Jennifer McClellan
High Point,NC
Summary
Creative and engaging account manager bringing several years of dynamic and diverse management experience. Visionary leader dedicated to aligning organizational business goals with quality work to achieve consistent success. Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
5
5
years of professional experience
Work History
Account Manager
Leavitt Elite Insurance Advisors
High Point, North Carolina
10.2022 - Current
- Managed client accounts and maintained strong relationships with clients.
- Developed tailored insurance solutions based on client needs and preferences.
- Coordinated policy renewals and ensured timely communication with clients.
- Provided expert guidance on insurance products and services offered by the firm.
- Resolved client inquiries and issues efficiently to enhance customer satisfaction.
- Trained new team members on account management processes and best practices.
- Analyzed client data and identified opportunities for growth.
- Generated leads through cold calling activities.
- Monitored industry trends and made recommendations for changes in strategy accordingly.
- Listened to customer needs to identify and recommend best products and services.
- Attended networking events to build new contacts in the industry.
Sales and Service Representative
Bill Abee Insurance Group
Shelby, North Carolina
10.2021 - 10.2022
- Enhanced expertise through diverse training courses, dedicating time to deepen understanding of the product types offered.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Used skills to establish productive working relationships with car dealers, loan processors and community business partners.
- Identified opportunities for cross-selling additional products or services.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Achieved repeat business and referrals through personalized services.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Insurance Customer Service Representative
Direct Auto & Life Insurance
Reidsville, North Carolina
08.2020 - 10.2021
- Launched a career as an insurance agent sales trainee, and obtained a personal lines license promptly to advance personal auto and motorcycle insurance services.
- Obtained a life insurance license to market term-life products effectively.
- Achieved established sales targets by generating new customer accounts.
- Conducted outbound calls to engage potential clients and promote services.
- Addressed clients' indecision, complaints, and desires head-on to overcome hesitations and close sales.
- Identified opportunities for improvement in processes related to outbound calls.
- Operated across various Direct Auto office locations in the states of North Carolina and Virginia.
Education
Some College (No Degree) - Science
Guilford Technical Community College
Jamestown, NCSome College (No Degree) - Music
Full Sail University
Winter Park, FLSkills
- Customer relationship management
- Policy writing and development
- Goal oriented
- Decision-making
- Customer service
- Continuous improvements
- Sales planning
- Risk evaluation in insurance
- Leadership and team motivation
Affiliations
Living, moving, and traveling all across the state of North Carolina (and to South Boston, Virginia) has allowed me the opportunity to adapt to various changes. I've worked in Reidsville, Burlington, Gastonia, Charlotte, Shelby, Cherryville, Greensboro, Hickory, Winston Salem, and High Point. This experience led to making life-long connections all while continuously advancing in my insurance carrier.
Accomplishments
- Personal Lines and Life Insurance Licensed in the state of North Carolina
- Often recognized for being top sales producer
Timeline
Account Manager
Leavitt Elite Insurance Advisors
10.2022 - Current
Sales and Service Representative
Bill Abee Insurance Group
10.2021 - 10.2022
Insurance Customer Service Representative
Direct Auto & Life Insurance
08.2020 - 10.2021
Some College (No Degree) - Science
Guilford Technical Community College
Some College (No Degree) - Music
Full Sail University