Sumaiyah Bayan
Atlanta,GA
Summary
Client-focused sales and account management professional with 10+ years of experience driving client retention, revenue growth, and regulatory compliance. Proven track record of exceeding sales targets, building long-term client relationships, and delivering tailored solutions. Adept in leading and training a team to collaborate and drive consistent business growth. Skilled in consultative selling, financial needs assessment, and cross-functional collaboration to maximize operational efficiency and customer satisfaction.
Overview
9
9
years of professional experience
Work History
Licensed Insurance Advisor
Homesite Insurance
Atlanta, GA
12.2024 - Current
- Advise clients on property insurance options in alignment with needs and regulatory standards.
- Rank in the top 25% of advisors nationwide, driving $130k+ in monthly premium production.
- Maintain 90%+ client retention rate by delivering exceptional service solution based selling and tailored policy solutions.
- Cross sell and upsell 200+ new client book of business monthly with outreach and consultation to identify gaps in coverage and improve client protection
- Utilize Salesforce to track pipelines, leads and manage follow-up.
Founder & Account Executive
Pinnacle Financial
Atlanta, GA
06.2023 - Current
- Built and manage a book of business of 200+ clients through independent prospecting and referrals.
- Generate $200k+ in annualized production through high value sales, client acquisition and positioning as a trusted advisor to meet client needs.
- Provide personalized financial needs assessments and long-term coverage planning to improve client retention by 20% within first year through proactive reviews and personalized coverage adjustments.
- Recruited, trained and coached a team of agents improving sales performance, marketing and overall productivity
Inside Sales Account Manager
Allstate
Atlanta, GA
01.2022 - 07.2023
- Cultivated client relationships through active listening and issue resolution, enhancing customer satisfaction and service delivery.
- Consistently ranked in the top 15% of advisors for sales and client satisfaction.
- Retained 90%+ of clients through proactive communication, risk assessment, and coverage adjustments.
- Achieved sales targets by cross-selling insurance products to both prospective and existing clients, contributing to revenue growth.
- Evaluated insurance applications for regulatory compliance and provided clients with insights on potential risks and suitable coverage solutions.
Market Analyst
IM
Remote
08.2020 - 12.2021
- Utilized advanced market research tools to collect, analyze, and interpret data, enhancing the accuracy of market predictions and supporting profitable customer outcomes.
- Developed strategic advertising content, improving media relations and boosting engagement across communications and social media platforms.
- Conducted comprehensive primary and secondary research, gaining insights into customer needs and behaviors to tailor marketing materials and increase product awareness.
Senior Vault Teller
UW Credit Union
Milwaukee, WI
07.2017 - 08.2020
- Balanced and secured vault and staff cash flow daily, ensuring compliance with bank and government protocols.
- Led peers in referral generation, contributing significantly to cross-selling of credit union services.
- Supervised cash handling procedures ensuring compliance with regulatory standards.
- Mentored junior tellers on customer service excellence and operational efficiency.
- Managed high-volume transactions while maintaining attention to detail, ensuring seamless customer experience.
Education
B.S. - Psychology
University of Wisconsin - Milwaukee
Milwaukee, WI12-2020
Skills
- Customer Relationship Management
- Client Retention
- Negotiation & Objection Handling
- Account Management
- Pipeline development
- Solution-Based Selling
- Leadership & Training
- Client Acquisition
- Digital Marketing
- Cross Selling
Timeline
Licensed Insurance Advisor
Homesite Insurance
12.2024 - Current
Founder & Account Executive
Pinnacle Financial
06.2023 - Current
Inside Sales Account Manager
Allstate
01.2022 - 07.2023
Market Analyst
IM
08.2020 - 12.2021
Senior Vault Teller
UW Credit Union
07.2017 - 08.2020
B.S. - Psychology
University of Wisconsin - Milwaukee