Esther Moncure
Houston,TX
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
6
6
years of professional experience
Work History
Account Manager
Everrise
05.2025 - Current
- Developing and maintaining long-term relationships clients.
- Updating and revising account information.
- Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
- Maintained detailed records of client interactions, ensuring easy access to vital information for future reference or updates.
- Met existing customers to review current services and expand sales opportunities.
- Stayed current on company offerings and industry trends.
- Built relationships with customers with and community to promote long term business growth.
- Recorded accurate and efficient records in customer database.
- Monitored service after sale and implemented quick and effective problem resolutions.
Medicare Sales Adviser
Select Quote
06.2023 - 12.2023
- Self-motivated, with a strong sense of personal responsibility.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Worked effectively in fast-paced environments.
- Designed presentations and marketing materials to promote insurance products.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
Commercial Insurance Advisor
AON INC
06.2020 - 05.2023
- Offers detailed information about products and binding coverage.
- Maintained detailed records of client interactions, ensuring easy access to vital information for future reference or updates.
- Ensuring the provision of accurate information to clients at all times.
- Reviewed, shopped and processed renewals.
- Explained detailed policy concepts in easy-to-understand terms.
- Received inbound phone calls and electronic quote submissions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted research and identified market trends to develop better strategies for sales.
- Analyzed customer needs to provide customized insurance solutions.
Education
Adjuster -
General Lines Agent -
Life , Accident , Health and HMO , Property and Casualty
Skills
- Customer training
- Converting leads
- Advertising
- Needs analysis
- Preparing contracts
- CRM software
- Business negotiation
- Goals and performance
- Strategic outreach
Timeline
Account Manager
Everrise
05.2025 - Current
Medicare Sales Adviser
Select Quote
06.2023 - 12.2023
Commercial Insurance Advisor
AON INC
06.2020 - 05.2023