Successful leader with over 20 years of demonstrated ability in delivering mission-critical results. Offering outstanding communication and cross-cultural team management skills. Entrepreneurial attitude for optimal profitability. Ambitious team leader adept at creating strategic alliances with organizational leaders and effectively aligning with and supporting key business initiatives.
Overview
22
22
years of professional experience
Work History
Executive Team Lead
Marsh McLennan Agency, LLC
04.2014 - Current
Collaborated effectively at all levels of client organizations to drive key decision-making processes forward.
Mentored junior staff members, providing guidance on career development and professional growth opportunities.
Championed employee engagement initiatives, leading to improved morale and increased job satisfaction among team members.
Developed strong relationships with clients, resulting in increased customer satisfaction and loyalty.
Conducted regular meetings with team to discuss issues, concerns and updates.
Reviewed employee concerns and worked with them on opportunities for resolution.
Interviewed, recruited and trained new onboarding candidates.
Assisted in employee appraisals, promotions and terminations based on performance reviews.
Implemented company policies, technical procedures and standards for preserving integrity and security of data, reports, and access.
Answered customer questions about products and services, and promoted key items.
Listened to customer needs and desires to identify and recommend optimal products.
Built customer loyalty and retention by delivering excellent shopping experiences.
Senior Account Executive
MHBT / Marsh McLennan Agency, LLC
07.2011 - 04.2014
Mentored team members, fostering a positive work environment and encouraging professional growth.
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Maintained comprehensive knowledge of market trends, industry news, and offerings, ensuring informed decision-making and strategic planning.
Established long-lasting partnerships with carrier partners, generating increased brand awareness and credibility.
Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
Promoted company offerings to diverse customers with targeted and disciplined approach.
Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
Met existing customers to review current services and expand opportunities for additional products and services.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Worked with producers to help them, consistently meet or exceed personal goals.
Contributed to team objectives in fast-paced environment.
Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Account Executive
MHBT
12.2001 - 07.2011
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales/ renewal process.
Gained understanding of goals, objectives and processes to meet client business needs.
Collaborated with internal teams to develop account strategy.
Conducted regular check-ins with existing clients to assess their needs and identify new needs or opportunities.
Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
Streamlined account management processes for increased efficiency and improved client retention rates.
Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
Resolved issues promptly to drive satisfaction and enhance customer service.
Assisted in the onboarding process for new clients, ensuring a smooth transition onto the service team.
Strengthened customer relationships with proactive and collaborative approach to managing needs.
Education
Associate of Science -
Eastfield College
Mesquite, TX
Skills
Team Player
Team Leadership
Problem Resolution
Motivation
Interpersonal Skills
Training and Development
Account Management
Vendor Negotiations
Market Analysis
Customer Relations
Strategic Planning
Timeline
Executive Team Lead
Marsh McLennan Agency, LLC
04.2014 - Current
Senior Account Executive
MHBT / Marsh McLennan Agency, LLC
07.2011 - 04.2014
Account Executive
MHBT
12.2001 - 07.2011
Associate of Science -
Eastfield College
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