Dynamic Senior Account Executive at USI Insurance Services LLC with a proven track record in business development and client relationship management. Expertly negotiated contracts to enhance profit margins while fostering strong client partnerships. Recognized for exceeding sales quotas and mentoring teams, driving operational efficiency and customer satisfaction through strategic planning and effective communication.
Overview
17
17
years of professional experience
Work History
Senior Account Executive
USI Insurance Services LLC
06.2008 - Current
Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
Brought in over $Amount in revenue while managing multiple high-profile accounts.
Cold called prospects to explain partnership benefits, representing company values.
Promoted company offerings to diverse customers with targeted and disciplined approach.
Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
Secured Number new accounts to increase company revenue and drive market share.
Implemented sales strategies that consistently exceeded quarterly revenue targets.
Developed new business opportunities for company growth through effective networking and client presentations.
Networked at events and prospected for new customers with diverse strategies.
Met with new customers to share product and service information, listen to needs and learn about business operations.
Sold new products and services and developed new accounts to maximize revenue potential.
Developed strategies using market research with support from cross-functional teams.
Led product demonstrations at trade shows and conferences, showcasing company offerings and attracting potential clients.
Actively participated in industry events as a representative of the company, expanding professional network connections for potential leads generation.
Streamlined internal processes to increase efficiency within the sales department, leading to quicker response times for client inquiries.
Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
Analyzed data to discover trends, informing market strategies, and objectives.
Motivated team members to meet and exceed sales targets.
Prepared documentation, finalized sales and maintained records.
Built relationships with customers and community to promote long term business growth.
Met existing customers to review current services and expand sales opportunities.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Negotiated prices, terms of sales and service agreements.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Achieved or exceeded company-defined sales quotas.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Set and achieved company defined sales goals.
Developed, maintained and utilized diverse client base.
Contributed to team objectives in fast-paced environment.
Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Maintained current knowledge of evolving changes in marketplace.
Consulted with businesses to supply accurate product and service information.
Attended monthly sales meetings and quarterly sales trainings.
Developed and maintained strong working relationships with professionals within assigned territory.
Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Presented professional image consistent with company's brand values.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Trained new employees on customer service, money handling and organizing strategies.
Kept detailed records of daily activities through online customer database.
Recorded accurate and efficient records in customer database.
Informed customers of promotions to increase sales productivity and volume.
Stayed current on company offerings and industry trends.
Selected correct products based on customer needs, product specifications and applicable regulations.
Generated advertising brochure for vendor use.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Built diverse and consistent sales portfolio.
Contributed to event marketing, sales and brand promotion.
Monitored service after sale and implemented quick and effective problem resolutions.
Executive Vice President/P and C Practice Leader at USI Insurance Services LLCExecutive Vice President/P and C Practice Leader at USI Insurance Services LLC