Jose Pena
La Mesa,California
Summary
Reliable, results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Account Manager
Corebridge Direct
05.2013 - Current
• Confidently guiding customers trough the life insurance buying process by educating consumers.
• Gathering information to recommend the right company and product to the customer.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Education
High School Diploma -
Helix High School
La Mesa, CA06.1996
Skills
- Life insurance sales
- Customer service
- Account management
- Teamwork and collaboration
- Customer satisfaction
- Multitasking
Accomplishments
Knight Award: Over 3k policies currently in force
Timeline
Account Manager
Corebridge Direct
05.2013 - Current
High School Diploma -
Helix High School
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