Nicholas Illanes
Chino Hills,CA
Summary
Accomplished Account Executive at Dickerson Agency, adept in client relationship building and risk management, with a P&C License and bilingual capabilities. Excelled in maintaining a 95% client retention rate through strategic account management and effective communication, showcasing exceptional interpersonal skills and a detail-oriented approach. Proven track record in enhancing client satisfaction and driving sales growth.
Overview
16
16
years of professional experience
Work History
Account Executive
Dickerson Agency
09.2021 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed book of business worth $2.2 mil while maintaining organization and prioritizing tasks efficiently.
- 95% client retention rate
- Conduct account reviews and risk assessments for clients, identifying potential gaps in coverage and offering appropriate solutions to mitigate risks.
- Developed and maintain strong relationships with clients, underwriters, and carriers to negotiate favorable terms and secure competitive pricing for insurance policies as well as determining gaps in coverage, cross sale opportunities.
- Provide resolution of customer account issues by conducting root cause analysis and inventory documentation review.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Sales Manager
Erika's Insurance
12.2020 - 08.2021
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led successful sales team by providing motivational coaching and performance-based incentives.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
Insurance Agent
Freeway Insurance Services, Inc
12.2018 - 06.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on importance of adequate insurance coverage, fostering trust and loyalty among existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Gym Owner
Rogue Combat Academy
01.2013 - 04.2018
- Implemented diverse group fitness classes to cater to various skill levels and interests among clients.
- Managed budget allocations effectively while optimizing resource utilization for maximum value addition across all aspects of operation.
- Collaborated with local businesses for cross-promotional opportunities, strengthening community ties and increasing brand visibility.
- Managed day-to-day business operations.
Forward Observer
US Army
04.2008 - 04.2011
- Maintained communication with command elements, ensuring vital information was relayed quickly and accurately for tactical decision making.
- Coordinated with other forward observers to maintain situational awareness and improve overall mission effectiveness.
- Assisted in development of operational plans by providing expert input on potential targets and fire support capabilities.
- Provided timely and accurate targeting data for artillery units, leading to precise strikes on enemy positions.
- Assisted with real-time intelligence collection by conducting field reconnaissance operations as part of company intelligence support team.
Education
Associate of Science - Computer Drafting And Design
ITT Technical Institute - Indianapolis
Indianapolis, INBachelor of Science - Construction Management
ITT Technical Institute - Indianapolis
Indianapolis, INSkills
- P&C Licensed
- Client Relationship Building
- Account Management
- Interpersonal Skills
- Detail-oriented
- Bilingual (Spanish speaking)
- Risk Management
- Sales Experience
- MS Office
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Account Executive
Dickerson Agency
09.2021 - Current
Sales Manager
Erika's Insurance
12.2020 - 08.2021
Insurance Agent
Freeway Insurance Services, Inc
12.2018 - 06.2020
Gym Owner
Rogue Combat Academy
01.2013 - 04.2018
Forward Observer
US Army
04.2008 - 04.2011
Associate of Science - Computer Drafting And Design
ITT Technical Institute - Indianapolis
Bachelor of Science - Construction Management
ITT Technical Institute - Indianapolis
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