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
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
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