Rachel Wolf
Beachwood,OH
Summary
Proven marketing and sales professional with a track record of driving growth and exceeding goals at Progressive and National Interstate. Expert in target market identification and CRM management, I excel in business development and fostering strong client relationships. Achieved high client retention rates through strategic campaign development and team collaboration.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Marketing Representative
National Interstate Insurance Company
12.2014 - 03.2024
- Managed 100+ passenger transportation accounts by facilitating renewal strategies by collaborating with underwriting. Presenting plan to the agent who collected bind documents for me to process.
- Prospected and wrote new business accounts.
- Coordinated with Underwriting to verify alignment of current industry pricing and coverage needs.
- Strengthened partnerships with industry professionals through trade show events and professional associations for mutual business growth opportunities.
- Analyzed industry trends and benchmarked competitors to inform marketing strategies.
- Attended industry events and trade shows to promote brand and build relationships with potential customers.
Account Manager II
Bank Of America
12.2010 - 10.2013
- 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.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Direct Sales Representative
Progressive Auto Insurance
06.2008 - 01.2010
- Delivered compelling sales presentations that highlighted key features and benefits of products or services, resulting in increased conversion rates.
- Anticipated customers needs to tailor personalized insurance package.
- Met sales and retention goals each month.
- Developed sales strategy based on research of consumer buying trends and market conditions.
Education
Bachelor of Arts - Communications
University of Hartford
West Hartford, CT05.2004
Skills
- Target Market Identification
- Sales Presentations
- Data-driven decision-making
- CRM Management
- Business Development
- Campaign Development
Certification
P&C License
Timeline
Marketing Representative
National Interstate Insurance Company
12.2014 - 03.2024
Account Manager II
Bank Of America
12.2010 - 10.2013
Direct Sales Representative
Progressive Auto Insurance
06.2008 - 01.2010
Bachelor of Arts - Communications
University of Hartford
P&C License
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