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Skills

  • Consultative sales strategies
  • Data-driven decision making
  • Communications
  • Data tracking and analysis
  • Stakeholder engagement
  • Tracking attendance numbers
  • Customer retention strategies
  • Industry knowledge
  • Concept promotions
  • RFI Scanners

Work Experiences

  • Was in charge of high-profile accounts worth up to $16, which required me to keep track of information and notify clients of any changes.
  • Increased company revenue by 18% by securing over 2 type accounts.
  • Contacted customers about account or information issues and informed them of changes for excellent customer service.
  • Created presentations and other materials to illustrate campaign performance for use in management meetings.
  • Worked with internal stakeholders to determine advertising campaign budgets.
  • Was in charge of campaign planning, creative design, and tracking.
  • Wrote and edited interesting press releases for each event, contest, or promotion.
  • Chaired one year meetings to discuss issues and make recommendations for a successful resolution.
  • Verified and updated framework account information in a timely and accurate manner.
  • Achieved a 63% improvement in client retention.

Summaries

  • Dedicated to providing exceptional customer service.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Developing campaigns, supporting branding strategies, and adjusting strategies to meet changing demands are all part of her background.
  • Focused professional with over 2 years of managerial experience in advertising and promotions.
  • Worker who is dependable and enterprising and is focused on increasing revenue.
  • Licensed Account Manager and team leader with 5 years of experience in category settings.
  • Competitor research, strategic marketing, and workflow optimization are all skills that a smart advertising and promotions manager possesses.
  • Event planning, contest design, and operations management are all skills she possesses.
  • Strong technical skills and experience in stakeholder engagement.
  • Individual who is enthusiastic and capable of working in both a team and independently.

Accomplishments

  • Trained and mentored junior team members in financial analysis and compliance, improving team effectiveness and efficiency in day-to-day operations.
  • Maintained a 33% success rate in securing client approvals for insurance claims by systematically reviewing documentation for compliance.
  • Mitigated compliance risks by rigorously reviewing client documentation, achieving a 10-year track record of zero audit findings.
  • Developed strong client relationships through proactive service and communication, increasing overall client satisfaction by 49% over two years.
  • Co-led the development of a new client support portal, increasing user adoption by 73% while minimizing client churn.
  • Streamlined claims processing procedure, reducing turnaround time by 9 days and enhancing service quality for high-priority clients.
  • Proactively managed client accounts, leading to a 45% reduction in customer churn by resolving concerns and providing tailored advice.
  • Recipient of Outstanding Service Award for exceptional performance in managing and growing high-value accounts by 73% within one year.
  • Earned CPA in program, improving internal compliance processes and reducing operational errors by 83%.
  • Developed customized insurance solutions for 6+ clients, driving a 34% increase in retention rate over two years.

Affiliations

  • Certified Professional, Sales Forecasting and Metrics Development (Six Sigma, 2024)
  • Chairs Professional Development Committee, Federation of Insurance Counselors (2015-2016)
  • Contributor, Industry Risk Assessment Working Group (2016-Present)
  • Graduate, Advanced Risk Management and Client Retention Program (2021)
  • Mentor, Junior Account Manager Development Program (2024-Present)
  • Member, Insurance Education Providers Network (2024-Present)
  • Active participant, Financial Management Association International (2018-Present)
  • Member of Client Feedback & Retention Taskforce (2019-2018)
  • Certified Expert, Cross-functional Sales Teams Leadership (2015)
  • Certified, Advanced CRM Systems Usage for Client Retention (2016)

Certifications

  • Insurance Agent License Ohio
  • Certified Public Accountant (CPA)
  • First Aid/CPR
  • LinkedIn Learning: Relationship Building for Account Managers
  • Certified Insurance Counselor (CIC)
  • Project Management Professional (PMP)
  • HubSpot Sales Software Certification
  • CompTIA Network+
  • Associate in Personal Insurance (API)
  • Microsoft Certified Systems Engineer (MCSE)

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