Immediate Availability: Marketing & Client Relations

Teresa Willette

Marketing & Sales Associate Customer Engagement Specialist Client Relations

Professional Summary

Results-driven marketing and customer service professional with experience building customer relationships, educating clients, identifying customer needs, and delivering exceptional service. Skilled in consultative sales, lead generation, marketing promotions, retail sales support, health and life insurance education, Medicare guidance, and customer retention.

Core Qualifications

• Customer Relationship Management

• Marketing Promotions

• Lead Generation

• Retail Sales

• Customer Service

• Consultative Selling

• Health & Life Insurance Knowledge

• Medicare Education

• HIPAA Compliance

• Microsoft Office

• Team Collaboration

• Problem Solving

Professional Experience

Client Services & Healthcare Professional

Built long-term customer relationships; educated clients; maintained accurate electronic documentation; coordinated with multidisciplinary teams; managed multiple priorities; delivered exceptional customer experiences.

Independent Health & Life Insurance Agent

Educated clients on health, life, and Medicare insurance options; conducted needs assessments; generated leads through networking; maintained compliance and strong client relationships.

Customer Service Representative

Resolved customer concerns, scheduled appointments, processed documentation accurately, and collaborated with team members.

Retail Sales Associate

Assisted customers, promoted merchandise, processed transactions, and built repeat business through excellent service.

Education

Master of Business Administration (MBA)

Concentration: Public Health Administration

Licenses & Training

Licensed Health & Life Insurance Agent

Medicare Training

HIPAA Privacy & Confidentiality

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