Small Business Consultant Resume Sample
Daniela Corwin
14800 Cleve Flats,
Chicago,
IL
+1 (555) 505 8599
Work Experience
Small Business Account Consultant
02/2018
-
PRESENT
New York, NY
- Office environment but can involve inside or outside work depending on task
- Research, analyze and identify root causes of complex service issues for brokers and customers
- Promotes and supports the SB service model
- Research, analyze and identify root causes of complex service issues for brokers and customers Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
- Generate reports for existing business
- Responsible for renewing existing business (2-99 life segment) and selling new business to existing accounts (NBEA)
- Supports sales efforts targeted at potential new and renewal accounts; collaborate with Account Executive to determine appropriate product(s) to position to brokers/customers
- Responsible for end to end customer experience
- Train and consult with brokers and employers on enrollment, benefits and electronic service processes
Small Business Consultant
10/2014
-
08/2017
Dallas, TX
- Influence, demonstrate and train employer groups about UnitedHealthcare's online electronic services, tools, and technologies
- Gathers data and identifies trends in order to recommend process improvement strategies, i.e., research issues to analyze root causes and determine corrective action; identify trends in process metrics and service issues to determine root causes
- Responsible for renewing existing business (51-99 life segment) and selling new business to existing accounts (NBEA)
- Coaches and supports Account Consultants in managing: 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) number and quality of customer/broker training sessions delivered on eServices and business impact resulting from that training
- Primary service contact for a group of employer groups and their brokers in the small business segment, 51-100
- Facilitate resolution of administrative and service issues
- Develop strong internal and external working relationships that encourage loyalty with UnitedHealthcare
- Provide escalated service support for new and existing business, researching and resolving issues relating to complex claims, billing and more
Consumer & Small Business Consultant
08/2008
-
05/2014
Los Angeles, CA
- Lead, direct and conduct enrollment and benefit education meetings and health fairs
- Identify trends to recommend process improvement or innovative strategies
- Influence, educate and train employer groups about UHCs value propositions, wellness tools & resources, and online electronic services, tools, and technologies
- Conduct welcome calls to new clients
- Become a trusted advisor
- Work independently and collaboratively in often high stress, ambiguous situations
- Demonstrate confidence in front of customers and brokers
- Demonstrate high work ethic
- Promote and support service model
Education
Grand Valley State University
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Strong customer relationship management skills and organizational skills are required
- Strong organizational skills, including daily prioritizing and logical thinking
- Has strong communication skills with the ability to effectively influence clients
- Strong Salesforce.com skills and proficiency in Microsoft Work, Power Point and Excel Ability to organize, prioritize and follow-through on sales process steps
- Has demonstrated experience and proven success with business to business sales, or small business banking
- Excellent communication (written, verbal, and listening) skills
- Excellent problem solving skills. Persistent to achieve the end result—resolution
How to write Small Business Consultant Resume
Small Business Consultant role is responsible for bilingual, spanish, speaking, training, russian, credit, purchasing, reporting, design, research.
To write great resume for small business consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Small Business Consultant Resume
The section contact information is important in your small business consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Small Business Consultant Resume
The section work experience is an essential part of your small business consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous small business consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular small business consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Small Business Consultant resume experience can include:
- Good communication skills, especially verbally and over the phone. Clarity and accuracy are key
- Underwriting, financial and analytical skills
- Bilingual Mandarin speaking skills, required
- Bilingual Spanish skills are required
- Experience of client service experience
- Bilingual Spanish (written and verbal skills)
Education on a Small Business Consultant Resume
Make sure to make education a priority on your small business consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your small business consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Small Business Consultant Resume
When listing skills on your small business consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical small business consultant skills:
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Excellent phone skills, being responsive, empathetic, and honest with the information to be shared
- Strong analytical, problem identification and resolution skills as these pertain to benefit plans
