Mendy Schlater

Oversee all phases of projects-from start to finish of job. Ensure projects are completed on time, within budget and according to quality standards and client expectations. Delegate tasks and monitor job status. Conduct regular meetings to track progress and address challenges. Identify potential problems or delays. Adjust project plans as needed to stay on track. Provide regular updates and progress reports. Conduct post project evaluations. Ensure smooth project hand off or implementation.

• - Managed and grew a diverse portfolio of commercial and individual accounts, driving revenue growth through strong client relationships and personalized solutions.
• - Consistently exceeded sales targets by 125% or more, achieving 138% of goal in 2019.
• - Developed and maintained strategic partnerships with key referral sources, including realtors, mortgage brokers, and auto dealerships, expanding the client base.
• - Created custom presentations and proposals tailored to client needs, increasing conversion rates and customer satisfaction.
• - Retained key accounts through exceptional service, proactive client engagement, and needs-based selling.
• - Recognized with nine 5-star awards for excellence in customer service and client satisfaction.

• - Played a pivotal role in driving new business and retaining clients through consultative sales and proactive customer service.
• - Supported agency success by contributing to the achievement of The Legion of Honor award, recognizing excellence in sales performance.
• - Educated clients on available solutions, helping them make informed decisions and optimizing long-term retention.