Nicole Montchal
Phoenix
Summary
Senior Sales Operations Analyst with over seven years of experience, recognized for exceptional attention to detail and outstanding communication and project management skills. Proven ability to manage multiple tasks effectively in fast-paced environments, consistently optimizing processes and supporting team objectives. Known for a proactive approach in identifying and addressing issues, excelling in interviewing, training, and mentoring new employees to ensure their success. Serves as a Subject Matter Expert across multiple fields, contributing valuable insights and expertise to drive organizational growth and efficiency.
Overview
10
10
years of professional experience
Work History
Senior Sales Operations Analyst
UnitedHealth Group
06.2019 - Current
- Serve as contact between Sales Agents, Managers, Underwriters, and Case Install teams, to provide insurance proposals and installations for small businesses.
- Performed accurate data entry, maintaining up-to-date records, logs, and files for easy access, through Salesforce CRM.
- Created, analyzed, and updated Excel spreadsheets for reporting and operational purposes, producing Health Insurance Quotes for Small Businesses (2-50 and 51-99 employees).
- Proposals created included Fully-Insured, and Level-Funded Options, as well as all lines of Ancillary Coverage. As well as working with AHP Groups. Highly experienced with UHC's Samx and Benefitter.
- Maintained positive relationships with internal teams and external partners through clear and organized communication.
- Utilized strong problem-solving skills to quickly address and resolve challenges.
- Worked as a Subject Matter Expert for Arizona and all Specialty Quoting
- Trained New Hires and Contractors, Served as auditor for the Team.
Title Specialist & Office Clerk
Alexander Toyota
04.2017 - 02.2018
- Processed customer vehicle title and registration applications, both in-state and out-of-state.
- Maintained titles for current inventory.
- Inputted all used cars into our inventory.
- Prepared MSO's for dealer trades.
- Submitted bundles of customer's applications to financial institutions.
- Contacted Motor Vehicle Departments from various states to determine status of pending titles, as well as submitting required documents for out of state registrations.
- Collected taxes and fees, submitted payments and issued receipts.
- Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
- Developed and maintained relationships with title companies, lenders and other stakeholders to facilitate smooth transactions.
Virtual Assistant
Weena Cullins, LCMFT
06.2016 - 04.2017
- Responded to phone inquiries and appointment requests.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Conducted outbound reminder calls and maintained organized time calendars.
- Managed electronic and paper filing systems by updating paperwork, maintaining documents, and accurately recording information.
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Kept extensive contact list updated with new contacts and changes to existing contacts.
Education
Bachelor of Science - Mass Communications
Arizona State University
Tempe, AZ01-2017
Skills
- Advanced in Excel Spreadsheets
- Salesforce CRM
- Time Management
- Organization
- Verbal & Written Communication
- Data Analysis & Reporting
- Problem-Solving
- Critical Thinking
- Training & Onboarding New Hires
- Collaboration Teamwork
- Cross-Functional Teamwork
- Adaptability
- Calm Under Pressure
Timeline
Senior Sales Operations Analyst
UnitedHealth Group
06.2019 - Current
Title Specialist & Office Clerk
Alexander Toyota
04.2017 - 02.2018
Virtual Assistant
Weena Cullins, LCMFT
06.2016 - 04.2017
Bachelor of Science - Mass Communications
Arizona State University