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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
  • Strategy development relationships
  • Persuasive communication expertise
  • Staff development/training
  • MS Outlook/Word/Excel/Powerpoint
  • Creating marketing plans
  • Driving business growth
  • Event calendar management
  • Cost estimating
  • Business growth
  • Workflow management
  • Activity organization
  • Brand building
  • Customer relationships
  • Salesforce/Epic/Sagitta Vertafore/ImageRight
Experience
Hylant Group | Independence, OHClient 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
Althans Insurance Agency, Inc. | Chagrin Falls, OhioCommercial 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
Carriage Insurance/WorkCompOne | Hudson, OhioAccount 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
Progressive Insurance | Mayfield, OhioSales 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 | Ada, OhioB.A in Communication Arts 04/1998
  • Minor in Public Relations
Queen Margaret University | Scotland, U.K.B.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

Companies Worked For:

  • Hylant Group
  • Althans Insurance Agency, Inc.
  • Carriage Insurance/WorkCompOne
  • Progressive Insurance

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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