Summary
Overview
Work History
Education
Skills
Presidents Club Member - 2024
Timeline
Generic

Wayne Cruz

Bay Village

Summary

Results-driven professional known for high standards and commitment to achieving goals. Extensive experience in managing and growing client portfolios while ensuring optimal team collaboration. Recognized for adaptability and fostering positive, results-oriented environment. Proficient in strategic account management and client relations. Excel is helping new or underperforming representatives reach their true potential through targeted skill based training and mentorship.

Overview

14
14
years of professional experience

Work History

Senior Account Executive/Team Leader

Rate Insurance
12.2021 - Current
  • Developed and executed targeted marketing strategies to increase client acquisition and retention.
  • Obtained insurance licenses for 23 states.
  • Led the company in cross sell rate and customer satisfaction surveys.
  • Managed client relationships through regular communication, ensuring satisfaction and addressing concerns promptly.
  • Analyzed market trends to identify opportunities for growth and adjust service offerings accordingly.
  • Collaborated with cross-functional teams to create customized insurance solutions tailored to client needs.
  • Mentored junior account executives, providing guidance on best practices and effective sales techniques.
  • Conducted presentations and training sessions for clients on new products and services available through Rate Insurance.
  • Negotiated contract terms with clients, achieving favorable outcomes while maintaining company profitability.
  • Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
  • Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
  • Increased account retention by building strong relationships with clients and addressing their needs promptly.
  • Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
  • Quoting and presenting customized insurance packages to meet the individual needs for each client during discovery and fact finding conversations.
  • Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
  • Networked at events and prospected for new customers with diverse strategies.
  • Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
  • Built relationships with customers and community to promote long term business growth.
  • Fostered lasting relationships with customers and referral partners through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Achieved or exceeded company-defined sales quotas.
  • Recorded accurate and efficient records in customer database.

Senior Account Executive

Liberty Mutual
11.2011 - 12.2021
  • Developed strategic account plans to enhance client engagement and retention.
  • Led cross-functional teams to implement innovative insurance solutions for clients.
  • Mentored junior account executives, fostering professional growth and improving team performance.
  • Analyzed market trends to identify new business opportunities and drive revenue growth.
  • Led my office and area in auto, home and life insurance sales consistently throughout my nearly 10 years receiving multiple sales awards.
  • Led cross sell numbers within my region.
  • Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
  • Met with new customers to share product and service information, listen to needs and learn about business operations.

Education

Lakewood High School
Lakewood
06-1998

Skills

  • Client relationship management
  • Relationship building
  • Team collaboration
  • Sales quota achievement
  • Lead generation
  • Account management
  • Business development
  • Pipeline management
  • Strategic selling
  • Relationship management
  • Consultative sales
  • Prospecting and networking
  • Prospecting skills
  • Goals and performance
  • Issue resolution
  • Customer satisfaction

Presidents Club Member - 2024

Exceeding over $1,000,000 in written insurance premium sold in the Year of 2024 with Rate Insurance.

Timeline

Senior Account Executive/Team Leader

Rate Insurance
12.2021 - Current

Senior Account Executive

Liberty Mutual
11.2011 - 12.2021

Lakewood High School

Similar Profiles

CREATE PROFILE
Wayne Cruz