Customer Success Consultant/Sales

Delivered comprehensive assistance to customers by addressing inquiries regarding policy information, enrollment, benefit breakdowns, and billing reviews, while offering ancillary products. Managed inbound calls from prospective clients and existing members, ensuring exceptional customer service and satisfaction. Utilized strong multitasking skills to navigate various applications and effectively manage multiple customer inquiries concurrently. Engaged in meaningful conversations with customers, actively listening to their needs and providing tailored solutions. Employed probing techniques to identify customer needs and efficiently present suitable product options. Accurately conveyed the features and benefits of available insurance products, empowering customers to make informed decisions. Adhered to established processes and guidelines, ensuring consistency and compliance in all customer interactions. Recorded all customer interactions meticulously to uphold accountability and facilitate seamless service delivery. Persistently met and surpassed sales goals and call center performance targets. Participated actively in team communication channels to cultivate a collaborative learning environment and share best practices.

Spearheaded technical recruitment initiatives throughout Southern Arizona, successfully sourcing top IT professionals to drive business growth for clients. Provided strategic guidance on workforce management, advising clients on robust IT personnel strategies to elevate team performance. Delivered high-caliber talent for an array of IT roles, aligning candidates’ skills with specific client needs to ensure optimal placements. Cultivated strong relationships with clients and candidates alike, establishing a network of highly skilled professionals and fostering trust-based partnerships.

Collected and managed sensitive customer data with utmost discretion to facilitate smooth enrollment processes. Guided clients through diverse insurance options, providing clear and precise information to enable informed decision-making. Addressed Medicare and Medicaid inquiries for senior clients, offering personalized solutions tailored to their unique healthcare needs. Successfully sold tailored health insurance plans, meeting individual client requirements and contributing to overarching sales objectives.

Surpassed performance expectations by maintaining robust communication, ensuring timely delivery of medical supplies, and fostering positive relationships with stakeholders. Educated families about the benefits of cord blood banking, providing thorough information, resources, and enrollment guidance to support informed decision-making. Delivered exceptional client service and promptly resolved issues, ensuring a seamless and positive experience across all inbound and outbound communications including calls, emails, and chat sessions. Maintained current knowledge of all procedural activities and follow-ups. Complied with all Consumer Sales processes and policies.

Managed inbound and outbound communications, addressing Workers’ Compensation inquiries with efficiency and precision. Provided empathetic support to injured workers, adjusters, and pharmacists, ensuring their concerns were acknowledged and effectively resolved. Streamlined medication processing to expedite assistance, ensuring timely delivery and minimizing delays for clients.

Spearheaded in-depth client consultations to identify business objectives, operational challenges, and growth opportunities, delivering personalized recommendations across Intuit’s product suite—including QuickBooks, Payroll, Payments, and Financial Management tools. Provided high-level technical support, troubleshooting software and service issues with precision, while empowering clients through solution-focused guidance that enhanced user experience and business outcomes. Established strong, trust-based relationships with small business owners by actively listening, anticipating future needs, and positioning scalable solutions aligned with their evolving objectives. Conducted proactive research and data-driven needs assessments, crafting tailored proposals that increased adoption rates and elevated customer satisfaction across various industries. Consistently met and surpassed performance metrics by leveraging comprehensive product knowledge, consultative sales techniques, and a customer-centric mindset to drive long-term value. Acted as a trusted advisor, educating clients on industry trends, cloud-based technologies, and process automation—helping businesses modernize operations and enhance decision-making. Ensured all interactions adhered to company policies and standards, maintaining professionalism and clarity in communications to uphold brand integrity and client trust.

Efficiently managed sales and customer service roles, handling an average of 80 calls daily with strong communication and problem-solving abilities. Prioritized customer satisfaction through effective problem resolution and exceptional service. Outperformed sales targets by accurately addressing issues and informing customers promptly. Contributed to a respectful workplace culture by consistently meeting service objectives.