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yyyyyy x. yyyyyy

(xxx-xxx-xxxx •



profile of qualifications


client-focused sales professional with expertise in delivering world-class service, driving business growth, negotiating with diverse clientele, and managing administrative support functions eager to offer breadth of experience toward maximizing a progressive employer s success.  top performer who excels at identifying lucrative sales opportunities, defining strategies for capturing new business, developing an existing customer base, and attaining solid leveraging in competitive territories.  integral team player who can demonstrate proven cold calling and leads pursuit abilities.  excellent communicator who can conceptualize, develop, and produce highly effective sales presentations.  ambitious self-starter who contributes superior attention-to-detail and sharp analytical skills.



key areas of expertise


sales / marketing                                        client relations                             office management                          correspondence drafting

proposal preparation                                  contract negotiations                    healthcare support                          project management

billing / payment administration                data management                         business communications             microsoft office suite



professional synopsis


office manager / assistant

gig harbor spine & posture rehabilitation center, gig harbor, wa                                                                          2007 c present


         apply dynamic leadership talents toward managing all insurance efforts to include billing, follow-up, posting, and verification.

         contribute sharp analytical abilities instrumental in directing client billing and payment posting activities.

         interface between patients and healthcare staff to effectively schedule initial and follow-up appointments.

         expertly manage patient medical records, prepare patient charts for healthcare professionals, and assist with pettibon spinal treatments to maintain seamless facility processes at all times.

         perform optimal customer service by greeting clientele in a courteous and efficient manner.


sales associate

aflac, tacoma, wa                                                                                                                                                                   2002 c present


         drive sales growth through strategic cold calling and assertive referral generation to include facilitating targeted employer / employee presentations to maximize bottom-line results and ensure continued industry dominance.

         consult, develop, and follow up on client accounts while consistently guaranteeing the highest levels of customer service.

         optimize organizational efficiency by performing all-inclusive employer reporting, account maintenance, and claims assistance.


life / health / disability sales

ph&e insurance brokers, tacoma, wa                                                                                                                                        2005 c 2007


         achieved advantageous insurance sales by utilizing solid cold calling, resourceful leads pursuit, and aggressive prospecting skills to include creating profit-focused proposals and providing clients with accurate price quotes on products / services.

         played a vital role in boosting revenue by performing employer / employee / benefit coordinator presentations and enrollments.

         demonstrated strong communications techniques toward responding to claim concerns and resolving key business challenges.


registered sales associate

ragen mackenzie, tacoma, wa                                                                                                                                                       1998 c 2002


         strategically steered series 7 sales by proactively corresponding with clientele, writing order tickets, processing trades, and administering comprehensive paperwork for account openings / closings.

         maximized data management efforts by recording client purchases / sales and discussing account changes as necessary.


additional professional roles held prior to 1998



education and professional licensure / certification


bachelor of arts in communications                                                                                                                university of puget sound


series 7 certification (currently inactive willing to retake exam) • washington state insurance license (valid)

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