Summary
Overview
Work History
Education
Skills
Education And Certification
Membership
Additional Competencies
Personal Information
Work Availability
Quote
Timeline
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Heather Reed

Mt Sterling,OH

Summary

STRATEGIC SENIOR MANAGER & KEY CLIENT ACCOUNT MANAGER Overseeing and Nurturing Key Client Relationships for Exceptional Business Growth and Client Satisfaction Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 15 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Overview

11
11
years of professional experience

Work History

Advanced Life Account Relationship Mgr. Sr

Huntington
11.2022 - Current
  • Cultivated and managed relationships with high-net-worth clients to provide personalized financial solutions
  • Developed and executed comprehensive financial plans to optimize clients' wealth management strategies.
  • Strengthened client relationships by effectively addressing concerns and providing timely solutions.
  • Increased account retention by maintaining regular communication with clients and proactively identifying potential issues.
  • Developed customized account strategies for each client, ensuring a personalized approach to their needs.
  • Managed a portfolio of clients, prioritizing tasks to maximize efficiency and productivity.
  • Presented marketing plans, financial plans and reports to senior internal and partner stakeholders.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Implemented systems and procedures to increase sales.
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Enhanced customer loyalty through consistent follow-up on outstanding issues and proactive problem resolution.
  • Drove sales by developing multi-million dollar contract sales.

Life Insurance Sales Consultant

Partner with Huntington Financial Advisors
11.2018 - 10.2022
  • Engaged clients with expert guidance on life insurance options that align with their financial goals and needs
  • Conducted in-depth needs assessments to uncover comprehensive insurance solutions.
  • Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
  • Developed innovative strategies for clients, resulting in increased revenue and business growth.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Conducted thorough market research and analysis, providing valuable insights for client decisionmaking.
  • Supported clients with business analysis, documentation, and data modeling.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Generated reports detailing findings and recommendations.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.
  • Assisted clients in navigating complex industry challenges, offering expert guidance and strategic recommendations.
  • Delivered high-quality presentations to stakeholders, effectively communicating project objectives and results.
  • Negotiated contracts on behalf of clients, securing favorable terms that contributed to their overall success.
  • Analyzed data sets to identify trends and opportunities for process improvements within client organizations.

Life Operations Manager (New Business, Policyholder Services)

Grange Life Insurance Company
10.2012 - 06.2018
  • Managed all aspects of New Business and Policyholder Services operations
  • Implemented efficient processes that drove business growth and enhanced customer satisfaction.
  • Improved operational efficiency by streamlining processes and implementing cost-saving measures.
  • Reduced turnaround time for project completion through effective resource allocation and team management.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
  • Developed strong relationships with vendors, resulting in better pricing and improved service quality.
  • Implemented new inventory management system to optimize stock levels and reduce waste.
  • Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Collaborated with cross-functional teams to develop innovative solutions for complex business challenges.
  • Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
  • Led successful change initiatives, ensuring seamless transitions during organizational restructuring efforts.
  • Championed safety protocols to maintain a secure working environment, reducing workplace accidents significantly.
  • Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Increased profit by streamlining operations.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.

Education

Bachelor of Administration

Ohio Dominican University
Columbus, OH
11.2008

Skills

  • Sales forecasting
  • Time management
  • Resource management
  • Product knowledge
  • Customer service
  • Decision-making
  • Relationship building
  • Client retention
  • Project management
  • Overcoming Objections
  • Sales Reporting
  • Relationship Management
  • Financial Services
  • CRM Tracking
  • Operations Management

Education And Certification

  • Bachelor's Degree in Business Administration | Ohio Dominican University, Columbus, OH
  • Associate in general insurance Designation (AINS)
  • FINRA- series 6 (in progress)
  • Life and Health Insurance
  • Ohio Real Estate License
  • Six Sigma Green Belt (SSGBC)
  • Insurance Immersion with LOMA


Membership

  • Cancer Research & Support, Pelotonia
  • Susan B Komen, Race for the Cure
  • United Way, Community Day
  • Alvis House

Additional Competencies

  • Key Account Management
  • Market Analysis
  • Financial Management
  • Risk Management
  • Brand Management
  • Competitive Analysis
  • Sales & Business Development
  • Customer Relationship Management
  • Process Optimization
  • Private Sector Engagement
  • Client Needs Assessment
  • Customer Retention Strategies
  • Strategic Leadership
  • Trend Forecasting
  • Cross-Functional Collaboration
  • Stakeholder Engagement
  • Market Segmentation
  • Contract Negotiation

Personal Information

Title: AINS, SSGBC

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Even if you are on the right track, you’ll get run over if you just sit there.
Will Rodgers

Timeline

Advanced Life Account Relationship Mgr. Sr

Huntington
11.2022 - Current

Life Insurance Sales Consultant

Partner with Huntington Financial Advisors
11.2018 - 10.2022

Life Operations Manager (New Business, Policyholder Services)

Grange Life Insurance Company
10.2012 - 06.2018

Bachelor of Administration

Ohio Dominican University

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Heather Reed