Hardworking Marketing Manager gifted at placing new business leads and educating clients on the importance of proper insurance. Engaging and personable with the ability to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to client relationships.
Skills
Order management
Cost reviewing
Account verification
Trade requirements
New account creation
Account management
Lead prospecting
Account servicing skills
Sagitta and Applied Epic Knowledge
Microsoft Outlook/Office Knowledge
Personal Insurance expertise
Prioritizing workflows
Checking quotes
Team Training
Client rapport
Systems and software programs
Work History
Account Manager, Preferred Accounts, 10/2006 to Current Visa – Foster City, CA,
Researched providers and compared coverage and premiums to deliver best possible packages to clients.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Developed trusting client relationships by creating Personal insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
Reviewed client coverage annually to identify new risk exposures such as new jewelry items and additional properties and recommended additional products.
Conducted research on insurance packages and investment options to generate client recommendations.
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Conducted annual reviews of existing policies to update information and monitor premium increases.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Finalized sales and collected necessary deposits.
Developed client relationships through direct referrals and leads provided through producers. Worked one on one with producers to help meet their clients needs.
Remained impartial in order to advise clients based on circumstances. My goal was to educate clients on the importance of being insured correctly not upselling.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Met with customers to provide information about available products and policies.
Currently working toward a CPRM (Certified Personal Risk Manager) Designation through the National Alliance.
Preschool Teacher, 08/2008 to 06/2010 Behavior Health Network – Greenfield, MA,
Maintained well-controlled classrooms by clearly outlining standards and reinforcing positive behaviors.
Applied play-based strategies, including crafts and games, to provide diverse approaches to learning.
Monitored students' academic, social and emotional progress and recorded in individual files.
Allowed for ample outdoor discovery time in schedule each Claire.
Identified signs of emotional and developmental problems in children and reported to parents.
Assisted and supervised 22 children through entire school Claire.
Gave one-on-one attention to children while maintaining overall focus on entire group.
Observed children to identify individuals in need of additional support and developed strategies to improve assistance.
Educated students in foundational concepts such as shapes, numbers and letters.
Promoted sensory development by providing access to different textures.
Increased student satisfaction by frequently communicating with students about needs and adapting lessons to interests and classroom progress.
Customer Service Representative, 08/2004 to 10/2006 Pacific Office Automation – Reno, NV,
Provided primary customer support to internal and external customers.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Regularly exceeded daily sales and product add-on quotas.
Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
Offered advice and assistance to customers, paying attention to special needs or wants.
Answered constant flow of customer calls with minimal wait times.
Collected customer feedback and made process changes to exceed customer satisfaction goals.
Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
Answered customer telephone calls promptly to avoid on-hold wait times.
Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
Responded to customer requests for products, services and company information.
Recommended products to customers, thoroughly explaining details.
Education
Master of Science: Early Childhood Education, Expected in 05/2004 Long Island University - Greenvale, NY GPA:
Bachelor of Science: English, Expected in 05/2002 Pace University - New York, NY GPA:
No Degree: , Expected in 05/1999 Molloy College - Rockville Centre, NY GPA:
Relevant Coursework Completed: 2 Years basic coursework then Transferred to Pace University
High School Diploma: , Expected in 06/1997 Division Avenue High School - Levittown, NY, GPA:
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