Terri Garrett
Tampa
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, and developing successful sales campaigns, Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives. Strong organizations skills, works well under pressure. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
32
32
years of professional experience
Work History
Administrative Office Manager
Garrett Claims Group, Inc.
01.2002 - 01.2022
- Created a welcoming office environment by maintaining clean, organized spaces for staff use.
- Updated reports, managed accounts, and generated reports for company database.
- Managed payroll and benefits administration to ensure accuracy and compliance with company policies.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Monitored inventory levels of office supplies, placing orders when necessary to prevent stock shortages.
- Developed strong relationships with clients through exceptional customer service and timely responses to inquiries.
- Assisted executive management with special projects as needed to support overall business objectives.
- Reduced costs by negotiating vendor contracts for office supplies and services.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Streamlined office processes by implementing efficient organizational systems and procedures.
- Managed hiring process from job posting to onboarding, ensuring top talent acquisition for key positions.
- Fostered a positive work culture through open communication channels, promoting teamwork and collaboration among staff members.
Account Executive
M. E. Wilson Company
06.2000 - 06.2002
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Collaborated with internal teams to develop account strategy.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Prepared additional quotes for current clients to upsell products and services.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Maintained current knowledge of evolving changes in marketplace.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Negotiated prices, terms of sales and service agreements.
- Met existing customers to review current services and expand sales opportunities.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Contributed to team objectives in fast-paced environment.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Kept detailed records of daily activities through online customer database.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Recorded accurate and efficient records in customer database.
- Trained new employees on customer service, money handling and organizing strategies.
- Coordinated with finance department to ensure timely payment of invoices, addressing any discrepancies or issues in a prompt and professional manner.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Presented professional image consistent with company's brand values.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Account Executive
Jones & Hawkins Insurance Agency (OneSource Group)
04.1997 - 05.2000
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Collaborated with internal teams to develop account strategy.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Conducted integrated sales presentations to illustrate value of product or service and tailor call-to-action.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Worked closely with internal stakeholders to ensure timely delivery of products or services, resulting in high levels of client satisfaction.
- Coordinated with finance department to ensure timely payment of invoices, addressing any discrepancies or issues in a prompt and professional manner.
- Maintained current knowledge of evolving changes in marketplace.
- Negotiated prices, terms of sales and service agreements.
- Achieved or exceeded company-defined sales quotas.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Set and achieved company defined sales goals.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Contributed to team objectives in fast-paced environment.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Presented professional image consistent with company's brand values.
- Stayed current on company offerings and industry trends.
- Informed customers of promotions to increase sales productivity and volume.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Recorded accurate and efficient records in customer database.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Consulted with businesses to supply accurate product and service information.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Account Executive
Guild Agency, Inc.
06.1990 - 02.1997
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Collaborated with internal teams to develop account strategy.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Serviced accounts and proposed new products and services to maximize revenue.
- Prepared additional quotes for current clients to upsell products and services.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Worked closely with internal stakeholders to ensure timely delivery of products or services, resulting in high levels of client satisfaction.
- Trained clients on product features and updates to secure buy-in.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
- Coordinated with finance department to ensure timely payment of invoices, addressing any discrepancies or issues in a prompt and professional manner.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Built relationships with customers and community to promote long term business growth.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Maintained current knowledge of evolving changes in marketplace.
- Negotiated prices, terms of sales and service agreements.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Met existing customers to review current services and expand sales opportunities.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Kept detailed records of daily activities through online customer database.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Contributed to team objectives in fast-paced environment.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Presented professional image consistent with company's brand values.
- Stayed current on company offerings and industry trends.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Recorded accurate and efficient records in customer database.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Education
Business Certificate - ACICS - Business Education
Katharine Gibbs Business School
Melville, NY05.1990
High School Diploma -
Brentwood High School
Brentwood, NY06.1988
Skills
- Scheduling and calendar management
- Office Administration
- Training and coaching
- Account Reconciliation
- Client Relationship Building
- Account Management
- Relationship building and management
- Written and verbal communication
- Customer Service
- Pipeline Management
- Customer Relations
- CRM software expertise
- Customer Relationship Management (CRM)
- Territory Management
- Customer Relationships
- Customer Presentations
- Business development and planning
- Customer rapport
- Sales Strategies
- Strong relationships
- Interpersonal Skills
- Account planning
- Performance Tracking
- Goals and performance
- Contract Negotiation
- Research and analysis
- Account Servicing
- Data Analysis
- Account oversight
- Strategy implementation
- Database Management
- Progress Reporting
- Sales target monitoring
- Service Coordination
- Needs assessments
- Processing payments
Additional Information
Currently in process of re-acquiring 220 License as needed for position.
Timeline
Administrative Office Manager
Garrett Claims Group, Inc.
01.2002 - 01.2022
Account Executive
M. E. Wilson Company
06.2000 - 06.2002
Account Executive
Jones & Hawkins Insurance Agency (OneSource Group)
04.1997 - 05.2000
Account Executive
Guild Agency, Inc.
06.1990 - 02.1997
Business Certificate - ACICS - Business Education
Katharine Gibbs Business School
High School Diploma -
Brentwood High School
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