Summary
Overview
Work History
Education
Skills
Certification
Websites
Accomplishments
Affiliations
References
Timeline
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Heather Pellerito

Heather Pellerito

Lexington,SC

Summary

Dedicated Account Manager with 5+ years of experience working directly with clients to service accounts. Successful at prioritizing to achieve project goals and exceeding expectations. Hardworking and reliable licensed P&C and Life/Health Producer with strong ability in multitasking and attention to detail. Offering excellent communication and problem solving. Highly organized, proactive and punctual with team-oriented mentality.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Account Manager

Kuhn Insurance Group
Lexington, SC
08.2022 - 02.2023
  • Developed successful customer relationships and quickly resolved service requests to increase sales.
  • Provided Acord forms, binders, and certificates of insurance to clients.
  • Provided claims service and support for all lines of coverage.
  • Assist with worker’s compensation audits for clients.
  • Inside sales calls using lead lists and cold calls for business insurance
  • Set appointments for meetings with prospects and agency owner.
  • Generated leads through cold calling activities.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Acted as main point of contact in matters relating to client concerns and needs through phone, email, and walk in customers.
  • Ensured compliance with industry regulations when dealing with clients.
  • Provided training and guidance to new Account Managers.
  • Identified customer needs by asking questions and advising on best solutions.
  • Maintained accurate records of all customer interactions in the CRM system.
  • Conducted market research to identify potential customers.
  • Produced sales documents, finalized deals and filed records.
  • De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
  • Drafted proposals outlining services, costs, and benefits for prospective customers.
  • Handled cash and processed credit card transactions.
  • Greeted and assisted customers to foster positive experiences.
  • Maintained updated knowledge through continuing education and advanced training.

Account Manager

Brokers Holding Group
Columbia, SC
03.2020 - 08.2022
  • Developed new broker partners to increase agency revenue and create footprint in TN, GA, SC, WV, VA.
  • Marketed managing general agency services for group health care administration via zoom and telephone.
  • Compiled confidential group census data in spreadsheets from health applications staying in compliance with HIPAA regulations.
  • Managed electronic data feeds with health record software FormFire, Ease, and Employee Navigator.
  • Initiated group enrollment processes to manage smooth policy implementation during sold case submission.
  • Provided ongoing employee maintenance through policy year.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Collaborated with carriers to resolve discrepancies in insurance payments.
  • Serviced existing broker portfolios, assisting with coverage questions and accurately processing policy documents.

Corporate Travel Manager

Legacy Education Alliance, Inc.
Cape Coral, FL
08.2015 - 03.2020
  • Began as customer service representative in mid size call center for outgoing and incoming attendance confirmations, then promoted to Elite team of four training specialists.
  • Promoted to Travel Manager, booking, ticketing, profile updating air and car travel for 50-75 sales reps and key speakers in teams of 4-5 weekly.
  • Ensured compliance with government regulations regarding passport and visa requirements prior to departure of travelers.
  • Organized and coordinated domestic and international business trips for executives and staff members.
  • Identified and communicated risks for travel conditions and assisted after hours for rerouting due to travel delay or cancellation emergencies.
  • Updated domestic and global travel policy for the seminar operations team and any employee travel required.
  • Assisted the event planning team negotiating hotel contracts for ballroom space, banquet support, and sleeping rooms for live seminars, stockholders meetings, annual seminar operations sales training, and symposiums.
  • Named Chairman of the Travel Committee serving on an executive cost containment team.

Server

Bonefish Grill Restaurants
Cape Coral, FL
01.2012 - 01.2013
  • Circulated within assigned areas to assess and address customer needs, effectively prioritizing tasks during peak hours.
  • Presented menus and answered questions regarding items.
  • Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
  • Accurately recorded orders on cash register and point-of-sale system.
  • Provided excellent customer service to ensure satisfaction.

Staff Accountant

Randy's Fishmarket Restaurant
Naples, FL
06.2011 - 08.2012
  • Reviewed invoices for accuracy and completeness prior to processing payments.
  • Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
  • Assisted in the preparation of quarterly and annual budgets.
  • Prepared audit schedules as requested by external auditors.
  • Compiled and prepared journal entries to ensure accurate general ledger records.
  • Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
  • Processed payroll and reviewed employee liability balances in support of HR objectives.
  • Created Employee Handbook including the onboarding procedures for new hires and ongoing certification requirements for current employees.

Education

High School Diploma -

Kent Island High School
Stevensville, MD
06-2009

Some College (No Degree) - Accounting

Old Dominion University
Norfolk, VA

Skills

  • Self-Starter
  • Account Servicing
  • Inbound and Outbound Calling
  • P&C / Life & Health Industry Knowledge
  • Customer Satisfaction
  • CRM Systems
  • Documentation and Reporting
  • Detail Oriented
  • Preparing Contracts
  • Schedule Management
  • Teamwork and Collaboration
  • Microsoft Office Proficiency
  • Expense Control
  • Billing Resolutions
  • Accounts Payable/Receivable

Certification

  • SC Property & Casualty Producer License
  • SC Life & Health Producer License

Websites

Accomplishments

  • Employee Handbook
  • Chairman on Executive Cost Containment Committee

Affiliations

  • Yoga/Pilates Enthusiast
  • Grilling Out and College Football
  • Soccer and Gardening

References

References available upon request.

Timeline

Account Manager

Kuhn Insurance Group
08.2022 - 02.2023

Account Manager

Brokers Holding Group
03.2020 - 08.2022

Corporate Travel Manager

Legacy Education Alliance, Inc.
08.2015 - 03.2020

Server

Bonefish Grill Restaurants
01.2012 - 01.2013

Staff Accountant

Randy's Fishmarket Restaurant
06.2011 - 08.2012

High School Diploma -

Kent Island High School

Some College (No Degree) - Accounting

Old Dominion University

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Heather Pellerito