Open to opportunities

Caroline Martinez

@carolinemartinez

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Dynamic sales leader with over 6 years of experience.

United States

Message

What I'm looking for

I am looking for a role that allows me to leverage my leadership skills and drive team success while fostering a collaborative and growth-oriented environment.

With 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.

Experience

Work history, roles, and key accomplishments

Current

Team Leader - Licensed

Current

Everise

Sep 2023 - Present (1 year 9 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.

Team Management KPIs Coaching Payroll Processing

Benefits Advisor

Alight 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.

Employee Engagement Compliance Communication Skills

Insurance Sales Agent

Alight Solutions

Apr 2022 - Oct 2022 (6 months)

Managed lead qualification and sales communication using Salesforce CRM, facilitating efficient enrollment processes and ensuring client satisfaction.

Lead Qualification Salesforce CRM Customer Satisfaction

Trainer and Sales Coach

Everise

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.

Training Compliance Coaching

Insurance Agent

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.

Salesforce CRM Health Insurance