Summary
Overview
Work History
Education
Skills
Custom Section
Timeline
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SEANNA HELTON

PEARLAND,US

Summary

Assistant Account Manager with a proven track record in enhancing client satisfaction and supporting revenue growth through effective customer relationship management and onboarding procedures. With 2 years of experience, brings experience in conflict resolution, data entry and organization, and business procedure development. Committed to enhancing skills in sales and customer service to drive company success and foster long-term client partnerships.

Overview

2
2
years of professional experience

Work History

Assistant Account Manager

Champions Insurance Agency
06.2023 - 04.2025
  • Handle customer calls to address inquiries and concerns enhancing client satisfaction
  • Draft sales documents and proposals to finalize deals, supporting revenue growth
  • Support Account Managers in client relationship management and issue resolution
  • Assessed insurance quotes and forms to assure proper coverage and vendor satisfaction
  • Address, handle and maintain accurate files for all policy endorsements, inspections, claims, payments, finance agreements and cancellations
  • Successfully implemented an onboarding procedure to assist in company growth
  • Handled cash transactions, boosting speed and accuracy
  • Resolved customer inquiries, ensuring satisfaction

Customer Service Representative

HEB Grocery Store
12.2022 - 08.2023
  • Adhered to store policies, fostering a positive environment
  • Handled cash transactions, boosting speed and accuracy
  • Resolved customer inquiries, ensuring satisfaction

Education

HIGH SCHOOL DIPLOMA -

Alvin High School
Alvin, TX
05.2023

Skills

  • Invoice Processing and Procedure
  • Business Procedure Development
  • Payment Processing
  • Account Servicing
  • Conflict Resolution
  • Database Management

Custom Section

Licensed General Lines Agent

February 2024 - Present

        Obtained General Lines - Property & Casualty Insurance License



Timeline

Assistant Account Manager

Champions Insurance Agency
06.2023 - 04.2025

Customer Service Representative

HEB Grocery Store
12.2022 - 08.2023

HIGH SCHOOL DIPLOMA -

Alvin High School

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