Customer Service Accounts Representative

Sandra Phillips

Energetic and passionate professional with over 20 years’ experience working with customers and building quick rapport. Strong knowledge of exceptional customer service. Communicative and team-oriented. Proven history of fostering education of customers, to meet individual, team, and management objectives. Results-focused team leader with strength in training and leading by example. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

Education:

Bachelor of Science: University of Central Missouri (UCM) – Psychology

Associate of Applied Science: Johnson County Community College (JCCC)- Fashion Merchandising

Professional Experience:

Insurance Agent

State Farm Agency

Made outbound calls to leads. Used scripted questions to determine needs and suggested appropriate insurance policies. Suggested additional products to meet needs and upsell, to improve long term customer retention. Customized quotes and delivered them verbally and through e-mail to the customers. Overcame objections to build sales. Facilitated payments and account changes over the phone.

Inside sales agent

Root Insurance

Worked remotely to answer inbound calls and lead transfers. Followed script, asking questions to determine customer’s needs and suggested appropriate policies and solutions. Customized quotes and delivered them verbally and through e-mail to the customers. Overcame objections to improve sales and exceeded goals.

Facilitated on-line buying process which included downloading an application for a safe driving program.

Inside Sales Agent

Professional Enrollment Concepts

Handled inbound calls, recommended coverage based on analysis of customers’ goals. Explained features and benefits of various insurance products and ensured clients’ goals were accomplished. Used premium charts to determine price per policy. Ensured each customer understood the coverage they selected by verbally reviewing enrollment choices. Displayed a consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations.

Benefits Consultant/ Insurance Agent Colonial Life

Called or visited potential clients to develop customer base.

Explained the features and benefits of various policies.

Customized insurance programs. Held on-site enrollment for employees, ensuring understanding of various policies.

Case Manager/ Child Placement Specialist

Family Link Kids

Scheduled visits with families in their homes monthly.

Prepared necessary reports for case management using Extended Reach network to keep client’s case records. Reported on children’s daily schedules, including education, eating, and sleeping, noting any concerns.

Assessed the risk and safety concerns relating to the children in their foster homes, ensured safety and normalcy.

Associate Consultant, Consultant, Manager

Clinique Cosmetics

In one-on-one consultations, listened to clients’ concerns, analyzed needs, and suggested custom fit solutions accordingly. Overcame objections to increase sales and customer satisfaction.

Encouraged new business by recruiting within the retail setting.

Facilitated special events throughout the district in various retail locations for various retailers.

Provided training and mentoring to staff, leading by example, and coaching to strengths to enhance job performance. Facilitated entire staff of new consultants achieving accredited status. Consistently received positive feedback from clients in person and via management. Was awarded a prize for most increase (+10%) in sales in the district.

Children’s Worker

Jackson County Children’s Division

Scheduled and coordinated visits with children and parents in their respective homes monthly and entered detailed reports electronically by or before deadlines. Completed reports required for each case.

Worked with families to develop a safe and healthy environment for children with the goal of keeping the family together and functioning so that intervention is no longer necessary.

New Accounts Representative/ Teller Trainer

Blue Ridge Bank and Trust Co.

Listened to clients’ needs and suggested the best account solutions. Trained new tellers in proper customer service and cash handling procedures. Received, recorded, and banked cash and checks and balanced records of bank transactions. Reconciled bank statements to clients' books.

Met or exceeded quarterly and annual bank and personal goals.

1/2022-6/2022

Austin, TX

8/2021-11/2021

Austin, TX

7/2019-12/2019

Seasonal

Houston, TX

5/2019- 07/2021

Austin, TX

11/2018- 5/2019

Austin, TX

9/1999-12/2001

09/2004-9/2015

9/2016-11/2018

Kansas City, MO

9/2015-8/2016

Kansas City, MO

12/2001-12/2003

Lee’s Summit, MO

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