Kelly LaRosa
San Diego,California
Summary
Accomplished Territory Account Executive with 17 years of multi-line insurance sales and account management. Proven track record of meeting and exceeding sales goals. Excellent networking, revenue generation and closing skills with strong interpersonal communication. Persuasive communicator with a goal-oriented mindset. Strong ability to multi-task with a can do attitude. Adept at time management and work with finite deadlines. Driven and highly self motivated. Strong attenion to detail
Overview
18
18
years of professional experience
Work History
Director Insurance Fine Art, Jewelry & Specia
Meslee Insurance Services
San Diego, California
08.2023 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Led negotiations with key accounts to secure favorable contract terms and conditions.
- Maintained accurate records of all sales activities using CRM software.
- Facilitated smooth service delivery and followed up after sales to offer additional support and capitalize on cross-selling opportunities.
- Nurtured customer relationships with positive, knowledgeable support for sales and service needs.
- Attended trade shows and conferences to stay abreast of industry developments.
Senior Account Executive
MJM Global Insurance Brokerage
Englewood , NJ
03.2021 - 08.2023
- Collaborated with underwriters to assess risk and tailor insurance solutions.
- Conducted detailed policy reviews to ensure compliance with industry regulations.
- Developed strong and long-term client relationships by attentive relationship cultivation.
- Managed renewal processes to maintain continuous coverage for clients.
- Managed day-to-day client accounts, ensuring high levels of customer satisfaction.
- Provided timely responses to customer inquiries, complaints, or requests for information.
- Attended trade shows and conferences in order to network with potential partners.
Territory Account Executive
Jewelers Mutual Insurance Group
San Diego, California
02.2008 - 01.2021
- Provide an exemplary level of service to clients to both maintain and extend the relationships for future business opportunities.
- Maintain a strong understanding of competitors, their offerings and their presence in assigned territory.
- Interact with prospects by asking appropriate open-ended questions to better understand needs and requirements.
- Work remotely with little supervision to meet and exceed quarterly and annual sales goals
- Demonstrate products and services to existing/potential customers and assist them in selecting those best suited to their needs
- Attend and participate in trade shows, annual meetings, seminars and various industry events, and networking gatherings.
- Prepare written presentations and price quotations.
- Expedite the resolution of customer issues and complaints
- Plan and prioritize activities to achieve desired results within assigned territory
Education
Life Insurance
Kaplan Financial
04.2022
Accident & Health Insurance License
Mike Russ
04.2022
Property & Casualty
Mike Russ Financial Training Center
2008
Gemology
Gemological Institute of America
2001
Skills
- Microsoft Office
- AMS 360 (CRM)
- Salesforce
- Image Right
- Client-focused
- Upselling expertise
- Territory management
- Customer service
- Lead development
- Account management
- Needs analysis
- Goal-oriented
- Loss prevention specialist
- Excel
- Outlook
- Risk Management
- HawkSoft 5
Affiliations
Women's Jewelry Association (WJA) February 2008 to present
Agents Advisory Council (AAC) May 2017 to present
Meals on Wheels (Volunteer fundraiser and meal delivery service to the elderly in San Diego)
Timeline
Director Insurance Fine Art, Jewelry & Specia
Meslee Insurance Services
08.2023 - Current
Senior Account Executive
MJM Global Insurance Brokerage
03.2021 - 08.2023
Territory Account Executive
Jewelers Mutual Insurance Group
02.2008 - 01.2021
Life Insurance
Kaplan Financial
Accident & Health Insurance License
Mike Russ
Property & Casualty
Mike Russ Financial Training Center
Gemology
Gemological Institute of America
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