Deborah Wakefield
Weston,WI
Summary
Account Executive with extensive experience in customer service. Highly organized professional establishes relationships with customers. Stays calm under pressure. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Account Executive - Farm Team
Dimond Bros Ins
03.2021 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Attended networking events to build relationships and identify sales opportunities.
- Collaborated with internal teams to develop account strategy.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
Account Executive - Office Manager
Central Wisconsin Insurance Associates
09.2017 - Current
- Managed all aspects of the Insurance Office
- Assisted in the hiring process to include onboarding forms, background checks, licensing etc.
- Managed time keeping and helped in the payroll process.
- Accounting functions to include; receivables and payables processing. Reconciled month end bank accounts.
- Would gather policy change information and process in the company portal.
CSR
Resch-birnamwood Insur Agcy
05.2013 - 09.2017
- Became a licensed agent in August of 2013.
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Responded to customer requests for products, services, and company information.
- Managed Payables, Receivables, Payroll, month-end reconciliation of bank accounts.
- Worked in the Birnamwood office one day per week.
Education
GED -
Mound High School
Mound, MNSkills
- Client Relationship Building
- Account Management
- Relationship building and management
- Written and verbal communication
- Customer Service
- Strong relationships with customers and co-workers
- Cash Handling
- Processing payments
Timeline
Account Executive - Farm Team
Dimond Bros Ins
03.2021 - Current
Account Executive - Office Manager
Central Wisconsin Insurance Associates
09.2017 - Current
CSR
Resch-birnamwood Insur Agcy
05.2013 - 09.2017
GED -
Mound High School
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