Microsoft Applications
Jocelyn D. Wilkerson
Dallas,TX
Summary
Results-driven Office Administrator with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
CEO
JDW Protection, Brokerage
02.2024 - Current
- Managed a portfolio of accounts in excess of $500K.
- Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Developed innovative sales and marketing strategies to facilitate business expansion.
Senior Account Manager
State Farm
02.2023 - 02.2024
- Mentored junior account management professionals to develop skills and increase company revenue.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
- Developed deep knowledge of customer businesses and relationship to company objectives.
Executive Assistant
State Farm
02.2021 - 02.2023
- Utilized CRM systems to provide the most up-to-date answers to coverage inquiries
- Prospected new business and managed active accounts for agency with ARR in excess of $2 million
- Built rapport with clients through written and verbal communication to assess customer needs
- Screened calls and emails and initiated actions to respond or direct messages for managers.
Licensed Insurance Producer
State Farm
09.2018 - 05.2020
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling
- Provided coverage option information to assist clients in protecting assets
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Worked closely with external partners and members of local community to create continuous client referral sources
- Up-sold additional products and services after identifying customer needs and requirements.
Senior Account Executive
Signazon.com
08.2017 - 09.2018
- Managed portfolio of 140 accounts that generated $20k in sales
- Built relationships with small businesses and large corporate accounts by preemptively meeting customer needs based on various business types
- Provides technical and administrative information and price quotes to customers, keep up-to-date knowledge of the industry as well as the competitive posture of the company and prepare activity and forecast reports as requested
- Showcased product features to customers and discussed technical details to overcome objections and close sales
- Emphasized product features based on analysis of customers’ needs
- Responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process.
Education
Bachelor of Science - Anthropology
Richland College
Dallas, TX05.2028
Skills
- Data Analysis
- HIPAA
- Business Administration
- Social Media Marketing
- Project Management
- Relationship and Team Building
- Effective Communication
- Training and Development
- Staff Management
- Portfolio Management
- Operational Excellence
- Talent Development
- Operations Management
- Team Management
Accomplishments
- P&C License
- Life/ Health License
Certification
- General Lines P&C License 2016-2025
- Life, Health License 2016-2025
Software
Adobe
Salesforce
ADP
Timeline
CEO
JDW Protection, Brokerage
02.2024 - Current
Senior Account Manager
State Farm
02.2023 - 02.2024
Executive Assistant
State Farm
02.2021 - 02.2023
Licensed Insurance Producer
State Farm
09.2018 - 05.2020
Senior Account Executive
Signazon.com
08.2017 - 09.2018
Bachelor of Science - Anthropology
Richland College
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