
Jamaal Forman
Customer Service Representative

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About me
Senior Manager | Prospect Center, New Business Quoting at Sun Life Financial
Education

University of Maine
2003 - 2008Sociology SociologyActivities and Societies: University of Maine NCAA Division 1aa Varsity Football Athlete, 2003-08 Black Student Union, 2003-08 Athletes For Sexual Responsibility, 2005-08 Student Athlete Advisory Council, 2006-08 UMaine Hip-Hop Dance Club, 2005-08 Dance Club, 2004 Sociology Club, 2007-08 Intramural Basketball, 2003-08 Latin Dance Club, 2004-05

University of Maine
2003 - 2008Child and Family Relations/ Human Development Human Resources Development
Experience

DICK'S Sporting Goods
May 2005 - Sept 2007Customer Service RepresentativeDicks Sporting Goods, Bangor, ME 2005-2007-Customer Service Representative.-Cultivated client relationships to work towards increasing customer satisfaction and repeat sales.-Offered and explained new products to customers to meet sales objectives.-Anticipated challenges and developed logical solutions.-Worked to organize and arrange sales floor.

Kohl's Department Stores
May 2008 - Jan 2013Assistant Store Manager-Consistently utilize available resources to exceed sales plan and maintain expense control. -Lead, encourage and develop a large team of associates.-Focus on monitoring payroll and store expenses.-Lead merchandise presentations.-Conduct energizing huddles and touch bases to motivate and inform associates to do their best.-Maintain performance evaluations and conduct performance reviews semi-annually.-Communicate clearly and effectively with all audiences.-A-team Captain of ‘Kohl’s Cares for Kids’ Program in Store 766 Stoughton location. Program provides the opportunity to store associates to volunteer their time for non-profit, youth-serving organizations. Show less

Christmas Tree Shops
Jan 2013 - Aug 2013HR/Operations Manager-Managed the hiring process including interviews and orientations.-Develop and lead associates on all front end, cash office, and customer service procedures.-Maintain appropriate staffing metrics with available store payroll via Kronos system.-Kept store standards to company expectations.-Motivate and encourage associates at front end to service customers to the highest standards.-Maintain performance evaluations and conduct performance reviews semi-annually.-Lead store staff trainings and development meetings.-Lead and cultivated service standards throughout the building.-Provided notes and lead conference calls for management staff. Show less

Sun Life
Aug 2013 - now- Partner with Employee Benefit Reps (EBR) in the implementation and execution of the territory sales plan. - Provide EBR case level support; generating and customizing proposals, delivering and following-up on proposals, capturing final outcome and identifying sold plan designs.- Maintain an effective opportunity pipeline for each territory, utilizing our CRM (Salesforce).- Partner closely with the Quote Associates and Underwriting to develop competitive solutions for our clients- Service existing Sun Life brokers by responding to phone calls and emails. - Provide inbound phone queue coverage; as necessary, responding to product, sales and marketing questions presented by brokers calling the department’s inbound 800 number. - Maintain and update Client Relationship Management system regarding activities in designated territories.- Develop new prospects and maintain existing relationships to increase sales in the territory via proactive sales calls, e-mails and marketing campaigns.- Research and mine the existing block of business for new sales opportunities. - Act as a liaison between the home office and EBRs in the field.- Prepare and distribute marketing materials to EBRs and brokers.- Maintain an in-depth knowledge of the Sun Life products, services and process, the overall Employee Benefit industry and competitive landscape.- Acquire and maintain an active Life, Accident and Health Insurance producer license in your State of residence (within 90 days of hire) Show less Quote Associate-Partner with Small Business Sales Representative to produce proposals for prospects customized to employer needs.-Demonstrated a responsive, service oriented professional approach to brokers, Sun Life clients, and members of the Sun Life community.-Approached work in an organized fashion and established an effective system for following-up on outstanding details. -Worked effectively in a high volume, transaction oriented environment.-Exhibited strong decision making and problem solving skills. Show less
Senior Manager
Aug 2019 - nowEmployee Benefits Internal Sales Representative
Apr 2015 - nowSmall Business Sales Coordinator
Aug 2013 - Apr 2015
Licenses & Certifications

Producer License; Life, Accident & Health Lines of Authority
State of New HampshireJul 2015
Languages
- enEnglish
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