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account executive private client services resume example with 2+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary

Knowledgeable Insurance Account Representative offering personalized, dedicated, and courteous service. Expert at managing and rounding general lines insurance accounts for mid-level and high net worth clients. Skillful in advising current and potential clients on insurance coverage plans, processing applications, payments and corrections. Resourceful and versatile professional with a reputation for consistently achieving and meeting clients needs.

Skills
  • Client Account Management
  • Product Knowledge
  • Advanced knowledge of Microsoft Office Suite
  • Advanced knowledge in Epic, ImageRight, and Sagitta software
  • Positive Customer and Client Relations
  • Organizational Skills
  • Documentation
  • Strategic Planning
  • Time Management
  • Employee Training and Development
  • Internal Communications
  • Process Improvement
  • Problem Resolution
  • New Account Creation
  • Account Retention & Reviewing
  • Forecast Preparation
Education
Liberty University Lynchburg, VA Expected in Associate of Arts : Early Childhood Education - GPA :

Early Childhood Education Current, Emphasis in Early Childhood Development- Coursework in NAEYC Accreditation standards, principals of education, early childhood fundamentals, classroom management, education philosophies.

Concorde Career College Portland, OR Expected in Medical Assistant : - GPA :
Work History
Bi Worldwide - Account Executive, Private Client Services
Edina, MN, 02/2022 - Current
  • Maintained a mix book of business with mid market and high net worth accounts
  • Serviced complex accounts with an advanced level to propose products and services appropriate for client needs
  • Expert knowledge in multiple carrier requirements and request to process new business, endorsements, renewals, and remarkets
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Placed accounts by assessing home and asset details to determine proper replacement value
  • Communicated and built relationships with underwriters on clients behalf
  • Gathered information from clients to secure accounts, verify payment and identify special requirements
  • Prepared and reviewed insurance applications to verify compliance with regulations
  • Utilized CRM software to manage client accounts
  • Educated clients on insurance policies and procedures
  • Built and strengthened relationships with new and existing accounts to drive revenue growth
  • Processed annual account remarkets
  • Prepared and presented client proposals
  • Went through daily download reports to maintain account accuracy
  • Met and exceeded service level goals to achieve standards and expectations
  • Collaborated with internal teams to develop account strategy
University Of Utah - Account Manager
Mesquite, NV, 06/2021 - 02/2022
  • Managed all 1500 Personal Lines accounts by reviewing and mitigating discrepancies and collaborating with account holders.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting best suited carrier.
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction with multiple carriers.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Contributed to annual revenue goals by selling new services and developing new accounts.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Conducted annual reviews of existing policies to update information.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Educated clients on new policies and updated account information to maintain high standards of client service.
State Farm - Insurance Account Representative
City, STATE, 11/2020 - 06/2021
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Drove team revenue totals by bringing in over $25000 in sales in 1 month
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Handled approximately 250 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Finalized sales and collected necessary deposits.
  • Quoted and calculated premium rates for policies, using rate book and calculator.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Achievements
  • Obtaining property, causality, life and health Insurance License's
  • Exceeded monthly quota consistently
  • Efficient in multiple Insurance carrier sites
  • Awarded “Employee of the Month” and "Top Seller" two months in a row
  • Retained book of business

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Resume Overview

School Attended

  • Liberty University
  • Concorde Career College

Job Titles Held:

  • Account Executive, Private Client Services
  • Account Manager
  • Insurance Account Representative

Degrees

  • Associate of Arts
  • Medical Assistant

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