Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
9
9
years of professional experience
Work History
Account Manager Supervisor
Regency Insurance/ HILB Group
09.2019 - Current
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Educated clients on new products or services to increase customer engagement with brand.
Coordinated with internal teams to facilitate prompt delivery of client projects.
Monitored and analyzed customer feedback to identify opportunities for improvement.
Developed and implemented strategies to increase client retention.
Built relationships with customers and community to establish long-term business growth.
Managed accounts to retain existing relationships and grow share of business.
Sales Representative
Alan William & Associates
08.2017 - 09.2019
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Met with prospective clients to discuss insurance needs and provide solutions.
Registered customer information on database to enable tracking history and maintain accurate records.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold auto, home, and other various insurance products to individuals within assigned territory using consultative selling techniques.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Educated clients on insurance policies and procedures.
Collected premiums on or before effective date of coverage.
Sales
Regency Insurance
09.2014 - 08.2017
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Met with prospective clients to discuss insurance needs and provide solutions.
Registered customer information on database to enable tracking history and maintain accurate records.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold auto, home, and other various insurance products to individuals within assigned territory using consultative selling techniques.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Educated clients on insurance policies and procedures.
Collected premiums on or before effective date of coverage.
Education
Agent License -
2-20 Producers License
N/A
High School Diploma -
Cypress Lake High School
Fort Myers, FL
06.2010
Skills
Issue Resolution
Customer Relationship Management
Researching Sales Leads
Performance Goals
Providing Feedback
Accounts Payable and Accounts Receivable
Strong Lead Development Skills
Account Management
Business Negotiation
Excellent Communication Skills
Goals and Performance
Client Meetings
Timeline
Account Manager Supervisor
Regency Insurance/ HILB Group
09.2019 - Current
Sales Representative
Alan William & Associates
08.2017 - 09.2019
Sales
Regency Insurance
09.2014 - 08.2017
Agent License -
2-20 Producers License
High School Diploma -
Cypress Lake High School
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