SDR/Customer Service/Marketing/Admin Assistant
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Versatile, dedicated, and results-driven professional with over 10 years of experience in customer service, client communication, appointment scheduling, and administrative support across the insurance and service industries. Skilled in managing calendars, coordinating appointments, handling high call volumes, and supporting day-to-day office operations. Proven expertise in client relations, CRM platforms (Salesforce, HubSpot, ZoomInfo), and lead generation.
Recognized for delivering exceptional service, maintaining organized records, and operating effectively in fast-paced remote environments. Self-motivated, detail-oriented, and dependable with a strong commitment to professionalism and efficiency.
Self-Employed, West Winfield, NY | February 2023 – Present
Identify and secure new business opportunities within the insurance sector, with expertise in Medicare supplements, Advantage plans, and prescription drug plans.
Build and maintain long-term client relationships, delivering tailored insurance solutions and ensuring satisfaction.
Conduct 100+ daily outbound calls to engage prospects, qualify leads, and schedule appointments.
Utilize Microsoft Office suite and Prospect Boss to manage client data and optimize workflows.
CRM Administrator / Sales Assistant (Contract)
LexisNexis, Horsham, PA | October 2022 – December 2023
Managed inbound lead processes using Salesforce CRM, ensuring accurate data entry, lead qualification, and assignment.
Collaborated with cross-functional teams to enhance lead distribution and conversion rates.
Utilized tools such as Salesforce, Zoom, Teams, ZoomInfo, HubSpot, and LinkedIn to support marketing and streamline workflows.
Optimized marketing automation and lead nurturing processes to improve lead quality.
Conducted lead research to ensure data accuracy and maintained organized records for tracking and reporting.
Salesforce CRM administration, lead management, marketing automation, cross-functional collaboration, data accuracy, and workflow optimization.
Sales Development Manager – Customer Service – Administrative Assistant
Assurance Service Partners, LLC, Blossvale, NY | January 2013 – August 2022
Led sales and outbound prospecting across industries, with a focus on insurance sales and lead generation.
Conducted high-volume outbound calling and email outreach, qualifying leads and resolving client inquiries.
Maintained comprehensive knowledge of Medicare insurance products, translating complex information to clients.
Utilized Microsoft Word, Salesforce, ZoomInfo, and HubSpot to manage customer interactions and streamline sales processes.
Human Services and Education, Mohawk Valley Community College (MVCC), Utica, NY | 58 credits
High School Diploma, Camden High School, Camden, NY - Completed
Small Business Administration – Certificate
Salesforce: Sales Operations Specialist – Completed June 2023
