Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tracy Lovegren

Las Vegas,NV

Summary

Detail-oriented Account Manager with years of comprehensive experience managing employer-client relationships and developing new business deals. Focused on managing accounts systematically to maximize sales. Dedicated professional successful at introducing new products and expanding network connections.

Overview

16
16
years of professional experience

Work History

Insurance Agent

Sitel
Las Vegas, NV
01.2021 - Current
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Processed payments received from clients promptly according to established procedures.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Completed day-to-day duties accurately and efficiently.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Exceeded customer satisfaction by finding creative solutions to problems.

Banker

Bank of America
Las Vegas, NV
11.2014 - 01.2017
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Helped customers understand and use mobile applications and online banking.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Analyzed customer's financial information to determine the best banking products for them.
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Devised targeted solutions for various customers and offered deposit, lending and investment services.

General Manager

Darden Restaurants, Olive Garden
Las Vegas, NV
07.2007 - 07.2014
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
  • Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Developed and implemented operational strategies to improve efficiency, reduce costs and maximize customer satisfaction.
  • Led employee evaluations with constructive feedback to boost performance.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Built and maintained loyal, long-term customer relationships through effective account management.

Education

Bachelor of Science - Business Management

University of Phoenix
Tempe, AZ
12-2012

Skills

  • Client Relationship Management
  • Customer Service
  • Client Relations
  • Account Management
  • Goal-Oriented
  • Internet Savvy
  • Client Relationship Building

Accomplishments

  • Graduated with honors from college.

Timeline

Insurance Agent

Sitel
01.2021 - Current

Banker

Bank of America
11.2014 - 01.2017

General Manager

Darden Restaurants, Olive Garden
07.2007 - 07.2014

Bachelor of Science - Business Management

University of Phoenix

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Tracy Lovegren