ANA M. SANTOS
Lancaster
Summary
Achieved industry-leading customer and revenue growth by leveraging top-notch abilities in networking and lead development. Demonstrated success in converting prospects into new business clients, servicing accounts and maintaining consistent sales/ customer service levels. Skilled in creating relationships and engaging clients. Building great rep-or applying communication skills and multitasking abilities.
Overview
7
7
years of professional experience
Work History
Teacher's Assistant
Lifesource Charter School
02.2024 - Current
- Supported student learning objectives through personalized and small group assistance.
- Collaborated with teachers for lesson preparation by preparing materials and setting up equipment.
- Documented student progress and communicated with parents to keep informed.
- Supported classroom maintenance and upkeep, organizing books, and materials.
- Maintained safety and security by overseeing students in recess environments.
- Assisted lead teachers with lesson plan creation and materials development .
- Tutored struggling students individually and in small groups to reinforce learning concepts.
- Helped with grading assignments and tests, providing constructive feedback to students based on results.
- Fostered strong relationships with parents through regular communication about student progress, concerns, and achievements.
- Encouraged critical thinking through use of problem-solving activities in classroom.
Sales Support Associate
Aetna, CVS Health
07.2023 - 02.2024
- As a Sale Support Consultant I provide assistance with health insurance quotes for new business. This is for companies with employees that obtain and provide health insurance to their employed staff with yearly renewals.
- I provide one on one communication with account specialists, management and brokers through emails using outlook.
- I am provided with RFP's ( Proposal Request's ) which are excel sheets that contain personal private information such as SSN's, Full Names, DOB, and dependents information etc. For opted in employees selecting health insurance coverage. I take their business requests with changes requested for that year of coverage. I then verify company information in sales force and match their current year plan or flex plans to match requested benefits. Such as PPO's, HMO's and private coverages across the United States.
- My primarily responsibilities will include review and processing of RFPs (proposal requests) Including being able to articulate a value proposition with Sales Executives and Account Managers and working together to position new business proposals. Additionally, being able to multi-task to accomplish workload efficiently and by coordinating with sales and underwriting to ensure timeliness and quality of proposals and managing multiple prospects and sales support activities at various stages of the sales process by following established set processes. I follows up with underwriters, brokers/plan sponsors if additional information is needed to submit the case in a timely manner. Navigating through multiple systems Salesforce, CPQ, CCFE, Outlook and reading verifying medical documents. Altering and flexing medical copays, deductible and insurance coverage to match current rates.
Sales Representative
BusinessRocket.com
07.2022 - 07.2023
- Educated clients on steps to file LLC’s, DBA’s, Non - Profits, Corporations, Taxes & Permit services with the state. Provided service for all 50 states in the U.S. Responsible for answering inbound, outbound calls, emails and live chats to interested clients. To ensure 100% accuracy and reassurance.
- 40-60 estimated calls a day, while attending google meetings with scheduled clients.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Sales/CSR
Truckstop.com
05.2021 - 07.2022
- Provided customer service through inbound, outbound calls, emails and live chats. Estimated calls per day were 45 - 70. Promising client satisfaction.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Computed total costs and profit requirements for customer sales to provide accurate pricing.
- Communicated client satisfaction trends and product usage to marketing, sales and product development groups.
- Provided carrier statuses to clients calling in about their authority with DOT, MC, AND INTRASTATE NUMBERS regarding their transits for freight brokers.
- Analyzing insurance certificates, to ensure licensed coverage by insurance brokers.
- Assisting with chats, for easy connections with insurance agents , clients and brokers.
- Working with big corporate companies , Amazon , Walmart , CH Robinson, LLC's and DBA companies.
- Selling and closing our load board services and cargo coverage for brokers and carriers.
- Helping with registration questions with brokers and carriers doing registration packages to attach with future brokers.
Sales Representative
Deluxe Corporation
05.2018 - 05.2021
- Taking incoming calls providing great customer service being a sales consultant to a average of 45-65 calls a day.
- Up selling product to bankers, businesses owners, small business owners, school districts, contractors etc.
- Printing and designing custom products to my clients new and reoccurring callers.
- Build great relationships with clients, answering calls, emails, faxes.
- Fast paced job that involves multitasking and keeping up high energy. Ensuring clients ended a call with a smile.
- Negotiating prices, with clients up selling products and stating savings in bulk unit prices.
- Sending follow up emails and calls staying connected with future business, very competitive and had monthly goals always a over achiever in my title of being a gold sales agent.
- Trained new hires, did side by sides with co-workers coached and held meetings to help our team be #1 three years in a row.
- Worked with software, outlook, bisnet, comet, sales force, ps print, pos, power point, citric, avaya, vpn, ink head, bags & bows etc.
- Managed four department call ques.
- Administrative assistant sold quick books, sage, products amongst other software's. Guided business owners on how to use their software's. Consulted them in which products best suit their business from business/personal checks, statements,invoices,purchase orders and custom products.
Education
High School Diploma -
East Side High School
Lancaster05.2013
Skills
- Customer Service
- Health Insurance
- Remote
- Salesforce
- Outlook
- Sales Expertise
- Admin
- 50 WPM and Over
Timeline
Teacher's Assistant
Lifesource Charter School
02.2024 - Current
Sales Support Associate
Aetna, CVS Health
07.2023 - 02.2024
Sales Representative
BusinessRocket.com
07.2022 - 07.2023
Sales/CSR
Truckstop.com
05.2021 - 07.2022
Sales Representative
Deluxe Corporation
05.2018 - 05.2021
High School Diploma -
East Side High School
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