Retail Sales Management Customer Service Management

Jennifer Curran

Retail Sales Management Brewster, MA

Seeking a position that will enable me to utilize my extensive interpersonal, technological, outside sales, and customer service skills in a fast paced environment that offers the potential for growth and learning. I have 25 years of Customer Service experience and 12 years of Sales experience. Because of my work history. I bring a extensive skill set to the table. I’m looking for a unique sales opportunity that will be customer focused, product/s driven, and offer me an environment that teaches new skills and ideas.

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Life Insurance and Annuities Specialist

AAA-Dennis, MA

March 2023 to Present

•Assisted Clients finding suitable life insurance policies / annuity products that fit their needs and budget

•Processed New Applications for term and whole life insurance policies

•Worked lead CRM system

•Currently training to increase my knowledge of fixed annuities and IUL’s through RegEd and NAIC

•Called leads to book in person appointments

•Responsible for clients personal information

•Assisted clients in choosing which program would best secure their future

•Attended daily phone / Zoom company calls

•Training on products to increase my product knowledge

Residential Sales Associate

CertaPro Painters-Barnstable, MA

February 2022 to Present

•Travels in designated sales territory and sells / informs consumer of home painting project information

•Follow through on company provided leads and use downtime to visit neighborhoods and hang doortags to generate business

•Utilizes presumptive close and positive attitude in every encounter with a prospective client

•Sells the company brand and informs customer about the company’s mission statement

•Ensures customer understands the timing for their project and knows they have me as a central pointof contact between the crew and themselves

•Utilizes math and determines square footage of exterior or interior of customers home to estimate thehome painting cost.

•Enters proposal information into computer and emails a detailed proposal to the customer throughemail.

•Follows up with customer and ensures they received their custom house painting job proposal

•Stays in touch with customer pre schedule, while the project is ongoing and follows through once thejob is done

•Relies heavy on technology such as iPad, laptop and phone to enter consumer data

•Uses Microsoft office to write proposals, email customers and enter information

Licensed Insurance Agent

Independent Contractor position-Hyannis, MA

February 2021 to Present

•Assisted Clients finding suitable life insurance policy that fit their needs and budget

•Processed New Applications for term and whole life insurance policies

•Worked lead CRM system

•Currently training to increase my knowledge of fixed annuities and IUL’s through RegEd and NAIC

•Called leads to book in person appointments

•Responsible for clients personal information

•Assisted clients in choosing which program would best secure their future

•Attended daily phone / Zoom company calls

•Training on products to increase my product knowledge

Solar Sales Consultant

Sunrun-Hyannis, MA

January 2020 to March 2022

•Actively sought customers to educate them on the value of solar energy

•Assisted customers in determining what savings they could expect to see

•Looked at home to determine whether Solar would be a good fit

•Assisted in training new representatives

PCA Personal Care Assistant

Sandra McNulty-Chatham, MA

January 2020 to September 2020

•Assisted Client with ADL’s (activities of daily living)

•Gave medication at prescribed times •Household chores such as cleaning, shopping, and meal prep

•Assisted client to various doctor’s appointments

•Provided companionship

•Assisted with Hospice Care

Homeschool Teacher

Curran Schoolhouse-Brewster, MA

April 2013 to September 2019

•Researched and prepared curriculum that met Massachusetts Educational Guidelines

•Taught All Core Subjects and Electives chosen by the student

•Administered Assignments (Research Papers/Homework/ Test Prep

•Assisted with content that was confusing)

•Prepared student for graduation date of 6/2019

•Assisted in ACT and HiSet Exam Testing

Senior Sales Representative

AT&T-Hyannis, MA

September 2008 to September 2010

•Assisted Customers in a fast paced retail environment

•Processed New Applications for cellular service

•Corrected billing errors for customers

•Responsible for maintaining order accuracy

•Provided customers with technical support on broken equipment

•Opened/Closed store

•Responsible for cash / bank deposit at end of shift

•Assisted customers in choosing equipment that would be most appropriate for them

•Sold Cellular equipment/ accessories and additional packages customized to each customer’s needs

Senior Retail Customer Service Representative

Verizon Wireless-Bellingham, MA

August 2007 to November 2007

•Assisted Customers in a fast paced retail environment

•Processed New Applications for cellular service

•Corrected billing errors for customers

•Responsible for maintaining order accuracy

•Provided customers with technical support on broken equipment

•Assisted customers in choosing equipment that would be most appropriate for them

•Reviewed accounts for billing accuracy and corrected discrepancies

•Performed all aspects of equipment troubleshooting and technical support

Senior Customer Service Representative

Verizon Wireless-Wilmington, NC

February 2006 to August 2007

•Answered client calls in a fast paced call center environment

•Assisted management with special projects in an efficient timeframe

•Provided assistance in training new hires

•Responsible for maintaining customer accounts in all of the corporate billing systems

