Zania Walker
Lancaster,PA
Summary
Results-oriented and highly skilled Account Executive with over 10 years of experience in sales and insurance. Proven track record of driving business growth, managing client relationships, and exceeding sales targets. Adept at prospecting, qualifying leads, and executing sales processes. Strong leadership and team management skills with a commitment to delivering exceptional customer service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Executive- Commercial lines
CNS Companies
2023.11 - Current
- Prospect Leads, partaking in quarterly conferences/ events, qualifying clients, Assisting clients in their need and working with the compliance specialists to help Truckers become and stay FMCSA compliant
- Average account size $100k
Account Executive - Personal Lines
Baron Insurance Group
2020.12 - 2023.09
- Prospect Leads, Execute Lead Management using Pipedrive, Follow Sales Process , Qualifying leads, Sales Administration, Project Managing, Field Underwriting, Lead employees that service book of business
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication about coverage.
- average monthly sales $55k
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Agency Manager
Bagnall Shaw Insurance
2020.06 - 2020.10
- Strengthen relationships with marketing representatives and territory managers, build new relationships with other carriers, monitor agency production reports and assess how to build the agency's book of business, create agency goals and plans for success, manage HR documents and agent licenses', manage employees, create business plans and organize meetings to increase our commercial book of business.
- Engage in quarterly meetings with field adjusters and territory managers (Erie, State Auto, Etc.)
Insurance Retention Sales
AAA Insurance
2018.12 - 2020.06
- Counsel members and non-members regarding membership benefits in correlation with insurance products, execute and facilitate insured's service requests accurately and timely, rounding and cross-selling opportunities including AAA membership sales and/or upgrades, quote and re-market policies when necessary.
Sales Agent
Kelly Glass Insurance
2016.10 - 2018.01
- Warm and Cold Calls, Field Underwriting, close on sales, grow own book of business, service book of business
- average sales $20,000
Education
Biology
Lebanon Valley College
Annville, PA05.2016
Business
Lebanon Valley College
Annville, PA05.2016
Skills
- Financial Acumen
- Customer Relationship Management
- Sales and Business Development
- Leadership and Team Management
- Communication Skills
- Problem-Solving
- Field Underwriting
- Pipeline Management
Personal Information
Title: Account Executive (Commercial Lines)
Custom
- 2021 Erie Top Sales Agent, Harrisburg Branch #8
- 2022 Erie Top Sales Agent, Harrisburg Branch #1
- 2022 Erie ABM Contest Winner
Certification
Insurance License: Accident and Health, Casualty and Allied Lines, Life and Fixed Annuities, Property and Allied Lines
Timeline
Account Executive- Commercial lines
CNS Companies
2023.11 - Current
Account Executive - Personal Lines
Baron Insurance Group
2020.12 - 2023.09
Agency Manager
Bagnall Shaw Insurance
2020.06 - 2020.10
Insurance Retention Sales
AAA Insurance
2018.12 - 2020.06
Sales Agent
Kelly Glass Insurance
2016.10 - 2018.01
Biology
Lebanon Valley College
Business
Lebanon Valley College
Insurance License: Accident and Health, Casualty and Allied Lines, Life and Fixed Annuities, Property and Allied Lines
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