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Professional Summary
Accomplished Commercial account manager offering over 17 years providing superior member service and business development through proactive sales efforts and quality credit control. Maintained cordial and effective relationships with clients, coworkers, carriers, vendors and other business contacts. Performed complex tasks with many concrete and abstract variables.
Skills
Account management
Quotes and sales
Business planning
Quote information
Conflict resolution
Training & Development
Analytical skills
Sales Closing
Budgeting
Sales Goals
Staff Management
Bilingual
Work History
07/2018 to CurrentCommercial Account ManagerPendo | Phoenix, AZ,
Processed daily mail, email and phone calls from customers and producers to generate new business.
Analyzed client needs to identify coverage solutions and produced policy and quotes.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Prepared customer presentations and demonstrations of products to solicit new business.
Processed cancellation requests from carriers and provided resolution to maintain financial equity.
Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
Negotiated rates to set up finance contracts.
Maintained required data in agency management system to follow corporate guidelines.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Met with customers to provide information about available products and policies.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Conducted annual reviews of existing policies to update information.
Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 40%.
Collected, analyzed and validated all agency commissions.
Upsold additional products and services after identifying customer needs and requirements.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Identified and solicited sales prospects in agency databases.
Finalized sales and collected necessary deposits.
Directed 5 employees and preferred partners to facilitate sales and renewals of stop-loss products.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Built relationships with clients through active listening and problem solving talents to provide excellent service.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
01/2014 to 06/2018Territory Sales ManagerYumi World Class Dsd | Houston, TX,
Exceeded targets by building, directing and motivating high-performing sales team.
Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
Offered new and existing customers profitable products to maintain strong territory-wide revenue.
Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets.
Managed and motivated sales team to increase revenue 25% each year.
Targeted prospects in other territories through careful research of competitor products, services and trends.
Spearheaded efficient resolutions for wide-ranging customer issues to offer outstanding service and maintain high customer satisfaction.
Carefully analyzed data to determine most effective sales strategies.
Partnered with sales team members and leveraged strong negotiation skills to close tough deals with lucrative clients.
Leveraged market knowledge to capitalize on emerging opportunities and maintain consistent growth rate at 30% or higher.
Increased division profits with strategic territory expansion and acquisition of new customers.
Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
Tracked changing product lines to effectively meet dynamic market demands.
Motivated and mentored sales employees to enhance presentation, negotiation and customer relations abilities.
Led targeted training programs to educate staff on product benefits and service capabilities.
Held weekly meetings with RM to identify techniques to overcome sales obstacles.
Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
01/2009 to 01/2014Store ManagerBridgestone Corporation | Trenton, SC,
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
Rotated stock to achieve optimum appeal and minimize shrinkage.
Reconciled daily sales transactions to balance and log day-to-day revenue with company systems.
Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
Bolstered sales volume by 35% in less than 1 years by implementing company program and initiating employee training.
Developed new store location from ground up by hiring and training efficient team.
Recruited, interviewed and hired staff members who brought talent, enthusiasm and experience to skilled team of sale associates.
Approved regular payroll submissions for 35 employees within.
Kept inventories accurate with daily cycle counts and monthly audits to identify and resolve variances.
Supervised guests at front counter, answering questions regarding products.
Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives.
Managed inventory control, cash control and store opening and closing procedures.
Protected store from loss or theft by setting and enforcing clear security policies.
Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
Completed all point of sale opening and closing procedures, including counting contents of cash register.
Coached sales associates on product knowledge by using monthly meetings and training tools.
Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
02/2004 to 01/2009Assistant Store ManagerRestoration Hardware | Newport Beach, CA,
Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Directed merchandising, promotion and brand loyalty efforts for business segment with greatest sales volume.
Promoted professional growth and facilitated talent development of each associate to drive performance excellence.
Maintained positive customer relationships by responding quickly to customer service inquiries.
Performed investigations on market flows to identify seasonal trends and forecast consumer needs.
Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Reviewed sales and gross profit reports to determine options for increasing market growth.
Interviewed, hired and trained 15 staff associates and equipped to comply with company policies and procedures.
Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
Met or surpassed business targets regularly through employee engagement and forward-thinking planning.
Reduced company expenditures and met budget targets by closely monitoring, tracking and controlling expenses.
Rotated merchandise and displays to feature new products and promotions.
Provided weekly work schedules to employees to accommodate business demands and vacation requests.
Processed payments for credit and debit cards and returned proper change for cash transactions.
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Education
Expected in 11/2003Associate of Science | Bachelor in Computer ScienceI.B.C Instituto De Bachillerato En Computación, Guatemala, GPA:
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