Benjamin Shakespeare
The Woodlands,TX
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic leader with robust background in customer relationship management.
Overview
4
4
years of professional experience
Work History
Senior Account Manager
InflowCX
01.2022 - Current
- Secured high-value accounts by working with C-Level executives through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Liaised between account holders and various departments to find answers and solutions to their questions and issues.
- Met or exceeded sales goals for mid-market and enterprise accounts by bringing in over 10 new accounts.
- Promoted to Senior Account Manager within 10 months
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Account Manager
Pathfinder LL&D
02.2020 - 01.2022
- Helped businesses and individuals select the most appropriate policies to fit their needs
- Advised clients on how to minimize risk
- Maintained and serviced relationships with clients by annual renewal meetings, monthly check ins, and solving issues for them
- Addressed problems with accounting, billing and claims to maintain and enhance client satisfaction.
- Sought out leads, prospects, and new clients by cold calling and referrals
- Matched insurance policies for clients with companies that offer best rates and coverage
- Reviewed contracts / policies’ wording to confirm there were no discrepancies
- Utilized Salesforce and ZOHO CRMs to manage customers
- My first year annual contract value was $30,000 vs National first year agent’s ~$10,000
Supervising Account Manager
Liberty National Life Insurance Company
01.2019 - 01.2020
- In addition to Account Manager responsibilities, I also managed, trained, and supported multiple team members, inspected their schedules, routes, and helped them reach their committed goals
- Personally won nationwide competition against 100s of other agents for most new clients acquired by an individual throughout July and August 2019
- My average was 70 closed accounts per 100 walk-ins vs SSA target of one account per 100 walk-ins.
Account Manager
Liberty National Life Insurance Company
09.2018 - 01.2019
- Acquired new clients to provide benefits to their employees
- Used Salesgenie to create / verify prospect lists, and Salesforce to build routes of cold leads for each day of the week
- Daily duties to carry our research for prospects on the route, visit each business and built rapport with the owner, introducing Liberty National and its services
- After overcoming objections, gave presentation to the decision maker
- Presentation covered company overview, how Liberty National is different, benefits offered, and how the process works
- Overcame any other objections, obtained signed authorization to proceed, and agreed schedule to sit with each employee to customize a benefit package to suit the needs of them and their family
- Visited current clients every other month to maintain relationship
- National average was to close one account every ~120 walk-ins, I averaged 90.
Education
Bachelor of Business Administration - Business Management - Entrepreneurial Leadership
Texas A&M University
College Station, TX05.2018
Skills
- New Business Opportunities
- Business Development
- Order Management
- Persuasive Negotiations
- Teamwork and Collaboration
- Acquisition and Retention Strategies
- Opportunity Identification
- Consultative and Empathetic Approach
Leadership/Hobbies
- Student Leader: (August 2021 – Present) - Adult leader for 10th grade youth at Restoration Church Woodforest.
- Soccer Player: (September 2021 – Present) - Player for Texas Premier men’s semi-professional soccer team
- Volunteer: (2015 - 2019) - Various roles for Coreluv International: In Haiti – Over several mission trips assisted in orphanage activities including organization of a basketball camp and sports day, entertaining children, maintenance work, and hosting of church events. Domestically helped with activities such as church presentations, merchandise sales and inventory.
- Intern: (Summer 2015) - Coreluv International: Project Coordinator in Haiti for all projects and events at and around the Coreluv orphanage.
- President: (Spring - Fall 2015) - President of the Lone Star College, Tomball, TX soccer team
Timeline
Senior Account Manager
InflowCX
01.2022 - Current
Account Manager
Pathfinder LL&D
02.2020 - 01.2022
Supervising Account Manager
Liberty National Life Insurance Company
01.2019 - 01.2020
Account Manager
Liberty National Life Insurance Company
09.2018 - 01.2019
Bachelor of Business Administration - Business Management - Entrepreneurial Leadership
Texas A&M University
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