Delaina Horton
Conroe,TX
Summary
Reliable and motivated Sales Account Manager with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Sales Account Manager
Dan Johnston State Farm Insurance
The Woodlands, TX
07.2018 - 10.2021
- Delivered exceptional account service to strengthen customer loyalty.
- Addressed customer questions and concerns regarding products, prices and availability.
- Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews.
- Ensured compliance with company policies, procedures, and industry regulations related to sales operations.
- Monitored market trends, competitor activities, and customer needs to identify new business opportunities.
- Identified areas for improvement in current systems or processes related to sales operations.
- Provided training support for new team members on best practices in sales processes and techniques.
- Developed a network of contacts within the industry which allowed for more effective prospecting efforts.
- Assisted in developing strategies for increasing brand awareness among target audiences.
- Analyzed sales data to develop plans to increase efficiency and effectiveness of the sales team.
- Managed special projects as assigned by the CEO in a timely manner.
- Maintained a calendar of appointments for the CEO, ensuring that all commitments were met on time.
- Coordinated executive communications, including taking calls, responding to emails and interfacing with clients.
- Acted as an intermediary between the CEO and other departments or outside organizations when needed.
- Assisted the CEO with administrative tasks such as scheduling, travel arrangements and expense reports.
- Organized events hosted by the CEO, including planning logistics and coordinating catering services.
- Drafted official correspondence on behalf of the CEO in accordance with company policies.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
- Greeted visitors warmly upon arrival at the office premises.
Insurance Sales Manager
Corey LeJeune State Farm Insurance
The Woodlands, TX
06.2010 - 07.2018
- Directed and coordinated products, services and sales activities.
- Coached, developed and motivated team to achieve revenue goals.
- Conducted market research to identify new business opportunities.
- Created incentive programs that motivated team members towards success.
- Supported sales team members to drive growth and development.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Delivered sales presentations to prospective clients, closing deals effectively.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Attended industry events to network and generate leads for the business.
- Conducted performance evaluations, providing feedback and coaching for improvement.
- Resolved customer complaints regarding sales and service.
- Managed a team of sales representatives, driving performance and growth.
- Established and maintained relationships with key clients and stakeholders.
- Created detailed monthly reports on the performance of agents and provided feedback for improvement.
- Conducted regular meetings with staff members to discuss progress towards goals and objectives.
Executive Administrative Assistant
Raulz Industries
Conroe, TX
06.2012 - 01.2013
- Managed director's calendar and prepared meeting agenda and materials.
- Managed external contacts and kept track of periodic communication needed for priority actions.
- Arranged appropriate travel, visas, agendas, necessary contacts and other information for executive travel.
- Maintained up-to-date contact lists of vendors and suppliers while coordinating orders as required by executives.
- Prepared monthly financial statements according to established deadlines.
- Provided secretarial support to the executive staff including composing correspondence, memos, presentations, reports and other documents as requested.
- Established procedures for maintaining files of all office correspondence, memorandums, agreements, and contracts, ensuring easy access when needed.
- Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
- Processed accounts payable and receivable transactions accurately within set timeframes.
- Reviewed and processed expense reports and invoices for accuracy and completeness.
- Ordered office supplies as needed while monitoring inventory levels to ensure adequate stock is available at all times.
- Developed filing systems to maintain confidential records of personnel information and business activities in accordance with company policies.
- Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
Licensed Sales Producer
Brian Burklow State Farm Insurance
Porter , TX
11.2008 - 01.2010
- Generated quotes for various types of insurance policies based on customer requirements.
- Advised clients on available discounts or additional coverage options that could benefit them.
- Ensured all paperwork is properly completed before submitting it to the relevant authorities.
- Researched and responded to inquiries regarding policy provisions, benefits or claims status.
- Monitored payment plans set up with customers for premium payments.
- Developed relationships with clients through effective communication, follow-up calls and emails.
- Conducted periodic reviews of existing accounts to ensure appropriate coverage levels are maintained.
- Identified opportunities for cross-selling additional products or services.
- Processed applications for new policies, endorsements, changes and cancellations.
- Negotiated with underwriters to obtain favorable terms for customers.
Production Manager
Allstate Insurance Co
Bremerton, WA
08.2004 - 08.2008
- Led, coached and developed employees to achieve sales goals.
- Managed on-site insurance personnel, training staff in procedures, workflows, carrier underwriting guidelines and sales goals.
- Evaluated complex coverage issues to determine statutory coverage and limits of guaranty fund for insolvent insurer's claims.
- Determined marketing goals for local companies and pitched advertising campaigns to help reach objectives.
- Analyzed local markets and new areas to identify opportunities for growth.
CSR/Insurance Producer
Barlow Insurance
St. Marys, GA
06.2002 - 08.2004
- Educated customers on special pricing opportunities and company offerings.
- Consulted with customers regarding needs and addressed concerns.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Processed customer account changes with proprietary software.
- Processed orders, forms, applications, and requests.
- Documented all conversations with customers in CRM software according to company standards.
- Assisted customers with product selection based on their needs and preferences.
- Participated in team meetings or training sessions when necessary.
- Developed strong relationships with customers to ensure satisfaction and loyalty.
- Ensured compliance with applicable laws and regulations for provision of services.
Education
Property, Casualty, Life, Health, & Disability License - Insurance And Risk Management
Intellipass Insurance And Securities Education
Federal Way, WA01-2005
Some College (No Degree) - Business Administration And Management
Lone Star College System
Spring, TXSkills
- Business growth and retention
- Strategic account development
- Client Relationship Building
- Business Development
- Complaint resolution
- Strong interpersonal skills
- Sales strategy development
- Team building expertise
- Skilled in MS Office
- CRM proficiency
- Account Servicing
- Client acquisition
- Skilled multi-tasker
- Insurance & Financial Service expertise
Certification
Intellipass Insurance and Securities Education, Federal Way, WA
Active license—Property, Casualty, Life, Health, & Disability
National Producer Number: 8610577
Active License Number: 1565269 (Expires August 31, 2025)
References
References available upon request.
Timeline
Sales Account Manager
Dan Johnston State Farm Insurance
07.2018 - 10.2021
Executive Administrative Assistant
Raulz Industries
06.2012 - 01.2013
Insurance Sales Manager
Corey LeJeune State Farm Insurance
06.2010 - 07.2018
Licensed Sales Producer
Brian Burklow State Farm Insurance
11.2008 - 01.2010
Production Manager
Allstate Insurance Co
08.2004 - 08.2008
CSR/Insurance Producer
Barlow Insurance
06.2002 - 08.2004
Property, Casualty, Life, Health, & Disability License - Insurance And Risk Management
Intellipass Insurance And Securities Education
Some College (No Degree) - Business Administration And Management
Lone Star College System
Intellipass Insurance and Securities Education, Federal Way, WA
Active license—Property, Casualty, Life, Health, & Disability
National Producer Number: 8610577
Active License Number: 1565269 (Expires August 31, 2025)
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