Detail-oriented Account Manager with two years of comprehensive experience managing employer-client relationships and meeting customers needs. Focused on managing accounts systematically to maintain customer satisfaction.
Overview
2
2
years of professional experience
Work History
Associate Account Manager
Haylor, Freyer & Coon
Syracuse, KS
08.2023 - Current
Managed client relationships as an Account Manager Associate at Haylor Freyer & Coon within the Commercial Lines Department, actively engaging with clients to understand and address their insurance requirements.
Proficiently executed tasks such as policy endorsements and issuance of certificates of insurance, demonstrating a keen attention to detail and a commitment to delivering high-quality service to meet clients' specific needs.
Collegiate Department Account Manager
Haylor, Freyer & Coon Internship
Syracuse, New York
05.2022 - Current
Gained in-person work experience in a prestigious insurance company in upstate New York
Acquired extensive knowledge in the insurance industry
Studied different types of insurance offered at universities to assist students.
Student Investor
Dolphin Green & Gold Fund
Syracuse, New York
01.2022 - Current
Management of student investment funds worth over one million dollars
Conduct investment research, and investment management practices
Present to board members and donors regarding recommendations of investments and strategies.
Education
B.S. Finance and Marketing -
Le Moyne College
Saint Louis University
Skills
Spanish (Native)
English (Fluent)
Account Management
Account Servicing
Customer Service
Client Relationship Management
Employee Mentoring
Customer Relationships
Client Relations
Athletic Leadership
Le Moyne College, NCAA Division II Tennis, Syracuse, NY, 08/2020 - 05/2023, Student Athlete, NE10 Conference Champion, May 2021
Saint Louis University, NCAA Division I Tennis, Saint Louis, Missouri, Student Athlete, Best dual-meet singles record on the team
Tennis Junior Davis Cup, Costa Rica, 2014-2019, Captain, 3 Times Central American Champion, 29 times National Champion, 2 times Junior Davis Cup finalist
Affiliations
Community service at a Samaritan Center in Syracuse
Highly committed to sports
Accomplishments
Student athlete in Division 1 College
Costa Rican national champion 29 times
3 times Central American champion
Timeline
Associate Account Manager
Haylor, Freyer & Coon
08.2023 - Current
Collegiate Department Account Manager
Haylor, Freyer & Coon Internship
05.2022 - Current
Student Investor
Dolphin Green & Gold Fund
01.2022 - Current
B.S. Finance and Marketing -
Le Moyne College
Saint Louis University
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