Summary
Overview
Work History
Education
Skills
Timeline
AccountManager

MEREDITH LEWIS

Rock Hill,SC

Summary

Results-driven and licensed insurance professional with over 15 years of experience driving sales growth, managing operations, and building exceptional customer relationships across multiple industries. Proven success in exceeding sales targets, leading high-performing teams, and leveraging advanced CRM software to manage accounts and grow revenue. Adept at providing expert guidance on insurance products and delivering superior customer service. Seeking to leverage a history of quantifiable sales achievements and operational leadership in a new sales-focused role.

Overview

21
21
years of professional experience

Work History

Account Manager

TOWNE INSURANCE
08.2023 - Current
  • Manage a portfolio of Property and Casualty accounts, ensuring client retention through proactive relationship management.
  • Utilize EPIC software to streamline account management processes and service client needs.
  • Consistently maintain insurance licensing for South Carolina and North Carolina.

Sales Assistant

ALLEN TATE INSURANCE
08.2021 - 08.2023
  • Supported a sales team in marketing and selling property and casualty insurance.
  • Trained on and utilized AMS management software for client records and administrative tasks.
  • Contributed to team sales goals through lead generation and exceptional customer service.

Float Pool Clerk/Team Lead

NOVANT HEALTH
09.2020 - 08.2021
  • Led a team of clerical and clinical staff for COVID-19 testing, managing operations and ensuring team efficiency during a high-pressure period.
  • Provided high-volume customer relations support, scheduling patients and managing complex public inquiries.
  • Ensured accurate and organized record-keeping of all testing and patient data.

Licensed Agent/Office Manager

ALLSTATE INSURANCE
10.2017 - 09.2020
  • Generated strong sales growth as a licensed agent selling Property and Casualty, and Life and Health insurance products.
  • Managed all day-to-day office operations and supervised administrative staff.
  • Cultivated and maintained a loyal client base through exceptional service, driving repeat and referral business.

Regional Operations and Sales Manager

BABY FURNITURE PLUS KIDS
08.2007 - 10.2017
  • Oversaw regional operations and managed a team of employees across multiple locations.
  • Implemented effective sales strategies that increased overall revenue and managed product ordering and inventory.
  • Fostered strong customer relationships, resulting in high satisfaction and repeat business.

Commission Sales/Interior Designer

WHIT-ASH FURNITURE
07.2004 - 08.2007
  • Exceeded individual sales targets through successful commission-based sales and interior design services.
  • Provided in-store and in-home design consultations to close high-value sales.
  • Managed customer relations and product ordering, ensuring a high level of customer satisfaction.

Education

Associate's Degree -

LDS Business College
Salt Lake City, UT

Skills

  • Sales & Relationship Management: Consultative Selling, Lead Generation, Customer Relations, Negotiation, Client Retention, Prospecting
  • Operational & Team Leadership: Operations Management, Team Leadership, Process Improvement, Employee Management, Scheduling, Reporting
  • Insurance & Licensing: Property and Casualty Licensed (SC & NC), Life and Health Licensed (formerly), Risk Management, Underwriting Principles
  • Technical & Software: Epic, AMS, Microsoft Office Suite, CRM Software
  • Other: Notary Public, Interior Design

Timeline

Account Manager

TOWNE INSURANCE
08.2023 - Current

Sales Assistant

ALLEN TATE INSURANCE
08.2021 - 08.2023

Float Pool Clerk/Team Lead

NOVANT HEALTH
09.2020 - 08.2021

Licensed Agent/Office Manager

ALLSTATE INSURANCE
10.2017 - 09.2020

Regional Operations and Sales Manager

BABY FURNITURE PLUS KIDS
08.2007 - 10.2017

Commission Sales/Interior Designer

WHIT-ASH FURNITURE
07.2004 - 08.2007

Associate's Degree -

LDS Business College

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