Kristina Lawson
Insurance P&C
Cheyenne,WY
Summary
Dedicated Account Executive with a proven track record in client relationship management, sales strategy development, and exceptional customer service. Expertise in assessing client needs and identifying growth opportunities.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Account Executive
Hub International LLC
Cheyenne
03.2018 - Current
- Developed client relationships to understand their insurance needs.
- Coordinated policy renewals and ensured timely communication with clients.
- Assisted in preparing insurance proposals for prospective clients.
- Collaborated with underwriters to assess risk and coverage options.
- Managed daily inquiries and provided exceptional customer service support.
- Conducted market research to identify new business opportunities.
- Maintained accurate client records in the customer relationship management system.
- Participated in team meetings to discuss strategies for client retention.
- Maintained accurate records of all sales activities using CRM software systems.
- Managed accounts by providing ongoing technical support after the sale was completed.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.
- Identified customer needs by asking questions and advising on best solutions.
Account Manager, Inside Sales
USI
Cheyenne
10.2002 - 02.2018
- Managed client accounts and maintained strong relationships with stakeholders.
- Processed client inquiries and provided timely solutions to enhance customer satisfaction.
- Utilized CRM software to track account activity and manage sales pipeline effectively.
- Conducted product presentations and demonstrations to engage potential customers.
- Assisted in developing sales strategies to increase account retention and growth opportunities.
- Provided technical support to customers regarding products and services.
- Conducted customer outreach activities to build relationships with clients.
- Resolved customer disputes or complaints in a timely manner.
- Performed regular follow-up calls to ensure customer satisfaction levels remain high.
- Monitored changes in the marketplace that could affect existing or future sales activities.
- Maintained client accounts and updated CRM system with relevant information.
- Communicated with repeat customers to build long-term relationships.
- Enhanced sales volume through skilled support to both new and inactive customers.
Education
High School Diploma -
Easy High School
Cheyenne, WY06-1985
Skills
- Client relationship management
- Policy proposal development
- Risk assessment
- Customer retention
- Account management
- Time management
- Adaptability
- Customer service excellence
- Problem solving
- Team collaboration
Certification
- P&C Licensed
- QPLS
Timeline
Account Executive
Hub International LLC
03.2018 - Current
Account Manager, Inside Sales
USI
10.2002 - 02.2018
High School Diploma -
Easy High School
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