Sherry Jones
Account Executive
Birmingham,AL
Summary
Results-driven Account Executive with expertise in client relationship building and account management. Proven track record of enhancing customer satisfaction and retention through tailored solutions and exceptional service.
Overview
18
18
years of professional experience
Work History
Account Executive
CAC Group/Cobbs Allen
Birmingham, AL
12.2015 - Current
- Developed tailored client solutions to enhance customer satisfaction and retention.
- Managed comprehensive account portfolios, ensuring timely service delivery and responsiveness.
- Cultivated strong relationships with clients, resulting in increased trust and partnership opportunities.
- Collaborated with cross-functional teams to streamline processes and improve operational efficiency.
- Conducted market research to identify trends and inform strategic decision-making for client accounts.
- Provided regular training sessions for junior staff on best practices in account management.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Fostered long-lasting relationships with major clients to secure repeat business and referrals.
- Successfully managed portfolio of high-value accounts, maintaining focus on customer satisfaction and account growth.
Commercial Lines Account Manager
USI Insurance Services LLC
Birmingham, AL
10.2013 - 12.2015
- Managed client relationships, ensuring exceptional service and retention of commercial insurance accounts.
- Developed comprehensive insurance proposals tailored to client needs, enhancing coverage understanding.
- Analyzed risk exposure and recommended appropriate coverage options to mitigate client liabilities.
- Collaborated with underwriters to secure competitive quotes and policy terms for clients.
Personal Lines Account Manager
Greenhalgh Insurance
Birmingham, AL
01.2008 - 10.2013
- Managed personal lines insurance accounts to ensure client satisfaction and retention.
- Developed customized insurance solutions based on individual client needs and risk analysis.
- Collaborated with underwriters to streamline policy processing and enhance service delivery.
- Trained and mentored junior staff on best practices in account management and customer service.
Education
Bachelor of Arts - Communications/English
Jacksonville State University
Jacksonville, Alabama, AL05-2000
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- Customer service
- New business opportunities
- Customer relations
- Strong relationships
- Account servicing
- Active listening
- Excellent communication
- Customer satisfaction
Timeline
Account Executive
CAC Group/Cobbs Allen
12.2015 - Current
Commercial Lines Account Manager
USI Insurance Services LLC
10.2013 - 12.2015
Personal Lines Account Manager
Greenhalgh Insurance
01.2008 - 10.2013
Bachelor of Arts - Communications/English
Jacksonville State University