Dedicated insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Digital Engagement Manager
Nassau Financial Group
05.2017 - Current
Develop and execute digital engagement strategies using Salesforce and Active Campaign to enhance customer interaction and satisfaction
Manage and analyze customer data using Excel to identify trends and optimize marketing efforts
Utilize Livechat to provide real-time customer support and resolve issues promptly, improving customer retention rates
Collaborate with marketing and sales teams to design and implement targeted email and call campaigns
Monitor and report on campaign performance metrics, making data-driven decisions to improve future initiatives
Successfully sold Fixed Indexed Annuities and Medicare Supplement Insurance
Maintained and updated customer information in Salesforce, ensuring accurate tracking of sales activities and customer interactions
Conducted market research and analysis to identify new sales opportunities and develop effective marketing strategies
Delivered engaging presentations and product demonstrations to potential clients, resulting in a high conversion rate.
Education
SUNY Plattsburgh
05.2016
Schenectady County Community College
05.2015
Skills
CRM and Marketing Tools: Salesforce, Active Campaign
Business Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial GroupBusiness Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial Group