excel, PowerPoint, Outlook, Internet Research

COMMUNICATION Consistently recognized for communication skills/tools used to rapidly and cost-effectively resolve challenging

issues.

Thoroughly enjoy teaching and mastering new technology & software; equally successful in training both team and self-directed settings LEADERSHIP Proven ability to lead seamless implementations and deliver next-generation client solutions

improving revenues, margins and workplace

productivity

REFERENCES Available upon

request



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