Account Executive

WORK EXPERIENCE

Account Executive
Real Estate Agency – Connecticut
2022 to 2024

• Consistently delivered exceptional results in the insurance industry, driving sales growth, building lasting client relationships, and providing tailored solutions to meet diverse needs. Exceeded sales targets and identified and mitigated risks, navigating complex landscapes to ensure client satisfaction and retention.
• Ranked in the top 10% of Account Executives company-wide by consistently exceeding quarterly sales targets by 20% or more.
• Utilized CRM tools (AMS, Pipedrive) to track leads, forecast sales, and manage accounts, resulting in a 30% improvement in sales pipeline efficiency.
• Collaborated with cross-functional teams, including product, marketing, and customer success, ensuring seamless execution of sales strategies and delivery of solutions, leading to a 20% improvement in client satisfaction scores.
• Navigated complex sales cycles and managed high-value accounts, achieving a 95% client retention rate through ongoing account management and proactive problem-solving.
• Leveraged data-driven insights and market research to refine account plans and identify emerging opportunities, driving additional cross-sell revenue within existing accounts.

Vice President of Operations
Big Ten Insurance Agency – Connecticut
2017 to 2022

• Contributed to the company’s success by leveraging strategic planning, process improvement, and change management skills. Interpreted complex data and drove data-informed decision-making, which proved instrumental in achieving operational excellence and sustainable growth. This experience honed leadership, communication, and stakeholder management skills, enabling success in fast-paced, dynamic environments while effectively navigating ambiguity and complexity.
• Managed and oversaw the daily operations of the company, including scheduling, budgeting, personnel, sales forecasting, and client satisfaction.
• Established key performance indicators (KPIs) and metrics to evaluate operational performance and drive continuous improvement.
• Leveraged technology and data-driven insights to optimize operations and drive business innovation.
• Identified and mitigated potential risks to safeguard operational integrity and ensure compliance with regulatory requirements.
• Developed and executed comprehensive operational strategies aligned with organizational goals.
• Played a crucial role in maintaining a 90% retention rate during the transfer of company ownership by utilizing managerial skill sets and client relationships.

General Manager
Big Ten Insurance Agency – Connecticut
2014 to 2017

• Oversaw daily operations with a customer-centric approach, ensuring staff were equipped with the necessary tools and resources to perform tasks efficiently and effectively.
• Managed escalated customer concerns with prompt, fair resolutions, maintaining strong client relationships and fostering high levels of customer satisfaction.
• Analyzed key performance metrics and provided actionable insights to senior leadership, contributing to strategic decision-making and operational enhancements.
• Trained and mentored staff on using sales technology platforms, enhancing their ability to manage pipelines, identify opportunities, and close deals faster.

Customer Service Representative
Big Ten Insurance Agency – Connecticut
2010 – 2014

• Customer Service Representative with a strong commitment to supporting clients through their insurance needs. Skilled in clear communication, problem-solving, and building lasting relationships. Dedicated to delivering excellent service while contributing to team success and expanding industry knowledge.
• Assisted clients with policy inquiries, claims, and billing questions, offering timely and accurate information to ensure satisfaction.
• Maintained detailed records of customer interactions in CRM systems to ensure follow-up and issue resolution.
• Processed claims and policy updates in accordance with company standards, ensuring compliance with regulations.

EDUCATION

Business Management & Management Information Systems
State University

CERTIFICATIONS

Active P&C License