- Strong customer relations skills in highly technical environments are required
- Demonstrates the ability to communicate effectively, build networks, and gain trust of others through honesty and authenticity
- Experience with financial information, spreadsheets and financial skills
List of Typical Experience For a Small Business Consultant Resume
1
Experience For Small Business Account Consultant Resume
- Experience working with NASA Small Business environment is required
- Experience (preferably in benefits with account management)
- Experience (preferably in benefit enrollment) with account management
- Highly self-motivated with a track record of developing and executing agency sales plans
- Propose optimization, customer segmentation and predictive models to enhance decision making
2
Experience For Small Business Renewal Account Consultant Resume
- Relates comfortably with diverse groups of people and can adapt approach in real time to match the shifting demands of different situations
- Action-oriented and consistent in driving results, even under tough circumstances
- Current and active WI state Health and Life License or willing to obtain upon hire
- State Life and Health Insurance License or willing to obtain within 30 days of employment
- State Life and Health Insurance License or willing to obtain within 60 days of employment
- Work with NY market brokers and clients
- Handles escalated service issues
- Supports sales efforts targeted at potential new and renewal accounts; collaborate with Account Executive to determine appropriate product(s) to position to brokers / customers
3
Experience For Consultant, Small Business Marketing Resume
- Oversee budget, finance, travel, purchasing (including P-card), and all reporting activities in accordance with Federal, State, department, and University guidelines
- Communicates with clients, students, University staff, and senior representatives at state and federal agencies on a daily basis, often regarding confidential issues
- Prepares timely and detailed activity reports
- Coordinates, develops, compiles, drafts, reviews, and makes ready for Directors signature/approval a variety of electronic and paper-based reports and documents
- Supervises the activities of all student employees
- Participate in development and maintenance of credit strategies, processes, and procedures
- Participate in the development and maintenance of credit loss forecast
- Design and implement comprehensive tests and evaluate financial impact from various treatments to drive enhancements
- Facilitate implementation with operational teams to ensure accuracy and soundness of execution
4
Experience For Consumer & Small Business Consultant Resume
- Conduct periodic reviews to ensure accurate execution
- Be rewarded financially! Our Small Business Consultants are compensated well!
- Move into a managerial role and lead other awesome regional sales consultants
- Help our partner team and impact even more small businesses!
- Actively seeks opportunities for self-development
- Provide small business related guidance to financial center employees through huddles and team meetings
- Mentor other sales personnel on the new account acquisition process
- Knowledge of Blue Cross and its affiliate
- One year successful sales to business (corporate liable) customers including active prospecting, making cold calls and lead follow up or completion of Sales Associate Development Program
5
Experience For Renewal Account Consultant, Small Business Resume
- Travel as required in Texas
- Knowledge of project management tools highly desired
- The ability to communicate with all levels of the organization and exercise confidentiality, tact and diplomacy is required
- In a Service related role - Customer Service, Broker Support, Operations
- State Life and Health Insurance License required or ability to obtain upon hire
- Active and current State Life and Health Insurance License or ability to obtain upon hire
6
Experience For Consultant Credit Risk, Small Business Card Resume
- State Life and Health Insurance License or ability to obtain upon hire
- State Life and Health Insurance License for the State of Indiana or able to obtain within 30 days
- State Life and Health Insurance License required or ability to obtain within 30 days of hire
- Healthy base salary and generous uncapped commission structure – $90K OTE
- Win4Time – 2 weeks a year quota relief to enjoy our flexible time off policy
7
Experience For Small Group Business Consultant Resume
- Life insurance, short and long-term disability insurance 100% paid by Employer
- Monthly prizes, spiffs, and additional sales incentives
- Mature judgement and ability to work constructively with others
- Maintain a professional work environment and businesslike appearance
- Prepares and presents information on the business unit’s products and services to current clients, prospective customers, and sales force
- A comprehensive understanding of statistical modeling tools and techniques providing the ability to drive top rate performance. Experience and proficiency with analytical tools for data mining and statistical analysis e.g. SAS
8
Experience For Consultant, Small Business Credit Solutions Resume
- Significant insurance experience required; at least 3 years of work experience (claims resolution, benefits administration, employee benefit customer service, etc.)
