Skilled professional that fosters client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Reliable and flexible in meeting changing business needs.
Overview
6
6
years of professional experience
Work History
Account Manager
Mountain State Insurance Agency
Charleston, WV
01.2024 - Current
Developed and maintained strong client relationships to enhance customer satisfaction and retention.
Coordinated insurance policy renewals, ensuring timely processing and compliance with regulatory standards.
Analyzed client needs to recommend tailored insurance solutions that aligned with their financial goals.
Collaborated with underwriters to secure competitive pricing and coverage options for clients.
Monitored market trends to identify opportunities for new products and service enhancements.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Participated in networking events within the industry, expanding professional connections and generating leads.
Improved overall team productivity by implementing best practices in organization and time management.
Mortgage Loan Closer
Poca Valley Bank
Charleston, WV
10.2022 - 07.2023
Managed a high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
Facilitated the closing process for mortgage loans, ensuring compliance with regulations and internal policies.
Coordinated communication between borrowers, lenders, and title companies to streamline closing timelines.
Reviewed loan documentation for accuracy, identifying discrepancies and resolving issues promptly.
Relationship Specialist
Poca Valley Bank
Clendenin, WV
04.2021 - 10.2022
Developed and maintained strong customer relationships to enhance satisfaction and loyalty.
Assisted clients with account inquiries, ensuring timely and accurate resolutions.
Analyzed client needs to recommend appropriate banking products and services.
Strengthened client relationships by addressing needs and providing personalized solutions.
Provided timely and accurate information to clients regarding their accounts, and transactions.
Delivered superior customer service to strengthen relationships and drive future business revenue.
Customer Service Representative
Poca Valley Bank
Elkview
09.2020 - 04.2021
Resolved customer inquiries and issues efficiently, ensuring high satisfaction levels.
Collaborated with team members to streamline service processes, enhancing workflow efficiency.
Maintained comprehensive knowledge of bank products and services to provide accurate information to customers.
Processed transactions accurately while adhering to security and compliance standards.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Assisted customers in navigating company website and the mobile banking app, improving overall user experience.