Sarah Fisher
Crossville,TN
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
Sunstar FSB & Montgomery & Associates
08.2022 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Built relationships with customers and community to promote long term business growth.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Met existing customers to review current services and expand sales opportunities.
- Quoted prices, credit terms and other bid specifications.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Attended monthly sales meetings and quarterly sales trainings.
Personal Lines Manager
Whitehead Insurance Group
09.2012 - 08.2022
- Maintained records and stayed current with policy renewals.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Evaluated prospect's current insurance program and offered alternatives.
- Oversaw all activities and transactions within personal lines department.
- Handled account auditing, endorsements and invoicing.
- Monitored electronic activities closely.
- Remained up to date on forms, rates and types of coverage.
- Offered broadest possible coverage for new and existing business clients in order to maximize sales.
- Serviced [Number] accounts on regular basis to maintain and increase revenue.
- Provided advice and counsel on personal lines matters.
- Processed direct bills, state filings and notary bonds.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
CSR
Dave Kirk Body Shop
09.2010 - 09.2012
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer service orders promptly to increase customer satisfaction.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Education
Associate of Applied Science - Business Management
Roane State Community College
Harriman, TN05.2009
Skills
- Order Management
- Prioritizing Workflows
- Client Relations
- Product Training
- Product and Service Sales
- Account Management
- Business Needs Assessment
- Excellent Communication Skills
- Verbal and Written Communication
- Account Servicing Skills
- Competitive Product Reviews
- Upselling
- Time Management
- Customer Satisfaction
- Payment Collecting
- Managing Multiple Tasks
- Documentation
- Checking Quotes
Certification
- CPIA - Certified Professional Insurance Agent
- Property & Casualty License State of Tennessee
Reference
Roger Whitehead
Phone 865-207-1896
Email roger@whitehead-insurance.com
Timeline
Account Manager
Sunstar FSB & Montgomery & Associates
08.2022 - Current
Personal Lines Manager
Whitehead Insurance Group
09.2012 - 08.2022
CSR
Dave Kirk Body Shop
09.2010 - 09.2012
Associate of Applied Science - Business Management
Roane State Community College
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