Customer Service Sales Representative
Resume:
Milford, Ohio *****
**********@*****.***
Pam Cook
Experience
Nov 20 2023 thru July 2 2024 PCF- P & C Customer Service Manager-service\sales
Open\Close office, Answers customers' questions, resolves problems, and maintains customer satisfaction by providing problem-solving resources, cross selling, adding vehicles, removing vehicles, adding\removing drivers, quoting auto and home, auditing/reviewing accounts. Gathering information for farm and commercial policies. Approving quotes after reviewed by underwriting/working with underwriter for pre qualifications/cancelations, multiple software; salesforce, Dialpad, jostle, Dayforce,,RapidRater,,PL Rater
July 5, 2023, to present Self-employed- Marketing/Agent for various companies.
Cruise Brothers-Independent Travel Agent Advisor
Network Insurance -Independent Insurance advisor
Compass Health -Allstate Health Independent Insurance Advisor -Marketing under 65
Marketing health, life, accident, cancer and dental plans
Dec 9-2022 thru July 5, 2023, Caretaker for mother she had a stroke needed 24-hour care, Took to doctor and hospital appointments, cooking, laundry and cleaning
Sep 9, 2022, thru Dec 9, 2022, Teleperformance Seasonal Medicare Advisor
sell and enroll retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options.
May 9, 2022, thru Sept 6, 2022 (Charter) Spectrum Direct Outside Sales Representative
Connect people and communities by offering best-in-class telecommunication services through door-to-door solicitation of new prospective customers.
July 2021 to March 31, 2022, Select Quote -Ancillary Sales Agent
As a sales advisor with Select Quote you will handle leads and conduct a needs analysis to determine what insurance products will fit the client's needs. Many advisors earn north of six figures with some quickly reaching over six figures on an annual basis. Select Quote offers a wide range of other incentives such as company trips, electronics, and swag to their sales advisors.
April 8, 2018, to July 9, 2021, TaTa Consultancy Service Workflow Specialist
Call Center Inbound/Outbound, Customer Service for Property and casualty (various duties) Data Entry, Billing –send invoice /paid receipt, Train new on boarding team members. Agile training
Oct 18 April 2019 Jackson Hewitt part time seasonal
Tax Preparer –Level III
May 28, 2018, April 2018 RDI-Gerber Tele sales Agent- Milford OH
Licensed sales representative in 35 states selling Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as the needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our customers.
May 2018-Oct 18- Home Instead Senior Care-Staff Coordinator-Scheduler Mason-OH
●Weekends Only
Responsibilities include managing calendars, making travel arrangements, compiling client employee folders, running errands and customer service. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.
Jan 2018 – May 2018 Futurity Insurance Group –Independent Agent
Health-Life- P&C –Accidental-Long Term Care-Contract Negotiation-Outside Sales
September-16-17-Present H.N.L. Group LLC
generate and engage with business partners to build a new network and add business to the company. This candidate will be focused and have strong communication skills. They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.
August 8-16 April 17 Kings Ford –New and Used Car Sales Consultant
Must have a positive attitude and exceptional customer service skills. Took advantage of daily traffic and the opportunity to sell new or used vehicles.
April 19, 2016 –August 8 2016 Big Orange-Best Reps and Assist Marketing
Brand Ambassador-Mascot Handler
energetic, engaging and reliable sampling staff for on-going Demos in your area who follow all instructions. We encourage staff who enjoy working with Product demos and have demo knowledge to apply! Showcasing various Products each shift. All staff must be able to work on foot for the full work shift. This program will be on-going, so we are...
Dec 28-15 –April 11-16 The Atlantes LLC-Human Resources Director
HR skills, People-focused, a team-builder, and a creative force with a strong ability to recruit. Forward-thinking, open-minded, with a desire to impact change. Goal-oriented, determined, and able to demonstrate continuous improvement in prior Human Resources leadership positions. for hands on HR functioning including, but not limited to: Focused, professional recruitment efforts that will attract the right people for the right jobs. Consistent, positive retention efforts that will create a team of employees who core values Ensuring regulatory legal compliance for all relevant federal, state, and local laws and regulations as they apply to all employees. Strong public speaking and organizational skills Working knowledge of federal and state employment regulations Detail oriented, excellent writing, grammar and communication skills.
Jackson Hewitt Dec 28, 2015-April 19-2016 (SEASONAL)
Tax Preparer-Level I
Aug 28-15 –Dec 5-15 Ohio Singles LLC –Relationship Specialist /Counselor Cin OH
Screen and qualify prospects for appropriate program, Sales presentation, Weekly meeting.
Work independently with no supervision, input proper paperwork in CRM, work with automated dialing system to schedule appointment.
Contract Negotiation pricing, overcome objectives.
July-15 Dec-08-2016 Bath Fitter-Brand Ambassador- Generate leads at various malls, events. Sharonville OH
Oct 13-July 11-15 One Stop Signs Goshen OH
Human Resource Director OH, KY, WV & IN
Payroll/Using AME
AP/AR-pick up checks make out deposits /take deposit to bank, Quarterly Reports & Tax Preparation/Auditing reports, State/City Reports, Workers Compensation reports.
