Jack O'Brien
Mokena,IL
Summary
At Goosehead Insurance, a Senior Account Executive excelling in fostering referral partner and client relationships while driving sales growth through consultative sales and strategic business development. Leveraging skills in client relationship management and cold-calling, consistently surpassed sales quotas, ensuring high client retention and competitive market positioning. Accomplished Senior Account Executive within 3 years working in Property and Casualty insurance. Committed with demonstrated success in sales, customer relations and prospecting. Ambitious and dedicated leader with experience training and mentoring new team members.
Overview
3
3
years of professional experience
Work History
Senior Account Executive
Goosehead Insurance Agency
02.2021 - Current
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage for clients'' unique situations.
- Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
- Evaluated competitors' products and services to gain competitive advantage.
- Finalized sales and collected necessary deposits.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
Education
Bachelor of Arts - Enterprise Leadership
University of Iowa
Iowa City, IA12.2020
Skills
- Client Relationship Management
- Relationship Building
- Consultative Sales
- Business development and planning
Timeline
Senior Account Executive
Goosehead Insurance Agency
02.2021 - Current
Bachelor of Arts - Enterprise Leadership
University of Iowa