Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeffrey Cruz

Allen

Summary

Dedicated Account Executive with a strong background in managing client relationships and driving revenue through innovative sales strategies. I have successfully closed high-impact deals and fostered long-term partnerships. My expertise in communication and negotiation has consistently exceeded client expectations. With over 10 years of progressive experience in financial services, I have been recognized by my peers as an industrious and punctual worker. I continually strive to expand and improve in all assigned areas.

Overview

6
6
years of professional experience

Work History

Account Executive

Imperial IPS
04.2024 - 04.2025
  • Manage and grow assigned book of business.
  • 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.
  • Drive growth and profitability by meeting premium volume,loan unit, program entity expansion and financial performance targets.
  • Service insurance agents with quoting, services, and general questions.
  • Build great relationship with insurance agents.
  • Provide legendary service

Associate Account Executive

Stonemark Premium Finance
01.2023 - 04.2024
  • Developed strong relationships with clients through consistent communication and proactive problemsolving.
  • Managed budgets meticulously across multiple accounts, ensuring maximum return on investment for both clients and the company.
  • Served as the primary point of contact for clients, addressing concerns promptly and professionally.
  • Manage and grow assigned book of business.
  • Provide excellent customer service to insurance agents with quoting and general questions.
  • Proactively follow up on quotes to maximize new opportunity and retention.
  • Collaborate with Sales Executives to develop and pursue new prospect, tracking activities in Salesforce.

Quote Team Associate

Stonemark Premium Finance
04.2019 - 04.2024
  • Provide premium finance quotes within company guidelines, including credit analysis and accurate documentation.
  • Maintain regular communication with Sales Executives to review progress, strategize growth, and address potential risks.
  • Deliver exceptional customer service by responding promptly and thoroughly to all inquiries.
  • Perform additional tasks as assigned by management.



Education

No Degree -

Houston Community College
Houston, TX

High School Diploma -

Mayde Creek High School
Houston, TX
03-1993

Skills

  • Client relationship building
  • Account management
  • Relationship building and management
  • Written and verbal communication
  • Customer service

Timeline

Account Executive

Imperial IPS
04.2024 - 04.2025

Associate Account Executive

Stonemark Premium Finance
01.2023 - 04.2024

Quote Team Associate

Stonemark Premium Finance
04.2019 - 04.2024

No Degree -

Houston Community College

High School Diploma -

Mayde Creek High School

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