Sharon Harris
Houston,TX
Summary
Hardworking Account Manager with 30 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.30 Detail-oriented Account Manager with 30 years of comprehensive experience managing employer-client relationships and developing new business deals. Focused on managing accounts systematically to maximize sales. Dedicated professional successful at introducing new products and expanding network connections.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Account Manager
Jorge E Mancheno Insurance, Inc
Oakland, CA
12.2022 - Current
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Built and maintained productive relationships with customers and internal partners.
- Renewed existing accounts by cementing trusting relationships with customers.
- Developed thorough understanding of products and service offerings to better upsell and cross-sell to clients.
- Sourced new opportunities to introduce products and services to potential customers.
- Kept accurate records pertaining to inventory and account notes, documenting any contract updates and renewals.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Brokerage Underwriter
Builders and Tradesmen
Sacramento, CA
11.2022 - 12.2022
- Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
- Developed recommendations for policy terms and conditions based on evaluation results.
- Negotiated with customers regarding policy terms and conditions as needed.
- Maintained detailed records of underwriting decisions and processes.
- Ensured compliance with all applicable laws, regulations, and guidelines related to insurance underwriting activities.
- Researched new products or services available from competitors which could provide an advantage in the marketplace.
- Attended professional development courses related to insurance underwriting best practices.
- Conducted periodic reviews of existing policies in order to determine if adjustments are necessary due to changes in customer circumstances or market conditions.
- Developed relationships with brokers, agents, and external partners who may refer potential customers.
- Assessed customer creditworthiness using established criteria prior to approving coverage.
- Investigated discrepancies between application information provided by customers versus third-party sources.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
- Evaluated possibility of losses due to catastrophe or excessive insurance.
- Examined documents to determine degree of risk from health, financial standing and value and condition of property.
- Inspected financial statements, credit information and title data to complete underwriting process.
Education
Bachelor of Arts - Business Administration And Management
University of Phoenix
Tempe, AZ10.2023
Associate of Arts - Business Quantitative Methods
University of Phoenix
Tempe, AZ03.2021
Skills
- Sales Analysis
- Team Training
- Client Relationship Management
- Account Management
- Account Servicing
- Complaint Management
- Customer Service
- Client Rapport
- Issue Resolution
- Employee Mentoring
- Sales Meetings and Orientations
- Product Training
- Customer Relationships
- Team Training and Motivation
Affiliations
- Fitness
- volunteer work
Accomplishments
- Dean list
Certification
- AINS (Associate in Insurance Services ) The Institute for CPCU
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Account Manager
Jorge E Mancheno Insurance, Inc
12.2022 - Current
Brokerage Underwriter
Builders and Tradesmen
11.2022 - 12.2022
Bachelor of Arts - Business Administration And Management
University of Phoenix
Associate of Arts - Business Quantitative Methods
University of Phoenix
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