Amy K. O'Donnell
Milton,MA
Summary
Dynamic Account Executive and Account Manager with over three years of experience driving new business growth in startup environments across the US and Australian markets. Expertise in building robust sales pipelines, closing revenue, and cultivating strong customer relationships in fast-paced settings. Results-oriented professional committed to leveraging innovative strategies to exceed sales targets and enhance client satisfaction. Proven track record of adapting to evolving market demands while delivering exceptional value to clients.
Overview
18
18
years of professional experience
Work History
Account Manager, Sales
Connell & Curley Insurance Agency Inc.
Natick, MA
04.2025 - Current
- Developed and executed account rounding strategies to bolster client retention.
- Implemented strategies for effective data organization and record maintenance to enhance operational efficiency.
- Utilized strong interpersonal skills and product expertise to present optimal solutions, ensuring positive outcomes for customers.
- Coordinated and implemented agency projects as required to meet client expectations and project goals.
- Conducted ongoing research to identify and evaluate new developments in risk mitigation and technology to enhance strategic initiatives.
- Assessed client needs and provided tailored support to ensure full utilization of service offerings.
- Facilitated client satisfaction by providing tailored solutions and maintaining high service standards.
- Drove strategic initiatives to achieve significant sales growth.
- Facilitated timely preparation of quotations which enhanced new business application efficiency. Achieved improved processing times for new business applications through effective quotation preparation.
- Facilitated policy renewals and adjustments to maintain 100% accuracy and enhance client satisfaction.
- Oversaw comprehensive review and fulfillment of client insurance requirements in a high-volume, fast-paced environment.
- Navigated clients through the insurance journey, providing insights on policy options and overseeing claims management.
- Cultivated and sustained robust client relationships to ensure precise, timely, and attentive fulfillment of insurance needs.
- Coordinated efforts with insurance companies and executives to execute key sales and marketing strategies aimed at optimizing business growth.
Corporate Headquarters Receptionist
Boston Dynamics
Waltham, MA
04.2022 - 10.2024
- Streamlined communication processes to support efficient interactions among all internal and external departments.
- Cultivated strong relationships by ensuring all guests, vendors, and employees received a warm welcome and exceptional service.
- Managed and screened incoming phone calls to ensure efficient distribution of sales and marketing communications.
- Streamlined coordination and logistics processes, ensuring alignment and efficiency across various stakeholder groups.
- Executed thorough screening of guests and employees to ensure safety and security at main entrance.
- Executed thorough oversight of operational processes to guarantee successful building management.
- Executed the handling of confidential matters, prioritizing discretion and compliance with privacy standards.
- Verified and approved security clearances for scheduled guests, facilitating safe and secure lobby access.
- Executed administrative responsibilities while assisting in project management and organizing special events.
- Ensured 100% customer satisfaction rating by implementing effective support strategies.
- Documented and escalated security concerns to designated teams for effective management.
- Managed task completion within deadlines and facilitated conflict resolution to maintain team cohesion.
- Managed scheduling, correspondence, and documentation for high-level executives, optimizing their time and resources.
- Developed and implemented efficient workflows to improve daily operations and assist in onboarding new employees.
- Facilitated seamless onboarding and offboarding experiences to enhance employee integration and security protocols.
- Executed high-security protocols to safeguard sensitive information and address potential challenges.
- Implemented customer feedback procedures, enhancing visitor experience through responsive adjustments.
- Managed front desk operations, ensuring smooth daily functions and welcoming visitors.
Receptionist/Marketing
Medfield Veterinary Clinic
Medfield, MA
01.2018 - 04.2019
- Implemented targeted campaigns to boost social media engagement and foster community connections.
- Analyzed and optimized calendar systems to improve time management and resource allocation.
- Coordinated and executed community engagement events to foster local involvement within budget parameters.
- Streamlined communication processes to ensure clarity and efficiency among stakeholders.
- Crafted detailed marketing strategy and summary reports to inform office manager and owners on performance and direction.
- Facilitated seamless customer interactions, focusing on personalized service and support.
- Generated and submitted completed invoices for prompt client billing.
- Ensured effective communication among departments, prioritizing meticulous attention to detail.
- Provided exceptional customer service, addressing client inquiries and concerns promptly.
- Managed front desk operations, ensuring efficient patient scheduling and appointment management.
- Coordinated communication between veterinary staff and clients for seamless service delivery.
- Maintained accurate records of patient information and medical histories in electronic systems.
- Assisted veterinarians during examinations by preparing necessary documents and materials.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
Account Manager
Kaplansky Insurance
Brookline, MA
04.2015 - 07.2018
- Facilitated tailored client solutions to enhance overall service satisfaction.
