Customer Service Residential Specialist
Resume:
PAULA SUE STEVENS
********.****@*****.***
Professional Summary & Objective
I am a dedicated, results-driven sales and marketing professional with a proven track record. Primary focus on Virtual and Tele-Sales by delivering an outstanding customer experience (and measurable Brand Building), achieving extremely high customer satisfaction goals.
Positions Held
Tele-Sales 9/2022-12/2022: BroadPath: Contract position with BroadPath selling Medicare Advantage and Prescription Drug Plans. 100% scripted for compliance purposes selling plan-to-plan changes and new enrollments in Prescription Drug Plans during the Annual Enrollment Period from October 15 through December 7. Helping seniors find better plans with increased benefits, building rapport with members/prospects, thorough needs analysis, recap, plan overview, and application. Trained for 8 weeks to prepare for the role.
Virtual Life, Accident & Health Insurance Sales: 1/2022-10/2022: American Income Life (Subsidiary of Globe Life, Inc.) Made 150 calls daily to warm leads provided by company, secured 10 appointments daily for presentations, ideally selling a product or series of products to families in Texas and Colorado. Meetings and calls were entirely scripted. Performed work on my desktop using Zoom, company software, and DocuSign from presentation to application with needs analysis and video presentation culminating in the final computer recommended products. (Went to work for Broad-Path for Annual Enrollment Period including training of 8 weeks prior to that. Broad-Path requested my Life License to be Licensed in Michigan which accidentally terminated my employment with AIL)
Field Enumerator-2020 Census: 6/2020-9/2020; US Department of Commerce: Door-to-door field work as an enumerator, establishing rapport to conduct canned, door-to-door interviews for addresses where data was not received or was incomplete. (Many lessons were challenging as these people refused to send their Census forms.) Communicated the results back to the Manager through the iPhone.
B2B Sales: 1/2020-6/2020; Globe Life-Family Heritage Division: Attended focused & intense training for Cancer/Heart Attack/Stroke supplemental health insurance products of Globe Life. Delivered group presentations to teachers and staff. Follow-up with individuals expressing interest in presentations on iPad. Supported team members. When COVID 19 hit, a different working culture ensued.
Personal Representative-The Estate of Louise Stevens 2/2018 to 9/2019: 8th Judicial District-Probate Court: Informal Probate for Mom’s estate. Preparing formal District Court documents, accounting, selling assets, disbursed funds, and keeping Devisees informed. Caring for aging parent 1/2009-2/2018: 7 days a week, 24 hours a day
Real Estate Broker 4/1985-9/2009: RE/MAX Associates & Coldwell Banker, Ft. Collins & Colorado Springs CO
Started business by canvassing and cold-calling neighborhoods with the highest turnover. Eventually, business was generated through referrals of happy clients and customers. My motto was: “Leave no stone unturned.” I operated under a NO LIMITS philosophy with hard work. Achieved Graduate of the Real Estate Institute (GRI) and Certified Residential Specialist (CRS), a combination of course work and production. Achieved 100% Club (over $100,000 income) for over seven years. Negotiated, facilitated, and managed real estate transactions from listing to sale, inspection, closing, and referral of satisfied customers and clients. I represented a new home builder by staffing a model home seven days a week. Took builder to #4 in County in less than one-year, surpassing goals of builder and self.
Owner/Property Manager & Leasing Agent 5/1998-1/2000: Front Range Property Management, Ft. Collins CO
This company was formed to help with the demands of an unhappy owner. Responsible for new lease-up & management for one section of Eagle Tree Condos. Successful lease-up of new construction within ten days, saving investors loss of potential monthly income of $10,000. I formulated a permit parking plan for limited parking spaces.
Skills
●5 Star Customer Service (Exceeding Expectations with a Servant’s Heart)
●Knowledge of Medicare Insurance and Compassionate about helping & selling to the Over 65 Market
●Excellent Interpersonal & Persuasive Skills (Seasoned Closer)
●Proficient in Microsoft Windows, Publisher & Word (Typing 55+ wpm)
●Relationship Building; Engaging, Effective, Outgoing Personality
●Excellent Work & Attendance Habits (Self Starter)
●Competent Researcher & Compelling Presentations
●Goal Setting and Accomplishing
●Warm & Inviting Telephone Voice for Tele-Sales
●Persistent, professional follow-up
●Brand Building
●Life-Long Learner
Awards and Achievements
●100% Club RE/MAX 1990-1997 (Gross income over $100k) & numerous monthly production awards for the top listing agent and top closing agent in office, Rookie of the Year, Listing and Sold medals (including Coldwell Banker)
●Achieved GRI & CRS designations in real estate
●Took new home builder to #4 in the County (within one year of representing him).
●Saved owner/developer potential loss of income of over $10,000 by lease-up of new construction when others failed.
Education/Licensing/Certifications
AHIP Medicare Fraud & Waste 2022
Insurance License: 2019; Life, Accident and Health Colorado 622214 & NPN 19313280
Insurance Continuing Education: 2022-2023; Kaplan Financial On-Line
Real Estate Broker Continuing Education & Exam Prep: 2022-2023; Kaplan On-Line
Learning How to Learn; 2021; Coursera On-Line
Customer Service: 2018; Alison On-Line
Real Estate Employing Broker’s License, 1996 CU-Boulder CO
Real Estate Salesperson’s License, 1980 CU-Boulder CO
CRS (Certified Residential Specialist) & GRI (Graduate of the Real Estate Institute)
Tony Robbins Fire Walk Experience; 1987 Fear into Power, Denver, CO
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