Results-driven professional with a strong background in managing team performance and developing training programs. Expertise in client relations and sales strategies to drive business growth and ensure customer satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Account Manager
Marc Sullivan State Farm
Cincinnati, OH
04.2025 - Current
Guided clients in selecting insurance policies tailored to their needs, enhancing overall satisfaction.
Conducted follow-up calls to gauge customer satisfaction and address any service concerns.
Cultivated relationships with clients to build trust and improve communication.
Prepared documents including applications, endorsements, renewals, and cancellations according to company procedures.
Responded to customer inquiries and problems to promote great service.
Maintained accurate records of all insurance transactions using computer software systems.
Developed relationships with new clients through cold calling and referrals from existing customers.
Developed training materials to enhance employee understanding of processes.
Assisted in onboarding new employees by providing orientation and support.
Sales and Marketing Representative
Greg Baker State Farm
Alexandria, Louisiana
04.2024 - 03.2025
Built client relationships to assess insurance needs and provide tailored solutions.
Informed customers about State Farm products and services to enhance their understanding.
Collaborated on targeted marketing campaigns to engage potential clients.
Area Field Manager
Globe Life Family Heritage Division
Ruston, Louisiana
10.2023 - 04.2024
Coached team regularly, providing feedback to improve performance.
Partnered with sales teams to develop customer engagement strategies.
Led team meetings to align goals and share best practices.
Matched job complexity with crew skills to ensure effective team assignments.
Analyzed customer feedback to identify areas of improvement in products or services.