Applied EPIC
Alex Marler
Independence,MO
Summary
I'm a knowledgeable, positive leader with a strong background in managing key client accounts and fostering lasting business relationships. Great at developing strategic plans that drive revenue growth and client satisfaction. I've demonstrated expertise in utilizing my communication skills combined with my product knowledge for a high level overview of the personal lines insurance industry, the market trends, and the best ways to navigate it.
I'm looking for a structurally sound, ethical company with opportunity for advancement. A culture like you are family but competitive enough to drive and motivate the others around you. I'm looking for a Senior Level Account Manager role or Leadership Role for a small focused group with ability to expand and create more organizational growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Team Lead
HUB International Mid-America
07.2024 - Current
- Manages schedules, approves time off requests and schedules between team mates.
- Trains and assigns job aids for onboarding new team members. Setting standard on company procedures and expectations.
- Promotes a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Influenced change within the organization through strategic thinking, problem-solving abilities, and consistent leadership style.
- Manage own book of business with client relations and renewals. My roles is both sales and service related client work.
Senior Account Manager
HUB International
03.2023 - Current
- Worked with customers to develop strategic business and account plans.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Shift focus to gear toward High Net Worth clientele. Strategic financial and carrier placement with more protection needs tailored.
Account Manager
HUB International
03.2021 - Current
- Worked with customers to develop strategic business and account plans.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Work annual renewals and cross-sell opportunities.
Medicare Sales Agent
Ideal Concepts, LLC
11.2020 - 03.2021
- Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Coordinated closely with underwriters to ensure accurate processing of applications while adhering to strict deadlines.
Producer
State Farm Insurance
08.2012 - 11.2020
- Worked with customers to develop strategic business and account plans.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Work annual renewals and cross-sell opportunities.
Management Trainee
Enterprise Rent-A-Car
07.2011 - 07.2012
- Assisted in the daily rental process, checking vehicles and clients and an out in face to face transactions.
- Booked appointments and rentals via phone and internet to maintain tight lot occupancy and most efficient revenue stream
- Worked to onboard business accounts to create continued client relations.
Financial Advisor
Northwestern Mutual Financial Network
05.2010 - 02.2011
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Assisted clients with budgeting and cash flow management.
Education
Bachelor of Science - Business Administration
Avila University
Kansas City08-2011
High School Diploma -
Truman High School
Independence08-2006
Skills
- Proficient in software applications and CRM system
- Business development within a team environment
- Excellent communication skills for use in both sales and service
- Scheduling management
- Partnership development with insurance carriers and networking groups alike
- Strong customer relationships
Certification
- CPRIA - Chartered Private Risk and Insurance Advisor
CPRIA Certification
The Chartered Private Risk and Insurance Advisor certificate is the only certification program specifically developed for professionals in the high-net-worth industry. CPRIA aims to broaden your knowledge, enable you to give better advice to clients and provide you with specialized solutions to complex industry issues.
Software
Languages
English
Accomplishments
Multiple internal promotions from current employer within a 3 year span.
Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementHealthcare benefitsCompany CultureWork from home optionPaid time off401k matchPaid sick leaveWork-life balanceTimeline
Team Lead
HUB International Mid-America
07.2024 - Current
Senior Account Manager
HUB International
03.2023 - Current
Account Manager
HUB International
03.2021 - Current
Medicare Sales Agent
Ideal Concepts, LLC
11.2020 - 03.2021
Producer
State Farm Insurance
08.2012 - 11.2020
Management Trainee
Enterprise Rent-A-Car
07.2011 - 07.2012
Financial Advisor
Northwestern Mutual Financial Network
05.2010 - 02.2011
- CPRIA - Chartered Private Risk and Insurance Advisor
Bachelor of Science - Business Administration
Avila University
High School Diploma -
Truman High School
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