Jaclyn Nektalova (Frey)
Darien,CT
Summary
Professional with strong background in strategic leadership and financial management. Proven ability to drive organizational growth through effective team collaboration and adaptable problem-solving. Skilled in financial analysis, risk management, and stakeholder engagement. Valued for reliability, adaptability, and results-driven approach.
Overview
20
20
years of professional experience
1
1
Certification
Work History
First Vice President
Alliant Insurance Services
2019.08 - Current
- Built strong relationships with clients, resulting in increased retention rates and referrals for new business.
- Streamlined operations for better efficiency by implementing new software and technology tools within the department.
- Developed comprehensive financial reports that informed executive decision-making and supported long-term strategic planning.
- Mentored junior team members, fostering professional growth and improved performance within the firm.
- Established a culture of continuous learning and professional development, empowering staff to stay current on industry trends and best practices.
- Coordinated cross-functional teams to deliver seamless service and support for complex client needs.
Director, Account Executive
Krauter & Company
2013.01 - 2019.08
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Streamlined account management processes for increased efficiency and improved client retention rates.
Director, Account Executive
Crystal & Company
2007.06 - 2013.01
- Managed and motivated employees to be productive and engaged in work.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
Account Executive
Rampart Insurance Services
2006.06 - 2007.06
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Account Manager
HUB International Limited
2004.07 - 2006.06
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- 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.
Education
Bachelor of Science - Psychology
University of Florida
Gainesville, FL2004-05
Certification
CLCS
ARM
Timeline
First Vice President
Alliant Insurance Services
2019.08 - Current
Director, Account Executive
Krauter & Company
2013.01 - 2019.08
Director, Account Executive
Crystal & Company
2007.06 - 2013.01
Account Executive
Rampart Insurance Services
2006.06 - 2007.06
Account Manager
HUB International Limited
2004.07 - 2006.06
CLCS
ARM
Bachelor of Science - Psychology
University of Florida