Chad Puma
Staten Island,NY
Summary
Accomplished Account Executive at My Benefit Advisor, LLC, with a robust record in driving sales and fostering client relationships. Proven expertise in account management and business development, leading to substantial revenue growth. Adept at identifying new opportunities and enhancing client satisfaction, ensuring long-term loyalty and partnership success.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Account Executive
My Benefit Advisor, LLC
07.2020 - 04.2024
- Built and maintained client relationships, acting as a primary point of contact to address their needs and concerns.
- Assisted in managing clients, ensuring their satisfaction, and identifying opportunities to expand business relationships.
- Addressed client inquiries and provided timely solutions, escalating issues when necessary.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Collaborated with senior account executives to support sales strategies, client presentations, and proposal developments.
Licensed Insurance Broker
Carl Puma Agency
01.2013 - 01.2019
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Built a book of business by prospecting and acquiring new clients through cold calling and referrals.
Insurance Agent
Puma Lauria Planning Services
01.2008 - 01.2013
- Maintained high standards of customer service by building relationships with clients.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Assisted clients in resolving claims-related issues promptly, alleviating stress during difficult times.
- Collaborated with underwriters to expedite policy approvals, ensuring timely coverage for clients in need.
Renewal Specialist
Emerson Reid And Company
01.2003 - 01.2008
- Conducted regular follow-ups with clients to ensure continued satisfaction with products or services provided.
- Managed a portfolio of accounts, ensuring all renewals were completed accurately and on time.
- Enhanced customer satisfaction, providing timely responses to inquiries and addressing concerns promptly.
Education
High School Diploma -
St. Peter's Boys HS
Staten Island, NY06.1999
Skills
- Sales proficiency
- Account planning
- New business opportunities
- Client relationship building
- Account relations
- Customer relationships
- Business service management
- Sales strategies
- Customer relationship management
- Account management
Skills
Certification
- Licensed Accident and Health Insurance-New York and New Jersey
Timeline
Account Executive
My Benefit Advisor, LLC
07.2020 - 04.2024
Licensed Insurance Broker
Carl Puma Agency
01.2013 - 01.2019
Insurance Agent
Puma Lauria Planning Services
01.2008 - 01.2013
Renewal Specialist
Emerson Reid And Company
01.2003 - 01.2008
High School Diploma -
St. Peter's Boys HS
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