Talley Stephens
Okeechobee,FL
Summary
Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Client Account Manager
Gallagher Benefit Services
Lake City, FL And Okeechobee, FL
09.2009 - Current
- Expanded client base by consistently building and maintaining strong relationships with key decision makers.
- Increased revenue for company by identifying and capitalizing on upselling opportunities within existing accounts.
- Served as a trusted advisor to clients, offering valuable insights and recommendations based on in-depth industry knowledge and experience.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Managed accounts to retain existing relationships and grow share of business.
- Build strong relationships with outside vendors and carriers to assist with quoting and proposals that best meet the clients needs to offer the most effective and comprehensive benefits for employees.
Small Business Owner
1010 Road Enterprises, LLC
Okeechobee, FL
08.2021 - Current
- Managed daily operations for successful small business, ensuring efficient processes and quality services.
- Optimized operational efficiency by streamlining processes and implementing time-saving technologies.
- Promoted business via social media to generate leads and maximize brand identity.
- Fulfilled customer shipping needs by completing all purchase orders and customer invoices.
- Evaluated sales reports and financial statements to manage cash flow and develop techniques to improve business.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Real Estate Agent
TSS Development, LLC
Live Oak, FL
07.2005 - 04.2009
- Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline home buying process for clients.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Successfully managed multiple offers for sellers, securing the best possible outcome in each situation.
- Enhanced client experience by offering personalized consultations tailored to individual needs and preferences.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Reviewed and executed confidential documents, contracts and disclosures.
- Prepared and presented contracts and other legal documents to clients.
- Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Education
Associate of Science - Business Administration
Santa Fe College
Gainesville, FL05.2008
Skills
- Business growth and retention
- Technical understanding
- Customer Service
- Account Management
- New Business Development
- Sales process
- Problem-Solving
- Sales processes
- Team Collaboration
- Client Relations
Certification
- Licensed Life, Variable Annuity & Health (0215) - Since February of 2010
Timeline
Small Business Owner
1010 Road Enterprises, LLC
08.2021 - Current
Client Account Manager
Gallagher Benefit Services
09.2009 - Current
Real Estate Agent
TSS Development, LLC
07.2005 - 04.2009
Associate of Science - Business Administration
Santa Fe College