Janelle Zimonick
Wheat Ridge,CO
Summary
Senior Sales Executive with a strong track record in leading sales teams and achieving significant revenue growth. Expertise in market analysis, client engagement, and strategic planning, resulting in enhanced operational efficiency. Demonstrated ability to convert prospects into loyal customers and develop comprehensive sales reports. Skilled in managing product portfolios and fostering deep customer relationships to maximize sales opportunities.
Overview
7
7
years of professional experience
Work History
Senior Sales Executive
Equity Insurance Group
Denver Tech Center, CO
05.2024 - Current
- Identify and pursue new business opportunities through networking, referrals, and targeted outreach strategies.
- Conduct thorough assessments of clients’ insurance needs and recommend appropriate property and casualty insurance policies.
- Guide clients through the application process, ensuring accurate and timely submissions, and manage policy renewals and changes.
- Educate clients about policy features, benefits, and exclusions, ensuring they fully understand their coverage.
- Stay informed about industry trends, competitive products, and changes in regulations to provide informed recommendations.
- Managed a portfolio of over 500 client accounts. Improving customer retention by 65% year over year.
- Achieved 130% of sales targets for two consecutive quarters by leveraging effective sales strategies and personalized client interactions.
- Spearheaded a marketing campaign that reached 10,000 potential clients, resulting in a 15% increase in new policy enrollments.
Senior Account Manager
Ez Lending Professionals
Greenwood Village, CO
04.2023 - 04.2024
- Led a team of 5 loan processors, ensuring timely processing of over 200 loan applications monthly, with a 95% accuracy rate.
- Streamlined the loan documentation process by implementing automated systems, reducing manual entry errors by 30%
- Collaborated with underwriters and compliance officers to improve loan approval times by 25%, enhancing customer satisfaction.
- Collaborated with underwriters and compliance officers to improve loan approval times by 25%, enhancing customer satisfaction.
- Analyzed financial documents including tax returns and P&L statements for high-risk loans, achieving a 20% reduction in loan default rate
- Managed a diverse portfolio of loans totaling over $10 million, ensuring compliance with all regulatory requirements.
Area Planner 2
Schneider
Green Bay, WI
02.2022 - 04.2023
- Maintained a strong awareness of service critical customers and driver-specific needs throughout the markets.
- Constantly stayed in contact with customer service, driver management, and other planning teams across the markets.
- Attended daily meetings to discuss market trends, specific goals and driver needs, and special projects.
- Successfully executed on special projects that gained an estimated $200,000+ yearly additional revenue to the business on a monthly, quarterly, semi-annual, and annual basis.
- Had very high visibility on special promo projects that brought in an extensive amount of additional revenue.
- Identified all potential solutions across all lines of business to ensure these projects were being executed at a 100% service level.
- Collaborated closely with driver management and CS teams on all three working shifts to ensure a high level of communication and understanding between all parties involved.
- Made cost-based decisions by utilizing market data and customer lane history.
- Utilized this information to identify and implement continuous improvement.
- Collaborated with various departments throughout the business to ensure goals were met or exceeded.
Customer Specialist Senior
Schneider
Green Bay, WI
11.2018 - 02.2022
- Efficiently prioritized tasks according to the scope of the desk.
- Collaborated internally to develop creative solutions that drove improved service above 93% and added value to the organization.
- Attended daily market meetings to understand driver needs. Utilized this information to solicit freight to fill needs with the networks.
- Utilized all lines of business to ensure freight was being serviced on time.
- Utilized Reports & Dashboards tool to analyze past, present, and predict future data.
- Identified customers and lanes that were difficult for our network to execute on. Avoided providing those solutions to the customer in efforts to protect service.
- Constantly reviewed customer fulfillment and collaborated with necessary parties to ensure commitments were being met on both ends.
- Creatively worked to solve for 'Yes.'
Education
Bachelor of Arts - Business Administration
University of Wisconsin
Green Bay, WI12.2022
Skills
- API Development
- Project Management
- Training
- Business Knowledge
- Problem Solving
- Creative Thinking
- Critical Thinking
- Communication
- Leadership
- Influencing
- Oracle
- JDEdwards
- Microsoft Office
- Power BI
- API
- EDI
- Sales strategy
- Customer retention
- Loan processing
- Relationship selling
- Territory development
- Marketing
- Customer relationship management
References
References available upon request.
Timeline
Senior Sales Executive
Equity Insurance Group
05.2024 - Current
Senior Account Manager
Ez Lending Professionals
04.2023 - 04.2024
Area Planner 2
Schneider
02.2022 - 04.2023
Customer Specialist Senior
Schneider
11.2018 - 02.2022
Bachelor of Arts - Business Administration
University of Wisconsin