Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Personal Information
Timeline
Generic

Destinee Myers

Charlotte,NC

Summary

Experienced sales professional with proven ability to drive revenue growth and build lasting client relationships. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in strategic account management, client negotiations, and market analysis. Renowned for reliability, communication skills, and results-driven mindset.

Overview

12
12
years of professional experience

Work History

Account Executive

Source Brokerage
01.2020 - Current
  • Implement and onboard large supplemental executive benefit plans for employers
  • Grow 70+ existing employer and individual accounts via yearly and triennial renewals by suggesting coverage increases when needed and/or additional products
  • Educate brokers on insurance carriers and underwriting knowledge to better answer their clients' questions and get them the appropriate coverage
  • Manage contracting and compensation process
  • Manage hundreds of accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Provide exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Exceed sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Establish long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
  • Maintain up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Negotiate contracts successfully, securing favorable terms for both the company and clients.
  • Conduct regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Deliver informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Streamline account management processes for increased efficiency and improved client retention rates.
  • Assist in the onboarding process for new clients, ensuring a smooth transition into the company's roster of accounts.
  • Train junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
  • Enhance team performance, sharing best practices and mentoring junior account executives.
  • Monitor industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
  • Exceed quarterly sales targets of $200k (premium paid) by implementing strategic account management and personalized client engagement techniques.

Underwriting Director

Source Brokerage
09.2014 - 01.2020
  • Provided custom insurance quotes to brokers and clients after thorough research.
  • Enhanced team productivity by providing comprehensive training and mentoring to junior underwriters.
  • Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
  • Contributed to the continuous improvement of underwriting practices by staying current with industry trends and best practices.
  • Established positive relationships with brokers and agents, fostering collaboration on new business development initiatives.
  • Championed the implementation of new technology platforms to improve underwriting accuracy and efficiency, resulting in reduced turnaround time for application processing.
  • Increased customer satisfaction through timely processing of insurance applications and responsive communication.
  • Was promoted to AE from this role.

Bartender

Scotty’s Brewhouse
05.2016 - 08.2018
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.
  • Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
  • Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.

Front of House Manager

Greek’s Pizzeria
08.2013 - 05.2016
  • Partnered with back-of-house management in order to maintain seamless communication between teams, ensuring a smooth dining experience for guests.
  • Developed strong relationships with guests, addressing complaints promptly and ensuring a positive dining experience.
  • Trained new hires on company policies, procedures, as well as proper food handling techniques which resulted in reduced turnover rates.
  • Managed day-to-day FOH operations for 30 employees to drive quality, standards, and meet customer expectations.
  • Performed cash handling activities and secured nightly bank deposits.
  • Coordinated special events, including private parties and corporate functions, tailoring menus and décor to meet client needs while maximizing profits.
  • Implemented successful marketing campaigns to increase patronage during traditionally slow periods or off-peak hours.

Education

High School -

Fishers High School
Fishers, IN

Skills

  • Retention Strategy Development

  • Experience with CRM Platforms

  • New Client Onboarding Process Management

  • End-to-End Sales Management

  • Account Growth Strategies

  • Strategic Product Promotion

  • Proficient in Microsoft Office

  • Employee Onboarding and Development

  • Client Relationship Building

  • Performance Tracking

  • Clear and Effective Communication

  • Highly Reliable

Accomplishments

  • Our brokerage has been in the top 10 General Agencies in the U.S. every year I've been employed. To be in the Top 10 you have to outpace many other General Agencies' productions (premium paid) every year. This is mostly due to me cultivating new business relationships, retaining current clients, growing current accounts, and expanding client offerings.
  • Annual production (premium paid) has grown by 6x since I've been in my current position for the past 4 years (~$500k to ~$3 million).

Personal Information

Title: Account Executive

Timeline

Account Executive

Source Brokerage
01.2020 - Current

Bartender

Scotty’s Brewhouse
05.2016 - 08.2018

Underwriting Director

Source Brokerage
09.2014 - 01.2020

Front of House Manager

Greek’s Pizzeria
08.2013 - 05.2016

High School -

Fishers High School

Similar Profiles

CREATE PROFILE
Destinee Myers