Professional Business Account Manager Innovative Commercial Account Manager with 6-year history commercial account management. Adept at retaining current accounts and relationship building with prospective clients. Proficient in EPIC.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Commercial Account Executive
HUB International Insurance Services
Larkspur, CA
01.2022 - Current
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Performed financial analysis on prospective new business opportunities.
Provided technical advice to clients regarding their insurance needs, including coverage limits and exclusions.
Assisted in the preparation of presentations outlining potential risks associated with a particular project or venture.
Conducted periodic reviews of client accounts to identify changes in risk exposure or insurance requirements.
Met with division leaders and consultants to discuss strategies to increase sales.
Commercial Producer P&C AIA
Hub International
01.2019 - Current
Risk Management Analysis (Epic, Reference connect), Certified Worker's Compensation analysis, Advanced commercial insurance analysis, Complexed risk management assessment and recommendation, Hospitality Specialty Practice broker, Cannabis Specialty Practice broker
Commercial Producer P&C
SALEM FIVE BANK
01.2017 - 01.2019
Licensed PC Broker, Risk Management Analysis, Advance prospecting, Module development and management
Account Manager II
AT&T
BOSTON, MA
01.2010 - 01.2016
Monitor E-Rate compliance, Advance prospecting, Module development and management, Core Application Systems, System and Technology Integration, Technical Project Management, Writing and Documentation, Technology Advising and Expertise, Requirements Analysis
Government Account Executive
VERIZON WIRELESS
BOSTON, MA
01.2004 - 01.2010
Responsible for driving converged wireless solutions to over 80 mass executive and quasi branches including the Governor's office, Accountable for financial budgeting, and sales reporting through sales force automation, New business development through 60 plus prospecting calls daily and over 100 calls on blitz days, Performed in-depth territory analysis through analysis through Forester and other industry reporting, Charged with quarterly C level road-mapping presentations to executive branches, Provided functionality analysis to DMH to help guide the decision to the Virtual Workplace, Provided the newly formed MASS DOT with cost cutting analysis to help eliminate overhead, Presented the CIO of the MBTA with wireless security analysis and options for system upgrades, Generated and analyzed sales, Forecast and funnel-management reporting through sales force automation, Provided Mass OSD with promotional competitive price updates, Implemented Verizon Wirelesses' strategic and tactical plans for the Government channel (reduce churn, increase revenue and improve customer satisfaction, Analyzed sales reports and provided recommendations for increased sales productivity and operational efficiencies during strategic / tactical planning sessions, Over saw wireless systems deployment for the DDS, DYS and DSS through enterprise server upgrades, Participated in networking activities and performed research to generate lead development, Represented Verizon Wireless at regularly scheduled government symposiums
Business Sales Representative
Verizon Wireless
BOSTON, MA
01.2000 - 01.2004
Grew Specific and defined Government markets namely Federal and State of Mass agencies, Targeted the employees of key government accounts with an employee benefit program, Focused on strategic selling, fixed-mobile convergence and third party mobility solutions, Updated and monitored compliance on the state ITTO9 contract, 20 plus cold calls daily, Professional networking through trade associations, Skillfully closed sales, Created winning proposals, Introduced wireless as solution for government mandated upgrades, Facilitated wireless application deployment
Verizon Wireless Retail Sales Representative
Verizon Wireless
01.1997 - 01.2000
Greeted customers and respond to their questions, Informed potential customers about new products, accessory or service, Used abilities to ask the right questions and solve problems for my customers and gain new sales, Maintained a positive attitude, self-confidence, and a strong motivation to succeed, Communicated effectively, multitasked, managed time, and kept up with new products and services connections between what customers tell you and which product or service will suit them