Results-driven professional with comprehensive experience in a wide variety of management roles, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Account Manager
Florida Risk Partners LLC
05.2021 - Current
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, both commercial and personal lines, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Established long-term customer relationships to enhance client loyalty and satisfaction.
Leveraged CRM tools to maintain accurate records of client interactions and transactions.
Responsible for Agency Bill invoicing and tracking of client payments.
Office Manager / Preschool Teacher
First Discoveries Academy
02.2017 - 08.2020
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
Maintained organized, fun and interactive classroom to help children feel safe.
Improved student behavior by implementing effective classroom management strategies and establishing clear expectations for conduct.
Executive Assistant to the President
The Lodging Association of the Florida Keys and KW
12.2013 - 12.2014
Enhanced executive efficiency by managing and prioritizing the President''s daily schedule, appointments, and travel arrangements.
Managed sensitive information discreetly, maintaining strict confidentiality in all aspects of executive support.
Facilitated seamless communication between the President and Board Members, ensuring timely responses to emails and phone calls.
Prepared comprehensive briefing materials for meetings, enabling informed decision-making by the President.
Handled logistics, catering, and agendas for monthly membership meetings and annual fundraising events.
Used QuickBooks to produce monthly invoices, reports, and other deliverables.
Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Account Manager
Coca Cola Bottling Company Consolidated
06.2010 - 11.2012
Implemented effective sales strategies to expand market share within the assigned territory.
Anticipated clients' needs by staying in touch on regular basis.
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Maintained up-to-date knowledge of product and service changes.
Office Manger
Coca Cola Bottling Company Consolidated
06.2007 - 06.2010
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
Education
Florida General Lines Agent
Central Insurance School
Online
06-2021
Child Development Associate
Child Development Assoc. Natl Credentialing Prog.
11-2019
Florida Notary Public
National Notary Association
07-2017
Early Childhood Education
York County Community College
Wells, ME
01-2000
Skills
CRM software
Compliance requirements
Verbal and written communication
Documentation and reporting
Risk management
Problem-solving
Timeline
Account Manager
Florida Risk Partners LLC
05.2021 - Current
Office Manager / Preschool Teacher
First Discoveries Academy
02.2017 - 08.2020
Executive Assistant to the President
The Lodging Association of the Florida Keys and KW
12.2013 - 12.2014
Account Manager
Coca Cola Bottling Company Consolidated
06.2010 - 11.2012
Office Manger
Coca Cola Bottling Company Consolidated
06.2007 - 06.2010
Florida General Lines Agent
Central Insurance School
Child Development Associate
Child Development Assoc. Natl Credentialing Prog.
Florida Notary Public
National Notary Association
Early Childhood Education
York County Community College
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