Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Wendy Leakehe

West Valley City,UT

Summary

Experienced insurance sales agent with a proven track record in client account management and team leadership. Strategic and focused, dedicated to fostering the company vision and ensuring client satisfaction.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Life Insurance Broker

Family Life
New York, NY
01.2020 - Current
  • Maintained accurate records of all customer interactions, process customer accounts and file documents.
  • Responded promptly to customer inquiries and complaints in a professional manner.

Account Manager

Discover Financial
West Valley City, UT
02.2014 - 03.2023
  • Developed and implemented strategic plans for assigned accounts to increase customer satisfaction.
  • Managed key account relationships, ensuring customer loyalty and retention.
  • Resolved client issues in a timely manner while maintaining excellent customer service standards.
  • Participated in weekly team meetings with other senior account managers to discuss best practices.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Established, documented, and implemented account management processes and procedures.
  • Cross-sold additional products and services to increase profitability within accounts.

Education

GED -

Brigham Young University - Hawaii
La'ie, HI

Skills

  • Cold-calling
  • Social Media Marketing
  • Policy analysis
  • Financial Planning
  • Insurance Policy Sales
  • Insurance sales strategy

Certification

  • licensed Life Insurance agent in Utah since 2016.

Timeline

Life Insurance Broker

Family Life
01.2020 - Current

Account Manager

Discover Financial
02.2014 - 03.2023

GED -

Brigham Young University - Hawaii

Similar Profiles

CREATE PROFILE
Wendy Leakehe