Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients and increasing revenue. Skilled in customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Service Representative
COUNTRY Financial
08.2023 - Current
Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
Managed incoming calls, providing prompt and accurate information to clients about products and services.
Handled sensitive client information with discretion, ensuring confidentiality at all times.
Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Increased customer retention rates through personalized follow-ups and timely resolution of concerns.
Sales and Marketing Specialist
FN Funding
01.2021 - 03.2023
Prospected and qualified new business partners and opportunities using various methods such as social media searches, industry networking events, cold calling, and previous client referrals
Created proposals and negotiating terms for affiliate marketing partnerships and product donations
Led prospects through the full sales cycle from initial contact to a closed deal with an executed contract
Achievements Include: 28 new partners were added who have donated various products to our vehicle giveaways
Increased brand awareness by creating engaging social media content and managing online platforms.
$280k in donations generated from quarterly email blitzes
Established strong relationships with clients through exceptional customer service and communication skills.
Added 12 new businesses as paid advertisers.
Added 5 multi-year Racer Support Tour partners who provided product donations and sponsorship money.
Sales Supervisor
Esurance
01.2018 - 01.2020
Managed a team of 8 specialty sales agents that sold exclusively in high fraud areas that required additional underwriting
Coached my team in conversational questioning techniques to maintain a positive call flow
Changed their mindset from being robotic on calls to having a sales conversation to put customer at ease despite the additional probing questions
Created action plans for agents who were unable to meet and/or maintain minimum standards
Tailored plans to each agent's blind spot(s) to maximize their chance of closing the sale on that initial call
Audited sales calls to identify areas of opportunity to streamline our sales process
Consistently exceeded monthly, quarterly, and yearly team goals for sales, retention, and quality
Achievements Include: Voted Agent Council Vice President then President by my peers.
Increased team quality to 98% from 92%.
Completed the Emerging Leader Program and was Mentored by CFO Allen Meil.
Enhanced team productivity by creating a supportive work environment and providing ongoing feedback.
Organized weekly team meetings to discuss progress, challenges, and opportunities for growth.
Licensed Insurance Sales Agent
Bankers Life and Casualty
01.2017 - 01.2018
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Presented financial services to our target market of senior citizens aged 65 and up (Medicare supplements, life insurance, annuities, long term care, and critical illness policies).
Translated complicated financial concepts into easy-to-understand terms.
Converted those presentations into closed sales at a rate of 20%.
Leveraged those sales into new referrals for leads to future business.
Reviewed client's current insurance products to recommend appropriate services.
Conducted regular follow-ups with prospective clients, nurturing leads and converting them into loyal customers.
Training Specialist
GEICO
01.2012 - 01.2017
Successfully completed Trainer Development Program.
Monitored agent calls to identify areas of opportunity and blind spots.
Performed live speaking engagements to new hire groups ranging in size from 20 – 200
Managed teams of up to 10 agents when supervisors were out on vacation or on business trips.
Mentored new agents coming out of initial training who struggled transitioning to live calls.
Collaborated with department managers to identify skill gaps and develop targeted training interventions.
Conducted regular needs assessments to ensure alignment of training initiatives with organizational goals and objectives.
Licensed Insurance Sales Agent
GEICO
01.2010 - 01.2012
Converted incoming customer calls into new auto insurance policies at a rate of 35%
Made Gold Tier Chairman's Club (2000+ annual sales) 2 times as a sales agent
Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
Achieved top sales performance by consistently meeting and exceeding monthly quotas through effective call management.
Assisted in training new team members on company procedures, products, and best practices for an exceptional purchase experience.