Creative Business Owner with exceptional background spent in sales and service. Proven leader with engaging demeanor and success working in most demanding environments. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
Work History
Insurance Agency Owner
Brightway Insurance, The Baban Agency
01.2018 - 01.2024
Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
Increased sales and book of business by at least 20% each year.
Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
Established partnerships with admitted and non-admitted carriers to offer comprehensive solutions for clients diverse needs.
Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
Mitigated risk exposure for clients by thoroughly assessing their individual circumstances and recommending appropriate coverage levels.
Delivered informative presentations at community events to educate potential customers about available insurance products and services.
Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
Sr. Account Mgr
USI Insurance
01.2014 - 01.2017
Line of business concentration on Medical Malpractice insurance
Boosted client satisfaction by effectively managing and resolving account issues.
Increased revenue for company through strategic upselling and cross-selling initiatives.
Developed long-lasting client relationships by providing exceptional customer service and support.
Streamlined account management processes, improving overall efficiency and productivity.
Mentored junior account management professionals to develop skills and increase company revenue.
Asst Operations Mgr
Travelers
08.2011 - 09.2013
Managed team of 12 Account Managers
Streamlined operational processes by implementing new strategies and procedures, resulting in increased efficiency.
Improved communication within team through regular meetings, updates, and open channels of communication.
Managed daily operations effectively, ensuring timely completion of tasks and accurate reporting of results.
Supported upper management decisions with data-driven insights based on thorough analysis of relevant metrics.
Supervised operations team to support operational excellence and excellent customer service.
Trained new employees on proper protocols and customer service standards.
Assisted in recruiting, hiring and training of team members.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Sr. Account Manager
Travelers
01.2011 - 08.2011
Line of business focus on mid and large size commercial accounts
Boosted client satisfaction by effectively managing and resolving account issues.
Increased revenue for company through strategic upselling and cross-selling initiatives.
Streamlined account management processes, improving overall efficiency and productivity.
Mentored junior account managers, fostering their professional growth and skills development within company.
Maintained detailed records of all account activities, ensuring accurate reporting for upper management review purposes later on.
Account Manager
Watkins Insurance Group
01.2008 - 08.2010
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Developed customized account plans for clients to help them achieve their business goals.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Account Manager
U.S. Risk Brokers
01.2006 - 01.2008
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Streamlined internal processes for better efficiency in account management tasks.
Education
Master of Arts in Human Services - Management / Conflict Resolution
St. Edward's University
Austin, TX
08.2009
Bachelor of Arts in Psychology -
St. Edward's University
Austin, TX
08.2000
Skills
Policy analysis
Relationship building
Risk assessment
Staff development
Client retention
Networking abilities
Time management
Decision making
Sales expertise
Project management
Customer service
Marketing strategies
Staff Management
Task Delegation
Sales Planning
Issue Resolution
Negotiation and Persuasion
Customer Support
New Business Development
Product Knowledge
Driven and Determined
Performance Improvement
License
Texas General Lines Property & Casualty
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Insurance Agency Owner
Brightway Insurance, The Baban Agency
01.2018 - 01.2024
Sr. Account Mgr
USI Insurance
01.2014 - 01.2017
Asst Operations Mgr
Travelers
08.2011 - 09.2013
Sr. Account Manager
Travelers
01.2011 - 08.2011
Account Manager
Watkins Insurance Group
01.2008 - 08.2010
Account Manager
U.S. Risk Brokers
01.2006 - 01.2008
Master of Arts in Human Services - Management / Conflict Resolution