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Skills

  • Brand management
  • Sales reporting
  • Sale expertise
  • Auto insurance
  • Quote information
  • Loss analysis
  • Underwriting and adjustments
  • Account development
  • Agency Management System 360
  • Reporting requirements

Work Experiences

  • Reviewed customer needs and financial resources to determine appropriate policy offerings.
  • Increased sales by making recommendations to promote the effectiveness of the brand and the benefits of the product.
  • Qualified individuals interested in purchasing insurance coverage by making approximately 6 outbound and inbound sales calls per week.
  • Ensured
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.
  • Used ServiceNow to verify and post all accounting entries in order to keep the accounting system up to date and accurate.
  • Explained the benefits, features, and drawbacks of various policies in order to promote plan sales and increase overall sales by 10%.
  • Made contact with potential clients to set up appointments.
  • Kept track of everything.
  • Identified

Summaries

  • Focused on customer service
  • Excellent problem-solving, multitasking, and communication skills.
  • Exceptional at building strong sales pipelines and motivating others to achieve sales goals.
  • Visionary leader with a track record of successfully aligning organizational business goals with high-quality work.
  • Account Manager who has a track record of increasing revenue, productivity, and customer satisfaction.
  • Stakeholder relationships are successfully developed and deepened.
  • Articulate
  • Looking for a position as an Account Manager where my hard work and dedication will be rewarded.
  • Versatile
  • Empathy, dependability, and enthusiasm for customer satisfaction.

Accomplishments

  • Business Development:: Developed strong relationships with key referral sources which resulted in 12% increase in referrals over one-year period. Initiated two key partnerships which resulted in framework revenue growth.
  • Secured high-value B2B clients through detailed presentations of customizable insurance products, generating $2 in new business premiums.
  • Implemented customer lifecycle management in CRM system, reducing follow-up time by 13% and increasing renewal rates by 24%.
  • Secured 2 in life insurance policy premiums for the year 2020, reflecting a 68% growth compared to the previous year.
  • Improved retention rates by 58% by offering cross-sell opportunities to existing clients and upselling additional relevant services.
  • Leveraged Salesforce standard to track client interactions, improving lead conversion rates by 30%. Assisted the team in hitting quarterly sales goals.
  • Category Prepared and formatted financial project reports, budget spreadsheets and expense reports for monthly review.
  • Resolved product issue through consumer testing.
  • Partnered with agencies to bundle property and casualty insurance offerings, increasing policy conversion rates by 69% across multiple lines.
  • Achieved OSHA to stay current on evolving insurance regulations and expanded knowledge base to include compliance requirements in Insurance.

Affiliations

  • Society of Women Engineers
  • American Marketing Association
  • National Claims Advocacy Board - category
  • Council of Insurance Agents & Brokers (CIAB)
  • Association for Insurance Leadership Development
  • Society of Insurance Trainers & Educational Policy (SITE)
  • Chartered Property Casualty Underwriter (CPCU) Society
  • Association for Supply Chain Management (APICS)
  • National Association of Social Workers
  • Institute of Customer Service (ICS)

Certifications

  • Certified Risk Manager (CRM)
  • Certified Financial Planner (CFP)
  • SHRM Certified Professional (SHRM-CP)
  • Best Sales Training Certifications
  • Chartered Life Underwriter (CLU)
  • Senior Professional in Insurance Regulation (SPIR)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • Series 6 – Investment Company and Variable Contracts Representative License
  • Chartered Property Casualty Underwriter (CPCU)

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