Ashley Beach
Colchester
Summary
Highly organized and motivated Account Executive with demonstrated high performance track record, building relationships with clients, and managing priority accounts. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
1
1
year of professional experience
Work History
Account Executive
The Admin Effect
12.2023 - Current
- Provide exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Manage over twenty follow ups on a daily basis
- Coordinate and accomplish conference calls with clients and carriers on a weekly basis
- Manage our to do spreadsheet with new applications.
- Handle customer inquiries professionally, resolving issues promptly to maintain positive relationships.
- Manage high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
Bachelor of Science - Business Administration
Goodwin College
East Hartford, CT05.2018
Skills
- Client Relationship Building
- Interpersonal Skills
- Performance Tracking
- Account Management
- Relationship building and management
- Pipeline Management
- Customer Relationship Management (CRM)
Suggestions:
- Have the agent complete call sheets with the client at initial meeting.
- Ensure all emails with new applications being sent to NB have at least two reasons why the replacement or transfer is in the clients best interest.
- Ensure all training has been completed before agents write new products.
- Create a communication system for the new business associates to ensure only one associate is in an application at a time. There have been instances where two people are in the same app and information does not get saved properly.
Timeline
Account Executive
The Admin Effect
12.2023 - Current
Bachelor of Science - Business Administration
Goodwin College