•Used analytical skills to deal with billing issues on individual accounts

•Reviewed accounts for billing accuracy and corrected discrepancies

•Performed all aspects of equipment troubleshooting and technical support

•Worked with customers relocating to new states processed relocation accounts

•Consistently maintained a leading performance rating in quality and productivity

Senior Credit and Order Operations Representative

Verizon Wireless-Wilmington, NC

June 2004 to February 2006

•Provided initial and ongoing training to new employees

•Ensured adherence to Standard Operating Procedures regarding credit inquiries

•Followed corporate procedures in regards to Federal privacy guidelines

•Worked directly with Supervisors to develop more efficient credit application processing procedures

•Assisted training new hires on the procedures used to review and rate credit applications

•Responsible for assessing Business Credit applications through major credit reporting bureaus

•Regularly attended feedback sessions to discuss how to improve quality and accuracy

•Maintained a leading performance rating in both quality and service

•Assisted management with special projects in a timely manner

•Acted as direct liaison to Verizon Wireless and independent sales representatives across the country

•Worked with fraud department to ensure credit accuracy and security

Senior Fund Representative JP Morgan Group

EQUISERVE FINANCIAL SERVICES-Canton, MA

December 2003 to May 2004

•Answered shareholders questions in regards to foreign stock

•Assisted management with the processes necessary when JP Morgan became transfer agent for newcompanies

•Worked closely with new hires answering questions regarding legal processing guidelines as writtenby the FTC

•Made quick sheets available to staff with FTC guidelines regarding sales, transfers, or probate issues

•Processed Sales and Transfer Requests

•Assisted Probate Attorneys with legal requirements for the transfer of stock

•Researched stock certificates and assisted clients with value and share balances

•Worked on special projects as needed

•Sent correspondence to clients if documentation required was incomplete or missing

•Responsible for researching old stock certificates and determining the transfer agent holding them

•Assisted Junior Representatives with questions / problems in processing sell, transfer requests

Education

BA in Psychology

Southern New Hampshire University - Work at Home

November 2015 to June 2017

Associate in Psychology

Suffolk University Boston - Boston, MA 1994 to 1997

Dedham High School - Dedham, MA

1986 to 1990

Skills

•Customer Service

•Cellular

•Sales

•Retail

•Cash Handling

•MS Office

•Excel

•Microsoft Word

•Microsoft Office

•Inventory

•Marketing

•Management

•Insurance sales

•Medicare

•Underwriting

•Time management

•Financial services

•CRM software

•Product management

•Microsoft Excel

•Telemarketing

•Microsoft Outlook

•Typing

•Communication skills

•Negotiation

•Sales

•Negotiation

•Outside sales

•Customer relationship management

•CRM software

•Insurance sales

•Salesforce

•Customer service

•Team management

•Proposal writing

•Typing

•Research

•Training & development

•Sports coaching

•Residential painting

•Communication skills

•Leadership

•Management

•Marketing

•Direct sales

•Sales management

•Retail math

•Banking

•Mobile devices

•Writing skills

•Microsoft Office

•Bank Secrecy Act

•Relationship management

•Cash handling

•Credit analysis

•Financial services

•Supervising experience

•Product management

•Microsoft Word

•Microsoft Excel

•Microsoft Outlook

•Math

•Computer skills

•Door-to-door

•Computer literacy

•Social media management

•Fundraising

Certifications and Licenses

Licensed Insurance Agent

February 2021 to December 2024 Certified Scrum Master

Insurance Producer License

Life Insurance License

Driver's License

Assessments

Customer service — Proficient

October 2021

Identifying and resolving common customer issues Full results: Proficient

Administrative assistant/receptionist — Proficient November 2022

Using basic scheduling and organizational skills in an office setting

Full results: Proficient

Sales fit — Proficient

February 2022

Measures the traits that are important for success in sales positions

Full results: Proficient

Customer focus & orientation — Proficient June 2023

Responding to customer situations with sensitivity Full results: Proficient

Sales skills — Proficient

December 2022

Influencing and negotiating with customers Full results: Proficient

Customer service — Proficient

June 2023

Identifying and resolving common customer issues Full results: Proficient

Administrative assistant/receptionist — Proficient November 2021

Using basic scheduling and organizational skills in an office setting

Full results: Proficient

Work motivation — Proficient

February 2023

Level of motivation and discipline applied toward work

Full results: Proficient

Sales skills — Proficient

September 2021

Influencing and negotiating with customers Full results: Proficient

Outside sales — Proficient

December 2023

Understanding and responding appropriately in sales scenarios, and performing common sales calculations

Full results: Proficient

Call center customer service — Proficient

October 2021

Demonstrating customer service skills in a call center setting

Full results: Proficient

Customer focus & orientation — Proficient October 2021

Responding to customer situations with sensitivity Full results: Proficient

Customer service — Proficient

November 2022

Identifying and resolving common customer issues

Full results: Proficient

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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