Benefits Specialist
American Income Life – AO
Total years of experience :4 years, 4 Months
• Innovated by creating a call tracking document that significantly enhanced the eficiency of agents without access to appointment setters. This system transformed the scheduling and business generation approach, empowering agents to execute over 100 daily dials with unprecedented efectiveness.
• Cultivated authentic connections with clients, leveraging in-depth knowledge of their networks to successfully garner valuable referrals; averaging 5 referrals collected per client.
• Implemented advanced analysis methodologies, systematically evaluating client needs and delivering bespoke benefits solutions in my capacity as a benefits specialist. This included creating programs befitting household incomes ranging from 5 to 6 figures annually.
• Successfully trained and mentored new employees, facilitating the successful progression of 3 employees into supervisory positions.
• Demonstrated adept customer service skills by swiftly and efectively handling and resolving customer issues, contributing to a positive shopping experience.
• Prioritized customer satisfaction as a key focus, addressing their needs seamlessly and minimizing disruptions to the store environment.
• Leveraged an extensive industry network of over 20 connections to foster collaboration, establishing vital connections with apparel suppliers, designers, and shipping companies.
• Achieved cost reductions of more than 30% through adept relationship management and negotiations with manufacturers and shipping companies.
• Orchestrated goals and projects, employing Excel for Gantt charts and budget tracking, managing 1, 000s of pounds, to ensure precise record keeping and adherence to timelines.