Krista Goulet
Statesville
Summary
Experienced sales and service professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
22
22
years of professional experience
1
1
Certification
Work History
FIELD REPRESENTATIVE- MORGAN INSURANCE GROUP
GEICO
Charlotte
09.2022 - Current
- Daily call outs to internet inquiry leads in order to increase sales for the office
- Build positive relationships with customers through consistent follow-up communications
- Handle inbound and in-person basic customer service requests and sales opportunities.
- Maintain an average of 30% to 50% cross-sales.
- Identify customer needs and market appropriate products and services.
- Specialize in auto, motorcycle, umbrella, and renters insurance policies.
- Obtain underwriting information to aid homeowners' agents in the office to efficiently find the most competitive rate for customers.
- Contact customers who are pending cancellation for retention purposes.
SERVICE/SALES BUNDLING AGENT
GEICO
Lakeland
08.2015 - 07.2022
- Earned 3 promotions within 6 months while working in Customer Service
- Coached agents in Customer Service to enhance their skills in referring customers to buy Renter's insurance policies
- Performed floor coverage to help phone agents while supervisors and managers were in meetings.
- Selected to be on team that specialized in retention and reissues with a closing rate of over 90%
- Obtained a 20-44 Insurance license to become a GEOTEL sales agent licensed to sell in the following states: MD, VA, TN, PA, DC, DE, NC, WV, TX, CA, NY, NJ, SC, AZ, IL, GA, and OH.
- Top Performer, Chairman's Club 2019 & 2021
- Ranked 2nd in the company within two months of training to sell renter's insurance.
- Analyzed call center metrics to identify areas for improvement and suggest solutions accordingly.
SENIOR PLASMA CENTER TECHNICIAN / MEDICAL HISTORIAN TRAINER
Bio-Life Plasma Services
Lakeland
12.2013 - 08.2015
- Managed daily operations of the plasma center including scheduling appointments, ordering supplies, resolving customer complaints, and maintaining accurate records for regulatory compliance purposes.
- Screened new and returning donors.
- Performed training and shadowing for new associates.
- Maintained a clean and organized work environment by sterilizing equipment and disposing of hazardous materials according to established guidelines.
- Provided technical assistance to other technicians in the collection process.
- Monitored donor vital signs during the donation process and reported any irregularities to the medical staff immediately.
CUSTOMER SERVICE AGENT
GEICO
Lakeland
12.2003 - 03.2011
- Earned the highest pay grade phone agents could be promoted to within 2 years and with no prior call center experience
- Developed strong communication skills while interacting with customers from diverse backgrounds.
- Developed strategies for handling difficult customers effectively while maintaining professionalism.
- Selected to service and sell policies face-to-face in the front lobby as needed, as a result of being a top performer.
- Performed vehicle inspections.
- Resolved customer complaints quickly and efficiently.
- Assisted customers with inquiries regarding products and services through phone, email, and chat.
- Monitored customer feedback through surveys and other methods for quality assurance purposes.
Education
ACCREDITED MEDICAL ASSISTANT PROGRAM - CLINICAL MEDICAL ASSISTING
Sanford Brown Institute
Tampa, FL04.2013
Skills
- Customer service
- Active listening
- Attention to detail
- Professional demeanor
- Goal-oriented mindset
- Dependable and responsible
- Customer retention
- Problem solving
- Excellent communication
- Multitasking
- Call center operations
- Payment processing
Certification
- 2044 Property and Casualty Insurance License NC
- 2044 Property and Casualty Insurance License SC
References
References available upon request
Languages
Spanish, Intermediate
Leadership Experience
9-month leadership program, Without Walls Ministerial Institute
Languages
Spanish
Limited
Accomplishments
Sanford Brown Medical Assistant National Honors Society (3.9 GPA)
WIthout Walls Institute Ministerial Leadership Diploma
References
References available upon request.
Timeline
FIELD REPRESENTATIVE- MORGAN INSURANCE GROUP
GEICO
09.2022 - Current
SERVICE/SALES BUNDLING AGENT
GEICO
08.2015 - 07.2022
SENIOR PLASMA CENTER TECHNICIAN / MEDICAL HISTORIAN TRAINER
Bio-Life Plasma Services
12.2013 - 08.2015
CUSTOMER SERVICE AGENT
GEICO
12.2003 - 03.2011
ACCREDITED MEDICAL ASSISTANT PROGRAM - CLINICAL MEDICAL ASSISTING
Sanford Brown Institute
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