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CM@carolinemartinez
Dynamic sales leader with over 6 years of experience.
United StatesWith over six years of sales experience, I currently serve as a Team Leader at Everise, where I manage a team of 25 agents. My role involves ensuring compliance with key performance indicators (KPIs) and providing coaching through live and recorded call monitoring. I am passionate about mentoring and developing my team to achieve their best performance while maintaining high standards of service.
Previously, I worked as a Benefits Advisor at Alight Solutions, where I guided new hires through the benefits selection process, ensuring they made informed decisions that optimized their well-being and financial security. My ability to interpret insurance laws and regulations while consistently meeting KPIs has been a key factor in my success. I have also held roles as a Trainer and Sales Coach, where I equipped agents with the skills needed to excel in customer interactions and sales performance.
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Work history, roles, and key accomplishments
EVEverise
Sep 2023 - Present (2 years 2 months)
Currently managing a team of 25 agents at Everise, focusing on KPI compliance and providing coaching through call monitoring. Responsible for payroll processing and maintaining documentation of coaching sessions.
ASAlight Solutions
Oct 2022 - Oct 2023 (1 year)
Advised new hires on core and voluntary benefits, ensuring informed decision-making and enhancing employee satisfaction through tailored benefits information.
ASManaged lead qualification and sales communication using Salesforce CRM, facilitating efficient enrollment processes and ensuring client satisfaction.
EVEverise
Jul 2021 - Oct 2021 (3 months)
Delivered virtual training sessions on sales techniques and compliance regulations, enhancing agents' skills through role-play exercises and coaching.
Self Employed
Aug 2020 - Jul 2021 (11 months)
Utilized Salesforce CRM to promote health insurance products and facilitated the enrollment of members into various Medicare plans, enhancing customer interactions.
Degrees, certifications, and relevant coursework
SUBachelor's degree, Accounting
Currently pursuing a Bachelor's degree in Accounting, focusing on financial principles, accounting practices, and audit planning.
FOJob Simulation, Audit
2024 - 2024
Completed the KPMG U.S. Career Catalyst: Audit Job Simulation, gaining practical insights into audit processes and methodologies.
Software and tools used professionally
United StatesYou can contact Caroline and 90k+ other talented remote workers on Himalayas.
Message Caroline
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