Belinda Tamez
Houston,TX
Summary
Professional Personal Lines Senior Account Executive II with expertise in managing High Net Worth accounts. Extensive experience in account management and client relationship building. Focused on driving high-value account success and achieving client satisfaction. Committed to delivering impactful results through effective workload management. Recognized for proficiency and adaptability. Strong listening and communicative skills. Dedicated to exceeding expectations and delivering exceptional customer service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Lines Sr Account Executive II
Marsh & McLennan
Houston, TX
01.2018 - Current
- Successfully managed High Net Worth accounts, ensuring timely communication and satisfaction with services provided.
- Collaborated with cross-functional teams to align marketing efforts with HNW client needs and feedback.
- Managed large HNW accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Conducted regular HNW client reviews to assess client needs and identifying any upselling opportunities or implementing necessary changes.
- Successfully managed portfolios of high-value accounts, maintaining focus on customer satisfaction and account growth.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Maintained current knowledge of evolving changes in marketplace to identify new business opportunities
Account Manager
Advice Insurance Group
Houston, TX
01.2016 - 12.2017
- Developed and maintained strong client relationships, ensuring high levels of customer satisfaction.
- Trained and mentored junior account managers, fostering team development and knowledge sharing.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Education
Bachelor of Science - Education
Texas A&M University, Corpus Christi, TX
Corpus Christi, TX05-2002
Skills
- Client relationship management
- Teamwork and leadership
- Retention quota achievement
- Workload management
- Goals and performance
- Organizational skills
- Time and Account management
- Reliability
- Multitasking and organization
- Reliability
Accomplishments
2021, Heart of MMA Award
2022, To Infinity And Beyond Award
2023, Better Together Award
2024, Retention & Superior Service Award
Two of Five Certified Personal Risk Manager courses
Certification
Texas Property & Casualty General Lines Agent
Timeline
Personal Lines Sr Account Executive II
Marsh & McLennan
01.2018 - Current
Account Manager
Advice Insurance Group
01.2016 - 12.2017
Bachelor of Science - Education
Texas A&M University, Corpus Christi, TX