Implemented employee handbook/ Enforcing company policies and procedures-train office help on QuickBooks and vinyl plotter, Reconciliation using QuickBooks, Collections
B2B Sales Presentations, Brand Ambassador for events, arranging company meetings with active vendors and new vendors, Answering phones, scheduling shipments, making follow up calls to clients, Project management
April 09-May 2018 Primerica Milford, OH
District Leader (part-time)
Recruit, train & develop new associates.
Educate families on getting properly protected, debt free and financially independent.
Financial Analysis, licensed to promote Life Insurance Policies, Licensed in Property & Causality, Debt Watcher Certified, certified to promote Prepaid Legal Services, Fixed Annuities/Indexed, certified to promote long term Care, B2B sales calls
June 3-2012 April 3- 2013, Pride Staff Financial Milford OH
Sales/Account Manager/Recruiter
Set Quarterly Individual and Team Goals
Develop quarterly and annual goals to be measured and reported, interviewed candidates for direct hire and temp to hire positions, B2B sales calls, from generated leads found through employees as well as other job search engines along with newspaper ads.
Client appointments/ cold calling and prospecting win new clients, Negotiate contracts.
Networking through social media, Manage and track opportunities through CRM database.
Establish ongoing working relationships with new and existing clients, Coordinate with inside support team to ensure delivery to customer, Development of Target list/Along with my old clients from P.R. Personnel, Inc., Development of marketing material and leave behind material.
Jan-12 May 12 American Business Personnel Services, Inc. Mason OH
SR HR Coordinator- Health Care
B2B cold calls made daily to recruit employees out of a current position into a new position.
B2B cold calls for new business-outside sales Prescreen candidates for employment Check client references, Customer service & data entry, Review resumes on a daily basis.
Prepare letters such as agreements to conduct business with other businesses, corresponding with employees and clients through e-mails and telephone calls, Negotiate, contracts.
May 2010-2012 Avon Atlanta, GA
Unit Leader/Recruiter (part-time)
Interview candidates for customer service-sales roles, Prospect new reps and new business, Train & develop new sales reps, Trade Shows, help open house meetings, set up fundraisers, online events & parties, Input orders in a timely manner, collect for all sales, Keep track of 13-20 reps in my down line, run reports on activity from downline, Follow up calls, set up meetings,
Feb-08-June 09 Accounting Plus Loveland, OH
Staff Accountant for public accounting firm (part-time)
Reconciled checking accounts in QuickBooks for various clients, Payroll AME & QuickBooks for various clients, Made journal entries for various clients in QuickBooks and Lotus
Answered phones, made copies, everyday duties to operate a business in a professional manner.
Prepared clients tax returns individual and corporate returns (paperwork) Looked up client information in Drake software, Follow up calls to clients individual and corporate.
Customer service
June 1995-May 2007 P. R. Personnel, Inc.
President/CEO Loveland, OH
Opening/Closing of office, recruiting employees inside and outside of office.
All aspects of Sales & Marketing, AP/AR, bookkeeping, workers comp, Contract negotiations
Audits, Managed accounts, Company tours, Advertising, Labor relations
1989-1994 ProTemps, Inc. Blue Ash, OH
Branch Manager May 1992-May 1994
Oversaw the daily operations and supervised 5 employees, developed all new business and kept an excellent relationship with repetitive clients.
In charge of sales meetings, hiring, terminating employees
Enforced company policies & procedures, reported to president of company once a month to report activity.
Account Manager Feb 1990-1992
Interviewed candidates for job placement.
Company tours, answered phones, made sure employees turned in timecards.
All aspects of advertising
Receptionist March 1989-1990
Greeting clients, answered phones, distributed mail throughout the office, put applications together, Opened/closed office
Education
1986-88 GRE Insurance Mailroom –filed claims.
1983-1986 Photo Bug- Closer
Cashier-Sales –Closer Monday thru Friday Sat/Sunday Open and Close the store.
Jackson Hewitt –IRS Tax School 2015 and refresher course in 2018-19
May 2009 –May 2018 PFSU Training Sharonville, OH
Life License, Variable Annuities, Fixed Indexed Annuities, Property and Casualty,
(Accident & Health 2013) Retirement Planning
1993 In House at Professions, Inc. Blue Ash, Oh
Wilson Sales Training
1993
Clermont College (Quality Team Leader)
1984 Goshen High School, Live Oaks Career Campus (Retail Merchandise)
2000-2002 Served as an Ambassador at the Clermont County Chamber Of Commerce. Walked in the March of Dimes walk every year since 1996
Software Exp-Windows 95 through 2010, Open Office, XP, Microsoft Office, Word, Excel, Lotus, Flexi Sign, Graphtec plotter, Turbo Apps, Drake, H&R Block, Phoenix 5 Payroll, QuickBooks Pro 1998-2012 & AME Payroll, Five9, Salesforce, Mira, Avaya,
Contact this candidate