Kristal Coloney
Waterford,NY
Summary
Proven track record in driving revenue growth and client acquisition, notably with Alliance Risk Group. Expert in CRM proficiency and client engagement, leveraging industry expertise and public speaking skills to secure and expand key accounts. Achieved significant improvements in customer satisfaction and retention through strategic upselling and effective pipeline management. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Regional Account Executive
Alliance Risk Group
07.2022 - Current
- Negotiated contracts with clients, securing favorable terms and conditions for both parties.
- Attended networking events to build relationships and identify sales opportunities.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Presented product offerings at industry trade shows, generating leads and increasing brand visibility.
- Utilized CRM software to track account interactions, ensuring accurate documentation and ease of communication between team members.
- Partnered with marketing teams to develop targeted campaigns aimed at driving sales within specific industries or demographics.
- Collaborated with cross-functional teams to ensure seamless onboarding of new clients.
- Provided regular updates to management on account performance, market trends, and competitor activity.
- Delivered engaging presentations to prospective clients, highlighting unique selling points and value propositions of products or services offered.
Account Executive
ISSA
01.2020 - 07.2022
- Secured new business opportunities through networking and relationship-building activities.
- Developed an in-depth understanding of industry trends, enabling better anticipation of client needs and staying ahead of competitors.
- Championed company values both internally and externally, serving as a positive ambassador for the organization.
- Generated revenue growth by identifying upselling opportunities within the existing client base.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Account Representative Manager
Combined Insurance
08.2015 - 11.2019
- Increased client satisfaction by effectively addressing and resolving account issues in a timely manner.
- Analyzed market trends and competitor offerings, adjusting sales strategies accordingly to maintain a competitive edge.
- Monitored team performance metrics, implementing action plans to address any gaps or areas for improvement.
- Streamlined communication between Account Representatives and other departments within the company, promoting collaboration and information sharing.
- Identified new business opportunities by leveraging existing client relationships and networking at industry events.
- Actively participated in company-wide initiatives aimed at improving overall customer satisfaction and retention rates.
- Organized regular training sessions for Account Representatives on product updates and industry best practices to ensure top-notch service delivery.
- Provided regular feedback and coaching to Account Representatives, fostering a culture of continuous improvement.
Platform Representative
SEFCU
03.2007 - 07.2015
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Education
Associate of Science - Education
05.2000
Skills
- Sales Presentations
- Client acquisition
- Pipeline Management
- CRM proficiency
- Upselling strategies
- Territory Management
- Customer relationship development
- Client Engagement
- Public Speaking
- Revenue Growth
- Performance Tracking
- Account Servicing
- Industry Expertise
- Cash Handling
- Opening and closing procedures
- Processing payments
- Point of sale operation
- Contract Negotiation
Affiliations
- Chamber of Commerce
- CRHRA
Certification
PBSA License -
Timeline
Regional Account Executive - Alliance Risk Group
07.2022 - Current
Account Executive - ISSA
01.2020 - 07.2022
Account Representative Manager - Combined Insurance
08.2015 - 11.2019
Platform Representative - SEFCU
03.2007 - 07.2015
Broome Community College - Associate of Science, Education
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