Results-Driven Project, Sales & Service Leader
Resume:
Rose A.
Thompson
Executive Summary
COMMITMENT LEADERSHIP INTEGRITY
Highly focused and results oriented professional, able to relate to people at all levels of business, a
collaborator that understands the value of working together, initiative-taking with more than 15+ years’ experience in Project management, Sales/Marketing, and Customer Service.
Experience November 2023
Mutual of Omaha Insurance Product Sales Analyst
Provide support to Sales as assigned. Proactively manage quote activity and broker processes. receive RFPs from brokers, consultants and agents. Prepare proposals, follow- up with requests to ensure a timely response, and review written proposals prior to presentation. Work with Underwriting with premium quote/rates to determine appropriate rate and make revisions as necessary. Complete other case processing including Broker of Record entry, revisions and commission changes. Following the close of a sale, coordinate installation process by partnering with appropriate parties, using appropriate systems and ensure accuracy of paperwork (including master application). Ensure compliance of State Insurance Department regulations. Remain abreast of industry trends and product knowledge.
March 2022 – November 2023
American Express Platinum Customer Care Compliance Specialist Maintain the resilience to work in a fast-paced and dynamic environment, multi- tasking using multiple systems and digital tools to service our Card Members. Deliver world-class customer service and build meaningful relationships, Cross sale other card products and promotions, while responding to card members various inquiries regarding product and services, verify and process claims for refund, cross-sell promotions, and work in conjunction with varied other departments resolve complex process or system issues, explain the Terms & Conditions to card members. Deescalate card members concerns and provide world class travel, concierge and cruise and tours services for corporate and personal customer experience, all while meeting and exceeding performance metrics, excellent negotiating, influencing and resourcefulness skills. Aug 2019 – Feb 2022
Silver Water Home Solutions Executive Assistant, Houston, TX Reported to Company CEO, monitor sales target reports and updated metrics, answer various vendor questions regarding products and services, Manage CRM database, coordinate training schedules, book travel arrangements for sales and marketing team, handle accounts payable and receivables, proof read documents, coordinate team events with Marketing to organize and implement ad campaigns, manage Google Ads, provide data to Sales and Marketing on how clients were moving through the sales funnel, assist with developing information for promo’s, track and report performance metrics, validate and process request for program refunds, keep clients up-to-date on their project stage statuses. Apr 2008 – July 2017
Shell Trading US Company Supply Chain Coordinator, Houston, TX Manage northeast and gulf coast transportation operations for multi-site terminals and refinery for chemical products, negotiate tank lease agreements, elect small package carriers that resulted in $30k annual savings, ISO certified for delivery of raw materials and finished goods, worked with project managers to prioritize needs and demand planning, advised stakeholders on freight economics and other commercial factors relevant to potential market opportunities, generate optimizations and value add initiatives, work to establish and maintain Service Level Agreements with 12 Product Business Unit’s, B2B and B2C support across fourteen trade books, Stakeholders consolidate and organize metrics (data) from freight shipments versus demand and utilize in commercial procurement strategy and business alignment engagement with Product Business Units. Education
Wayne State University
Omaha, NE
Studied Business
Communication
Skills
• Value Propositions
• Business
development
• Marketing and Sales
• Training & motivating
Staff
• Project Management
• Collaborative
• Process mapping and
charting
• Compliance
• Stellar work ethic
• Excellent Customer
Service
• Active member of
Women’s Global
Leadership 2012-2017
Additional Skills
MS Office Suite, Excel,
Power point, Salesforce,
SAP, SaaS, Adobe, Zoom,
Salesforce, HTML,
SharePoint, QA, Zendesk,
ZOHO and Keap
Contact
******.**********@*****.***
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