Kayla Zimmerman
AL
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes. Possessing a strong blend of strategic thinking and interpersonal skills, I aim to drive revenue growth and exceed sales targets while fostering positive client relationships
Overview
9
9
years of professional experience
Work History
Account Manager
Allstate Benefits
07.2022 - Current
- Successfully manage a portfolio of key client accounts, consistently exceeding sales targets by 15% annually
- Cultivated strong relationships with clients to understand their insurance needs and provide tailored solutions, resulting in increased client retention rates
- Collaborated with cross-functional teams including marketing and underwriting to deliver comprehensive solutions that met client objectives
- Evaluate group performance and key cost drivers, understand the competition, and act as a consultative resource by providing available plan alternatives to help the agent make an informed decision
- Utilize strong communication skills, problem-solving techniques, probing questions and applies strong product knowledge to address client questions and concerns
- Identify and facilitate upsell opportunities
- Collaborate with TPA partners
- Meet and exceed performance goals to improve overall lapse rate and client satisfaction
Realtor
Art House Creative
09.2021 - 07.2022
Realtor
Realty South
03.2021 - 09.2021
- Develop positive and trusting relationships with customers by addressing individual needs
- Negotiated final price and executed confidential documents, contracts and disclosures
- Advised clients on market conditions and property value for informed decision-making
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers
- Coordinated appointments to show tenants and buyers prospective homes
Account Manager
Lakeshore Benefit Alliance
09.2015 - 04.2021
- Executed monthly health insurance renewals for both new and current business, ensuring seamless transitions and optimal coverage
- Managed the client's implementation process from beginning to end
- Supported brokers by creating marketing materials for them to use during the sales process
- Worked closely with the carriers to generate quotes for clients while staying up to date with changes in the market
- Communicated daily with the clients' HR departments, swiftly resolving eligibility, billing, and claims matters, fostering trust and loyalty
- Maintained records, ensuring the accuracy and timeliness of monthly renewal reports
Education
Bachelor of Science - Marketing
University of Alabama
Tuscaloosa, AL05.2012
Skills
- Goal Setting and Achievement
- Relationship Building
- Account Development
- Client Relationship Management
- Organization
- Communication
- Collaboration
- Project Management
- Time Management
Timeline
Account Manager
Allstate Benefits
07.2022 - Current
Realtor
Art House Creative
09.2021 - 07.2022
Realtor
Realty South
03.2021 - 09.2021
Account Manager
Lakeshore Benefit Alliance
09.2015 - 04.2021
Bachelor of Science - Marketing
University of Alabama
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