Account Manager with experience managing client portfolios, maintaining accurate records, and tailoring risk management strategies to meet individual customer needs. Proven ability to evaluate client priorities, present personalized insurance solutions, and support sales growth through relationship-building, networking, and proactive communication.
Overview
13
13
years of professional experience
1
1
Certification
Work History
High Net Account Manager (Remote)
Higginbotham Insurance Agency
08.2023 - Current
Manage a personal book of business by responding to clients' questions, coverage needs, policy changes, billing inquiries, and coverage concerns, maintaining strong client satisfaction and retention rates.
Lead the full renewal process by initiating client conversations 60–30 days prior, tailoring risk management strategies and remarketing policies across carriers based on market conditions and client requirements.
Accurately process endorsements and change requests directly with carriers and ensure timely delivery, including binders, certificates, ID cards, trailing documents, EOIs, and state-specific forms.
Assist clients with completing applications, evaluating individual needs and life-stage priorities, and conducting risk profile assessments to ensure coverage reflects their evolving exposures.
Provide consultative support by recommending coverage options based on customer goals, improving overall coverage alignment and satisfaction.
Negotiate rates and coverage terms with underwriters and carriers to secure competitive premiums.
Handle claims intake and provide ongoing support and claims counseling through settlement.
Manage 30–40 client interactions daily across phone, email, and CRM systems, demonstrating strong multitasking and prioritization skills in a fast-paced environment.
Stay up to date with changes to insurance regulations, industry trends, and policies to properly advise clients and update their programs accordingly.
Use multiple platforms including Applied Epic, carrier websites, and document tracking tools to oversee coverage transitions, policy issuance, and compliance.
Product Manager
SK Microworks America Inc
02.2022 - 08.2023
Led development and managed a diverse product portfolio of 700+ SKUs, implementing strategies that increased inventory turnover by 20%.
Developed and implemented strategies to drive sales, profitability, and inventory targets, resulting in a $1.5M monthly revenue boost.
Collaborated with cross-functional Sales, R&D, Engineering and Production teams to improve customer-focused initiatives; achieving 20% boost in customer satisfaction rates.
Led testing and validation of production and inventory systems, ensuring 98% accuracy and alignment with business requirements.
Designed business process models and workflow diagrams to support new project initiatives leading to a 20% increase in project efficiency.
Revamped the company's CRM system with customized automation workflows, resulting in a 40% increase in sales team efficiency.
Implemented cost reduction strategies throughout product development lifecycle to maximize profitability.
Data Analyst
SK Microworks America Inc
01.2018 - 02.2022
Analyzed cost and revenue data to guide strategic decisions, resulting in a 35% improvement in product performance through pricing optimization.
Conducted competitive analysis and trend studies, gaining a competitive edge and growing market share by 15%.
Compared budget and actual sales results to identify trends and opportunities, enabling a 15% increase in forecast accuracy.
Analyzed production, sales, and inventory data through SAP, and applied process improvements leading to a 20% increase in productivity.
Developed and maintained databases to store, track and analyze customer data.
Marketing Analyst
We Sell Restaurants Inc
12.2012 - 01.2018
Doubled company exposure strategic marketing efforts, including outside sales, advertising, and promotional programs.
Implemented marketing strategies that resulted in a 30% increase in brand awareness and a 20% growth in customer acquisition.
Generated analysis reports to illustrate sales trends, providing insights for enhancing customer acquisition strategies and driving sales growth.
Organized promotional activities such as trade shows, webinars, and email campaigns.
Education
BBA - Business Economics
Georgia State University
12.2010
Skills
Microsoft Office: Excel, Access, Word, PowerPoint, & SharePoint
Data Analysis & Visualization: QuickBooks, SAP, SkyPRO, Hubspot