Stephanie Cooper

• Marketed new business submissions to enhance sales staff effectiveness.
• Underwrote and negotiated premiums for commercial clients, ensuring competitive pricing.
• Managed carrier relationships through claims review and client prospecting.
• Tracked staff performance to achieve production goals consistently.
• Oversaw a portfolio of large commercial clients, fostering long-term partnerships.
• Generated monthly sales performance reports for upper management evaluation.

Executed strategies to market new and renewal business, boosting customer acquisition and revenue.

• Identified cross-selling and up-selling opportunities to enhance product offerings.
• Cultivated strong relationships with internal teams to streamline operational efficiency.
• Maintained successful client relationships to secure repeat business.

• Managed a portfolio of commercial accounts to drive growth and retention.
• Marketed new business opportunities alongside renewal efforts to expand client base.
• Trained new hires on operational procedures and customer service standards.
• Reconciled monthly statements and trust accounts to ensure financial accuracy.
• Conducted periodic account reviews to assess customer satisfaction and address concerns.
• Assisted in formulating long-term business strategies aligned with client objectives.

• Managed portfolio of commercial and personal accounts to maximize client satisfaction.
• Marketed new business opportunities and ensured successful renewals.
• Reconciled monthly statements and maintained accuracy of trust account.
• Trained new hires on operational procedures and company standards.