Koa Pancho
Spokane
Summary
Qualified paraplanner with a proven background in managing regional accounts, driven to excel in individual client satisfaction and improving company growth. Demonstrated ability to develop and implement strategic plans that align with business goals and improve client retention. Adept at leveraging negotiation and communication skills to achieve business objectives.
Professional with extensive experience in managing regional accounts, ensuring client satisfaction, personal knowledge of insurance and portfolio building, and driving revenue growth. Passion for a strong focus on team collaboration and achieving results, adaptable to changing needs. Demonstrates exceptional communication skills and strategic planning abilities, valued for reliability and commitment to excellence.
Overview
4
4
years of professional experience
Work History
Regional Account Manager
Nowcom Corp
01.2024 - Current
- Manage 800+ accounts across multiple states, ensuring high product penetration and driving new business in the territory
- Analyze account revenue and usage to identify new business opportunities and increase department revenue
- Establish strong client relationships through regular communication, attentive service, and prompt issue resolution
Acquisitions Manager
Backyard Homebuyers
09.2023 - 01.2024
- Oversaw new business development into new markets
- Collaborated with executives to enhance role SOPs, improve efficiency, and drive revenue growth
- Maintained a strong pipeline of opportunities to meet sales quotas and boost company revenue
Regional Account Manager
Nowcom Corp
10.2021 - 09.2023
- Managed an entire customer base of roughly 600 accounts for a territory containing primarily states in the Eastern United States
- Cultivated professional relationships with various levels of leadership and management
Customer Solutions Associate
Umpqua Bank
03.2021 - 10.2021
- Analyzed customer accounts to identify beneficial products like loans, credit cards, and accounts
- Led a team assisting customers with transactions like HELOCs, auto loans, deposits, and withdrawals
- Analyzed customer transaction history to protect against fraudulent activity for customers and Umpqua Bank
Education
Bachelor's Degree - Finance, Economics
Eastern Washington University
Cheney, WA11.2022
Associates of Arts Degree -
Spokane Falls Community College
Spokane, WA06.2020
General Education - Business
Whitworth University
Spokane, WA05.2019
Skills
- Client engagement
- Market analysis
- SPIN Selling
- Cash Flow Analysis
- Microsoft Applications
- CRM software
- Industry expertise
Accomplishments
- Exceeded KPI - JOB #2 and #3
- Outstanding performance awards from job #2
- highest preformer in division in first year
- job #2 - co record broken for most production in 1 month on division in less than 2 months
- job #4 - Runner-up President's Club Winner for 3 straight months
Timeline
Regional Account Manager
Nowcom Corp
01.2024 - Current
Acquisitions Manager
Backyard Homebuyers
09.2023 - 01.2024
Regional Account Manager
Nowcom Corp
10.2021 - 09.2023
Customer Solutions Associate
Umpqua Bank
03.2021 - 10.2021
Associates of Arts Degree -
Spokane Falls Community College
General Education - Business
Whitworth University
Bachelor's Degree - Finance, Economics
Eastern Washington University
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