Experience

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  King price insurance

  Dec 2016 - Aug 2020

  Sales team lead

  -Develop and execute sales strategies for short term insurance products using previous sales data (utilized Excel spreadsheets to identify a high policy cancellation rate. Investigated and discovered clients' lack of education on excess-premium correlation. Implemented a proactive rule, explaining the difference and obtaining verbal confirmation for client understanding. Result: Reduced cancellations by 10%, driving significant policy retention and customer satisfaction.-Utilized data reports to identify team members falling behind on key performance indicators (KPIs). Strategically trained and upskilled staff to excel in meeting those KPIs, driving a culture of continuous improvement. (Transformed a team member's average sales per day from 1.1 to an impressive 2.9 in 4 months, a remarkable 163% increase)-Monitored and optimized team overall performance, ensuring seamless operations and exceptional customer service. Resolved customer complaints and issues with patience and helpfulness, fostering positive relationships. Show less

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  Global education | the study abroad experts | international education advisors

  Sept 2020 - Jan 2022

  Client care manager

  -Proactively implemented over 1500 client surveys to identify areas of improvement and enhance the overall customer experience. Analyzed survey results to pinpoint key areas for team enhancement and optimization. Strategically addressed feedback, ensuring continuous improvement and heightened customer satisfaction.-Spearheaded the implementation of a cutting-edge reporting/capturing system in Excel, reducing processing times by 20%, optimizing productivity and workflow efficiency.-Generated weekly progress reports, monitoring team productivity across call times, away times, and daily performance. Successfully reduced away and holding times by an impressive 12%, boosting team efficiency and customer satisfaction.-Proficiently managed extensive customer data encompassing contact information, service history, and payment details. Ensured strict adherence to data privacy regulations, maintaining data security and confidentiality. Show less

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  Weavil law pc

  Jan 2022 - now

  Marketing analyst
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  Sierra pacific partners

  Jan 2022 - now

  Client relations specialist

  Review and summarize data from lead sources and gauge ROI for paid adsCreate and monitor satisfaction surveys that were sent out to clientsTrack social media engagement Track campaign performance using dashboards and clean data to be used for reportingGenerate reports and visualize data for management using excel