- Continuous education encouraged (industry coursework leading to producer’s license or professional designation)
- Service-oriented; kind, compassionate, and willing to work hard on another person’s behalf
- Able to manage multiple projects simultaneously and successfully
- Able to work with others in teams; able to work with those who perform similar jobs as well as complimentary roles. Promotes cooperation and shared successes throughout the company
- Shares ideas for improvement that are oriented around solutions and blameless problem solving
- Bilingual Spanish Required (Written and verbal)
9
Experience For Business Consultant, Small Group Resume
- Bilingual Mandarin, Korean Or Cantonese Required
- Competitive Medical/dental/vision insurance
- Bilingual Spanish or Russian
- Bilingual Korean Required
- Travel as require
List of Typical Skills For a Small Business Consultant Resume
1
Skills For Small Business Account Consultant Resume
- Cantonese language skills desired
- Bilingual Spanish Skills desored
- Korean Bilingual Skills Desired
- Effectively balance sales performance, operational risk, and client relationship care
- Bilingual Spanish skills (Verbal and Written)
- Bilingual skills (Spanish or Vietnamese)
- Bilingual Spanish skills - Verbal and Written
- Bilingual Spanish skills - Verbal and Written desired
2
Skills For Small Business Renewal Account Consultant Resume
- Bilingual Spanish - Verbal and Written Skills
- Bilingual Spanish Skills Desired
- Demonstrate strong thought leadership to drive business results
- Experience meeting or exceeding goals
- Gain experience in a fast-growing company in the web-tech SMB industry
- Experience in Small Business Development Center or University setting
- Experience (Analytics, Consulting, Financial Services, or related)
- Has a proven sales track record
3
Skills For Consultant, Small Business Marketing Resume
- Is experienced with outbound phone sales
- Experience with in-person customer service and sales
- Self-motivated with ability to set priorities and mentor others in a performance driven environment
- Influence, demonstrate and train brokers and employer groups about UnitedHealthcare's online electronic services, tools and resources
- Sales experience in the insurance industry
4
Skills For Consumer & Small Business Consultant Resume
- Experience (preferably in benefits with account management)
- Account management experience in the Healthcare industry
- Previous insurance experience
- Healthcare Insurance industry knowledge / experience
- Demonstrated ability to use Microsoft Office Suite (Outlook, Word, Excel) and enterprise systems (CRM, ERP, SharePoint, IFAS, Workday)
- An excellent track record of exceeding quota
- Demonstrate awareness of the industry across the markets served and incorporate that knowledge into analysis and strategy recommendations
- Build strong customer relationships and deliver customer-centric solutions
- Responsible for renewing existing business (51-100 segment) and selling new business to existing accounts (NBEA)
5
Skills For Renewal Account Consultant, Small Business Resume
- Responsible for researching and analyzing complex service issues for brokers and customers and provide resolution quickly and efficiently
- Provides timely and professional advisory/counselling/consulting for clients
- Is able to build productive partnerships and working relationships
- A working knowledge of small business products and services
- Lead, direct and conduct enrollment meetings for new and renewing groups
- Receive hundreds of qualified leads every month from inbound lead passes, marketing forms submittals, and outbound data driven campaigns
6
Skills For Consultant Credit Risk, Small Business Card Resume
- Manage an ongoing pipeline as well as close new business on the same call to close new business consistently at or above sales quota level
- Educate our customers on the benefits of premium professional design and online marketing
- Consults and develops strategies for clients by bridging their needs to the business unit’s products, services, and capabilities
- Subject matter expertise within small/medium/commercial lending space
- Build a quality external network of business relationships within your small business banking community
- Leverage the power of our company by working closely with internal and external partners to use the full capabilities of the bank
7
Skills For Small Group Business Consultant Resume
- Conducts small business training for clients and pre-clients
- High level of proficiency in SQL, SAS, Excel and/or other statistical/data analytics tools
- Supports sales efforts targeted at potential new and renewal accounts
- Regular attendance in accordance to meet schedule milestones and to support demands of the job is critical
- Work outside normal schedule and adjust schedule to meet peak periods and surge requirements when required
8
Skills For Consultant, Small Business Credit Solutions Resume
- Lead, implement and coordinate the acquisition/retention process for assigned customers by collaborating with our stakeholders (Agents, Consultants, Broker’s) to drive profitable new sales and retention in their assigned business segment
- Obtain (within 60 days) and/or maintain current State of Minnesota health and life insurance sales license
- Knowledge of ancillary programs available in the industry and Blue Cross (life, ADandD, STD, LTD, Health and Wellness, Provider Network, voluntary benefits and disability management programs)
- Bilingual Spanish Required (written and verbal skills)
- Bilingual Polish - Verbal and Written Communication Skills
- Bilingual Spanish Skills Needed (Verbal and Written)
- Bilingual Spanish Language skills required (Verbal and Written)
- Bilingual Spanish Language skills - Verbal and Written Required
9
Skills For Business Consultant, Small Group Resume
- Bilingual Spanish Language skills required (Verbal & Written)
- Bilingual Spanish skills required (Verbal and Written)
- Bilingual Russian Skills required (Verbal and Written)
- Bilingual Mandarin skills required (written/verbal)
- Bilingual Russian skills required - verbal and written
10
Skills For National Small Business Consultant Resume
- Bilingual Skills Required - Mandarin/Cantonese Language
- Bilingual Spanish Language skills (Written and Verbal)
- Bilingual Russian Language skills (Verbal and Written)
- Demonstrated knowledge and relationships within the agent and consultant community
- Organize, prioritize and follow-through on sales process steps
- Bilingual Spanish skill required
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