Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
11
11
years of professional experience
Work History
Account Manager
Benchmark Insurance Group Of Texas
Houston, Texas
02.2020 - 04.2022
Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Oversaw new business development and customer servicing.
Liaised between account holders and various departments.
Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
Listened attentively to client feedback and worked with product development team to introduce new services.
Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue
Sysco Louisiana Foods
07.2016 - 01.2019
Learn and master company's products and operational procedures
Evaluate weekly sales, by line item, to identify lost sales immediately and insure maximum customer penetration
Assertively plan and execute sales program in sales territory
Act proactively to create opportunities for new business
Make warm and cold calls using both marketing-driven leads and contact lists to prospective and existing customers to create new sales and identify and pursue up-sell opportunities
Meet or exceed assigned sales goals
Leverage Sales Representatives in identifying and building relationships with prospective and current accounts
Build relationships to provide repeat business
Work with operations, customer service and Sales Representatives as needed to ensure quality customer service and customer satisfaction
Maintain sales and contact information and sales opportunities, and log all activity in Outlook and
Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Rimkus Consulting Group, Inc
07.2014 - 01.2016
Ensure that debtors receive timely reminders and statements via email
Work closely with Marketing and Accounting department
Contact on all past due and current invoices for eight offices across U.S
Work with Access system and Interoffice billing system
Received incoming calls and gave professional customer service help to clients regarding questions on delinquent accounts for all lines of insurance
Documented consumer contacts on Rimkus Live
Identified, initiated, and facilitated resolution of customer/client issues
Analyzed accounts receivable aging reports
Monitored and collected on historical due amounts
Identified issues, analyzed information and provided solutions to problems
Sysco Louisiana Foods
09.2012 - 07.2014
Learn and master the company's products and operational procedures
Evaluate weekly sales, by line item, to identify lost sales immediately and insure maximumcustomer penetration
Assertively plan and execute your sales program in the sales territory
Act proactively to create opportunities for new business
Make warm and cold calls using both marketing-driven leads and contact lists to prospective andexisting customers to create new sales and identify and pursue up-sell opportunities
Meet or exceed assigned sales goals
Leverage Sales Representatives in identifying and building relationships with prospective andcurrent accounts
Build relationships to provide repeat business
Work with the operations, customer service and Sales Representatives as needed to ensure qualitycustomer service and customer satisfaction
Maintain sales and contact information and sales opportunities, and log all activity in Outlook and
Navision
Answer and screen all incoming calls
Administrative Assistant
El Tiempo Cantina
04.2009 - 03.2012
Answer phones, screen calls and forward to appropriate person
Greet and escort visitors to staff members' offices, along with provide hospitality service
Light AP / AR
Receive mail and packages
Distribute mail and packages within office
Create labels for folder, and filing by color codes
Responsible for scheduling meetings for the owner and chief financial officer
Print maps for all delivery drivers ensure all driver logs are correctly turned in for payment
Calcute all driver payment according to logs
Take and place all catering and delivery orders to ensure proper delivery of all catering orders
Correspond with customers regarding confirmation and payment of all delivery/catering orders
Issue google and or yahoo maps to all catering and delivery drivers
Superise loading of delivery vans to ensure all ítems on check list are available for use
Oder any additional supplies necessary for a successful catering a delivery job
Order from silver, china and glassware from aztec rental and other sources
Order all office supplies and business cards
Compose and distribute inter-departmental memorandums (e-mail, documentary and voice)ensuring timely delivery and receipt of important information while at the time maintainingconfidentiality.
Education
Diploma -
John H. Reagan H.
Houston, Tx
05.2004
No Degree - Business Administration
Houston Community College
Houston, TX
P&C Insurance License - General Lines Insurance
Texas Insurance Training
Kingwood
02.2022
Skills
Proficient in
Microsoft Word, Works, Outlook, Medi-Soft and Internet
Multi-Line telephone techniques
Typing 50 WPM, Data entry, 10 Key
Revenue Growth
Microsoft Office
Account Management
Teamwork and Collaboration
Customer Service
Time Management
Inside and Outside Sales
Daily Client Contact
Languages
Spanish
Professional Working
Timeline
Account Manager
Benchmark Insurance Group Of Texas
02.2020 - 04.2022
Sysco Louisiana Foods
07.2016 - 01.2019
Rimkus Consulting Group, Inc
07.2014 - 01.2016
Sysco Louisiana Foods
09.2012 - 07.2014
Administrative Assistant
El Tiempo Cantina
04.2009 - 03.2012
Diploma -
John H. Reagan H.
No Degree - Business Administration
Houston Community College
P&C Insurance License - General Lines Insurance
Texas Insurance Training
Similar Profiles
Lori StamperLori Stamper
Licensed Insurance Agent at Benchmark Insurance Agency, LLCLicensed Insurance Agent at Benchmark Insurance Agency, LLC