Paige Beattie
Deltona
Summary
Proven Account Manager with a track record of fostering long-term client relationships and surpassing sales targets. Excelled in account management and customer service, achieving high client satisfaction and retention rates. Demonstrated teamwork and exceptional problem-solving skills, ensuring compliance and promoting responsible lending practices.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Manager
Ian S Markowitz State Farm
04.2020 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Managed a diverse portfolio of accounts, 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.
- Recognized as a top performer among peers, consistently achieving high levels of customer satisfaction and retention rates.
Relationship Specialist
Vystar Credit Union
07.2018 - 04.2020
- Assisted clients with investment strategies, leading to long-term wealth growth and stability.
- Developed strong rapport with clients through consistent communication via phone calls, emails, and in-person meetings.
- Recognized for consistently surpassing sales targets and contributing to the overall growth of the company''s financial product offerings.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions.
- Evaluated creditworthiness of potential borrowers, minimizing default risks while promoting responsible lending practices.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Account Manager
Ian S. Markowitz State Farm
08.2016 - 07.2018
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
- Recognized as a top performer among peers, consistently achieving high levels of customer satisfaction and retention rates.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Education
High School Diploma -
Pine Ridge High School
Deltona, FL05-2011
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
Certification
Florida 4-40 Customer Representative License
Timeline
Account Manager
Ian S Markowitz State Farm
04.2020 - Current
Relationship Specialist
Vystar Credit Union
07.2018 - 04.2020
Account Manager
Ian S. Markowitz State Farm
08.2016 - 07.2018
Florida 4-40 Customer Representative License
High School Diploma -
Pine Ridge High School
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