Jose Rosas

Experience

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  Crossland Office Equipment DBA Digital Business Systems

  Oct 1999 - May 2003

  Account Manager
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  Crossland Business Equipment

  Jun 2003 - Jul 2005

  Sales Representative

  A Yuma Office Equipment company an office technology provider; Responsibilities: Maintain customer base and get new customers. Find qualified prospects for a document/imaging cost evaluation. Elaborate a comprehensive executive level cost analysis, based on an enterprise wide study of all printed paper devices and report the findings to key business managers and owners.

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  AM Copiers

  Jul 2005 - Oct 2010

  Sales Representative

  Promote company products and services to the business community in Imperial county.Find qualified prospects to present SHARP office solutions. Responsible to Maintain current customer base and develop new areas of service in paper production environments and software integration,

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  Pitney Bowes

  Oct 2010 - Jan 2011

  Senior Account Manager

  Helping local business and organizations to understand the mail stream process and discover areas in their process that could be improve with PB solutions (hardware-software). This solutions will deliver new efficiencies in their document workflow, improve customer communication, reducing cost and increasing company profits.

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  Copygraphix

  Dec 2012 - Sept 2018

  Account Manager
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  World Financial Group (WFG)

  May 2016 - Aug 2020

  Helping people understand how money works and giving them the right information that is crucial for their financial future. Through our educational program, we show people how to increase their cash flow, manage their debt, create an emergency fund for tough times, build long-term asset accumulation, provide proper protection for their families, and preserve their estate for future generations. Self-motivated and passioned to educate individuals and families on personal finances and their options, providing strategies that allow reaching their dreams and goals. Service above self, always. FREE of charge.

  • Financial Educator

    Jun 2016 - Aug 2020

  • Financial Educator

    May 2016 - Jun 2020
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  C3/CustomerContactChannels, Inc.

  Apr 2018 - Aug 2019

  Customer Service Representative

  Providing outstanding service acting as the primary point of contact for the customer regarding products and services related to client programs (Humana Pharmacy). Provide callers with thorough service that builds relationships, resolving issues and increasing overall trust and satisfaction in client provided products and services.-Professionally handle a high volume of an incoming call -Thoroughly and efficiently gather customer information; asseses and fullfill customer needs and educate the customer where applicable regarding products and services.-Ability to utilize and navigate multiple systems simultaneously -Continues to evaluate and identify opportunities to drive process improvement that positively impact clients and customer.-Responsible for call disposition or compiling and generating reports as required.-Gather accrued customer information and maintaining current customer records in CRM Show less

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  Intuit

  Aug 2019 - Apr 2020

  Inside Sales Consultant

  Acting as the primary point of contact for customers regarding products and services related toclient programs. Helping increasing sales and revenue by filtering customer calls to the rightdepartment based on their needs and or demands.

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  VERIFONE LIMITED

  Oct 2020 - Jun 2021

  Technical Customer Service Representative

  Essential Duties and Responsibilities: Assists customers with installation, operational, maintenance, and or training-related inquiries for products and applications.Assists team members with customer call support.Follows documentation and training materials to diagnose, resolve and escalate customers’ calls.Diagnoses mechanical, hardware, software, and systems failures using established procedures.Develop and maintain positive customer relations while coordinating with various functions within the company to ensure customer requests are handled appropriately and in a timely manner. Knowledge and Experience: Excellent knowledge of customer service practices and procedures. Stellar telephone and communications skills. Demonstrates self-control and empathy of customer situations.Excellent knowledge of customer service practices and proceduresStrong telephone and communications skillsPractical computer skills including use of MS Windows and MS OfficeFamiliarity with standard internet technologiesBasic knowledge and understanding of the payment processing industryAccurately type 25 words per minute Show less

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  GoHealth

  Oct 2021 - Aug 2022

  Senior Medicare Consultant

  ResponsibilitiesPrimarily handle inbound calls from consumers interested in saving on their Medicare expenses and optimizing their benefits coverage while also helping build your client portfolio through outbound consumer engagement efforts trusted expert on all things Medicare insurance-related and have access to the nation's best carriers (Humana, Anthem, UnitedHealthcare & more!). Your goal will be to match customers with an insurance plan that fits their needs and budget. Assess and identify the needs of your customer over the phone Make the complex buying experience of healthcare transparent and easy to navigate. Educate and Effectively sell health insurance plans and products to customers.Demonstrate excellent customer service, as the face of our business. Show less