Sales & Service Pro
Resume:
John Verburg
*************@*****.***
Muncie, In, 4630
Summary:
● Former licensed Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and ability to develop loyal customer relationships.
● Detail-oriented, promoting undeniable talents in Communication and Persuasion.
● Engaging and personable with the ability to promote a "client first" mentality.
● Highly effective at juggling multiple responsibilities at once and providing positive service. Known for top-notch service and great work ethic.
Work History:
Trio Community
August 2022 - Present
Delivery Driver
● Delivered Boxes of packaged meals to clients covered by medicare.
● Run a weekly delivery route.
Carefree Healthcare -
January 2022 – July 2022
Licensed Agent
● Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
● Responsible for answering incoming calls processing policy changes, updated contact information and reviewed claims.
● Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
● Analyzed customer requirements to determine which products or services would provide best fit. Organized and coordinated meetings and conference calls with various individuals.
● Scanned, received and sent faxes to appropriate departments, including insurance claims, co-pay assistance information and patient documentation.
● Displayed consistent, positive attitude even during high-stress situations. New York Life & United Healthcare - Teleperformance Hobart, IN November 2019 - March 2021
Licensed Agent & CSR
● Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
● Responsible for answering incoming calls processing policy changes, updated contact information and reviewed claims.
● Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
● Analyzed customer requirements to determine which products or services would provide best fit. Organized and coordinated meetings and conference calls with various individuals.
● Scanned, received and sent faxes to appropriate departments, including insurance claims, co-pay assistance information and patient documentation.
● Displayed consistent, positive attitude even during high-stress situations. Sun N Fun RV Resort, Sarasota, FL
November 2018 - May 2019
Bar & Restaurant Manager
● Managed team of 8 employees, overseeing hiring, training, and professional growth of employees.
● Carefully interviewed, selected, trained and supervised staff.
● Often filling in as a short order cook or bartender to ensure customer satisfaction.
● Purchased adequate quantities of necessary restaurant items, including food, beverages, equipment and supplies.
● Developed and managed business plans to promote profitable food and beverage sales.
● Scheduled numerous reservations and managed seating arrangements simultaneously during season in high-traffic restaurant while maintaining calm, professional demeanor.
● Promoted business through participation in and sponsorship of community events, including Chamber of Commerce and SBA events.
● Verified prepared food met all standards for quality and quantity before serving to customers.
● Developed, implemented and managed plans to promote profitable food and beverage sales.
● Maintained effective supply levels by monitoring and reordering food stock and dry goods. CarterWill- Inside Out Paychex Contract, Sarasota, FL April 2018 - July 2018
Inside Sales Marketing Representative
● Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
● Performed housekeeping on master corporate Salesforce database.
● Collaborated with marketing department to build campaigns with optimized targeting.
● Assessed sales activities, managed leads and pursued every opportunity to improve close ratio.
● Qualified, connected with and converted leads for Payroll l and HRM Package Paychex Flex SAS platform software solutions.
● Exceeded targeted sales goals through continuous pursuit of new sales opportunities and expert closing of customer deals.
● Developed strategic relationships with existing customers by learning preferences and managing regular communications.
Vengroff Williams-Staples Contract, Sarasota, Florida March 2017 - March 2018
Accounts Receivable
● Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
● Reviewed the analytics to anal to minimize account delinquency.
● Initiated outbound calls to collect, and secure payments for aging invoices.
● Reconciled accounts by processing payments, credits, debit, offsets and would correct misapplications.
● Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
● Contacted internal and external customers to obtain documentation to support invoices and claims.
● Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
● Analyzed aging reports to identify trends and patterns causing missed collections. Acorn Management Group, Sarasota, FL
March 2016 - September 2016
Investment Consultant
● Made outbound calls to stock brokers to initiate contact, and maintained relationships with existing clients.
● Offered investment strategies plus timelines for stocks to offer their clients.
● Responsible for documenting calls in CRM and advancing them through assigned projects.
● Cultivated and strengthened relationships with new clients and educated Brokers on ground floor opportunities to share with clients.
