Tyler S. Heim
Newport Beach
Summary
Motivated individual with experience in customer service, sales and operation. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
12
12
years of professional experience
Work History
Licensed Heath Insurance Agent
Assurance IQ
10.2023 - 05.2024
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
Territory Account Manager
Sonsray Machinery
11.2021 - 09.2023
- Manage over 800 accounts within the Orange County territory.
- Develop sales strategy based on research of consumer buying trends and market conditions.
- Document time, calls and results and submitted reports.
- Communicate regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
- Prospect a minimum of 75 leads per week and pursued opportunities to lock in paying customers.
- Prepare and deliver customer sales quotes.
- Field customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Work independently with minimal supervision.
Operations Manager
Star Scrap Metal
11.2017 - 10.2021
- Achieved and exceeded financial goals on regular basis by controlling expenses, achieving compliance goals and reducing safety related expenses.
- Advised division leaders of regulatory risks in business process and provided recommendations for improvement.
- Contributed to development, implementation and execution of maintenance programs to optimize operational efficiency and reduce downtime.
- Inspected job sites and facilities to detect potential health hazards and put corrective measures immediately into effect.
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
- Trained employees in most current regulations and practices in effort to prevent mishaps and promote overall safety.
Commercial Framer
JL Schwieters Construction
03.2016 - 10.2017
- Examined building materials, work areas and completed projects for defects and damage prior to inspection to mitigate rework complications and missed deadlines.
- Completed tasks according to technical document requirements and specifications to work with accuracy.
Director of Safety/Specialized Operations
Hedge LLR, LLC
02.2012 - 02.2016
- Increased regulatory compliance by monitoring vehicles to verify adherence to operational, state and federal requirements.
- Provided all drivers with pertinent safety materials regarding rules and regulations.
- Trained drivers to manage time effectively, improving overall mileage performance.
- Suggested actionable improvements to increase efficiency and reduce expenses.
Education
University of South Dakota - Political Science
Vermillion, SDSkills
- Territory Management
- Account oversight
- Client Relationship Building
- Pipeline Growth
- Profitability Assessments
- Customer Complaint Resolution
- Bid Request Management
- Interdepartmental Collaboration
- CRM Software
- Overcoming Objections
Accomplishments
- Achieved $800,000 of the $1.3 million gross sales expected annually in the first quarter of the fiscal year.
- Consistently generated sales leads by exceeding daily sales call requirements set by management.
- Identified and prioritized key accounts in the Orange County territory, resulting in weekly sales quote growth.
- Generated a multi-million dollar pipeline
- Used customer concerns to provide solutions that built a stronger relationship through efficient resolutions.
- Recognized as sales team leader; responsible for training on CRM, helping to build strategic quotes and provide product knowledge and training.
Timeline
Licensed Heath Insurance Agent
Assurance IQ
10.2023 - 05.2024
Territory Account Manager
Sonsray Machinery
11.2021 - 09.2023
Operations Manager
Star Scrap Metal
11.2017 - 10.2021
Commercial Framer
JL Schwieters Construction
03.2016 - 10.2017
Director of Safety/Specialized Operations
Hedge LLR, LLC
02.2012 - 02.2016
University of South Dakota - Political Science
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