Sharon Olsen
Lexington,NE
Summary
With a proven track record at Farm Bureau Financial Services Sarah Becker Agency, I excel in client relationship management and problem-solving, boosting client retention and fostering team collaboration. Leveraging relationship building and strategic account planning, I've significantly enhanced customer satisfaction and operational efficiency.
Professional with comprehensive experience in account management. Skilled in developing client relationships, driving revenue growth, and executing strategic sales plans. Known for strong focus on team collaboration and adaptability. Proven ability to deliver results through effective negotiation, communication, and problem-solving skills.
Overview
17
17
years of professional experience
Work History
Senior Account Executive
Farm Bureau Financial Services Sarah Becker Agency
05.2024 - Current
- Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
- Promoted company offerings to diverse customers with targeted and disciplined approach.
- Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
- Met with new customers to share product and service information, listen to needs and learn about business operations.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Streamlined internal processes to increase efficiency within the sales department, leading to quicker response times for client inquiries.
- Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
- Prepared documentation, finalized sales and maintained records.
- Built relationships with customers and community to promote long term business growth.
- Met existing customers to review current services and expand sales opportunities.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Presented professional image consistent with company's brand values.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Accounts Payable Coordinator
Lexington Regional Health Center
09.2021 - 05.2024
- Managed vendor relationships, ensuring prompt responses to inquiries and resolving disputes.
- Coordinated with other departments as needed for approval or clarification on invoiced items, promoting effective cross-functional collaboration throughout the organization.
- Processed check disbursements and reconciled related ledger.
- Assisted with month-end closing tasks, ensuring timely completion of financial statements.
- Maintained a high level of confidentiality when handling sensitive financial data, ensuring the utmost discretion and professionalism in all dealings with internal and external stakeholders.
- Maintained strong working relationships with suppliers, fostering a positive rapport that facilitated smooth communication channels during negotiations or issue resolution efforts.
- Reduced late payment fees through timely and accurate invoice management.
- Reviewed open purchase orders for integrity, accuracy and completeness of vendor information.
- Facilitated timely payments by monitoring accounts payable aging reports and prioritizing high-risk items.
- Supported audit processes, gathering necessary documentation to ensure compliance with company policies and regulations.
- Streamlined invoice processing by implementing an efficient filing system.
- Collaborated with the purchasing department for seamless order-to-payment processes.
- Contributed to cost-saving initiatives by identifying opportunities for process improvement within the accounts payable department.
- Verified validity of charges listed on payment orders for yearly audits.
- Provided regular updates on outstanding invoices to management, enabling informed decision-making regarding cash flow management strategies.
- Ensured accuracy of financial records by identifying and correcting discrepancies in invoices and purchase orders.
- Reduced late payment fees and maintained good credit standing by prioritizing invoices based on due dates.
- Reduced processing errors, implementing double-check system for all outgoing payments.
- Enhanced vendor relationships by ensuring timely payments and resolving discrepancies promptly.
Senior Agent
Security First Insurance
03.2008 - 09.2021
- Negotiated favorable terms with carriers for clients, securing better coverage at lower premiums.
- Developed strong relationships with underwriters, ensuring timely policy issuance and competitive pricing.
- Cultivated long-lasting professional relationships with both clients and carriers through regular communication and followups.
- Streamlined internal communication channels between sales, underwriting, claims management teams for improved efficiency across all departments.
- Provided exceptional customer service, resolving complex issues and maintaining high levels of client satisfaction.
- Assisted clients in navigating complicated claim situations, ultimately leading to satisfactory settlements.
- Mentored new hires on sales techniques and product knowledge to ensure their success within the company.
- Implemented efficient workflow processes, significantly reducing administrative tasks for the team.
- Maintained up-to-date knowledge of competitor offerings, enabling effective positioning of our products against theirs in client presentations.
- Streamlined the claims process for faster resolution, resulting in higher client retention rates.
- Reviewed policy applications for accuracy and completeness before submission, minimizing delays in processing time.
- Enhanced customer satisfaction by addressing their insurance needs and providing tailored solutions.
- Identified cross-selling opportunities within existing client base, maximizing revenue potential.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- 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.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
Education
High School Diploma -
Kearney Senior HIgh
Kearney, NE05-1991
Skills
- Client relationship management
- Relationship building
- Team collaboration
- Sales quota achievement
- Account management
- Creative thinking
- Customer relationship development
- Workload management
- Account servicing
- Customer relationship management
- Issue resolution
- Customer service
- Customer satisfaction
- Vendor management
- Deadline management
- Appointment setting
- Staff management
- Flexible schedule
- Attention to detail
- Account planning
- Verbal and written communication
- Prospecting
- Customer networking
- Organizational skills
- Time management
- Task prioritization
- Processing payments
- Multitasking
- Teamwork
- Problem-solving
- Teamwork and collaboration
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Active listening
- Effective communication
Timeline
Senior Account Executive
Farm Bureau Financial Services Sarah Becker Agency
05.2024 - Current
Accounts Payable Coordinator
Lexington Regional Health Center
09.2021 - 05.2024
Senior Agent
Security First Insurance
03.2008 - 09.2021
High School Diploma -
Kearney Senior HIgh
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