LATONYA JONES

Dallas, TX ***** • 469-***-**** • ad4bws@r.postjobfree.com

Professional Summary

Licensed Life and Health Insurance Agent. Resolute Customer Service professional with knowledge of service delivery and proven multitasking abilities. Initiative-taking self-starter skillful in one call resolution with a detail-oriented approach. Offering 20+ years background in customer satisfaction, sales, relationship building, identifying customer need while meeting and exceeding quotas and metrics.

Skills

Employee Motivation

Team Building

Records Organization and Management

Customer Relationship Rapport

Training Management

Focus and Follow-Through

Work History

Service Corporation International (Dignity Memorial)

Outside Sales Professional August 2023 – Present

Responds to inquiries, sets up group seminars, door knocking, follow up as aftercare

Meet monthly, quarterly and yearly quotas. Honored 2024 Century Club (million-dollar sales goal met)

Track prospect progress thru Salesforce

Sale pre need funeral, cremation and cemetery products

Family Service Counselor May 2022 – August 2023

Prospecting, obtain referrals, networking within community, give presentations

Respond, follow up, connect with families to offer protection for family members

Meet monthly, quarterly and yearly quotas. Multiple recognitions for Employee of the Month and 5 star Google reviews received

Provide empathetic detailed service to grieving families and assist with securing fina l resting place for loved one

Sale pre need funeral, cremation and cemetery products

Senior Benefit Consultant, 09/2021 to May 2022

GoHealth - Remote

Broker for: Aetna, Amerigroup, Anthem, Humana, United Healthcare, & WellCare

Assess and identify the needs of customers on incoming and outgoing calls

Coordinate and lead all aspects of benefit plan quoting process

Comply with company standards, product rules, and CMS regulations.

Operations Lead Trainer & Credit Processor, 10/2009 to 03/2021

CoreLogic – Irving, Texas

Subject Matter Expert SME resource for internal staff, business line partners, external clients, and peers.

Provide in-classroom as well as virtual training via Zoom for new hired employees as well as ongoing development of existing employees; Creates quick reference documents for frequently requested info for phone agents.

Managed Operations of Check Control Room in absence of supervisor.

Analyzed and balanced escrow accounts as well as processed tax payments

Reconciled checks to agency registers and reported discrepancies to tax department.

Education

Associate degree: Business Management

Cedar Valley College - Lancaster, TX

DIPLOMA: 1997

A. MACEO SMITH HIGH SCHOOL - Dallas, TX

Additional Information

AWARDS, July 2019 . Spot Award, CoreLogic, Inc. August 2019. P.R.O.P.S. Award, CoreLogic, Inc. September 2019 . Consumer Rockstar, CoreLogic, Inc., 2024 Century Club Recipient (1 million sold)

Certifications

Licensed Life & Health Insurance - August 2021

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