Senior Client Manager, Team Leader Resume Example
High-energy Insurance Sales Agent with [Number] years experience in automotive, life and property insurance. Exhibits professionalism and patience in conflict resolution and mediation.
[Job Title] accomplished in insurance sales, marketing and customer service. Exceptional organization, time management and multi-tasking abilities. Current Series 6 license.
Results-oriented Insurance Sales Agent seeks employment with a top-tier insurance agency. Talents include relationship building, training and sales presentations.
Energetic, results-oriented team-player eager to bring strong administrative skills to a growing company in need of top-level support.
Versatile [Job Title] trained in [Area] who thrives in dynamic, challenging and fast-paced professional environments. Assertive and enthusiastic, with extensive knowledge of [Skill set] and an unsurpassed worth ethic.Focused Operations Manager versed in contract negotiation and process improvement. Applies in-depth knowledge of industry trends and shifts to offer valuable insights on opportunities for new growth and business expansion.
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Qualified for [Number] quarterly sales bonuses by exceeding sales target by [Number]%.
Expanded business by [Number]% while maintaining [Number]% rate of customer retention.
Received the “President's Club” award for [Number] consecutive years for outstanding sales performance.
Allied Universal Security － Lehi , UT
- Personal Lines.
- Built relationships with high net worth, major clients and act as their advocate in every interaction with the business.
- Educated clients about what their insurance portfolio has for protection, sell personal lines products and services and manage the work that the organization provides for a client.
- Performed client facing renewal reviews annually.
- Process applications for, changes to, reinstatement of, and cancellation of insurance policies.
- Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured needs, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies, and verifying the accuracy of insurance company records.
- Advocated with client during any claims filed.
- Worked on a team to change the operational systems, processes and policies in support of organizations mission -- specifically, support better management reporting, information flow and management, business process and organizational planning.
- EPIC).
Processed applications, payments, corrections, endorsements and cancellations.
Developed, implemented and monitored new underwriting guidelines for the agency.
Promoted agency products to customers in person, on the telephone and in writing.
Compiled coverage and rating information in an accessible format.
Upsold agency products and services, leading to $[Amount] in annual sales.
Pursued continuing education and training programs to continue professional development.
Presented and clearly explained insurance policy options to clients based on their needs and goals.
Developed productive working relationships with car dealers, loan processors and other business partners in the community.
Promoted client retention through high-quality service and follow through.
Presented account proposals in a professional and timely manner.
Oversaw the development and launch of [Product name].
Boosted company efficiency through technology upgrades and process improvements such as [Example].
Mentored, coached and trained [Number] team members.Mentored, coached and trained [Number] team members.Mentored, coached and trained [Number] team members.Identified inefficiencies and made recommendations for process improvements
.Identified inefficiencies and made recommendations for process improvements.
Nexthome Champions － Caledonia , MI
- Personal Lines (License # 2308851) Report directly with Broker/Owner Processed all claims Trained & mentored new CSR's Worked with eight different carriers Maintained 3relationships with Broker & Direct Insurance Carriers Worked with TAM Systems & ACORD Forms Prepared & reviewed rate & premium proposals with insured's Supervised workflow in personal lines department Integrated & updated personal lines department Commercial Lines products: BOP's, CPP's, Contractors Continually trained with on line web/ex applications.
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
- Retained [Number]% of policyholders during annual renewal period.
- Processed applications, payments, corrections, endorsements and cancellations.
Lineage Logistics － Mcallen , TX
- Worked with Sellers & Buyers on the sale and/or purchase of their home Prepared detailed Market Analysis for sellers Showed multiple listings for buyers Helped secure mortgages, insurance and closing documentation needed to complete the transaction of the purchase or sale of a home Worked closely with Buyer or Seller from start to finish.
Marisa's Caffe Inc － City , STATE
- Started business with own capital and expanded retail store in 2 years Handled all aspects of the business.Formulated a comprehensive business plan complete with clear and actionable sales goals and targets.
- Hired and trained [Number] new employees, which increased the size of the staff by [Number]%.
- Boosted traffic to the website by [Number]% through an innovative link-building campaign.
- Prepared and filed financial statements such as balance sheets and income statements.
- Managed [Number] employees across [Number] locations.
- Performed field audits on wide variety of clientele using Quick Books System
- Worked with the customers & negotiated with vendors Hired and managed 17-25 employees, scheduled working hours & ran monthly meetings Ran the business on QuickBooks program and produced all quarterly reports.
- Managed all accounting & legal business Professional memberships National Association of Realtors Community activities Cheshire's Relay for Life, Cheshire Youth Services, Cheshire Zoning Board of Appeals.
- Managed payroll and time and attendance systems.
- Established departmental goals to [Department goal].
- Maintained annual and monthly budgets.
- Compiled financial, accounting and auditing reports and tables for cash receipts, expenditures, accounts payable, receivables and profits and losses.
- Prepared purchase orders and expense reports.
- Prepared and filed sales and use tax returns, telecommunications tax returns, gross receipts returns, franchise tax returns, annual reports and other miscellaneous filings.
- Scheduled and directed staff in daily work assignments to maximize productivity.
- Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met.
- Assigned tasks and oversaw the direction of employees to ensure compliance with food safety procedures and quality control guidelines.
Business Management
Coursework in [Course Name]
Finance & Banking / Psychology Finance Psychology
Emphasis in Business Administration
Extracurricular activities Cheshire High School Field Hockey Coach 1998-2004
- Extracurricular activities Cheshire High School Field Hockey Coach 1998-2004 Interests and activities Spending time with my children, travel, sports, reading and quality time with family & friends Volunteer experience Continue to work with young children to help develop their knowledge on sports and speaking in the middle school on the topic of entrepreneurship
accounting, business process, closing, client, clients, documentation, Forms, Insurance, legal, management reporting, Market Analysis, meetings, organizational, policies, processes, proposals, QuickBooks, retail, workflow
- Sales Software: Salesforce.com, TapScan
- Public Relations Software: Bacon's Mediasource, Factiva
- Desktop Publishing Software: Photoshop, Illustrator, HTML
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Resume Overview
School Attended
- Post University
- Upsala College
Job Titles Held:
- Senior Client Manager, Team Leader
- Senior Account Manager
- Real Estate Agent
- Owner/Operator
Degrees
- Bachelor's degree , Business Management 2015
Select One , Finance & Banking / Psychology Finance Psychology 1988
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