Results-driven Sr. Account Executive with expertise in account management and client retention. Proven ability in problem-solving and negotiating tailored insurance solutions, ensuring high client satisfaction and loyalty.
Overview
45
45
years of professional experience
1
1
Certification
Work History
Sr. Account Executive
USI
Blue Bell, Pennsylvania
06.1980 - Current
Developed strategic client relationships to enhance account loyalty and retention.
Managed complex insurance programs for family Office clients effectively.
Collaborated with underwriting teams to design tailored insurance solutions.
Facilitated client presentations to communicate value propositions clearly and effectively.
Streamlined communication processes between clients and internal teams for efficiency.
Resolved client inquiries promptly to maintain high satisfaction levels in service delivery.
Maintained up-to-date knowledge of industry trends and developments in order to better serve clients' needs.
Prepared presentations for clients regarding new products or services offered.
Managed day-to-day client accounts, ensuring high levels of customer satisfaction.
Education
High School Diploma -
Abington
Abington PA
06-1980
Some College (No Degree) - Insurance And Risk Management
Penn State
Abington, PA
Skills
Account management
Client retention
Underwriting collaboration
Customer relationship management
Risk assessment
Negotiation techniques
Problem solving
Effective communication
Time management
Conflict resolution
Organizational skills
Team collaboration
Attention to detail
Marketing strategy implementation
Workload management
Verbal and written communication
Customer service
Account servicing
Issue resolution
Customer satisfaction
Customer relationship development
Account growth
Goals and performance
Accomplishments
Summit Award Winner -USI
Certification
P & C License
Life and Health License
CPRIA Certification
Family Office Insurance Certification
Languages
English
Professional
German
Limited
References
References available upon request.
Timeline
Sr. Account Executive
USI
06.1980 - Current
High School Diploma -
Abington
Some College (No Degree) - Insurance And Risk Management