- Montgomery Street, San Francisco, CA 94105
- H: (555) 432-1000
- C:
- resumesample@example.com
- Date of Birth:
- India:
- :
- single:
Service-oriented Account Executive who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products. Administrative professional offering excellent communication and computer skills. Meets deadlines and works with a high level of multicultural awareness and adaptability. Excelling at customer satisfaction and retention. Pre and post-sales support specialist. Customer service professional with expertise in delivering support services and resolving customer complaints.
- Salesforce knowledge
- 23yrs Customer Service
- Client acquisition Experienced
- Outlook/Microsoft/ASAP Experienced
- Clerical support
- Articulate and well-spoken
- Bilingual-Spanish/Advanced
- Administration
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- Data management
- Team building
- Excellent multi-tasking ability
- Organizational skills
- Worked With Insurance Companies such Safety,Commerce, Travelers, The Hartford, Allstate
- Some Accounts Payable
- Some Accounts Receivable
- Staff education and training
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Account Manager, 06/2021 - Current
Final Staffing Usa – , ,
- Managed 100+ accounts by reviewing and mitigating discrepancies and collaborating with account holders.
- Liaised between account holders and various departments.
- Oversaw new business development and customer servicing.
- Listened attentively to client feedback and worked with product development team to introduce new services.
- Expanded sales by 50% by facilitating client satisfaction and renewing customer relations.
- Input data into system and recorded order updates with 50% accuracy
- Documented all Policies contract paperwork, expenses and resource utilization for accurate and compliant record keeping.
Marketing/Recruiting Communications Manager, 04/2019 - 06/2021
Servicenow – , ,
- Monitored social media and online sources for industry trends
- Directed marketing projects at all stages, including conceptual planning, schedule management and final implementation
- Developed insights on marketing campaigns to assess performance against goals
- Coordinated innovative strategies to accomplish objectives and boost long-term profitability
- Collaborated with legal and compliance teams to review paperwork, obtain feedback and procure available information for new training processes
- Worked with recruiting teams and human resources representatives to accomplish hiring objectives
- Managed recruitment team and educated and mentored new advisors
- Recruited top talent to maximize profitability
- Elevated new business opportunities while implementing effective networking strategies
- Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications
- Maintained excellent attendance record, consistently arriving to work on time
- Supervised administrative operations, including hiring processes and vendor relationships to maintain smooth operations
- Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
- Delivered expert clerical support by efficiently handling wide range of routine and special requirements
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving
- Input purchases and reconciled accounts within Software, upholding Number% accuracy for all updates.
Customer Success Advocate, 04/2017 - 02/2019
Transloc Inc. – , ,
- Provided primary customer support to internal and external customers in fast-paced environment.
- Investigated and resolved customer inquiries and complaints quickly.
- Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction 100%.
- Trained staff on operating procedures and company services.
- Cross-trained and provided back up for customer service managers.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Managed timely and effective replacement of damaged or missing products.
- Working directly with VP's developing Customer Service training.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Accounts Payable
- Assessed data and information to verify entry, calculation and billing code accuracy.
Account Executive, 08/2008 - 11/2016
Ercolini Insurance LLC – , ,
- Negotiated new and renewal production goals with business development manager
- Contributed ideas and offered constructive feedback at weekly sales and training meetings
- Evaluated the accuracy and quality of data entered into the agency management system
- Assisted Agency Owner with Administration duties
- Data entry, filing, accounting, mailing, ordering supply
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot
- Translated business priorities into implementable actions
- Maintained physical and computer-based filing systems
- Managed high call volume with tact and professionalism
- Communicated with existing and prospective clients each week to select appropriate insurance policies
- Customers Claims, Endorsements, billing
- Accounts Payable
- Accounts Receivable
- Collected information from clients before securing accounts, verifying payments and special needs.
- Educated clients on new product and updated account information to maintain high standards of client service.
- Maintained and processed invoices, deposits and money logs.
Clerk/Secretary/Administration, 06/2001 - 09/2004
Law Auto Rental – , , Customer Service Specialist
- Placed new customer orders and scheduled appointments.
- Claims settings
- Completed routine and complex account updates to resolve problems.
- Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time.
- Accounts Payable
- Accounts Receivable
- Administration
High School Diploma: , Expected in 1988
-
Madison Park HS - Boston, MA
GPA:
- Completed 4 yrs HS with 2 yrs Accounting/Banking coursework
Certificate : Continue education Personal lines, Expected in 2014
-
MA Insurance Library - Boston, MA,
GPA:
- Recipient Property & Casualty course Certificate
Certificate: Certified agent for RMV CVR program, Expected in 2009
-
MASSDOT - Boston, MA,
GPA:
- "Jessica's enthusiasm, communication Skills and professional demeanor was what our customers continually raved about and the reason they continued to turn to Ercolini for all their insurance needs." ~ Patricia Wood, CIC/Owner, Ercolini Insurance LLC.
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