Dedicated Account Executive promoting dynamic customer service, issue resolution, and relationship-building skills. Effective at maximizing repeat business opportunities.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Account executive
Citywide Parking Tickets Service
Long Island, New York
01.2022 - Current
Print and analyze 400 Parking Tickets daily
Manage and maintain reports for all companies parking tickets
Inform clients of Decisions on parking tickets after hearing
Invoice customers for services
Manage customers license plates for daily tickets
Property & Casualty Insurance Agent
JAISIN Insurance Solutions
Boca Raton, USA
01.2021 - 01.2022
Handle inbound service calls by providing accurate and complete information
Develop and maintain business relationships with internal and external referral sources
Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals
Calculated quotes for Personal, Commercial Lines and Workers Compensation
Collected data from both personal and commercial lines clients, uploaded documents into EPIC
Provided Clients with updated COI and Acord form
Project Management
Business Development Consultant (Contracted)
Professional Maintenance of Long Island
Long Island, New York
01.2017 - 01.2020
Company Overview: high production commercial cleaning company focused on the healthcare sector
Company employs over 200 laborers responsible for the maintenance of up to 100 facilities throughout Long Island
Sales expert contracted to create business development strategies and build a sales funnel system for high production commercial cleaning company focused on the healthcare sector
Targeted customer segments outside of healthcare by expanding sales prospects into the commercial business setting
Generated 3-5 leads a day with property managers and commercial building owners
Converted 75% of leads into appointments and more than ½ of those appointments resulted in sales agreements
Drafted proposals for RFP’s every month on behalf of senior leadership
Submitted bids based on square footage, scope of work, cost of labor, building occupancy number, and supply/equipment budget
Negotiated terms of approved contracts to close contracts at best rate for customer and company
Conducted regular site visits ensuring staff was performing at the highest level and customers were satisfied with the services provided
These efforts enhanced customer relationships and established new business opportunities
Reduced overhead costs by 20% through effective time management and by instituting a supply tracking system to mitigate theft and misuse of company products and equipment
Designed marketing collateral and email copy to ensure company branding was consistent and full menu of services was available to target customers
Recruited, screened, interviewed, and hired new staff across service departments
High production commercial cleaning company focused on the healthcare sector
Company employs over 200 laborers responsible for the maintenance of up to 100 facilities throughout Long Island
Operations and Marketing Manager
The Trotter’s Group
Franklin Square, USA
01.2014 - 01.2017
Company Overview: a New York City based hospitality group
Oversaw logistics, marketing and employee operations for a New York City based hospitality group
Led a team of 15 employees ensuring their highest-level performance which maximized the customer experience
Managed payroll, scheduling, inventory, and other daily operational processes for their fast paced and largest location
Created efficient process for direct online ordering which increased revenue by 15%
Wrote content and promotional copy for the mobile app version of the website
Designed a process for online ordering and push notifications to promote events
Used Google analytics to track increased traffic on website and mobile app
Developed social media and direct marketing content aimed at existing and new consumers
Built strong relationships with customers and vendors to ensure exceptional experiences and repeat business
A New York City based hospitality group
Business Development / Marketing / Project Management Consultant
FA Today, Inc.
New York, USA
01.2013 - 01.2014
Company Overview: a fin-tech start-up company
Contracted to support the design and launch of a member-based platform for a fin-tech start-up company
Managed product development with an eye towards building and selling a product that fills key customer demand areas
Established a user base for the company’s member based digital platform
Regularly researched and created new-sales opportunities to support a solid client pipeline database
Led revenue management with a focus on developing pricing and promotion strategies to increase revenue and yield
Generated new members through strategic networking and social media
Engaged potential customers through target market surveys to learn about key decision makers and drive collection of customer information
Used data to create and deploy targeted marketing campaigns
Beta-tested the site and formed a focus group of 40 users
Users affirmed the platform content was in-line with their needs
Feedback boosted user engagement and led to functionality tweaks that reduced time needed to navigate the platform successfully by 10%
A fin-tech start-up company
Loan Officer / Sales Associate
Cliffco Mortgage Bank
Westbury, USA
01.2011 - 01.2012
Managed continuous pipeline ranging from 10-20 Loans a month averaging 5 Million in financing
Refinanced new clients every month by developing leads that culminating in long-term relationships
Cultivated positive customer experiences from the beginning to end of all transactions
Analyzed applicant financial status, credit, and property valuation for loan feasibility
Evaluated subject properties, financial strength, and credit-worthiness of borrowers
Implemented credit repair guidance to generate greater loan approval percentage
Identified rate locks and insurance quotes to facilitate a quick closing
Built and maintained relationships with bankers, attorneys, accountants, title personnel and real estate brokers
Completed detailed paperwork/documents ensuring compliance to Federal and State laws
Investment and Portfolio Manager
J.P. Turner & Company, LLC
Syosset, USA
01.2001 - 01.2011
Acquired 60 accounts with an average account size greater than $100,000 and produced over $400,000 in gross commissions
Averaged 8-10 new investment clients each month
Exceeded sales and service goals each month by 20-30%
Proactively conducted business development calls to clients and prospects increasing AUM’s every month
Developed and cultivated 8-10 new high-net worth accounts monthly with business professionals throughout the U.S
Researched publicly traded companies for the review and analysis of income statements, balance sheets and quarterly/annual reports to effectively service investment clients
Facilitated equity, fixed income, or mutual fund trades for retail investors
Conducted comprehensive portfolio reviews
Analyzed clients' portfolio exposure to risk and determined suitability of investments
Monitored portfolio allocations and evaluated P&L statements and diversification of investments
Through product presentations and meetings, educated clients on economic predictors including market index movement, interest rates and world events
Trained new employees in business skills, compliance issues, product knowledge and sales techniques
Education
Master of Business Administration (MBA) - Business Analytics
SUNY Binghamton, School of Management
New York, N.Y.
01.2015
Bachelor of Science - Business Management
SUNY Old Westbury
Old Westbury, New York
Skills
Business Development/Sales
Account Management/Retention
Planning
Presentations
Real Estate
Project Management
Operations
Financial Planning
Risk Tolerance
Compliance
Certification
Property & Casualty License
Insurance Adjuster License
Timeline
Account executive
Citywide Parking Tickets Service
01.2022 - Current
Property & Casualty Insurance Agent
JAISIN Insurance Solutions
01.2021 - 01.2022
Business Development Consultant (Contracted)
Professional Maintenance of Long Island
01.2017 - 01.2020
Operations and Marketing Manager
The Trotter’s Group
01.2014 - 01.2017
Business Development / Marketing / Project Management Consultant
FA Today, Inc.
01.2013 - 01.2014
Loan Officer / Sales Associate
Cliffco Mortgage Bank
01.2011 - 01.2012
Investment and Portfolio Manager
J.P. Turner & Company, LLC
01.2001 - 01.2011
Master of Business Administration (MBA) - Business Analytics
SUNY Binghamton, School of Management
Bachelor of Science - Business Management
SUNY Old Westbury
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