Results-oriented Senior Account Executive with experience strengthening customer relationships and promoting company offerings. Strong active listening and persuasion skills. Adaptable and motivated by new challenges.
Overview
17
17
years of professional experience
Work History
Senior Account Executive
MSG Risk Management & Insurance Consulting
10.2023 - Current
Collaborate with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
Employ proactive and collaborative approaches to strengthen relationships and manage customer needs.
Monitor service from brokers and implemented quick and effective problem resolutions.
Select correct products based on customer needs, product specifications and applicable regulations.
Negotiate prices, terms and conditions of renewals
Foster lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty
Consult with brokers to supply accurate product and service information.
Field customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Stay current on company offerings and industry trends.
Meet with customers to discuss and ascertain needs, tailor solutions and close deals.
Increase account retention by building strong relationships with clients and addressing their needs promptly.
Identify issues, analyzed information and provided solutions to problems.
Work effectively in fast-paced environments.
Resolve problems, improved operations and provided exceptional service.
Skilled at working independently and collaboratively in team environment.
Senior Account Executive
USI Insurance Services LLC
06.2022 - 10.2023
Managed 20-30 accounts with revenues between $100,000 to $750,000
Performed effectively in self-directed work environment, managing day-to-day operations and decisions
Developed and maintained strong working relationships with professionals
Stayed current on company offerings and industry trends.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Contributed to team objectives in fast-paced environment.
Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
Met with customers to discuss and ascertain needs, tailor solutions and meet expectations.
Mentored account managers, fostering positive work environment and encouraging professional growth.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Resolved problems, improved operations and provided exceptional service.
Applied effective time management techniques to meet tight deadlines.
Demonstrated respect, friendliness and willingness to help wherever needed.
Demonstrated strong organizational and time management skills while managing multiple projects.
Used critical thinking to break down problems, evaluate solutions and make decisions
Contributed to annual revenue goals by selling new services and developing new accounts
Client Relationship Manager
Blue Ridge Risk Partners
04.2020 - 06.2022
Maintained long-term, profitable relationships with clients
Resolved customer issues or complaints quickly, resulting in increased retention
Established new and maintained existing client relationships Met with clients to ascertain needs and develop renewal information
Addressed inquiries from clients and department team members.
Supported sales team members to drive growth and development.
Cultivated strong professional relationships with carriers and key clients
Worked closely with clients on policy renewals and collecting updated underwriting information
Prepared and maintained annual Stewardship reports
Worked closely with Risk Control Consultants to provide client with additional services
Reviewed and assisted client with annual audits
Prepared renewal documents and worked with marketing on submission selection
Worked closely with Account Management team to develop renewals and marketing information, carrier selections for marketing, verification of coverage and assist with any inquiries from carriers and/or clients
Reviewed all quotes and proposals
Prepared all new business submissions for marketing
Present and explain renewal and new business proposals to clients, with and without producer
Exceeded annual revenue goals by 10% through improving client relationships and education
Account Executive
Weaver Bros Insurance
12.2017 - 03.2020
Managed and maintained large habitation book of business
Increased profitability by exceeded $100k revenue in 6 months
Resolved customer complaints by providing creative solutions
Remained up to date on emerging industry and product standards
Prepared and marketed new business and renewals
Revived dormant accounts by re-establishing relationships with key decision-makers.
Helped develop marketing materials and ideas to increase referrals.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Listened to customer needs to identify and recommend best products and services.
Attended and participated in industry related conferences and conventions
Account Executive
Insurance Office Of America
09.2007 - 09.2015
Managed and mentored account management team
Specialized in Alternative Risks, Large Deductible, Captives, etc.
Prepared loss summaries and forecasts for loss pics
Marketed new and renewal business
Managed customer service matters
Developed and maintained excellent client and carrier relationships
Managed and maintained accounts receivables
Developed and prepared coverage proposals and allocation reports
Successfully maintained book retention of 98% annually
Built and maintained excellent relationships with clients and carriers
Collaborated with internal teams to develop account strategy
Built and strengthened relationships with new and existing accounts to drive revenue growth
Contributed to team objectives in fast-paced environment
Resolved issues promptly to drive satisfaction and enhance customer service
Developed and maintained strong working relationships with professionals
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently
Met existing customers to review current services and expand sales opportunities
Attended networking events to build relationships and identify sales opportunities
Boosted client satisfaction by developing and maintaining strong relationships through effective communication
Contributed to event marketing, sales and brand promotion
Strengthened customer relationships with proactive and collaborative approach to managing needs
Stayed current on company offerings and industry trends
Education
Some College (No Degree) - Business Administration
Monterey Peninsula College
California
Certificate of Completion - Insurance And Risk Management
Insurance Institute of America
Monterey, CA
09.2004
Skills
Planning and Organizing
Efficient and Flexible
Problem Solving
Decision Making
Team Building
Committed
People Person
Timeline
Senior Account Executive
MSG Risk Management & Insurance Consulting
10.2023 - Current
Senior Account Executive
USI Insurance Services LLC
06.2022 - 10.2023
Client Relationship Manager
Blue Ridge Risk Partners
04.2020 - 06.2022
Account Executive
Weaver Bros Insurance
12.2017 - 03.2020
Account Executive
Insurance Office Of America
09.2007 - 09.2015
Some College (No Degree) - Business Administration
Monterey Peninsula College
Certificate of Completion - Insurance And Risk Management
Insurance Institute of America
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