William Tatum

• Source job candidates through cold calling, networking, and soliciting referrals
• Conduct phone screens and interviews while formulating a relationship
• Qualify candidates to ensure standards are met for their specific position requirements
• Review resumes and job preferences to identify potential assignment opportunities
• Submit qualified candidates to desired job openings
• Prepare candidates for potential interview questions and review job specific expectations
• Assist with the onboarding process such as meeting compliance requirements and the locations of temporary housing possibilities
• Continue to build and maintain active relationships with each qualified candidate/employee to ensure all information is current and properly documented
• Retain current employees staffed on an assignment by extending their current position, or reassigning them to a different opportunity
• Achieve established staffing goals and other performance expectations as defined by management

• Maintained high client retention rate by providing exceptional customer service and anticipating client needs
• Increased client satisfaction by building strong relationships and addressing their needs promptly
• Source job candidates through cold calling, networking, and soliciting referrals
• Conduct phone screens and interviews while formulating a relationship
• Qualify candidates to ensure standards are met for their specific position requirements
• Review resumes and job preferences to identify potential assignment opportunities
• Submit qualified candidates to desired job openings
• Prepare candidates for potential interview questions and review job specific expectations
• Assist with the onboarding process such as meeting compliance requirements and the locations of temporary housing possibilities
• Continue to build and maintain active relationships with each qualified candidate/employee to ensure all information is current and properly documented
• Retain current employees staffed on an assignment by extending their current position, or reassigning them to a different opportunity
• Achieve established staffing goals and other performance expectations as defined by management

• Recognize and promote cross-sell and up-sell opportunities
• Promote the sale of AAA Life Insurance products in a call-center environment
• Complete appropriate applications and forms as necessary to achieve specific sales production expectations
• Follow internal processing procedures to assure that transactions are handled in accordance with company policies and procedures
• Provide advanced technical and product information in response to customers’ inquiries
• Achieve established sales goals and other performance expectations as defined by management
• Successfully complete appropriate training relative to all AAA Life products and services
• Perform other job duties as assigned or required Maintain my continuing education training required every two years to retain my Life Insurance License

• Interview prospects and customers looking for assistance with Life and Health Insurance
• Initiate, interview, identify, and send appropriate material to meet the caller’s insurance needs
• Provide benefits and offer products based on individual and family needs
• Encourage prospects to close business over the phone when appropriate
• Make outbound calls to close follow up business over the phone
• Handle all prospect and policy owner information confidentially
• Meet or exceed production sales goals set in a fast-paced environment
• Maintain my continuing education training required every two years to retain my Life and Health Insurance License