Bethann Morrison
Springfield,PA
Summary
Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
37
37
years of professional experience
Work History
Account Manager
Core insurance Group
Newtown Square, PA
04.2024 - Current
- Managed client accounts and maintained strong relationships with customers.
- Acted as main point of contact in matters relating to client concerns and needs.
- Coordinated communication between clients and internal teams for service delivery.
- Analyzed client needs and recommended appropriate insurance solutions.
- Facilitated onboarding processes for new clients to ensure smooth transitions.
- Monitored policy renewals and addressed any client inquiries promptly.
- Managed multiple accounts simultaneously while meeting deadlines.
- Renewed existing accounts by building relationships with clients.
- Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
- Resolved customer complaints in a timely manner.
- Managed account receivables for assigned accounts, ensuring timely payments and minimizing bad debts.
- Documented account activities and maintained accurate records in CRM systems.
Account Manager
Biddle and Company
Newtown Square, Pa
05.1989 - 04.2024
- Managed client accounts and maintained strong relationships with customers.
- Acted as main point of contact in matters relating to client concerns and needs.
- Coordinated communication between clients and internal teams for service delivery.
- Resolved customer complaints in a timely manner.
- Renewed existing accounts by building relationships with clients.
- Analyzed client needs and recommended appropriate insurance solutions.
- Documented account activities and maintained accurate records in CRM systems.
- Maintained accurate records of all customer interactions in the CRM system.
- Managed multiple accounts simultaneously while meeting deadlines.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Prepared monthly financial statements for each account.
- Ensured compliance with industry regulations when dealing with clients.
Education
Penncrest High School
Media, PASome College (No Degree) - Computer Science
Widener University
Wilmington, DESkills
- Client relationship management
- CRM software management
- Service delivery coordination
- Financial reporting
- Data management
- Policy analysis
- Problem solving
- Team collaboration
- Customer service
Timeline
Account Manager
Core insurance Group
04.2024 - Current
Account Manager
Biddle and Company
05.1989 - 04.2024
Penncrest High School
Some College (No Degree) - Computer Science
Widener University