Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Stephanie Mendez

Stephanie Mendez

Chicago,IL

Summary

  • Dynamic Project Manager and Account Management professional with a proven track record at Insurance Navy and State Farm. Excelled in campaign execution and customer service, significantly enhancing account performance and client satisfaction. Skilled in CRM systems and adept at converting leads, showcasing a blend of strategic and interpersonal abilities.
  • Hardworking with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

Overview

3
3
years of professional experience

Work History

Account Managment

State Farm
Schaumburg, IL
04.2023 - 11.2024
  • Created comprehensive reports on account performance and presented them to senior management.
  • Provided training and guidance to new Account Managers.
  • Maintained accurate records of all customer interactions in the CRM system.
  • Solicited feedback from customers on their experience with products or services.
  • Generated leads through cold calling activities.

Project Manager

Insurance Navy
Chicago, IL
09.2021 - 11.2023
  • Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
  • Processed new policy applications and updated existing policy documents.
  • Provided quotes on various types of insurance policies.
  • Facilitated payment processing for premium payments and renewals.
  • Developed strong relationships with clients by providing exceptional customer service.
  • Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
  • Conducted market research to identify competitive rates for clients.
  • Built relationships with external parties, such as carriers, vendors, and regulators.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Scheduled meetings with prospective clients to discuss available products and services.

Education

High School Diploma -

Northbrook High School
Northbrook, IL
06-2015

Skills

  • Campaign execution
  • Account development
  • Customer training
  • Lead prospecting
  • Converting leads
  • Trend forecasting
  • Cold calling
  • Marketing
  • Customer service
  • CRM systems

Languages

Spanish
Professional
English
Professional

Timeline

Account Managment

State Farm
04.2023 - 11.2024

Project Manager

Insurance Navy
09.2021 - 11.2023

High School Diploma -

Northbrook High School

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Stephanie Mendez