Stephanie Streater, CISR
Noble
Summary
Dynamic Senior Commercial Account Manager at Steve Owens Insurance Group with a proven track record in client relationship building and sales negotiations. Diligent with solid background in managing commercial accounts and fostering client relationships. Proven track record of driving client satisfaction and business growth through strategic account management. Demonstrated expertise in negotiation and financial analysis.
Overview
23
23
years of professional experience
Work History
Senior Commercial Account Manager
Steve Owens Insurance Group
06.2006 - Current
- Developed and maintained strong client relationships to drive customer satisfaction and retention.
- Analyzed market trends to identify new business opportunities and enhance service offerings.
- Mentored new hires.
- Negotiated complex commercial insurance policies tailored to meet diverse client needs.
- Delivered presentations on insurance solutions, effectively communicating value propositions to clients .
- Collaborated with management to deliver comprehensive solutions for complex client requirements.
- Managed a diverse portfolio of clients, maintaining high levels of satisfaction through personalized service delivery.
- Processed daily mail, email and phone calls from customers
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Built relationships with customers and community to establish long-term business growth.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Managed accounts to retain existing relationships and grow share of business.
Account Executive Assistant
Medley Turrentine & Associates
12.2002 - 05.2006
- Handled customer inquiries professionally, resolving issues promptly to maintain positive relationships.
- Supported Account Executives in achieving sales targets by providing administrative assistance and coordination.
- Filed paperwork and organized computer-based information.
- Volunteered to help with special projects of varying degrees of complexity.
Skills
- Client relationship building
- Sales tactics
- Proposal writing
- Sales negotiations
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
- Organizational skills
- Team leadership
- Adaptability and flexibility
- Verbal and written communication
- Detail-oriented
- Rapport and relationship building
- Self motivation
- Product knowledge
- Client relations
- Professionalism
Timeline
Senior Commercial Account Manager
Steve Owens Insurance Group
06.2006 - Current
Account Executive Assistant
Medley Turrentine & Associates
12.2002 - 05.2006