Summary
Overview
Work History
Education
Skills
Timeline
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Ann Patton

Grandview,MO

Summary

Results-focused professional prepared to excel in fostering client relationships and driving engagement strategies. Possesses valuable experience in managing comprehensive campaigns that enhance customer satisfaction and loyalty. Known for collaborative approach and adaptability in dynamic environments, with strong skills in strategic communication and project management.

Overview

13
13
years of professional experience

Work History

Early Engagement Specialist

Housecall Pro
01.2022 - Current
  • Provided ongoing support to clients throughout their journey, fostering long-lasting partnerships built on trust and mutual understanding.
  • Coordinated with other departments within the organization when necessary, fostering an environment of collaboration towards shared objectives related to customer success.
  • Collaborated with cross-functional teams to develop innovative strategies for improving customer engagement.
  • Successfully retained high-value clients by implementing targeted action plans focused on re-engagement efforts tailored specifically to their needs.
  • Conducted regular follow-ups with clients to ensure satisfaction and address any concerns that may arise.
  • Proactively identified potential challenges or roadblocks and devised strategies for overcoming them, ensuring project success.
  • Built strong relationships with clients through active listening and empathy, resulting in increased loyalty and retention.

Claims Adjuster

Progressive
10.2020 - 12.2021
  • Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
  • Examined claims forms and other records to determine insurance coverage.
  • Verified insurance claims and determined fair amount for settlement.
  • Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.
  • Conducted thorough investigations of complex insurance claims, gathering evidence and analyzing relevant documentation.
  • Achieved cost savings through successful subrogation efforts, recovering funds from responsible parties in various claims scenarios.

Inbound Sales Advisor

SVG/Crosspointe
04.2018 - 09.2020
  • Successfully resolved escalated customer complaints while maintaining professionalism and adhering to company policies.
  • Streamlined internal processes for improved efficiency in handling inbound sales inquiries and order processing.
  • Assisted in training new hires, sharing best practices, expertise, and fostering a supportive team atmosphere.
  • Enhanced overall customer experience by providing tailored solutions that met individual needs and preferences.
  • Increased sales revenue by consistently meeting and exceeding performance targets.
  • Utilized CRM software for effective lead management, ensuring timely follow-up with prospective customers.
  • Exceeded personal monthly performance metrics, contributing to the overall success of the sales team and organization.
  • Obtained a health/life Insurance License to sell a variety of insurance products

Sales/Marketing

Durrie Vision
05.2012 - 08.2017
  • Improved customer satisfaction ratings through prompt resolution of concerns coupled with proactive outreach aimed at ensuring their continued loyalty.
  • Collaborated with the marketing team to create effective promotional materials, driving brand awareness and lead generation.
  • Analyzed market trends and competitor strategies, refining sales tactics for optimal performance.
  • Created comprehensive sales training materials that enhanced team productivity by reinforcing best practices in closing deals efficiently.
  • Established strong relationships with key industry influencers, enhancing company reputation and expanding reach within target markets.
  • Exceeded quarterly sales targets consistently by focusing on strategic prospecting efforts and tailored pitches for each potential client.
  • Received an award for outstanding customer service

Education

Bachelor of Science - Business Administration

North Central University
Minneapolis, MN
05-2008

Skills

  • Brand awareness
  • Cross-functional coordination
  • Problem-solving
  • Decision-making
  • Data entry
  • Social media marketing
  • Proficient in Photoshop, InDesign, Microsoft Office Suite, SalesForce

Timeline

Early Engagement Specialist

Housecall Pro
01.2022 - Current

Claims Adjuster

Progressive
10.2020 - 12.2021

Inbound Sales Advisor

SVG/Crosspointe
04.2018 - 09.2020

Sales/Marketing

Durrie Vision
05.2012 - 08.2017

Bachelor of Science - Business Administration

North Central University

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Ann Patton