Operations professional with strong track record in optimizing processes and enhancing efficiency. Known for effective communication, problem-solving, and adaptability in dynamic environments. Skilled in data analysis, finance, workflow management, and fostering team collaboration to drive successful outcomes. Dependable and responsive to changing operational needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager
State Farm Mutual Insurance Company
04.2017 - Current
Cultivated strong partnerships with key accounts, driving satisfaction and securing repeat business opportunities.
Designed tailored insurance strategies for diverse clients, ensuring personalized coverage meets individual requirements.
Analyzed customer risk profiles to propose tailored coverage solutions, enhancing client satisfaction and protection.
Guided clients through the crucial aspects of insurance coverage, enhancing their risk management awareness.
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
Trained and supported over 7 new Account Managers, fostering a culture of collaboration and success.
Engaged in diverse continuing education courses to master evolving industry trends and regulatory shifts.
Explained complex technical terms related to insurance plans in simple language for easy understanding.
Documented 1,000+ customer interactions in the CRM, enhancing data reliability and retrieval efficiency.
Participated in brainstorming sessions to develop new ideas for business development initiatives.
Championed adherence to industry regulations while interacting with clients, safeguarding corporate integrity.
Rescued customer relationships through personalized solutions, addressing concerns and exceeding expectations.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Claim Associate – Consolidated Claims at State Farm Mutual Insurance CompanyClaim Associate – Consolidated Claims at State Farm Mutual Insurance Company