Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sinquay Phillips

Charlotte

Summary

Dynamic Account Coordinator II at Spectrum Enterprises LLC with a proven track record in client-focused sales and relationship development. Adept at creative problem solving and contract negotiation, I consistently drive revenue growth while maintaining exceptional customer service. Recognized for my ability to enhance operational efficiency and exceed sales targets through strategic proposal writing.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Account Coordinator II

Spectrum Enterprises LLC, A Charter Communications
Charlotte
12.2022 - Current
  • Maintained up-to-date knowledge of product and service changes.
  • Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
  • Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
  • Assess the serviceability of client locations by evaluating available services, conducting site surveys, estimating construction costs, and processing orders according to capital policies.
  • Prepare enticing client proposals and contracts that comply with product requirements and ensure special legal terms and conditions are met.
  • Maintain operational knowledge of our products, requirements, service pricing, promotions, and capital approval policies and processes.

National Business Banker Representative

Wells Fargo
Charlotte
08.2020 - 11.2022
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Maintained up-to-date knowledge of competitors' products.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Promoted available products and services to customers during service, account management and order calls.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

CDL Class A Driver

TLI
Baltimore
01.2019 - 07.2020
  • Dropped and hooked trailers and changed configuration of equipment.
  • Completed regular inspections and maintenance actions, as well as basic equipment repairs, to keep equipment operating at peak levels.
  • Loaded and unloaded products at warehouses and customer locations using hand trucks, pallet jacks and forklifts.
  • Operated with safety and skill to avoid accidents and delays.
  • Demonstrated safe driving by following regulations and safety procedures, resulting in zero accidents.
  • Inspected trucks for malfunctions and reported vehicles to management for corrective action.
  • Maintained daily, legible DOT log book and submitted corresponding documents.
  • Transported hazardous materials and oversized shipments without incident.

Insurance Sales Agent

USAA
Charlotte
02.2016 - 12.2018
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Upsold products to policyholders and potential new clients.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Responded to inquiries and explained product features and service advantages to potential customers.

Health Insurance Sales Agent

Teletech / United
Concord
06.2014 - 01.2016
  • Resolved billing issues quickly through meticulous research, Problem Solving and Listening.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Monitored multiple databases to keep track of all customer information.
  • Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival.
  • Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
  • Assisted customers during selection process and helped choose perfect products to meet individual needs.
  • Prepared and processed contracts and order forms for new and existing customers.

Education

Bachelor of Arts - Graphic Communications

North Carolina A & T State University
Greensboro, NC
01.2019

Skills

  • Quick learner
  • Client-focused
  • File/records maintenance
  • Creative problem solving
  • Microsoft Office
  • PCNI security
  • Financial records and processing
  • Sales
  • Computer proficient
  • Account Management
  • Route management
  • Exceptional written and verbal communication skills
  • Time management skills
  • Dependable and reliable
  • Cross-selling and upselling
  • Safety and compliance
  • Relationship development
  • Hiring and training
  • Supervisory skills
  • Stable work history
  • Call center experience
  • Effective team player
  • High-energy attitude
  • Proficient in MS Office
  • Contract Negotiation
  • Market Trends Analysis
  • Price Analysis
  • Financial Reporting
  • Customer Service
  • Coaching and Mentoring
  • Proposal writing

Certification

  • Health insurance license
  • Life insurance license
  • Property and Casualty License
  • CDL Class A

Timeline

Account Coordinator II

Spectrum Enterprises LLC, A Charter Communications
12.2022 - Current

National Business Banker Representative

Wells Fargo
08.2020 - 11.2022

CDL Class A Driver

TLI
01.2019 - 07.2020

Insurance Sales Agent

USAA
02.2016 - 12.2018

Health Insurance Sales Agent

Teletech / United
06.2014 - 01.2016

Bachelor of Arts - Graphic Communications

North Carolina A & T State University
Sinquay Phillips