Andrew Booth
McGriff Insurance Services
Venice
6
years of professional experience
Relationship-driven Account Manager with 4+ years of experience managing client portfolios, building long-term business relationships, and delivering exceptional customer experiences. Proven ability to retain clients, communicate complex solutions, resolve issues, and collaborate across teams to improve operational efficiency. Experienced using Salesforce, BenefitPoint, and ImageRight CRM platforms to manage customer data and support strategic business objectives. Seeking an Account Management, Customer Success, or Sales role where I can help clients grow while contributing to revenue and business development initiatives.
Work History
Account Manager
4 Years 6 Months- Manage a portfolio of 25+ small business clients, serving as the primary relationship manager and trusted advisor.
- Achieved a 104% client retention rate through proactive communication, consultative support, and relationship management.
- Build strong client partnerships by understanding business needs and delivering customized insurance solutions.
- Utilize BenefitPoint and ImageRight CRM platforms to manage client information, monitor renewals, and maintain accurate records.
- Analyze client data and performance metrics to forecast annual goals and support strategic planning initiatives.
- Lead client meetings, onboarding sessions, and educational presentations that simplify complex insurance concepts.
- Resolve client concerns quickly by coordinating with internal teams, improving customer satisfaction and strengthening long-term relationships.
- Partner with cross-functional departments to streamline workflows and enhance the overall client experience.
Accounting / Sales Intern
4 Months- Utilized Salesforce CRM to manage customer interactions, maintain account records, and support sales activities.
- Assisted with insurance quote preparation and sales documentation while ensuring data accuracy.
- Engaged with more than 250 prospective customers daily, identifying client needs and supporting sales and service efforts.
- Delivered high-quality customer service while balancing multiple priorities in a fast-paced environment.
- Developed foundational experience in consultative selling, client communication, and relationship management.
Education
Bachelor of Science - Accounting
Graduated December 2021
Skills
Account Management
Client Relationship Management
Customer Success
Business Development
Sales Support
CRM Platforms (Salesforce
BenefitPoint
ImageRight)
Pipeline & Client Tracking
Data Analysis & Reporting
Microsoft Excel
Strategic Planning
Presentations & Client Training
Problem Solving
Cross-Functional Collaboration
Life & Health Insurance Licensed
LEADERSHIP & COMMUNITY INVOLVEMENT
- Service Learning Study Abroad Program, Vietnam, Collaborated with international teams to construct sustainable farming infrastructure for local communities., Conducted business interviews and market research to develop sustainability-focused business plans., Strengthened cross-cultural communication, teamwork, and project coordination skills.
- Sigma Nu Fraternity – University of Arkansas, Academic Success Advisor, Mentored undergraduate members on goal setting, academic planning, and personal accountability.
- Sigma Nu Fraternity – University of Arkansas, Chaplain, Facilitated meetings and group discussions while fostering an inclusive and supportive chapter culture., Managed attendance and organizational records using Microsoft Excel.
Timeline
Account Manager
McGriff Insurance Services
02.2022 - CurrentRead More
Accounting / Sales Intern
State Farm
05.2020 - 09.2020Read More
University of Arkansas – Sam M. Walton College of Business
Bachelor of Science from Accounting
Read More