Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Fund Wide Newsletter
Work Availability
Timeline

Carolyn Petrowski

Georgetown,DE

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

21
21
years of professional experience

Work History

Account Executive

The Joseph L. Vozza Agency
09.2001 - 04.2022
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Prospected new clientele through networking, cold calling, canvassing and referrals.
  • Drove new business development through qualifying leads, building relationships and executing strategic sales.
  • Strengthened customer relationships with proactive and collaborative approach to managing needs.
  • Managed sales cycle from first contact to established customer sale and maintained solid customer base.
  • Reviewed accounts monthly to monitor and track customer satisfaction and complaints.
  • Contacted customers as issues arose to provide prompt resolutions.
  • Identified client business needs by gaining understanding of goals, objectives and processes.
  • Communicated between internal and external stakeholders, clients and vendors.
  • Recorded and maintained sales prospect and sales data within customer relationship management system.
  • Stayed up-to-date on changing industry and product standards and trends related to accounts.
  • Identified customer needs and achieved service levels that met and exceeded expectations.
  • Maximized revenue by servicing accounts and proposing new products and services to established customers.
  • Created and executed account strategies to present services to key decision makers.
  • Presented key decision-makers with new and updated account strategies.
  • Met and exceeded service level goals by identifying and achieving standards and expectations.
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.
  • Delivered services to clients to secure additional business and grow revenue streams.
  • Collected information from clients before securing accounts, verifying payments and special needs.
  • Prepared forecasts and mapped resources to most valuable opportunities.
  • Conducted informational trainings and briefings to clients on new features and updated products.
  • Distributed marketing materials to existing and prospective clients and presented materials to client audiences.
  • Delivered targeted multi-platform integrated sales presentations, facilitating customer base expansion and revenue generation.
  • Upsold special packages while preparing quotes for potential clients.
  • Stayed abreast of competitive landscape and emerging technologies to best position brand in global marketplace.
  • Marketed and sold solutions and services to stakeholders across multiple levels of organization.

Education

License For Life & Health - Mostly Health Insurance

Berkley School of Busines
11.2001

Skills

  • Customer Relationships
  • Knowledge of Industrial Standards
  • Customer Presentations
  • Submission Preparation
  • Effective Project Completion
  • Agency Liaison
  • Onsite Visits
  • Feasibility Studies
  • Department Development
  • Customer Service and Assistance
  • Office Support
  • Collecting Information
  • Client Representation
  • Personnel Accountability
  • Energetic and Outgoing
  • Business Development and Planning
  • Vendor Liaising
  • Sales Strategies Implementation
  • Account Management

Accomplishments

  • Documented and resolved [Issue] which led to [Results].
  • Resolved product issue through consumer testing.
  • Achieved [Result] by introducing [Software] for [Type] tasks.
  • Collaborated with team of [Number] in the development of [Project name].
  • Mentored new customer service representatives in telephone etiquette and problem solving skills, improving their overall confidence and enabling them to begin taking calls within days of hire.
  • Received [Award] outstanding client engagement with customers for [Number] consecutive quarters.
  • Explained policies on product returns in great detail, reducing repeat calls by [Number]%.
  • Developed exemplary research skills which helped alleviate customer issues quickly and effectively, saving relationships.

Additional Information

  • Maintain awareness of market conditions, changes, and current legislative issues impacting employee benefits, NJ small group and NJ Joint Insurance Funds for benefits, HIF's. Attend industry related continuing education training and courses. Coordinate client newsletters and wellness communications. Maintain a professional and retentive relationship with all assigned clients resulting in a 90% plus retention ratio. Contact clients as appropriate. Maintain Life and Health insurance licenses for NJ and NY as needed. Advanced knowledge of Microsoft word, excel and outlook. Working knowledge of insurance coverages and usages with good verbal and written communication skills. Ability to maintain a positive attitude, express enthusiasm while conducting complex tasks with both concrete and abstract variables. Ability to work both independently as well as part of a team. Timely follow up on open activities. Through documentation of activities, conversations and correspondence with clients, carriers and other parties involved in insurance transactions, risk analysis, coverage changes, etc. Review all policies for accuracy once obtained from the carrier and update system applications, expiration dates, etc. accordingly. Willingness to pursue continuing education and other processional designations. The Employer will reimburse Employee for pre-approved courses upon successful completion. C. Performance and Duties. Employee agrees to abide by and always perform her duties of employment in an honest and professional manner, and in conformance with all federal and state laws and regulations relating to the same. Employee further agrees that he/she will not engage in any other business activities and will devote all his/her professional time and efforts to the performance of his/her duties of the employer. D. Additional Responsibilities. Employee shall also perform such other duties in the ordinary course of business as performed by other persons employed in similar positions, as well as other such reasonable duties as may be assigned from time to time by Employer.

Fund Wide Newsletter

The North Jersey Municipal Employees Benefits Fund or (NJMEBF)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Account Executive - The Joseph L. Vozza Agency
09.2001 - 04.2022
Berkley School of Busines - License For Life & Health, Mostly Health Insurance
Carolyn Petrowski