Jennifer Phillips
VISALIA,CA
Summary
Results-oriented Renewal Coordinator with expertise in client relationship management and retention strategies. Skilled in analyzing market trends and overseeing operational budgets to enhance service delivery and drive business growth. Proven experience in negotiating contracts, managing renewals, and maintaining strong client connections while minimizing revenue leakage.
Overview
9
9
years of professional experience
Work History
Renewal Coordinator
Employer Driven Insurance Services
Visalia , CA
09.2022 - 04.2026
- Managed renewal processes for client insurance policies and ensured compliance.
- Assessed client coverage needs and recommended tailored solutions.
- Facilitated meetings to discuss renewal strategies and client feedback with stakeholders.
- Resolved client inquiries related to policy details and renewal timelines efficiently.
- Monitored client contracts, ensuring timely renewals and compliance with policy terms.
- Assisted in the development and implementation of renewal processes for clients.
- Developed strategies to increase customer retention rates by [%].
- Participated in weekly meetings with the sales team to review upcoming renewal opportunities.
- Served as a liaison between clients and other departments within the organization during the renewal process.
- Drafted tailored proposals for new and renewal business opportunities, addressing client-specific needs.
- Analyzed market trends to inform strategic recommendations for policy adjustments.
- Created presentations summarizing key insights from customer feedback data related to renewals.
- Developed customized marketing plans tailored specifically for each client's unique needs during their renewal period.
- Prepared monthly reports outlining performance metrics related to renewals, cancellations, and upsells and cross-sells, including [Number] metrics.
- Analyzed data from customer contracts to identify opportunities for upsells and cross-sells.
- Maintained accurate records of all customer renewals and expirations.
- Managed communications between internal departments throughout the duration of each client's renewal cycle.
- Improved profit margins by effectively managing expenses, budget, and overhead, increasing closings and optimizing product turns.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Supported sales team members to drive growth and development.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Performed outreach activities such as calls, emails, or surveys to gather feedback from [Number] customers regarding their renewal experience.
Front of House Manager
OUTBACK STEAKHOUSE
01.2017 - 07.2022
- Scheduled staff hours and assigned duties to optimize service efficiency and coverage.
- Resolved personnel issues, hired and trained new staff, evaluated employee performance to enhance team effectiveness.
- Executed food service duties, including cooking, table clearing, and serving food and beverages.
- Monitored food preparation methods, portion sizes, and garnishing and presentation of food to ensure that food is prepared and presented in an acceptable manner.
- Monitored compliance with health and fire regulations for food preparation, serving, and facility maintenance to ensure safety standards.
- Monitored budgets and payroll records, and reviewed financial transactions to ensure that expenditures are authorized and budgeted.
- Managed daily cash counts and processed bank deposits for financial accountability.
- Scheduled and received food and beverage deliveries, checking delivery contents to verify product quality and quantity.
Education
Some College (No Degree) - Communications/ Secondary Education
College of The Sequoias
Skills
- Client retention strategies
- Client management
- Customer service
- Customer satisfaction
- Client outreach
- Client interaction
- Problem-solving
- Insurance terminology
- Organizational skills
- Financial analysis
- Performance metrics
- Strategic planning
- Team leadership
- Leadership
- Management
- Team Work
- Detail-oriented
- Communication
- Effective communication
- Verbal and written communication
- Interpersonal skills
- Relationship building
- Adaptability
- Solution selling
- Financial analysis
- Industry analysis
- Software expertise
- Microsoft Office expertise
- Operating procedures and policies
- Policy development
- Team player
- Customer management
- Customer service
- Customer satisfaction
- Problem solving
- Detail-oriented
- Team leadership
Timeline
Renewal Coordinator
Employer Driven Insurance Services
09.2022 - 04.2026
Front of House Manager
OUTBACK STEAKHOUSE
01.2017 - 07.2022
Some College (No Degree) - Communications/ Secondary Education
College of The Sequoias