Stephanie Minzola
Gilbertsville,PA
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. Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Account Executive
Storti Insurance LTD
09.2019 - Current
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Developed, maintained and utilized diverse client base within a 2.5-million-dollar book of business.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Presented professional image consistent with company's brand values.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions as senior account executive.
Producer/Account Executive
Body Borneman Insurance
01.2004 - 09.2019
- Drove value to customers as a transformative leader and supported growth of Body Borneman Insurance; achieved revenue target through portfolio expansion activities.
- Maximize revenues and achieve growth benchmarks that exceed expectations and has remained consistent throughout employment.
- Optimize customer satisfaction by providing ongoing proactive support throughout customer lifecycle.
- Achieved multiple performance recognitions, develop/maintain client relationships, and ensure quality customer service by resolving all issues swiftly and efficiently.
- Formulate and manage multiple business accounts with the goal of increasing revenues, decreasing cost and reducing risk of client attrition.
- Develop informative and tailored proposals to prospective clients, review, educate customers on policy coverage and drive solutions that fit the needs of the individual
- Collaborate with colleagues to problem solve and remedy any issue that may affect customer relation/retention
- Maintain proper underwriting and organization skills and work independently to properly document vital account information for multiple insurance carriers according to individual requirements and guidelines.
Education
Bachelor of Education -
West Chester University
Skills
- Client Relations
- Conflict Resolution
- Client Needs Assessments
- Project Management
- Underwriting
- Marketing
- Quality Assurance
- Cost Control
- Leadership Reporting
- Organization & Time Management
- Strategic Planning
- Leadership & Training
- Process Improvements
- Relationship Management
- Epic
- Applied
Certification
- CISR Designation
- Property
- Casualty
- Life insurance
Timeline
Account Executive
Storti Insurance LTD
09.2019 - Current
Producer/Account Executive
Body Borneman Insurance
01.2004 - 09.2019
Bachelor of Education -
West Chester University
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