Client Service Specialist Resume Example
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CLIENT SERVICE SPECIALIST
Summary
Talented Client Sales Manager with a strong background in planning and executing events for clients and family. Proven ability to develop data-driven strategies to promote events and maximize reach. Seeking to bring ten years in marketing track record to growing Roses Run Country Club.
Skills
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Experience
Broadridge | Arkansas , KYClient Service Specialist05/2019 - 01/2020
- Received, submitted payments, updated account information, provided receipts
- Achieved results in ambiguous environment with high level of accuracy, attention to detail
- Input account data into system using Epic, adhering to all procedures to keep information private
- Sorted, distributed business correspondence to correct department or staff member, reducing dropped communications, enabling faster responses to key requests
- Supported clerical needs of more than eight producers, account managers, including taking messages, scanning documents, routing business correspondence
- Reviewed policies, endorsement information to give customers correct details regarding billing issues
National Financial Partners Corp. | Los Angeles , CACommercial Lines Account Manager10/2018 - 05/2019
- Managed account territory with approximate value of $3million
- Maintained 100% portfolio retention over an eight month period
- Liaised with clients to aid in purchasing appropriate insurance products to protect commercial assets
- Increased book of business by $500,000 in new business premium
- Increased product knowledge and understanding of industry best practices through completion of continuous education
- Proven team player by always accepting new projects with multiple producers and multiple lines of business
- Customer focused through understanding industry language
- Licensed in Property & Casualty in 10 states
Shutterfly, Inc. | Burbank , CAAccount Service Representative04/2016 - 10/2018
- Promoted from personal lines at Carriage Insurance to commercial lines at WorkCompOne(Separate entity, same owners)
- Collaborated with WorkCompOne to deliver customer focus based solutions, which resulted in doubling our premium within one year
- Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
- Inputted information from customer calls and onsite service visits into the company's system using SalesForce
- Led WorkCompOne in delivery of policy proposals requiring close cooperation among members to share information and develop solutions to meet broad array of deliverables
- Transitioned all client data from Sagitta AMS to SalesForce
- Licensed in Property & Casualty in 10 states
Provia | Strasburg Facility , OHSales Account Manager05/2008 - 04/2016
- Maintained license in Property & Casualty in 50 states, not required
- Monitored current accounts to promote strong working relationships. Resolved issues before customer satisfaction could be affected
- Increased yearly sales 25%, cultivating successful customer relations, efficiently resolving service requests
- Updated account plans based on changing markets, customer conditions, competitor activity
- Implemented introducing the new homeowner product, ASI for the first time to select agencies with proven record of selling Progressive products
- Performed duties of Inside/Outside Sales Account Manager. Marketed and managed territory of 400 agencies, implemented marketing campaigns that drove business by $2.5 million within a year.
- Provided exceptional buying experience by exceeding customer's expectations, promoted within a year
- Mentored new hires, drove successful team business results
Built homeowners products through test phase into it's own department, providing feedback, wrote guidelines - Partnered with USAA, Harley Davidson marketing their product
- Managed portfolio of 400 accounts, generating over $4million in revenue per year from driving marketing campaigns specific to my territory.
Education and Training
Ohio Northern University | CityB.A in Communication Arts 04/1998
- Minor in Public Relations
Queen Margaret University | CityB.A. Theatre Study Abroad Program in Theater Arts
Activities and Honors
- Currently in Yoga Teacher Training, 200-Hour Yoga Alliance certification course
- Assisted planning, development on Expo committee, attended various community planning meetings supporting new local business growth
- Toastmasters member, served on board VP of Public Relations. Promoted our club at Progressive through brand marketing
- Planned and organized several family reunions over the past fifteen years, with average of 100 in attendance coming from all over the world
- Assisted with organizing agency marketing events at Progressive
- Raised funds for Susan G. Komen Breast Cancer through my sorority, Zeta Tau Alpha, philanthropy activities on campus while attending Ohio Northern University
Certifications
- Basic Sales Training I, II & III
- Excel Training I & II
- Toastmasters International
- Writing for Internal Communications
- ICSP Agency Sales Training
Other Experience
Retail Manager
Various clothing retail companies(May 1998-May 2008)
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Resume Overview
School Attended
- Ohio Northern University
- Queen Margaret University
Job Titles Held:
- Client Service Specialist
- Commercial Lines Account Manager
- Account Service Representative
- Sales Account Manager
Degrees
- B.A in Communication Arts
B.A. Theatre Study Abroad Program in Theater Arts
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