Accomplished Account Manager with a proven track record at CBIZ, enhancing client satisfaction and retention through exceptional account management and customer service. Skilled in teamwork and collaboration, adept at identifying upsell opportunities, and excelling in risk analysis. Achieved a high client retention rate by leveraging both hard and soft skills to exceed expectations.
Customer service
Real Estate (TREC), Mortgage Loan Origination (NMLS), Property, Casualty, Life, & Health (TDI), Public Adjuster,
Forklift, OSHA-10