Linda Cleppe
Waukesha
Summary
Dynamic Senior Account Manager with a proven track record at Robertson Ryan Insurance, excelling in client relationship building and strategic upselling. Proficient in Epic software, I trained teams to enhance workflow efficiency while leveraging strong communication skills to identify new business opportunities and tailor solutions that drive revenue growth.
I have over 30 years of customer service experience. I have been a licensed agent for 32 years.
I possess excellent communication skills along with the ability to work well as a team member.
Overview
18
18
years of professional experience
Work History
Senior Account Manager
Robertson Ryan Insurance
06.2007 - Current
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Provided extensive support in sales, technical and business areas to key accounts.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Increased revenue for the company through strategic upselling and cross-selling initiatives.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Education
Focus On Office And Communication
WCTC
Pewaukee12-2005
Skills
Worked with Epic to develop the program for the personal lines department work flow
Trained the personal lines department in the new program, Epic
Helped new agents learn the process for new business
I know office, epic and applied programs
Timeline
Senior Account Manager
Robertson Ryan Insurance
06.2007 - Current
Focus On Office And Communication
WCTC