Jodee Aquino
Damascus,MD
Summary
Dynamic leader with a proven track record at Sahouri Insurance, adept in organizational development and process improvement. Excelled in coaching and mentoring, enhancing team collaboration and driving strategic initiatives that significantly boosted client satisfaction and operational efficiency. Skilled in fostering stakeholder relationships and leveraging interpersonal skills to achieve and exceed targets. Dynamic individual with hands-on experience in [Area of expertise] and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Practice Leader
Sahouri Insurance
McLean, VA
02.2018 - Current
- Evaluated emerging industry trends and technologies, incorporating relevant insights into strategic planning for sustained competitive advantage.
- Enhanced client satisfaction by implementing innovative strategies and tailored solutions for their unique needs.
- Developed clear communication channels among various department heads, facilitating seamless coordination and collaboration on key projects.
- Implemented rigorous performance management systems that consistently recognized top performers while providing constructive feedback to support ongoing skill development for all employees.
- Negotiated contracts successfully with vendors and partners to secure favorable terms that enhanced the organization''s profitability without compromising on quality or service levels.
- Strengthened relationships with key stakeholders through regular communication and collaboration on mutually beneficial projects or initiatives.
- Collaborated with cross-functional teams to drive continuous improvement initiatives, fostering a culture of excellence within the organization.
- Spearheaded successful change management initiatives by addressing organizational challenges head-on and implementing targeted interventions for optimal outcomes.
- Aligned the organization''s vision and goals with individual team objectives to ensure a cohesive approach towards achieving success in both short-term tasks and long-term strategic plans.
- Managed high-profile client accounts effectively, delivering superior results in terms of quality, timeliness, and costefficiency.
- Led process improvement initiatives by identifying areas of inefficiency, implementing best practices, and measuring performance against established benchmarks.
- Established long-term relationships with clients through exceptional service delivery and proactive engagement, ensuring repeat business and referrals.
- Mentored junior team members, providing guidance on best practices and professional development opportunities to build a strong talent pipeline.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
- Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
Senior Account Manager
USI Insurance Services
Falls Church, VA
05.2016 - 06.2017
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Analyzed key competitors to respond to competitive threats.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Developed deep knowledge of customer businesses and relationship to company objectives.
- Mentored junior account management professionals to develop skills and increase company revenue.
- Leveraged industry knowledge to provide expert guidance on pricing, promotions, and product offerings for clients'' specific needs.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Boosted client satisfaction by effectively managing and resolving account issues.
- Prepared client budgets by reviewing client billing and managing monthly invoices.
- Negotiated favorable contract terms with suppliers/vendors on behalf of clients while maintaining strong relationships with them at the same time.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Account Executive
The Meltzer Group
Bethesda, MD
10.2015 - 03.2016
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Created and executed account strategies to translate organizational goals into client activities.
Broker Sales Representative
Group Benefit Services
Rockville, MD
08.2014 - 07.2015
- Expanded customer base through consistent outreach efforts and relationship building with potential clients.
- Increased sales revenue by identifying prospective customers and presenting compelling product offerings.
- Coordinated with marketing department to create impactful promotional materials that effectively showcased company''s products and services.
- Maintained up-to-date knowledge of market trends, ensuring the provision of accurate investment recommendations to clients.
- Initiated and developed partnerships with other industry professionals, resulting in mutually beneficial referral relationships.
Director of Sales & Account Management
Kelly & Associates Insurance Group
Hunt Valley, MD
12.1998 - 03.2014
- Managed team of sales representatives, providing guidance, coaching and support.
- Established strong partnerships with industry influencers to expand brand recognition and drive business growth.
- Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
- Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Cultivated a culture of continuous learning within the department by promoting professional development opportunities for team members.
- Monitored and coordinated workflows to optimize resources.
- Championed change initiatives within the organization aimed at driving efficiency improvements in the overall sales operation infrastructure.
- Spearheaded the adoption of cutting-edge sales tools and technologies designed to enhance team productivity and streamline workflow processes.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Built relationships with customers and community to establish long-term business growth.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Prepared sales presentations for clients showing success and credibility of products.
- Implemented systems and procedures to increase sales.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Education
UMBC
Catonsville, MDTowson University
Towson, MDSkills
Coaching and Mentoring
Organizational Development
Teamwork and Collaboration
Problem-Solving
Critical Thinking
Team Collaboration
Training and mentoring
Problem Identification
Interpersonal Skills
Professionalism
Employee Recruitment and Hiring
Staff Management
Certification
- [Name of Certification] [Issuing Organization] [Year Month]
Timeline
Practice Leader
Sahouri Insurance
02.2018 - Current
Senior Account Manager
USI Insurance Services
05.2016 - 06.2017
Account Executive
The Meltzer Group
10.2015 - 03.2016
Broker Sales Representative
Group Benefit Services
08.2014 - 07.2015
Director of Sales & Account Management
Kelly & Associates Insurance Group
12.1998 - 03.2014
UMBC
Towson University