Rachel Cote

SandStone Insurance Partners

11.2018 - Current

Managed a diverse portfolio of accounts, fostering lasting relationships through effective communication and resulting in long-term loyalty and expanded client base.
Oversaw the onboarding of new clients with precise execution, up through implementation and initial invoicing.
Met with existing clients at renewal and throughout the plan year to review current services and expand sales opportunities as well as employee education and engagement.
Developed customized account plans for clients to help them achieve their business goals.
Selected correct products based on customer needs, product specifications and applicable regulations.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved
Managed the internal Service Team, which involved development and oversight of team objectives and processes in a fast-paced environment.
Led weekly meetings with company leadership, reporting on individual and department metrics, budgeting, and commissions/revenue while also providing insights for future growth opportunities.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Coordinated with internal teams to facilitate prompt delivery of client projects.
Liaised with marketing and sales teams to develop targeted campaigns.

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