PROFESSIONAL SUMMARY

Successful track record as a manager, salesperson and administrative assistant for over 30 years in a variety of areas including sales and dental administration. An exceptional team player and leader with proven skills in sales, customer service, process improvement, data analysis, and business development.

EXPERIENCE

Substitute Teacher October 2022 – June 2023

Charlotte Mecklenburg Schools, Charlotte, NC

The substitute works in all schools. The certified substitute is a temporary educator who is responsible for operating a safe, orderly and positive classroom environment while the regular classroom teacher is absent.

The certified substitute must effectively manage the classroom and provide instruction for students following the regular teacher's lesson plans, lesson plans developed by the school grade-level PLC or lesson plans s/he develops in consultation with the school.

Independent Life Insurance Agent November 2021 – September 2022

Charlotte, NC

Call potential clients to expand customer base

Interview prospective clients to get data about their financial resources and discuss existing coverage

Explain the features of various policies Customize insurance programs to suit individual clients

Virtual Benefits Advisor July 2020 – November 2021

Aon Retiree Health Exchange – Charlotte, NC

Educate and enroll retirees in health, prescription, dental and vision insurance plans

Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence

Top selling new agent for 2020 AEP

Quality and compliance average of 85%

Consistent in meeting or exceeding medical and ancillary sales goals each month as well as numerous KPIs (key performance indicators)

Manage complaints and resolve customer escalations in an efficient and timely manner with a customer satisfaction (CSAT) score of 87% based on customer surveys

Independent Life Insurance Agent December 2019 - July 2020

Charlotte, NC

Call potential clients to expand customer base

Interview prospective clients to get data about their financial resources and discuss existing coverage

Explain the features of various policies Customize insurance programs to suit individual clients

Telesales Healthcare Insurance Agent August 2019 – December 2019

TTEC – Concord, NC

Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and ultimately sale.

Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence

Rank in the top 10% in sales for 2019 AEP 200 agents

Quality and compliance average of 95%, Net promoter score (NPS) of 94%

Substitute Teacher September 2018 – June 2019

Charlotte Mecklenburg Schools, Charlotte, NC

The substitute works in all schools. The certified substitute is a temporary educator who is responsible for operating a safe, orderly and positive classroom environment while the regular classroom teacher is absent.

The certified substitute must effectively manage the classroom and provide instruction for students following the regular teacher's lesson plans, lesson plans developed by the school grade-level PLC or lesson plans s/he develops in consultation with the school.

Independent Life Insurance Agent March 2018 – August 2018

Charlotte, NC

Call potential clients to expand customer base

Interview prospective clients to get data about their financial resources and discuss existing coverage

Explain the features of various policies Customize insurance programs to suit individual clients

Benefits Advisor May 2014 – March 2018

Aon Hewitt Aon Retiree Health Exchange – Charlotte, NC

Educate and enroll retirees in health, prescription, dental and vision insurance plans with an average closing percentage of 76%

Conduct numerous comprehensive customer focused needs analyses in plan/product recommendations via customer-centric phone selling and strategic correspondence

Rank in the top 1/3 percentile in sales for 2017; top salesperson for 2016 of 500+ agents

Quality and compliance average of 95%, Net promoter score (NPS) of 88%

Consistent in meeting or exceeding medical and ancillary sales goals each month as well as numerous KPIs (key performance indicators)

Manage complaints and resolve customer escalations in an efficient and timely manner with a customer satisfaction (CSAT) score of 91% based on customer surveys

Office Manager July 2008 – July 2013

Beacon Dental Center – Charlotte, NC

Implemented and sustained business and workflow policies and procedures for start-up dental practice within 2 weeks of opening

Analyzed and reported monthly practice business ‘vital signs’ and incorporating new efficiencies and policies to improve and increase profitability; generated highest profitability improvement of 60%

Directed and negotiated marketing and advertising promotions which included print ads designs, radio advertising and television commercials

Designed, executed, and maintained complex insurance procedures including carrier contracting and collection processing (95% collection rate)

EDUCATION

University of Phoenix

B.S. in Organizational Psychology

To be awarded 2023

Charlotte, NC

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