Summary Experienced Senior Account Executive skilled in Inside Sales
Resume:
Rachel Larin
A Top Performer
Tucson, AZ *****
****************@***********.***
Experienced Senior Account Executive skilled in Inside Sales, Sales Coaching and Leadership, Lead Generation, Consultative Selling, Client Relations, and Account Management. Strong sales and customer service professional with an Associate's degree focused in Liberal Arts and Sciences/Liberal Studies from Pima Community College. Looking for a fulfilling career with an organization where there is an opportunity for advancement.
Authorized to work in the US for any employer
Work Experience
Patient Enrollment Specialist
PartnerHero
October 2022 to Present
Answers inbound and makes outbound calls to contact patients referred by primary care and insurance provider regarding benefit offered. Explains benefit guidelines and completes onboarding. Navigates multiple programs and multitasks to submit patient enrollment. Notates all patient interactions. Walks customer through system setup. Follows up to ensure patient adherence. Adheres to health information privacy guidelines. A top performer.
Senior Account Executive
JD Mellberg Financial
March 2017 to March 2019
Speaks with and qualifies potential clients for face to face meeting with financial professional for retirement planning strategy session. Schedules and manages appointments and tracks meeting. Works to reschedule, cancel, and save meeting. Interacts with existing clients for annual reviews and advisor changes. Works to match proper advisor with client with ultimate goal of capturing and maintaining client assets under firm management. Over $15 million in paid assets gathered as a result of meetings. Top performer.
Sales Senior
Coworx
August 2012 to January 2017
Manages a team of approximately 40 agents. Monitors day to day, week to week, and month to month variance in key performance indicators related to sales. Live monitoring of calls, as well as goal setting, follow ups, data tracking, and excel report running. Sends hourly and daily reports. Documents all coachings. Interacts well with all agents as well as other members of leadership. Started this position as an entry level sales representative and was a top performer. Customer Service Representative
APAC Customer Services
July 2004 to October 2009
Attracts potential customers by answering product and service questions; suggesting information about other products and services. Opens customer accounts by recording account information. Maintains customer records by updating account information. Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Maintains financial accounts by processing customer adjustments. Recommends potential products or services to management by collecting customer information and analyzing customer needs. Prepares product or service reports by collecting and analyzing customer information. Contributes to team effort by accomplishing related results as
needed.
Education
Associates of Liberal Arts in Social Services
Pima Community College - Tucson, AZ
August 2008 to May 2012
Skills
• Account Management
• Customer Services (10+ years)
• Salesforce
• Sales Management
• Customer Relationship Management
• CRM Software
• Inside Sales (7 years)
• Lead Generation
Assessments
Problem Solving — Highly Proficient
July 2019
Analyzing relevant information when solving problems. Full results: Highly Proficient
Sales skills — Highly Proficient
September 2020
Influencing and negotiating with customers
Full results: Highly Proficient
Work style: Reliability — Expert
January 2022
Tendency to be reliable, dependable, and act with integrity at work Full results: Expert
Data entry: Attention to detail — Expert
January 2022
Maintaining data integrity by detecting errors
Full results: Expert
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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