McCarthy Kessler
Traverse City,MI
Summary
Energetic and analytical with keen eye for detail and passion for uncovering insights. Possesses solid foundation in data analysis and statistical methods, with proficiency in Excel and SQL. Committed to driving data-driven decisions and delivering actionable recommendations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Manager
Ford Insurance Agency
06.2025 - Current
- Conducted regular account reviews to identify opportunities for upselling and improving service delivery.
- Managed client accounts, ensuring satisfaction through proactive communication and support.
- Developed tailored insurance solutions based on individual client needs and risk assessments.
- Evaluated insurance applications for compliance and risk assessment, ensuring accuracy in underwriting decisions.
Account Manager
Vertafore
06.2024 - Current
- Surpassed sales targets by 20% through effective pipeline management and upselling strategies.
- Implemented strategies to optimize management of 375 customer accounts, resulting in a 15% increase in sales within an underperforming territory.
- Developed and maintained strong client relationships to ensure satisfaction and retention.
Business Development Representative
Vertafore
08.2023 - 06.2024
- Identified and pursued new business opportunities, achieving a conversion rate of 20% from lead to secured client.
- Collaborated with marketing to create engaging sales campaigns that generated a 40% increase in qualified leads.
- Cultivated relationships with potential clients to identify business opportunities and drive sales growth.
Consultant
Real Estate Brokerage
03.2022 - 07.2023
- Managed property acquisitions and dispositions, ensuring alignment with market trends.
- Developed and implemented strategic marketing plans to enhance property visibility.
- Negotiated property sales agreements to maximize client satisfaction and retention.
- Conducted market analyses to identify trends, pricing strategies, and investment opportunities.
Education
Bachelor of Science - Resource Management
Metropolitan State University
Denver, Colorado12.2018
Skills
- Friendly, positive attitude
- Problem Solving
- Client relations
- Data interpretation
- Attention to detail
- Time management
- Attention to detail
- Organizational skills development
- MS Excel
- Analytical thinking
Certification
Property and Casualty License
Timeline
Account Manager
Ford Insurance Agency
06.2025 - Current
Account Manager
Vertafore
06.2024 - Current
Business Development Representative
Vertafore
08.2023 - 06.2024
Consultant
Real Estate Brokerage
03.2022 - 07.2023
Bachelor of Science - Resource Management
Metropolitan State University
PASSIONS
Golf, snowboarding, live music fly-fishing and enjoying the outdoors.
KEY ACHIEVEMENTS
- Top Sales Performer: Recognized as the top sales performer for Q1 and Q2 of 2024 at Vertafore, achieving 120% of my sales target.
- Successful Product Launch: Developed new inbound call routing process that lead to 230% greater team quota attainment, Client Retention.
- Excellence Award: Awarded for maintaining a customer retention rate of 95% through exceptional account management and support.
- Process Innovation: Developed a new sales proposal template that reduced the sales cycle of insurance agencies by 15 days, increasing efficiency.