Malinda League
Common Sense Finanmcial
Wenatchee,WA
16
Years of experience
Results-driven Account Executive specializing in client relationship management and customer portfolio oversight. Improved customer satisfaction and supported revenue growth through effective problem-solving and cross-functional collaboration. Committed to building trust, identifying customer needs, and enhancing client experiences to drive organizational success.
Work History
Licensed Insurance Agent
1 Year 10 Months- Developed tailored insurance solutions to meet diverse client needs.
- Educated clients on coverage options, enhancing understanding of products.
- Conducted thorough policy reviews to ensure compliance and accuracy.
- Streamlined claims processes, improving response times and client satisfaction.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Sales Associate / Account Management Specialist
11 Years 6 Months- Manage a diverse portfolio of customer accounts, serving as the primary point of contact and building long-term client relationships.
- Partnered with customers to resolve account concerns, billing discrepancies, and payment issues, enhancing customer satisfaction.
- Identify customer needs and provide solutions that strengthen relationships, improve retention, and support continued business growth.
- Collaborate with Sales, Operations, Logistics, and Accounting to ensure accurate order fulfillment, invoicing, and account management.
- Developed and implemented Standard Operating Procedures (SOPs) to improve workflow consistency and expedite employee onboarding.
- Built credibility through responsive communication and proactive account management, ensuring attention to detail.
Billing Specialist II
1 Year- Managed customer accounts for more than 16,000 residential and commercial customers, delivering accurate billing and exceptional customer service.
- Resolved complex customer issues by researching billing discrepancies and coordinating with Engineering and Operations teams to ensure swift resolutions.
- Balanced customer advocacy with company policy, ensuring accurate account records and financial integrity while enhancing customer satisfaction.
- Built trust through clear communication and timely follow-up, facilitating effective problem resolution that strengthened customer relationships.
Office Manager
1 Year- Managed daily business operations, fostering strong relationships with customers, vendors, and subcontractors.
- Oversaw billing, accounts payable, accounts receivable, payroll, and financial administration to ensure accurate financial records.
- Coordinated project communication among customers, vendors, and internal teams, facilitating timely project delivery.
- Coordinated project communication between customers, vendors, and internal teams to ensure projects remained on schedule.
Education
Bachelor of Business Administration (B.B.A.) - Accounting
Skills
Insurance Sales
Account Management
Client Relationship Management
Customer Success & Retention
Customer retention
Process Improvement
CRM & Customer Management Systems
Negotiation & Conflict Resolution
Consultative solutions
Revenue Growth
Client Communication
Client relationship management
Account management
Process improvement
Timeline
Licensed Insurance Agent
Common Sense Finanmcial
10.2024 - CurrentRead More
Sales Associate / Account Management Specialist
CMI Orchards
05.2014 - 11.2025Read More
Billing Specialist II
Alaska Electric Light & Power
01.2013 - 01.2014Read More
Office Manager
Miller Construction
01.2011 - 01.2012Read More
University of Alaska Southeast
Bachelor of Business Administration (B.B.A.) from Accounting
Read More