Ian Lara
Snapp & Associates/Alkeme Insurance
Santee,CA
14
years of professional experience
Account Manager experienced in client relations and account management. Enhanced client retention through relationship building and tailored solutions while implementing strategies that improved customer service efficiency. Fostered teamwork and engaged clients through strong communication and interpersonal skills.
Work History
Account Manager
4 Years 1 Month- Developed and maintained strong relationships with key clients to foster loyalty.
- Managed client accounts, ensuring timely service delivery and satisfaction.
- Analyzed client needs, providing tailored insurance solutions for optimal coverage.
- Coordinated renewal processes, improving efficiency and accuracy in documentation.
- Trained new team members on account management best practices and tools.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Boosted client retention by developing and implementing comprehensive account management strategy.
Account Manager
5 Years 9 Months- Conducted regular account reviews, identifying opportunities for upselling services.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Implemented feedback mechanisms to improve customer service and retention strategies.
- Collaborated with underwriting teams to streamline policy approvals and enhancements.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Established trust with clients by consistently delivering on commitments and providing transparent communication.
- Served as a liaison between clients and internal teams to ensure smooth project execution and delivery.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Serviced existing accounts on a regular basis to maximize revenue.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
Claims Representative
4 Years 4 Months- Analyzed claim details to determine coverage eligibility and validate accuracy of information provided.
- Analyzed claim details to determine coverage eligibility and validate accuracy of the information provided.
- Communicated effectively with clients to address inquiries and resolve issues related to claims processing.
- Collaborated with internal teams to streamline workflows and enhance overall claims handling efficiency.
- Conducted regular audits of claims processes to identify discrepancies and recommend corrective actions.
- Worked productively in a fast-moving work environment to process large volumes of claims.
- Followed up with customers on unresolved issues.
- Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
- Maintained compliance with industry regulations by adhering to established procedures and guidelines in claims handling.
Education
High School Diploma
Skills
Account management
Client relations
Customer relationships
Lead prospecting
Customer service
Contract negotiation
Client engagement
Goal-driven
Goal oriented
Team training
Account expansion
Timeline
Account Manager
Snapp & Associates/Alkeme Insurance
07.2022 - CurrentRead More
Account Manager
Liberty Company Insurance Brokers
10.2016 - 07.2022Read More
Claims Representative
GEICO
06.2012 - 10.2016Read More
La Jolla High School
High School Diploma
Read More