Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Manager
Troy Peterson Insurance Agency
09.2022 - Current
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Actively participated in networking events within the industry, expanding professional connections and generating leads.
Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
Built relationships with customers and community to promote long term business growth.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Vice President
Larink Properties Inc
02.2022 - Current
Collaborated with senior management to develop strategic initiatives and long term goals.
Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
Identified opportunities to improve business process flows and productivity.
Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
Oversaw business-wide changes to modernize procedures and organization.
Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
Scheduled appointments and conducted follow-up calls to clients.
Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
Customer Associate
B2 Outlets
03.2021 - 10.2023
Resolved customer issues efficiently, resulting in positive feedback and increased loyalty.
Assisted in maintaining store cleanliness, contributing to a pleasant shopping environment.
Assisted with price verifications and implemented adjustments for discounts or promotions.
Stretching beyond assigned duties when needed for smooth business operations.
Balancing workload efficiently by prioritizing tasks based on urgency or importance.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Service Advocate II
Farmers Insurance Company
07.2019 - 09.2022
Supported team members, fostering a collaborative and productive work environment.
Improved customer satisfaction by promptly addressing inquiries and resolving issues.
Enhanced client retention through exceptional service delivery and proactive communication.
Demonstrated empathy and active listening skills when dealing with frustrated customers, diffusing tense situations effectively.
Analyzed customers' issues and complaints and initiated corrective actions.
Researched and resolved billing discrepancies to enable accurate billing.
Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
Senior Customer Service Associate
Farmers Insurance Exchange
04.2016 - 07.2019
Promoted to senior customer service associate in first 12 months of employment for displaying outstanding enthusiasm and remaining calm in extremely trying situations.
Escalated issues to proper supervisors when standard processes were not effective.
Stepped up to assist customer service manager with complaints and issues during times of department short staffing.
Maintained compliance with industry regulations by adhering to established procedures and guidelines in claims handling.
Maintained accurate records of all claims and consistently updated the database with relevant information, ensuring easy access for future reference.
Upheld strict confidentiality standards when discussing sensitive information related to policyholder''s personal details or claim specifics.
Streamlined department workflow by collaborating closely with team members, sharing best practices, and assisting peers when needed.
Invited to present before companywide supervisory board with team building and critical thinking activities.
Awarded the "century club" for 100 100% customer satisfaction surveys returned.
Server
Chilis Bar and Grill
12.2015 - 05.2018
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Education
Bachelor of Arts - English
Grand Rapids Community College
Grand Rapids, MI
Skills
Account management
Customer service
Teamwork and collaboration
Client relations
Client relationship management
Goal oriented
Issue resolution
Networking skills
Documentation and reporting
Upselling
CRM software
Business development and planning
Organizational skills
Office administration
Data entry
Clear oral/written communication
Certification
Property and Casualty License - Michigan Department of Insurance.
Timeline
Account Manager
Troy Peterson Insurance Agency
09.2022 - Current
Vice President
Larink Properties Inc
02.2022 - Current
Customer Associate
B2 Outlets
03.2021 - 10.2023
Service Advocate II
Farmers Insurance Company
07.2019 - 09.2022
Senior Customer Service Associate
Farmers Insurance Exchange
04.2016 - 07.2019
Server
Chilis Bar and Grill
12.2015 - 05.2018
Bachelor of Arts - English
Grand Rapids Community College
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