Summary
Overview
Work History
Education
Skills
Timeline
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Karen Wesley

Grand Prairie,TX

Summary

Dynamic Client Success Manager offering 20 years of success in driving revenue, growing market share and building highly profitable account bases for diverse organizations. Well-versed in establishing top-performing teams committed to surpassing business objectives in alignment with corporate mission. Skilled in enforcing adherence to policies, procedures and service standards. Dedicated to continuous delivery of top-quality products and services to clients.

Overview

24
24
years of professional experience

Work History

Client Success Manager

CoreLogic
05.2021 - Current
  • Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
  • Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
  • Maintained high level of understanding regarding industry trends, legislation, compliance, and competitor activity.
  • Amassed $500K in new business in single quarter supporting Client Directors.
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Collaborated with sales and product teams to address customer success objectives.

Life Insurance Advisor

McIntire & Associates
05.2019 - Current
  • Analyzed customer needs to provide customized insurance solutions.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Educated clients on insurance policies and procedures.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.

Life Insurance Sales Advisor

New York Life
10.2019 - 12.2020
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Conducted annual reviews of existing policies to update information.

Office Manager

ICan Financial
11.2018 - 04.2019
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Provided coverage option information to assist clients in protecting assets.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.

Regional Housing Manager

Irvine Company
03.2015 - 12.2017
  • Generated professional networks by engaging in professional, industry and government organizations.
  • Implemented and enforced policies and procedures to maintain properties to highest standards.
  • Monitored performance of individual leasing agents and coached on successful strategies.
  • Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
  • Managed daily and weekly marketing and leasing plans.

Account Executive

CORT, A Berkshire Hathaway Company
04.2014 - 02.2015
  • Distributed marketing materials to existing and prospective clients to promote products and services.
  • Cross-sold products and services to clients to secure additional business and grow revenue streams.
  • Serviced accounts and proposed new products and services to maximize revenue.
  • Created and executed account strategies to translate organizational goals into client activities.
  • Leveraged marketing channels and sales strategies to develop pipeline and increase profitability.
  • Attended networking events to build relationships and identify sales opportunities.

Sr Leasing Manager

Essex Property Trust/BRE Properties Inc.
03.2000 - 08.2014
  • Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
  • Created, coordinated, and engaged in marketing campaigns.
  • Monitored and tracked payments and expenses, providing timely and accurate financial reports.
  • Introduced and monitored effective lease renewal programs to maintain high occupancy rates.
  • Maximized rental income while minimizing expenses through effective planning and control.
  • Monitored performance of individual leasing agents and coached on successful strategies.
  • Trained leasing professionals on regulatory requirements, company policies, and office procedures.

Education

High School Diploma -

Rancho Bernardo High School
San Diego, CA

Political Science

Palomar College
San Marcos, CA

Political Science

San Diego Mesa College
San Diego, CA

Skills

  • Customer service and support
  • Risk mitigation
  • Growth Strategies
  • Revenue Generation
  • Client relationship management
  • Strategic communications
  • Key accounts development
  • Business Development
  • Training and mentoring
  • Sales management
  • Revenue growth
  • Sales proficiency

Timeline

Client Success Manager

CoreLogic
05.2021 - Current

Life Insurance Sales Advisor

New York Life
10.2019 - 12.2020

Life Insurance Advisor

McIntire & Associates
05.2019 - Current

Office Manager

ICan Financial
11.2018 - 04.2019

Regional Housing Manager

Irvine Company
03.2015 - 12.2017

Account Executive

CORT, A Berkshire Hathaway Company
04.2014 - 02.2015

Sr Leasing Manager

Essex Property Trust/BRE Properties Inc.
03.2000 - 08.2014

High School Diploma -

Rancho Bernardo High School

Political Science

Palomar College

Political Science

San Diego Mesa College

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