Lisa Wilson
Oxford,MI
Summary
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.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Account Manager
Northern Capital Insurance Agency Services, LLC
06.2021 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Built relationships with customers and community to promote long term business growth.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Developed and maintained strong working relationships with professionals within assigned territory.
Office Manger
Upland Custom Contracting, LLC
03.2005 - 06.2021
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Managed office operations while scheduling appointments for department managers.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Controlled finances to lower costs and keep business operating within budget.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Developed detailed plans based on broad guidance and direction.
Account Manager
Brownrigg Insurance
08.1998 - 02.2001
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
Education
High School Diploma -
Adlai Stevenson High School
Sterling Heights, MI05.1991
Skills
- Account Servicing
- Converting Leads
- Schedule Management
- Trend Forecasting
- Account Development
- Data Analytics
- Account Management
- Customer Service
- Issue Resolution
- Documentation and Reporting
- Client Relations
Certification
- Certified CISR, SBCS
Additional Information
Applied/Tam, AMS360
Timeline
Account Manager
Northern Capital Insurance Agency Services, LLC
06.2021 - Current
Office Manger
Upland Custom Contracting, LLC
03.2005 - 06.2021
Account Manager
Brownrigg Insurance
08.1998 - 02.2001
High School Diploma -
Adlai Stevenson High School
- Certified CISR, SBCS
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