Michele Page
Tustin,CA
Summary
Over 25 years of experience serving large clients with a proven track record of success in growing my book of business through adding products and services and retaining clients through adding value and developing strong relationships.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Executive, Large Market
Guardian Life Insurance
09.2019 - Current
- Presented compelling sales pitches that demonstrated the value of our offerings in meeting client objectives successfully.
- Increased revenue generation through the development and implementation of strategic sales plans.
- Managed a diverse portfolio of clients, ensuring timely delivery of products and services while maintaining high levels of satisfaction.
- Played an instrumental role in increasing overall company profits via upselling additional services or products when appropriate during client interactions.
- Enhanced client relationships by identifying their needs and providing tailored solutions.
- Built long-lasting partnerships through effective networking and relationship management skills.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
National Client Manager
Unum Life Insurance
09.2000 - 08.2019
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
- Achieved revenue targets consistently by identifying upselling opportunities and securing long-term contracts with key accounts.
- Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
- Developed strong relationships with clients through regular communication and personalized service for increased loyalty.
Education
Bachelor Of Arts - Anthropology
University of California, Berkeley
Berkeley, CA05.1992
Skills
- Client Services
- Technical understanding
- Networking abilities
- Networking strength
- Client Relationship Management
- Client Retention Strategies
- Consultative Selling
- Relationship Building
Accomplishments
2023 Client Executive of the Year
2023 Leaders Conference Qualifier
Certification
CPDM - Certified Professional in Disabilty Management
Paralegal Certificate from University of CA, Irvine
Timeline
Client Executive, Large Market
Guardian Life Insurance
09.2019 - Current
National Client Manager
Unum Life Insurance
09.2000 - 08.2019
Bachelor Of Arts - Anthropology
University of California, Berkeley
CPDM - Certified Professional in Disabilty Management
Paralegal Certificate from University of CA, Irvine
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