Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
18
18
years of professional experience
Work History
Senior Executive Account Manager
ADP
07.2017 - Current
Met and exceeded service level goals by identifying, achieving standards & expectations which resulted in career growth in one month's time
Managed and mentored team of account executives
Collaborated with upper management to implement continuous improvements and exceed team goals.
Monitored sales team performance, analyzed sales data and reported information to area managers.
Collaborated with a diverse workforce to manage the development of over 35 state property & casualty licenses.
Built relationships with customers and community to establish long-term business growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Managed accounts to retain existing relationships and grow share of business.
Relationship Consultant
ADP, Automatic Data Processing Insurance Agency, ADPIA
07.2017 - Current
Provide customer support via phone, in person, and digital channels, including but not limited to answering client questions, concerns related to business coverage, rates.
Working closely with clients on behalf carriers to endorse coverage dependent on business needs or changes
Investigate, research, analyze and resolve complex client issues while providing guidance to clients based on market & product knowledge
Awareness of risk management methods, claims handling, safety protocols
Identify and provide recommendations on additional lines of coverage
Develop and maintain effective written and verbal communication to ensure satisfaction providing world class service
Achieve and maintain agreed upon levels of service with a 97% retention rate.
Maintain all required insurance licenses and complete required appropriate continuing education courses.
Worked independently with minimal supervision.
Fostered lasting relationships with customers through effective communication, quick responses, resulting in long-term loyalty and expanded client base.
Developed new business relationships maintained existing through regular communications and effective account management.
Liaised between clients and support team to quickly resolve issues.
Built relationships with customers and community to promote long term business growth.
Met with customers to discuss needs, tailor solutions, and close deals.
Manager in Training/Assistant Manager
American Eagle/Aerie
05.2013 - 12.2018
Engaged with customers to effectively build rapport and lasting relationships
Trained and developed new sales team associates in products, selling techniques and company procedures
Supported management in developing and implementing personnel policies and procedures
Led sales team to exceed quarterly sales goals
Monitored sales team performance and provided constructive feedback to increase revenue.
Trained new employees on proper protocols and customer service standards.
Assisted in recruiting, hiring and training of team members.
Trained and guided team members to maintain high productivity and performance metrics.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Store Manager
White House Black Market
05.2014 - 05.2015
Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
Leveraged sales expertise to promote products and capitalized on upsell opportunities.
Reached out to 100% of customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
Strengthened customer relationships by listening to customer concerns and giving priority to service requirements.
Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Education
Bachelor of Arts - Political Science and Spanish
Augusta University
Augusta, GA
12.2016
Skills
Employee Relations
Scheduling and Payroll
Team Leadership/ Mentorship
Clientele Management
Conflict Resolution
Administrative Support
Business Analytics
Performance Management
Training and Development
Recruitment
Strong Presentation Skills
Client Satisfaction Management
Time Management
Accomplishments
Achieved Superstarts (2018) by exceeding my quarterly sales quota.
Achieved Leadership Development Training through effectively exceeding and maintaining the mentorship program.
Timeline
Senior Executive Account Manager
ADP
07.2017 - Current
Relationship Consultant
ADP, Automatic Data Processing Insurance Agency, ADPIA