Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kirstie Dyal

Callahan

Summary

Dynamic Account Manager with a proven track record at James F. Tullis & Associates, excelling in client relations and strategic planning. Enhanced client satisfaction through relationship building and effective issue resolution, achieving high retention rates. Skilled in leveraging CRM tools to drive account development and optimize revenue growth.

Overview

25
25
years of professional experience

Work History

Account Manager

James F. Tullis & Associates
06.2019 - 03.2025
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Assisted in the development of training materials for new hires, ensuring smooth onboarding process.

Account Manager

Demetree Insurance Services
06.2010 - 06.2019
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
  • Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
  • Streamlined internal processes for better efficiency in account management tasks.
  • Improved overall team productivity by implementing best practices in organization and time management.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Facilitated client meetings to gather feedback and adjust strategies accordingly, ensuring alignment with client objectives.
  • Boosted client retention by developing and implementing comprehensive account management strategy.
  • Developed targeted presentations for key accounts, effectively communicating value proposition and securing commitments.
  • Cultivated portfolio of high-value clients by leveraging industry knowledge and strategic networking.

Account Manager

Insuramerica of Florida
04.2000 - 04.2010
  • Fostered detailed understanding of product offerings, enabling effective communication of features and benefits to clients.
  • Enhanced team performance with regular training sessions on product knowledge and customer service excellence.
  • Leveraged CRM tools to maintain accurate records of client interactions and transactions.
  • Monitored market trends to advise clients on potential impacts to their business, positioning as trusted advisor.
  • Optimized account allocation among team members to ensure balanced workload and focus on high-priority clients.
  • Enhanced client engagement through regular newsletters and updates on product developments and industry news.
  • Negotiated contracts with focus on maximizing profit and ensuring client satisfaction.
  • Increased upsell opportunities with strategic account reviews, identifying and addressing client needs.
  • Conducted quarterly business reviews with major accounts to assess satisfaction and identify areas for improvement.

Education

High School Diploma -

First Cost High School
Jacksonville, FL
06-1994

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Customer satisfaction
  • Relationship building
  • Strategic planning
  • Customer relationships
  • Goal oriented
  • Sales development
  • Issue resolution
  • Networking skills
  • Account development

Timeline

Account Manager

James F. Tullis & Associates
06.2019 - 03.2025

Account Manager

Demetree Insurance Services
06.2010 - 06.2019

Account Manager

Insuramerica of Florida
04.2000 - 04.2010

High School Diploma -

First Cost High School

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