Aubrey Peatross
Tooele,Utah
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
28
28
years of professional experience
Work History
Account Manager
Insurance Network, LC/Gibson Insurance
12.2006 - 04.2024
- Increased client satisfaction and maintaining a high client retention rate by providing exceptional customer service and anticipating their needs
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved
- Conducted regular account reviews to identify areas for improvement and ensure continued success
- Educated clients on new products or services to increase customer engagement with brand
- Monitored and analyzed customer feedback to identify opportunities for improvement
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives
- Streamlined internal processes for better efficiency in account management tasks
- Improved overall team productivity by implementing best practices in organization and time management
- Monitored industry trends to provide informed recommendations on new products or services that could benefit clients
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base
- Trained new employees on customer service, money handling and organizing strategies
Customer Service Representative
Curry Insurance Agency
09.2000 - 12.2006
- Boosted sales revenue by identifying customer needs and recommending appropriate products or services
- Handled customer inquiries and suggestions courteously and professionally
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
- Answered customer telephone calls promptly to avoid on-hold wait times
- Updated account information to maintain customer records
- Offered advice and assistance to customers, paying attention to special needs or wants
- Responded to customer requests for products, services, and company information
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients
- Educated customers about billing, payment processing and support policies and procedures.
Operations Secretary
Staker Parson Companies/England Construction
08.1996 - 09.2000
- Boosted productivity through efficient time management practices, prioritizing tasks based on urgency and importance
- Increased operational efficiency by managing calendars, coordinating travel arrangements, and handling expense reports for executives
- Improved communication between departments by serving as the primary point of contact for interdepartmental inquiries
- Demonstrated flexibility and adaptability by taking on additional tasks as needed to support the overall goals of the department
- Ensured accurate record-keeping by maintaining databases, tracking key performance indicators, and generating reports for management review
- Assisted in driving company initiatives forward by providing administrative support to executive leadership teams
- Supported successful project completion with timely preparation of materials, reports, and presentations.
Education
No Degree - English Language & Literature
Utah State University
01.1999
High School Diploma -
Tooele High School
01.1997
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Upselling
- Account Servicing
Additional Information
EPIC, TAM, Partner XE, EZ Lynx, Auto-Owners, Acuity, American Modern, American Collectors, Cincinnati, Colonial General, CSE, Dairyland, Foremost, Grundy, Hagerty, The Hartford, Markel, Metlife, Mutual of Enumclaw, Nationwide, Nationwide Private Client, NCIP, Personal Umbrella, Progressive, National General, RLI, RPS, Safeco/Liberty Mutual, Safehold, AMWINS, State Auto, Travelers, United Underwriters, Palomar, Hanover, Chubb, Pure, Roamly
Timeline
Account Manager
Insurance Network, LC/Gibson Insurance
12.2006 - 04.2024
Customer Service Representative
Curry Insurance Agency
09.2000 - 12.2006
Operations Secretary
Staker Parson Companies/England Construction
08.1996 - 09.2000
No Degree - English Language & Literature
Utah State University
High School Diploma -
Tooele High School
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