Jerry Emert
Oak Ridge,TN
Summary
Results-driven professional who provides customers with tailored solutions to meet their needs. I successfully establish relationships with customers and deliver quality service. I am an agile individual with excellent communication and customer service skills. I am a hardworking and passionate agent who is ready to help our team achieve company goals.
Overview
14
14
years of professional experience
Work History
Medicare Sales Agent
Senior Financial Group
08.2021 - Current
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Maximized sales opportunities, actively identifying new leads through referrals and networking events.
- Developed personalized sales presentations tailored to each client''s unique needs, resulting in increased conversion rates and overall success as a Medicare Sales Agent.
- Met with customers to provide information about available products and policies.
- Educated clients on insurance policies and procedures.
- Coordinated closely with underwriters to ensure accurate processing of applications while adhering to strict deadlines.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
- Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
- Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
- Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
Branch Manager Trainee II
OneMain Financial
09.2017 - 05.2020
- Actively seek opportunities to originate new loan business with new and existing customers
- Actively listen to understand customers' needs to recommend the best consumer loan and voluntary product solutions to meet their financial goals
- Call customers regarding payment reminders and arrangements when needed
- Educate customers on improving credit and reducing monthly costs through consolidation of debt
- Complete loan applications, explain the process to customers and answer questions regarding loan products and processing
- Take ownership of customer concerns and work with management to formulate and execute strategies for potential problem loans
- Process insurance claims, follow-ups, and payments when necessary and maintain insurance log per state requirements
- Assist Branch Manager with management functions such as recruitment of branch staff, training and development of staff, meeting sales goals, supporting the company's Core Values and developing action plans to improve operational controls and ensure consistent customer service and an outstanding client experience.
Financial Service Representative III (FSR)
SunTrust
11.2016 - 09.2017
- Provide industry leading service
- Complete transactions according to established guidelines
- Identify Mortgage referral opportunities and makes appropriate referrals
- Participate, support, and develop effective relationships with all branch partners including branch teammates, Regional Operation Manager, Financial Advisors, etc
- Ensure compliance with internal controls, operational procedures, and risk management policies
- Pursue on-going education of SunTrust products, services, and other lines of business
- Utilizing resources to conduct effective consultative client conversations
- Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines.
Assistant Sales Manager
Cricket Wireless
08.2016 - 11.2016
- Sold and serviced sensitive electronics including cell phones
- Managed a crew of four, scheduled hours, networked set up events in the oak ridge community
- Troubleshooting customer problems
- Sold accessories and maintained exceeded sales quota and other standards such as insurance, add-ons.
Jewelry Consultant
Zales Corp. (Signet)
07.2014 - 06.2016
- Serviced and sold high-end and customized jewelry
- Shipped and received sensitive and expensive merchandise
- Trained new-hires and assisted the manager in logistical tasks
- Maintained and exceeded sales quota and other standards such as repairs, warranties, special events, including diamond parties and signature show cases
- Credited by the Diamond Council of America in certifying, grading, and appraising diamonds.
Sales Representative
AT&T (Elite Wireless)
08.2013 - 07.2014
- Sold and serviced sensitive electronics including cell phones, tablets, automated home systems
- Troubleshooting customer problems
- Sold accessories and maintained exceeded sales quota and other standards such as insurance, add-ons, Direct TV, and home automation.
Sales Representative
U.S. Cellular (Priority Wireless)
07.2012 - 08.2013
- Sold and serviced sensitive electronics including cell phones and tablets
- Help transition between new company wide operating system
- Troubleshooting customer problems
- Sold accessories and maintained exceeded sales quota and other standards such as insurance and add-ons.
Escrow Account Specialist
Reliant Bank
09.2020 - 07.2021
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Delivered accurate billing and timely payments across high-volume client accounts.
- Completed routine and complex account updates to resolve problems.
- Adhered to standards of quality and service as well as all compliance requirements.
- Resolved complex billing and payment issues for balanced, accurate accounts.
Sales Representative
Cricket Wireless (Advanced Cellular)
04.2011 - 07.2012
- Sold and serviced sensitive electronics including cell phones and tablets
- Troubleshooting customer problems
- Sold accessories and maintained exceeded sales quota and other standards such as insurance and add-ons
- Helped open and close location.
Sales Representative
Cricket Wireless (Family Connections)
02.2010 - 04.2011
- Sold and serviced sensitive electronics including cell phones and tablets
- Troubleshooting customer problems
- Sold accessories and maintained exceeded sales quota and other standards such as insurance and add-ons
- Helped open and close location.
Education
Karns High School
Knoxville, TN05.2008
Skills
- Account Management
- Policy Feature Explanations
- Property and Casualty Insurance
- HIPAA Compliance
- Group Presentations
- Client Consultations
Hobbies and Interests
- Music
- Acting
- Exercise
Timeline
Medicare Sales Agent
Senior Financial Group
08.2021 - Current
Escrow Account Specialist
Reliant Bank
09.2020 - 07.2021
Branch Manager Trainee II
OneMain Financial
09.2017 - 05.2020
Financial Service Representative III (FSR)
SunTrust
11.2016 - 09.2017
Assistant Sales Manager
Cricket Wireless
08.2016 - 11.2016
Jewelry Consultant
Zales Corp. (Signet)
07.2014 - 06.2016
Sales Representative
AT&T (Elite Wireless)
08.2013 - 07.2014
Sales Representative
U.S. Cellular (Priority Wireless)
07.2012 - 08.2013
Sales Representative
Cricket Wireless (Advanced Cellular)
04.2011 - 07.2012
Sales Representative
Cricket Wireless (Family Connections)
02.2010 - 04.2011
Karns High School
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