JULIE ROBERTS
Vulcan
Summary
Dedicated Customer Service and Sales Representative motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with clients and build valuable relationships. Reliable and driven with strong time management and prioritization abilities.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Certified Account Manager/Insurance Division
Randstad Staffing
10.2021 - 11.2023
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
BUSINESS DEVELOPMENT REPRESENTATIVE
Staple Energy Distribution Resources
03.2018 - 10.2020
- Arranged potential client contacts, cultivated relationships and followed through all service needs.
- Leveraged effective networking strategies to generate new business opportunities.
- Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.
- Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
SALES REPRESENTATIVE
Alice R. Fahey Insurance Agency
01.2015 - 03.2017
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Processed applications, payments, corrections, endorsements and cancellations.
- Research coverage and premium options and supplied clients with the best coverage available.
OFFICE MANAGER/SALES REPRESENTATIVE
Barbara Young Insurance Agency
01.2008 - 12.2015
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Pursued continuing education and training programs to continue professional development.
- Promoted client retention through high quality service and follow through.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Maintained CRM database with customer updates and report generation.
SALES REPRESENTATIVE
Barbara Young Insurance Agency
02.2005 - 01.2008
- Promoted agency products to customers in person, on the telephone and in writing.
- Developed and delivered engaging sales presentations to convey product benefits.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Education
Some College (No Degree) - General Arts And Science
Sheridan College
Oakville, OntarioSkills
- Business-to-customer expertise
- Self-motivated professional
- Teamwork
- Verbal and Written Communication
- Detail-Oriented
- Product and Service Promotion
- Relationship Building
- Customer Service
- Previously LLQP and OTL licensed
- Strong Insurance knowledge
- Proficient in Microsoft Office
- Account management
- Client relations
Certification
- LLQP
- OTL
Previous Licenses
LLQP
OTL
Past licensing
LLQP
OTL
Previous Licensing
LLQP
OTL
Timeline
Certified Account Manager/Insurance Division
Randstad Staffing
10.2021 - 11.2023
BUSINESS DEVELOPMENT REPRESENTATIVE
Staple Energy Distribution Resources
03.2018 - 10.2020
SALES REPRESENTATIVE
Alice R. Fahey Insurance Agency
01.2015 - 03.2017
OFFICE MANAGER/SALES REPRESENTATIVE
Barbara Young Insurance Agency
01.2008 - 12.2015
SALES REPRESENTATIVE
Barbara Young Insurance Agency
02.2005 - 01.2008
Some College (No Degree) - General Arts And Science
Sheridan College
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