- Implemented effective sales strategies to enhance revenue generation and expand market presence.
- Managed the preparation of quotations and the submission of new business applications to enhance client engagement. Oversaw the development of accurate quotations and the streamlined processing of new business applications. Directed efforts to prepare quotations and process new business applications for increased operational efficiency.
- Facilitated policy renewals and adjustments to uphold compliance and enhance customer satisfaction.
- Assessed and addressed client insurance needs to ensure comprehensive coverage and satisfaction in a dynamic setting.
- Delivered expert support during insurance transactions to enhance client understanding and satisfaction from policy selection to claims resolution.
- Developed and managed strong client partnerships to guarantee meticulous and prompt service in addressing insurance requirements.
- Forged partnerships with insurance companies and executives to drive sales and marketing initiatives.
Event Marketing and Brand Ambassador
Freelance
Boston, MA
06.2010 - 01.2017
- Spearheaded targeted event campaigns and trade shows for prominent brands including Honest Tea, Lucky Jeans, Sony Reader, Sabra Food Company, Verizon Fios, and Keurig.
- Collaborated with cross-functional teams to design and implement trade shows, in-store events, and product launches.
- Achieved streamlined logistics for marketing materials, enhancing communication across teams. Delivered efficient talent management solutions, optimizing resource allocation. Improved logistics processes for marketing materials, contributing to enhanced team productivity.
- Facilitated lead generation and accelerated sales growth through engaging presentations at live events.
- Compiled and delivered comprehensive event analysis reports to senior marketing executives.
Account Executive
Brafton Inc.
Boston, MA
11.2010 - 01.2012
- Updated and generated leads to the Sales Department
- Directed lead database upkeep in Salesforce, ensuring streamlined operations for sales team effectiveness.
- Created leads and competitor intelligence for a new office launch in Sydney Australia
- Developed strong client relationships to drive account retention and satisfaction.
- Analyzed market trends to identify new business opportunities and enhance competitive positioning.
- Utilized CRM systems to track sales activities, monitor progress, and forecast future sales trends.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Stayed current on company offerings and industry trends.
Field Marketing
Cornerstone Agency/Fader Magazine
Boston, MA
08.2008 - 01.2010
- Facilitated representation of prominent music artists, movies, comedians, and lifestyle brands to enhance visibility in Boston.
- Conducted comprehensive research for various projects to enhance strategic planning.
- Executed branding strategies to enhance local market presence.
- Collaborated with cross-functional teams to create and implement targeted advertising and marketing campaigns for successful promotional events.
- Cultivated customer relationships and executed marketing campaigns to elevate sales and strengthen brand loyalty.
- Established and nurtured connections with prominent influencers to enhance brand visibility.
- Analyzed event outcomes and produced detailed reports to inform strategic decision-making and optimize future events.
Education
Continuing Education Program - Marketing
Emerson College
Boston, MAMarketing/PR/Communications
Florida Southern College
Lakeland, FLSkills
- Proficient in written and oral communication
- Lead generation proficiency
- Expertise in social media tools
- Proficient in Microsoft Office applications
- Office administration
- Confidentiality management
- Proficient in data analysis
- Client service management
- Client relations and service excellence
- Interpersonal communication
- Team collaboration
- Strong ability to manage multiple tasks
- Effective team builder
- Meticulous attention to detail
- Innovative problem solver
- Time management expertise
- Vendor coordination expertise
- Event logistics management
- Invoice management
- Account management
- Integrated marketing and sales
- Adept at identifying solutions
- Cross-functional teamwork
- Customer relationship management
- Customer satisfaction
- Sales development
- Goal oriented
- Upselling
- Contract negotiation
- Operations
- Account servicing
- Revenue generation
- CRM software
- Lead prospecting
- Converting leads
Timeline
Account Manager, Sales
Connell & Curley Insurance Agency Inc.
04.2025 - Current
Corporate Headquarters Receptionist
Boston Dynamics
04.2022 - 10.2024
Receptionist/Marketing
Medfield Veterinary Clinic
01.2018 - 04.2019
Account Manager
Kaplansky Insurance
04.2015 - 07.2018
Account Executive
Brafton Inc.
11.2010 - 01.2012
Event Marketing and Brand Ambassador
Freelance
06.2010 - 01.2017
Field Marketing
Cornerstone Agency/Fader Magazine
08.2008 - 01.2010
Marketing/PR/Communications
Florida Southern College
Continuing Education Program - Marketing
Emerson College