Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jason Franklin

Keizer,OR

Summary

Results-driven professional with robust skills in CRM systems and vendor negotiations. Experienced in executing sales strategies that improve account growth while fostering long-lasting client relationships. Ready to leverage expertise to enhance client engagement and drive organizational success.

Overview

18
18
years of professional experience

Work History

Client Development Executive

Alacrity Solutions
06.2022 - Current
  • Senior level relationship owner for insurance carrier and construction company accounts.
  • Document and communicate account strategy, growth plans and executive relation activities within CRM and internal reporting systems.
  • Align company service capabilities and service solutions with client initiatives to expand business volume.
  • Collaborated with product teams to identify and escalate recurring technical issues for resolution.
  • Resolved client inquiries through various channels, ensuring timely and effective communication.
  • Executed sales strategies to improve account growth and retention rates.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.

Business Consultant

Kennedy Restoration
02.2016 - 06.2022
  • Analyzed client needs to develop tailored restoration strategies enhancing project outcomes.
  • Facilitated workshops and training sessions to improve team performance and service delivery.
  • Collaborated with cross-functional teams to streamline operational processes, increasing efficiency.
  • Managed client relationships, ensuring satisfaction and fostering repeat business opportunities.
  • Developed comprehensive onboarding programs to enhance new hire integration and retention.
  • Facilitated training sessions on company policies, procedures, and systems for new employees.
  • Developed and implemented sales strategies to enhance market penetration and increase revenue.

Sr. Claims Specialist III

Liberty Mutual
03.2008 - 02.2016
  • Evaluated complex claims to ensure compliance with policy guidelines and regulatory standards.
  • Collaborated with cross-functional teams to streamline claims processing and enhance customer satisfaction.
  • Analyzed and evaluated insurance claims to determine validity and settlement amounts.
  • Investigated complex claims through interviews, site visits, and documentation review.
  • Collaborated with legal teams to resolve disputes and negotiate settlements effectively.

Education

Bachelor of Arts - History

Fresno State
Fresno, CA

Skills

  • Customer relations
  • Hubspot
  • Jira
  • Monday
  • Slack
  • Vendor negotiations
  • G Suite

Timeline

Client Development Executive

Alacrity Solutions
06.2022 - Current

Business Consultant

Kennedy Restoration
02.2016 - 06.2022

Sr. Claims Specialist III

Liberty Mutual
03.2008 - 02.2016

Bachelor of Arts - History

Fresno State