
Results-driven Account Manager and Operations Professional with experience managing 100+ client accounts, leading nationwide recruitment campaigns, and coordinating multi-stakeholder projects across multiple industries. Proven ability to build long-term client relationships, manage competing priorities, oversee project execution, analyze performance metrics, and deliver solutions that drive client growth and retention. Skilled in account management, project coordination, business development, CRM systems, reporting, and executive-level communication.
• Manage and maintain relationships with 100+ active insurance agency accounts, serving as the primary point of contact for onboarding, growth initiatives, and ongoing support.
• Lead all inbound lead management activities, ensuring timely engagement, qualification, and conversion of prospective agency partners.
• Plan and execute more than 90 nationwide recruitment and business-development campaigns annually, supporting agency growth across multiple U.S. markets.
• Partner with multi-million-dollar insurance agencies to develop customized recruiting strategies designed to increase agent production and organizational growth.
• Consistently fill recruitment events, training workshops, and agency growth meetings through targeted outreach and campaign management.
• Successfully onboard new agency partners and maintain long-term account ownership, driving retention and continued business development opportunities.
• Deliver executive-level presentations and strategic consultations to agency owners and leadership teams regarding recruiting performance, growth strategies, and operational improvements.
• Coordinate multiple concurrent projects involving marketing, recruiting, onboarding, and client support while maintaining service quality and meeting deadlines.