Malorie Wade
Breaux Bridge,LA
Summary
Proven track record in enhancing customer satisfaction and engagement, demonstrated at State Farm Insurance Inc through strategic problem-solving and effective teamwork. Skilled in event planning and customer service, I excel in fostering client relationships and driving successful marketing initiatives. Achieved significant improvements in client retention and operational efficiency by leveraging detail-oriented and collaborative approaches.
Overview
5
5
years of professional experience
Work History
Marketing Coordinator
Matthew James Tax & Wealth Management
02.2023 - Current
- Managed CRM database to maximize customer outreach efforts and strengthen client relationships.
- Planned and executed internal and external marketing events.
Account Manager
Dwight Andrus Insurance, Inc.
04.2022 - 02.2023
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
Server
Cafe Sydnie Mae
05.2019 - 04.2022
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Renewal Specialist
Kastner Insurance Group
09.2021 - 02.2022
- Streamlined the renewal process with improved communication and collaboration across departments.
- Implemented strategies to reduce churn rates among existing customers by proactively addressing attrition risks.
- Enhanced customer satisfaction, providing timely responses to inquiries and addressing concerns promptly.
- Prepared detailed reports on renewal activities, analyzing trends for insights into improving departmental processes or strategies.
- Mentored junior employees within the Renewal Specialist team, sharing expertise gained through years of experience.
- Strengthened client relationships by delivering consistent, high-quality service and support.
Sales and Service Assosciate
State Farm Insurance Inc
02.2020 - 09.2021
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Streamlined inventory management processes, reducing waste and ensuring optimal stock levels were maintained.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
Education
Bachelor Of General Studies - Psychology/Sociology
University of Louisiana At Lafayette
Lafayette, LA12.2019
Skills
- Customer Service
- Event Planning
- Teamwork and Collaboration
- Detail Oriented
Licenses
Property & Casualty Insurance License
Life & Health Insurance License
Timeline
Marketing Coordinator
Matthew James Tax & Wealth Management
02.2023 - Current
Account Manager
Dwight Andrus Insurance, Inc.
04.2022 - 02.2023
Renewal Specialist
Kastner Insurance Group
09.2021 - 02.2022
Sales and Service Assosciate
State Farm Insurance Inc
02.2020 - 09.2021
Server
Cafe Sydnie Mae
05.2019 - 04.2022
Bachelor Of General Studies - Psychology/Sociology
University of Louisiana At Lafayette
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