Sonia Becera
Gypsum,CO
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
17
17
years of professional experience
Work History
Account Executive
Mountain West Insurance
05.2019 - Current
- Conducted regular meetings with team to discuss renewals, concerns and create a game plan for renewals.
- Review exposures with clients to identify exposures & select correct coverages.
- Manage books of business for multiple Producers efficiently.
- Identified trends and assessed opportunities to improve workflows and execution.
- Implemented company policies, technical procedures and standards for preserving integrity and security.
- Developed sales strategies to round accounts.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Collaborated with internal teams to develop account strategy.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Met and exceeded service level goals to achieve standards and expectations.
Account Executive
Wall Street Insurance
02.2006 - 05.2019
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Managed sales cycle to maintain solid customer base.
Education
CIC - Insurance And Risk Management
The National Alliance
10.2020
Associate of Arts - Business Administration And Management
Colorado Mountain College
Glenwood Springs, CO05.2020
CISR - Insurance And Risk Management
The National Alliance
03.2009
Skills
- Account Relations
- Strategic Selling
- Customer Relationships
- Serve Customers
- Account Oversight
- Strong Relationships
Languages
Spanish
Native or Bilingual
Timeline
Account Executive
Mountain West Insurance
05.2019 - Current
Account Executive
Wall Street Insurance
02.2006 - 05.2019
CIC - Insurance And Risk Management
The National Alliance
Associate of Arts - Business Administration And Management
Colorado Mountain College
CISR - Insurance And Risk Management
The National Alliance
Similar Profiles
Samuel KrauseSamuel Krause
Account Executive at Mountain West Insurance & Financial ServicesAccount Executive at Mountain West Insurance & Financial Services
Halei CaseHalei Case
Customer Service Representative Team Lead at Mountain West Farm Bureau Mutual InsuranceCustomer Service Representative Team Lead at Mountain West Farm Bureau Mutual Insurance
Katelyn NolesKatelyn Noles
Office Manager at Mountain West Smiles - Montrose Colorado DentistOffice Manager at Mountain West Smiles - Montrose Colorado Dentist
Juliana CarrazcoJuliana Carrazco
Unit Clerk, Vail Health at Vail Health HospitalUnit Clerk, Vail Health at Vail Health Hospital
Jack SmithJack Smith
Operator 2 at Eagle County Road & BridgeOperator 2 at Eagle County Road & Bridge