Catherine Sanchez
Account Manager
Webster,TX
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes. Freelance services have been provided involving accounts payable, banking reconciliation, event planning and educational training.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
Work History
Licensed Insurance Account Manager
AJ Insures Me
Pearland, TX
06.2023 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Supported sales, brokers, consultants, and underwriters in marketing and sales activities.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Currently managing $6,000,000 book of business including personal and commercial lines of insurance.
Licensed Insurance Account Manager
Kicker Insures Me Agency Formerly Plemons Ins.
Deer Park, TX
07.2019 - 05.2023
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally assessing for client comprehension.
- Managed 2,500 clients by conducting annual policy renewals, underwriting evaluation, endorsement processing and billing reconciliation.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals. Meeting premium retention goals of 95% or higher.
Sales Floor Supervisor
Claire's
Friendswood, TX
01.2018 - 02.2020
- Submitted reports to senior management to aid in business decision-making and planning increase revenue goal of $1 million for the fiscal year.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Evaluated data on stock levels, customer sales and other factors, assessed trends and reported on findings to help senior management make effective operational decisions.
- Taught salespeople to close deals and improve sales performance to increase revenue for company.
- Trained and supported sales force with closing deals.
Licensed Insurance Account Executive
Dulce Morales Insurance Agency
Houston, TX
05.2018 - 07.2019
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figure of $1,000,000.
- Researched coverage and premium options to supply clients with the most optimal coverage option available.
- Listened to customer complaints and concerns to diffuse issues by correcting errors and making adjustments.
- Executed billing tasks and recorded information in company database.
- Guided agents through property and casualty insurance licensing and renewal processes.
Inside Sales
USA Industries
Houston, TX
03.2015 - 03.2016
- Provided sale and rental quotes to local and foreign clients in the oil and gas industry.
- Answered customers' questions regarding products, prices, and availability.
- Used CRM software to maintain detailed contact logs regarding sales, rentals and financial records for the sales and marketing department.
- Worked with shipping and receiving department for delivery of products.
Education
High School Diploma -
Waltrip High School
Houston, TX 01.1994 - 05.1995
Skills
Client needs analysis
Computer proficiency
Account Reconciliation
Statement Review
Payment Coordination
Operations management
Financial Management
Business administration
Accounting ledger maintenance
New hire training
Timeline
Licensed Insurance Account Manager
AJ Insures Me
06.2023 - Current
Licensed Insurance Account Manager
Kicker Insures Me Agency Formerly Plemons Ins.
07.2019 - 05.2023
Licensed Insurance Account Executive
Dulce Morales Insurance Agency
05.2018 - 07.2019
Sales Floor Supervisor
Claire's
01.2018 - 02.2020
Inside Sales
USA Industries
03.2015 - 03.2016
High School Diploma -
Waltrip High School
01.1994 - 05.1995