Gregory Secord
Houston,Texas
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Account Manager
Texan Insurance
09.2020 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Conducted regular account reviews to identify areas for cross sales, discounts and coverage.
- Process endorsements, open claims, process payments for insureds.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Office Manager for Agent E. Bailey Moore, Jr.
STATE FARM INSURANCE
11.2006 - 06.2020
- Reviewed employee performance,
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Improved employee retention rates by fostering a positive work environment and providing growth opportunities through training programs.
- Managed All Agent communications,
- Presented in-depth policy analysis to policyholders,
- Resolved customer service issues with high end clientele,
- Trusted with Agents personal and business finances
Service Director
LAS COLINAS COUNTRY CLUB
03.1998 - 08.2006
- Budgeted and forecasted $1+ million in annual revenue
- Trained Service Staff
- Controlled inventory
- Created unique Member events,
- Developed wine list and menus
Education
Associates Degree -
NAVARRO COLLEGE
Skills
- Schedule Management
- Customer Service
- Client relationship management
- Attention to detail
- Problem solving
- Cross Sale
Certification
General Lines Insurance License: Property & Casualty and life & Health
Notary Public
Timeline
Account Manager
Texan Insurance
09.2020 - Current
Office Manager for Agent E. Bailey Moore, Jr.
STATE FARM INSURANCE
11.2006 - 06.2020
Service Director
LAS COLINAS COUNTRY CLUB
03.1998 - 08.2006
Associates Degree -
NAVARRO COLLEGE
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