Marc Stokes Jr
East Weymouth
Summary
Personable and driven with natural ability to build relationships and motivate teams. Possesses deep understanding of consumer behavior and market trends, complemented by strong skills in negotiation and strategic planning. Committed to driving sales growth and achieving impactful business results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Quality and Insurance Analyst
Simply Business Inc
07.2022 - Current
- Own CSC Sales Support to agents with the goal of agent knowledge and policy retention.
- Perform all knowledge maintenance of CSC knowledge base system, Guru, and work directly with their technical support team to resolve knowledgebase system issues within SB.
- Work cross functionally with sales, customer service, legal and training departments to improve processes and procedures in a highly structured call center environment.
Licensed Insurance Agent
Simply Business Inc
03.2021 - 07.2022
- Responsible to drive new business through a high volume of incoming online leads within a call center environment, while adhering to carrier eligibility requirements and company compliance standards.
- Ensure customer satisfaction through timely interaction and understanding customer needs.
- Facilitated overall company growth by providing pertinent information and customer insights across business departments, as well as participating in actionable experiments - supporting the Build, Measure, Learn development of messaging prioritization and points of view of customers to expand market footprint.
Customer Intake Associate
HomeWorks Energy co.
05.2019 - 02.2021
- Conducted outbound calls to convert leads into sales, effectively driving revenue growth.
- Managed inbound inquiries from consumers regarding home energy assessments, providing detailed information and guidance.
- Utilized Salesforce to track customer interactions, enhancing data management and customer service efficiency.
Inside Sales Representative
Harbour Capital Corporation
09.2019 - 03.2020
- Lead Generation: Generated leads to help grow clientele base and business by using the Harbour Capital database to inquire about equipment purchasing needs and how Harbour Capital can support with financing.
- Client Tracking and Engagement: Utilized Harbour Capital's CRM system (BPM) to track leads and follow up accordingly, liaising with the account executive about the potential financing opportunity.
Education
Bachelor of Science - Business Administration: Finance
University of New Hampshire, Peter T. Paul College
Durham, NH05.2020
Skills
- Adaptability
- Proficient in Microsoft Office
- Customer Service Excellence
- Prospecting & Lead Generation
- Teamwork & Collaboration
- Project Management
- Leadership
- Data Analysis
- CRM Software
- Sales Cadence Development and Execution
- Excellent Time Management and Organization
- Problem-Solving Under Pressure
Certification
Licensed Property & Casualty Insurance Agent (Licensed in all 50 U.S. states and Washington, D.C.)
Timeline
Quality and Insurance Analyst
Simply Business Inc
07.2022 - Current
Licensed Insurance Agent
Simply Business Inc
03.2021 - 07.2022
Inside Sales Representative
Harbour Capital Corporation
09.2019 - 03.2020
Customer Intake Associate
HomeWorks Energy co.
05.2019 - 02.2021
Licensed Property & Casualty Insurance Agent (Licensed in all 50 U.S. states and Washington, D.C.)
Bachelor of Science - Business Administration: Finance
University of New Hampshire, Peter T. Paul College
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