Customer Service Sales Representative

Marnee L Schuller

Phoenix, AZ ***** • Home: 602-***-**** • Cell: 602-***-**** • ad8xeb@r.postjobfree.com Professional Summary

To obtain a sales position within the Insurance industry with a company who promotes individual and team development. Seasoned Medicare Inside Sales Representative with 13 years of experience in the contact center industry. Proven ability to generate leads, qualify prospects, and close sales. Strong customer service and relationship-building skills. Collaborative individual with expertise in providing exemplary service regarding benefits support. Multitasking Benefits Specialist knowledgeable in state and federal regulations and maintaining employee confidentiality. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Skills

• Skills/Software Proficiency

Currently hold active Life and Health

Insurance licenses in AZ.

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Currently hold active non-resident Life and

Health producer licenses in all 50 states.

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8 years insurance sales experience, 13 years call

center and customer service experience.

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Proficient in Windows O/S, MS Office, Outlook

and Lotus Notes applications.

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Work History

Licensed Telesales Representative, 06/2024 to 08/2024 CNO Colonial Penn Life Insurance – Phoenix, AZ

Assist members and prospective members using a consultative approach to find a medicare plan that would meet their needs and assist with setting appointments or enrolling in the plan consistent with company directives

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Reach out to members and prospective members to offer supplemental medicare options and dental or vision plans and enroll on preferred plan.

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• Enhanced customer satisfaction by providing prompt and accurate responses to inquiries. Expanded client base through proactive prospecting and building strong relationships with potential customers.

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Consistently exceeded sales targets by utilizing effective upselling techniques and persuasive communication skills.

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• Streamlined the sales process by implementing efficient time management strategies and prioritizing tasks.

Supported team members in achieving shared goals, contributing to a collaborative work environment.

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Reduced call handling time by quickly resolving customer issues and addressing concerns professionally.

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Improved product knowledge, attending regular training sessions and staying updated on industry trends.

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Boosted conversion rates through skillful negotiation tactics and overcoming objections from potential customers.

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Supported new team members in adapting to company processes quickly, serving as a mentor for best practices in telesales operations.

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Adapted communication styles according to individual client preferences while adhering to professional standards, facilitating rapport building.

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• Recorded contact information of customers

• Built relationships with customers using strong persuasion and active listening skills. Answered questions about company offerings with knowledgeable responses about products and services.

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• Answered calls, took messages, and transferred calls to correct individuals. Delivered scripted sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.

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• Completed daily cold calling and outreach to build sales pipeline.

• Recorded and updated customer information in online systems.

• Followed up with customers to solicit further sales. Handled high-volume telemarketing operations with expert use of client management software and computer dialing.

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• Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.

• Completed daily and weekly sales reporting using assigned tools.

• Called prospective customers in designated market area to qualify leads.

• Informed current and prospective customers of promotions and new or upgraded products.

• Asked pertinent questions to understand customer requirements.

• Qualified leads and set up customer appointments for outside sales team.

• Conducted database research to identify potential leads and determine contact information.

• Educated customers on product and service benefits, explaining features and answering questions.

• Pitched products and services to potential customers, securing new deals and sales opportunities.

• Utilized sales techniques to build customer interest and close sales. Generated leads and established relationships with potential customers through outbound telephone calls.

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• Explained product prices and packages as well as answered questions and addressed concerns of customers.

Asked relevant questions to assist customers with selecting needed or requested products and services.

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• Set up appointments with interested customers according to schedule availability.

• Made average of 120 outbound and inbound calls per day.

• Developed extensive knowledge of products and services to better assist customers. Provided information about available products and services, membership details, and purchase advantages.

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• Documented customer interactions and transactions, maintaining accurate records of all dealings.

• Observed and learned changing customer requirements and adapted sales strategies as needed.

• Followed up with customers to confirm satisfaction with purchases and resolve last-minute issues. Provided valuable feedback to management regarding customer concerns and market trends, contributing to the ongoing improvement of company strategies.

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Inside Sales Representative, 09/2023 to 04/2024

Healthshare360 – Remote AZ

Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.

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Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.

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Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for upselling and crossselling.

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Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.

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Licensed Senior Benefits Consultant II, 05/2020 to 08/2023 GoHealth LLC – Chicago, IL

• Proven track record of selling Medicare and Individual Health Insurance policies Assist prospective members by implementing a consultative sales approach and helping to match a medicare plan on a medicare marketplace that would meet their needs

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• Meet and exceed metrics for AHT, compliance and schedule adherence Meet and exceed lead generation and telesales goals simultaneously on both inbound and outbound platforms

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Ensured compliance with federal, state, and local regulations by maintaining up-to-date knowledge of relevant laws and updating internal policies accordingly.

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Inside Sales Representative, 03/2019 to 04/2020

The Hartford – Scottsdale, AZ

Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.

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Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.

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Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for upselling and crossselling.

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Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.

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Inside Sales Specialist, 03/2018 to 04/2019

Bank Of America – Phoenix, AZ

Increased sales revenue by efficiently managing a high volume of inbound leads and promptly responding to customer inquiries.

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Developed strong client relationships through effective communication, understanding their needs, and providing tailored sales solutions.

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Streamlined the sales process by implementing CRM software to track lead progress, organize customer information, and monitor sales performance.

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Collaborated with marketing team to develop targeted campaigns for specific products and services, resulting in increased lead generation.

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Delivered exceptional customer service by addressing concerns promptly, ensuring repeat business and generating positive referrals.

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Consistently met or exceeded monthly sales quotas by employing strategic selling techniques and leveraging product knowledge expertise.

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Enhanced team collaboration by sharing successful strategies during weekly meetings, fostering an environment of continuous learning and improvement.

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Boosted client retention rates through diligent follow-up activities such as post-sale calls, order updates, and satisfaction surveys.

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Generated detailed reports outlining individual performance metrics for review at quarterly evaluations.

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Served as a company ambassador by maintaining a professional demeanor in all interactions and consistently upholding the highest ethical standards.

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• Answered customers' questions regarding products, prices, and availability.

• Developed and deepened customer relationships to drive revenue growth.

• Used digital methods and traditional telephone approaches to generate sales leads.

• Collected information on sales and service issues to coordinate team-wide resolutions. Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.

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• Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.

• Managed friendly and professional customer interactions.

• Determined needs, delivered solutions, and overcame objections through consultative selling skills.

• Set up new accounts, established customer credit and set up payment methods. Developed strategic relationships with existing customers by learning preferences and managing regular communications.

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• Utilized data and analytics to identify target markets and understand customer needs.

• Prepared and submitted reports to keep management informed of sales activities and progress. Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.

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• Contributed to team objectives in fast-paced environment.

• Informed customers of promotions to increase sales productivity and volume. Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.

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Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

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• Set and achieved company defined sales goals.

Selected correct products based on customer needs, product specifications and applicable regulations.

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• Presented professional image consistent with company's brand values. Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

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• Maintained current knowledge of evolving changes in marketplace.

• Achieved or exceeded company-defined sales quotas. Business Tele-Banker III, 07/1998 to 03/2006

JP Morgan Chase

• Provide world-class customer service in a fast paced, inbound call center environment

• Meet and exceed metrics for AHT, compliance and schedule adherence

• Perform maintenance on existing accounts by means of same call resolution

• Process both small business owner and consumer new credit card applications Further strengthen business relationships with existing clients in order to leverage new sales opportunities

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Education

B.A. De: Business Psychology

Harper Community College

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