Juan Carlos Lopez
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
14
14
years of professional experience
Work History
Sr Account Manager
Woodruff Sawyer
05.2022 - Current
- Developed deep knowledge of customer businesses and relationship to company objectives.
- Improved account management by predicting potential competitive threats and outlining proactive solutions.
- Mentored junior account management professionals to develop skills and increase company revenue.
- Obtained pricing deals, negotiated contracts and solidified beneficial agreements.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
- Contributed to annual revenue goals by selling new services and developing new accounts.
Sr. Executive Manager
Brown & Brown
11.2020 - 01.2022
- Employed to analyze, mitigate, control, and manage business risk and placement
- Business Partners Relations and Implementation of new products
- Development of new strategies to increase revenue and streamline processes ⦁
- Managed and Negotiated new and existing high value contracts
- Managed escalated issues with customers and carriers
- Coordinated with our business partners implementation of new marketing focus campaigns to produce immediate impact.
- Guided negotiation and preparation of business and client contracts.
- Coordinated development of key performance goals for functions and direct reports.
- Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
Manager Customer Success Team
CoverHound
07.2019 - 11.2020
- Optimized and redevelop department efficiency by implementing new strategies and processes in client retention and cross-selling percentages by doing a thorough assessment of current contracts and gaps in services, identifying risk exposures, and advising accordingly
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction and employee productivity.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Established performance and service goals and held associates accountable for individual performance.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
Executive Manager
CoverHound Insurance, Cyber Policy
07.2015 - 11.2020
- Hired to manage, supervise and train new talent in new product implementation from beginning to end, as well as to lead and train the team on product expertise and KPI's metrics compliance
- Product development manager, responsible for monitoring and organizing carrier 1 partners, lead generation, conversion, and quality control of applications and policies in accordance with the carrier underwriting requirements and authority
- Team management, training, and metrics compliance are carried out by holding one-on- one meetings and arranging the necessary training to reinforce understanding of the goods, regulations, procedures, and standards, while keeping the producers motivated and engaged.
- Enforced quality assurance protocols to deliver ideal customer experiences.
- Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
- Oversaw and improved deliveries through proactive coordination of daily operations.
- Hired exceptional candidates and led staff to maximize productivity and eliminate process lags.
- Chaired weekly meetings with executive leadership to identify opportunities for improvement, establish milestones and tailor products to individual markets.
- Led company to successful product launch and growth by developing initial product roadmap and go-to-market strategy.
- Supported regulatory compliance by overseeing audits to verify protocol adherence.
- Reduced operational risks while organizing data to forecast performance trends.
Account Manager
Answer Financial Inc
08.2012 - 07.2015
- Hired to Manage Personal Lines products, Auto, Home, Renters, PUP, Roadside services, and additional value-added products to up sell.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
Account Manager
State Farm
12.2009 - 07.2012
- Managed Internal and external client interaction
- Analyzed commercial insurance products, risks for SMB and personal lines and Life
- Created the first in house telemarketing team increasing our rate of conversion by 25 percent.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Delivered engaging and polished presentations to highlight products and draw favorable competitor comparisons.
Education
BA Degree - Business
Conalep Mexico
6.1988
Skills
- Negotiation
- Strategy Planning
- Business Development
- Sales & Marketing
- SKILLS:
- Customer facing interaction
- Self-starter
- Flexibility and Adaptability
- Detail Oriented
- Salesforce Software experienced
- Process Planning and Implementation
- Interpersonal skills
- Training Skills
- B2B Negotiation
- Presentation
- Excellent Motivator
- Customer Success
- Self-
- Motivator
- SaaS companies experienced interaction
- New Account Creation
- Product and Service Sales
- Account Management
- Goals and Performance
- Revenue Retention
- Competitive Benchmarking
- Carrier Negotiations
- Employee Mentoring
Languages
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
Sr Account Manager
Woodruff Sawyer
05.2022 - Current
Sr. Executive Manager
Brown & Brown
11.2020 - 01.2022
Manager Customer Success Team
CoverHound
07.2019 - 11.2020
Executive Manager
CoverHound Insurance, Cyber Policy
07.2015 - 11.2020
Account Manager
Answer Financial Inc
08.2012 - 07.2015
Account Manager
State Farm
12.2009 - 07.2012
BA Degree - Business
Conalep Mexico
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