● Researched Client industry comparable, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers. Bealls Inc, Bradenton, Florida
September 2015 - March 2016
Fraud Support Representative
● Responsible for processing, reviewing and identifying debit, and credit card e-commerce transactions for fraudulent activity.
● Investigate suspicious activity by contacting financial institutions to verify the identity to compile reports to stop the loss department for appropriate action.
● Analyzed large amounts of data to find patterns of fraud and anomalies.
● Contacted customers directly to notify of fraudulent activity and minimize impacts.
● Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
● Provided exemplary level of customer service to all individuals, including clients and company personnel.
● Gathered evidence, which included recorded and written statements, financial documentation and audio materials for examination.
● Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
● Coached employees through day-to-day work and complex problems.
● Assessed personnel performance and implemented incentives and team-building events to boost morale.
● Maintained current and compliant financial records, monitoring and addressing variances through detailed analyses.
A.P.A.C- Detroit Energy Contract, Sarasota, FL
June 2014 - August 2015
Warranty Administrator
● Answer a high volume of inbound calls to assist clients with billing inquiries, disputes, re-allocations and process payments for their appliance repair programs.
● Schedule service calls with to facilitate repairs.
● Also responsible for enrolling news client and selling additional services while following quality assurance guidelines.
● Oversaw logistics for incoming replacement parts and outgoing shipments of defective components.
● Gathered paperwork and contacted customers to book appointments. Jackson Hewitt, Sarasota, Florida
November 2012 - March 2013
Help Desk Tax Support Representative
● Loaded software, granted permissions and configured hardware for new employees as part of onboarding process.
● Removed malware, ransomware and other threats from laptops and desktop systems.
● Configured hardware, devices and software to set up work stations for employees.
● Oversaw team of 250 tax professionals handling up to 300 clients per year.
● Facilitated integration of modern tax software with client accounting software.
● Assessed personnel performance and implemented incentives and team-building events to boost morale.
Robson Co
April 2008 - May 2009
LED Sign Repair Technician
● Responsible for handling incoming technical support calls advised clients how to install and configure and use the product.
● Responsible for scheduling, planning and making travel arrangements for my service runs nationwide for onsite repairs.
● Assisted with the manufacturing, ordering supplies, and shipping and receiving.
● Conducted diagnostic procedures to determine root cause of customer problems and provide accurate repair recommendations.
● Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
JP Morgan, Chase Bank, Venice, FL
August 2005 - September 2006
Personal Banker
● Helped to acquire, retain and expand on new and existing client relationships by proactively contacting and interacting with customers to create a positive customer experience.
● Profiled them uncover their needs and future goals and developed a plan to meet their goals.
● Personally, responsible for bringing in over six million dollars in new assets, in addition to exceeding my monthly goals foe loans.
● Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
● Promoted all financial products by maintaining excellent service offering knowledge.
● Supported various financial modeling activities, including acquisition analysis, new market investment, pricing and costs for $[Amount] deal analysis.
● Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
JP Morgan Investor Services, Tampa, FL
June 2004 - July 2005
Options Trader
● Answered inbound calls to answer account inquiries and executed buy/sell orders for securities transactions.
● Addition I assisted clients with technical support resolving connectivity problems with their browsers
(IE, Mozilla/Firefox, Netscape, Opera, Safari) and financial software (MS Money, Excel, Quicken, QuickBooks, Turbotax.
● Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
● Maintained relationships with client’s long term.
● Created daily market recaps and profit and loss information to site directorat close of each trading day.
● Conducted research to answer questions and handle issues using multiple systems and resources.
● Reviewed Time & sale to dispute & correct the fills by calling the exchanges.
● Made fast decisions based on fluctuating market resulting in profit.
● Assessed hourly market conditions to look for hedge and arbitrage opportunities.
● Prepared contracts and related documentation according to strict standards.
● Oversaw contract performance with preferred partners by managing override payment, performance and projection.
● Managed intake of stop-loss RFPs, fulfilled RFPs from internal underwriting team and preferred partners, tracked RFP performance and made recommendations to management for changes to products and policies.
● Developed advanced product knowledge to share current information while generating and delivering products quotes.
● Directed clinical support of actuarial, underwriting and claims management in identifying and managing client specific risks and risk trends.
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