Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jenna Zimmerman

Jenna Zimmerman

Kimberly,WI

Summary

Results-driven Sales and Marketing Specialist known for productivity and efficiency in task completion. Skilled in strategic planning, market research, and digital marketing tactics. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration and innovation in dynamic environments. Committed to leveraging these skills to drive sales growth and enhance brand visibility.

Overview

7
7
years of professional experience

Work History

Sales & Marketing Specialist

USI Insurance
01.2020 - Current
  • Company Overview: Acquired Associated Benefits & Risk Consulting in 2020.
  • Developed CRM systems to enhance efficiency in customer service.
  • Maintained accurate records of customer interactions and transactions in CRM system.
  • Provided guidance on best practices for utilizing features of the company's CRM software.
  • Assisted in developing training materials and conducting user training sessions for new employees on how to use the CRM system effectively.
  • Coordinated continuous education and professional development opportunities for sales producers.
  • Managed comprehensive CRM database ensuring accurate customer information and effective segmentation for targeted marketing campaigns.

Senior Project Coordinator

Associated Benefits & Risk Consulting
, MN
01.2018 - 01.2020
  • Collaborated with internal teams to develop project solutions resulting in on-time execution.
  • Developed and implemented project tracker or calendar to meet and maintain standards.
  • Troubleshot and resolved non-technical issues using support documentation and training.
  • Developed and implemented a comprehensive intern orientation program.
  • Managed comprehensive CRM database ensuring accurate customer information and effective segmentation for targeted marketing campaigns.
  • Assisted in developing training materials and conducting user training sessions for new employees on how to use the CRM system effectively.
  • Streamlined lead management process, improving lead quality and conversion rates through CRM system.

Education

M.B.A - Data Analytics

University of WisconsinWhitewater
Whitewater, WI

Bachelor of Science -

University of St. Thomas
St. Paul, MN

Skills

  • CRM management
  • Problem-solving
  • Serve customers
  • Multitasking capacity
  • Team building
  • Goal setting
  • Team leadership
  • Organizational skills
  • Visual data representation
  • Data formatting
  • Reporting tools
  • SQL databases
  • Tableau software

Accomplishments

USI Summit Award Winner (2023)

ABRC Internal Service Employee of the Year (2019)

Timeline

Sales & Marketing Specialist

USI Insurance
01.2020 - Current

Senior Project Coordinator

Associated Benefits & Risk Consulting
01.2018 - 01.2020

M.B.A - Data Analytics

University of WisconsinWhitewater

Bachelor of Science -

University of St. Thomas

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Jenna Zimmerman