To fulfill a long-term permanent career
Results-oriented professional, prepared for opportunity in account management. Proven track record of creating strong client relationships and delivering solutions to meet client needs. Team player, focused on achieving results with excellent communication and problem-solving skills.
* Daily servicing of existing client accounts via inbound phone calls.
* Certified to service consumer checking & savings, consumer credit cards, consumer loans & lines of credit and mortgage accounts.
* Servicing included account changes, payments, balance and transaction inquiries, starting fraud claims, escrow review for mortgage accounts, linking debit and credit cards to mobile wallet, replacing lost/stolen debit & credit cards, etc.
* Service & retention of existing customer policies.
* Sale of new personal & commercial lines.
* Introducing need for life & financial products.
* Telemarketing for new prospects.
* Sale of personal & commercial line products.
* Service & retention of existing customers.
* Prospecting new leads at fairs, festivals, shows.
* Outbound calls to leads obtained at above events.
* Service of existing customer policies.
Consistent meeting 100/100 club quarterly
Consistent with meeting monthly sales goals.
Achieved “Bundling Mastery”.
I am personable. I love meeting people, helping people & working with people. In my spare time, I enjoy my side job as an antique dealer. I rent space in an antique co-op which allows me to meet new people, spread word of mouth for potential new customers, referrals, etc.