Candace Davis
St. Louis,MO
Summary
Results-driven business professional with a proven track record of success while upholding ethical and moral standards. Thrives on collaboration and continuous learning, with diverse experience in entrepreneurial sales ventures and Executive Assistant roles. Agile individual who provides customers with tailored solutions, successfully establishing relationships and delivering quality service through excellent communication and customer service skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Licensed Senior Medicare Sales Agent
UnitedHealth Group
04.2022 - Current
- Answer incoming phone calls from prospective members, identify the type of assistance and information the customer needs with the goal to convert caller to a qualified lead and sale.
- Follow up with members on questions or to review current or new products and services.
- Navigate multiple computer systems to document member information while maintaining active listening and engagement with member.
- Demonstrate knowledge of the product portfolio by addressing needs of members, explaining the differences between products, and assisting selection of product to best meet their needs.
- Assist in completion of the enrollment application over the phone, staying consistent with product requirements and enrollment guidelines.
- Meet the goals established for the position in the areas of performance, attendance and consumer experience.
- Meet and maintain requirements for agent licensure, appointments, and annual product certifications.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Educated clients on insurance policies and procedures.
- Identified and solicited sales prospects in agency databases.
Key Holder/Manager on Duty
K&G Fashion Superstore
02.2019 - 09.2022
- Monitoring cash handling, performing audits and beginning & end of shift drawer counts.
- Following all standard operating procedures for handling customer purchases, returns, exchanges, store credits and discounted transactions while properly securing cash and other negotiable documents.
- Incorporating suggestive selling techniques when assisting customers and responding to any customer inquiries and needs.
- Assisting with replenishing merchandise, store layout, recovery, general housekeeping of the store along with monitoring and maintenance of floor stock and fitting room areas.
- Maintaining an awareness of all product knowledge information, POS instructions, merchandise promotions and advertisements.
- Assist with keeping customers satisfied by performing returns and exchanges in a timely manner.
- Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
- Met sales targets consistently for each shift by positively engaging customers and delivering high levels of service.
- Engaged with customers to build rapport and promote long-term loyalty for increased sales.
- Trained and supervised new employees to apply best practices in customer service and store operations.
- Streamlined opening and closing procedures as integral member of store staff.
- Monitored associates throughout each assigned shift and professionally managed any challenges to maintain optimal store performance.
- Managed store personnel by delegating tasks and supervising daily operations.
- Examined incoming inventory, merchandised shelves and prevented shrinkage.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Benefits Specialist
McCallum Agency
05.2017 - 03.2018
- We primarily work with members of labor unions, credit unions and associations.
- We handle their benefits along with educating them on what their options are.
- Maintaining a balanced schedule, so that each client is seen on time and properly informed.
- Following up with clients, to ensure they are satisfied and receiving exemplary customer service.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Observed strict procedures to maintain data and plan participant confidentiality.
Executive Assistant to Assistant Vice Chancellor
Washington University
01.2007 - 04.2017
- Promoted within 10 months of being in the department to this position along with receiving a bonus for my strong attention to detail and exemplary customer service within the department as well as with other departments.
- Supported the Assistant Vice Chancellor, Environmental Compliance and Occupational Safety Managers along with their divisions.
- Served as back up to the departmental Business Manager assisting with furniture purchases, departmental location moves, departmental gatherings.
- Responsible for both the Bi-Weekly and Monthly Payroll administration.
- Acted as a mentor to new employees in the department to get them acclimated and assists with training.
- Procured travel and lodging arrangements using a university issued credit card.
- Improved office organization by compiling spreadsheets, organizational charts and university data reports using Microsoft Excel functions.
- Responsible for the updating of departmental website with information for users.
- Assisted with the coordination of department functions for team of 40+ employees.
- Answered multiple phone lines, transfers calls to appropriate persons or departments.
- Coordinated meetings for Environmental Health & Safety Professionals from universities around the St. Louis area and assists with meeting materials and agendas.
- Scheduled department hosted trainings as well as documents, maintains and files departmental training records.
- Scheduled departmental meetings including procuring locations and catering.
- Handled departmental billing and collections for both Environmental Health & Safety and the Radiation Safety divisions.
- Scheduled, prioritized and accurately maintained appointments and meetings on calendars ensuring accuracy and meeting details are correct while also managing all essential tasks.
- Accurately maintained confidential and attorney-client privileged correspondence and information.
- Coordinated departmental interviews.
- Arranged new and replacement installations of office phones, computer lines and special custodial needs.
Education
High School Diploma -
South County Technical
Sunset Hills, MO05.2000
Skills
- File system maintenance
- Customer service expertise
- Effective organizational skills
- Proficient in administrative tasks
- Client communication skills
- Experienced with Microsoft Office applications
- Multitasking Abilities
- Time management abilities
Certification
- Accident & Health Insurance License, 02/01/24, 02/01/26
- Missouri State Producers License
Languages
English
Full Professional
Timeline
Licensed Senior Medicare Sales Agent
UnitedHealth Group
04.2022 - Current
Key Holder/Manager on Duty
K&G Fashion Superstore
02.2019 - 09.2022
Benefits Specialist
McCallum Agency
05.2017 - 03.2018
Executive Assistant to Assistant Vice Chancellor
Washington University
01.2007 - 04.2017
High School Diploma -
South County Technical
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