Dynamic Senior Account Executive with a proven track record at Assured Partners - The Elan Group, excelling in client relationship management and sales expertise. Leveraged relationship building and pitch presentations to significantly enhance revenue and client satisfaction. Recognized for exceptional account management and team collaboration, consistently outperforming peers by fostering long-term client partnerships and streamlining processes for peak efficiency.
Overview
23
23
years of professional experience
1
1
Certificate
Work History
Senior Account Executive
Assured Partners - The Elan Group
10.2004 - Current
Increased revenue for the company through strategic upselling and cross-selling initiatives.
Boosted client satisfaction by effectively managing and resolving account issues.
Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
Developed long-lasting client relationships by providing exceptional customer service and support.
Enhanced communication between clients and carriers for more effective problem-solving and collaboration.
Developed a reputation as a trusted advisor among clients by demonstrating exceptional knowledge of product services.
Recognized as a top performer among peers, consistently achieving high levels of customer satisfaction.
Managed accounts to retain existing relationships and grow share of business.
Maintained ethical and positive working environment.
Met with clients, delivering presentations, and educating on product and service features and offerings.
Developed and maintained long-term relationships with clients for sustained growth.
Streamlined internal processes for improved efficiency, allowing more time spent on building client relationships.
Consulted with clients after sales and application signings to resolve problems and provide ongoing support.
Analyzed and reported on customer activity, business trends and areas of concern.
Managed a diverse portfolio of benefits, ensuring each client received personalized attention and support.
Recruiter
Naylor Publications
10.2001 - 09.2004
Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
Coordinated schedules to arrange management interviews with applicants.
Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
Collaborated with hiring managers to understand job requirements and expectations.
Collaborated with internal teams to continuously improve recruitment processes and execute as efficiently as possible.
Education
Bachelor of Science - Human Resources Development
University of Florida
Gainesville, FL
08.2001
Skills
Client Relationship Management
Relationship Building
Team Collaboration
Account Management
Sales expertise
Multitasking and Organization
Account Servicing
Database Management
Certification
Licensed Life, Health and Annuities Agent
Licensed Property & Casualty Agent
Accomplishments
Top Producer each of the last 10 years.
Received 12 customer service keys - exemplary customer service awards from UF Health.
Software
Benefits Select
PeopleSoft
Benefit Point
Timeline
Senior Account Executive
Assured Partners - The Elan Group
10.2004 - Current
Recruiter
Naylor Publications
10.2001 - 09.2004
Bachelor of Science - Human Resources Development
University of Florida
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