Summary
Overview
Work History
Education
Skills
Timeline
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Logan Petersen

Gurnee,IL

Summary

Dedicated Account Executive with expertise in benefits and insurance. Proficient in Microsoft Office, communication, creative problem-solving, and leadership. Thrives in dynamic environments and excels at collaborating with professional teams to drive success. Adaptable and eager to take on new challenges to deliver impactful results.

Overview

6
6
years of professional experience

Work History

Account Executive

Worldwide Express
02.2024 - Current
  • Find new potential clients using ZoomInfo, trade shows, and in person prospecting.
  • Set and run meetings with C level executives to identify and fulfill shipping needs across all modes of transportation.
  • Maintain relationships with the current book of business amounting to over $500,000 in yearly revenue.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.

Account Executive

Fortis Insurance Associates
04.2022 - 12.2023
  • Analyzed and spread quotes for both medical and ancillary.
  • Created and maintained benefit guides in accordance with national and state regulations.
  • Led employee benefit meetings during open enrollment for Chicagoland clients.
  • Processed COBRA for all groups.
  • Built and maintained relationships with clients and their HR teams.
  • Created and prepared renewal pieces to be presented to clients.
  • Managed HRAs for three small group clients.
  • Acted as a liaison between clients and providers/insurers to facilitate positive outcomes.
  • Experience working with self-funded groups.

Director of Fleet Management

Best Dedicated Solutions
05.2019 - 04.2022
  • Directly managed a team of three employees while aiding in the management of nine carrier representatives.
  • Worked with insurance providers to process and recover $1.1 million in cargo and property claims.
  • Worked with management and operations leaders to strategize and acquire new drop trailer business.
  • Used Salesforce reports and Google Sheets to create reports beyond the capabilities of the current TMS.
  • Spearheaded innovative approaches to resource allocation and strategic planning.

Education

College of Business

Iowa State University
05.2019

Skills

  • Leadership
  • Microsoft Office
  • Communication
  • Creative problem-solving
  • Computer Skills
  • Sales presentation
  • Account planning
  • Account management

Timeline

Account Executive

Worldwide Express
02.2024 - Current

Account Executive

Fortis Insurance Associates
04.2022 - 12.2023

Director of Fleet Management

Best Dedicated Solutions
05.2019 - 04.2022

College of Business

Iowa State University
Logan Petersen