Sales Customer Service

Pam Jervey

Email: *********@********.***

Address: ***** ***** *****

City: Fernandina Beach

State: FL

Zip: 32034

Country: USA

Phone: 904-***-****

Skill Level: Management

Salary Range: $50,000

Primary Skills/Experience:

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Educational Background:

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Job History / Details:

PAM JERVEY

P. O. Box 10519 Jacksonville, FL 32247 904-***-**** *******@********.*** SALES AND ACCOUNT MANAGER

Business Development - Account Management - Client Services

Sustaining million-dollar revenues through expert sales leadership and service-driven account management.

Profit-driven business professional with a proven track record of developing strong teams and driving business development to deliver sustained annual revenues of as much as $1M. Leveraging a passion for building relationships and closing sales to identify prospects, secure new business, build client loyalty, and optimize existing accounts. Talented team leader with natural strengths in creating positive and productive work environments with clearly defined expectations and highly committed employees. Leading collaboration and communication throughout internal and external teams to support sales objectives and define new products that satisfy customer needs and boost revenue opportunity.

PIVOTAL EXPERTISE & IMPACT

Business Development

Sales Cycle Management

Customer Service

Account Management

Staff Development

Team Leadership

Change Management

Relationship Management

Operational Efficiency

Vendor Management

General Management

Financial/Budget Management

Conflict Resolution

Target Marketing

Regulatory Compliance

Product/Portfolio Guidance PROFESSIONAL EXPERIENCE

Jervey and Company Inc., Jacksonville, FL

DIRECTOR OF SALES AND ACCOUNT MANAGEMENT

BUSINESS DEVELOPMENT MANAGER

Owner/Operator (20+ years)

Managed all aspects of an insurance brokerage business including staffing, marketing, operations, accounting, compliance, and sales. Personally led sales efforts, securing long-term repeat clientele by providing targeted products to satisfy unique needs. Reviewed applications, ordered physician statements and read doctors' reports to assess patient needs and suggested best-case solutions. Illustrated and proposed unique product concepts to actuaries for the purpose of expanding portfolio and servicing targeted markets. Hired, trained, and managed a team of multifunctional professionals to provide key support for all business operations. Collaborated with accountants and tax professionals to effectively manage company finances and worked with attorneys to ensure 100% compliance with all local, state, and national regulations and requirements.

Created and managed a profitable business, providing customized client solutions through a life insurance brokerage that offers multiple life and annuity products and underwriting services to meet the needs of high-risk or special-needs customers.

Generated $750k-$1M in premium sales annually, leveraging business acumen and extensive industry expertise to identify opportunity and optimize sales efforts through target marketing and product portfolio development.

Secured and cultivated more than 200 loyal clients, and retained ongoing relationships for more than 25 years. Established initial contact through cold calling and professional networking, built rapport, developed relationships, and effectively satisfied business needs to ensure long-term customer loyalty.

Developed a talented team of service professionals that were highly respected throughout the industry for deep product knowledge, top-tier customer service, and prompt follow-through.

Retained multiple team members for more than 25 years, producing significantly high employee commitment by creating an open-door and autonomous environment where employees are respected, educated, and empowered.

Facilitate best practices in documentation and compliance by introducing multiple automated and online processes and systems including an outsourced company webpage and customized agency management software. Led the organization through comprehensive operational change through manual to automated processing, driving ongoing technology implementations and upgrades to improve accuracy and optimize efficiency.

PROFESSIONAL DEVELOPMENT & CERTIFICATION

Certified life underwriter (CLU), American College in Bryn Mawr, PA (1999)

Sociology/Psychology coursework, Jacksonville University

Director, Society for Financial Service Professionals (served in multiple chairs through a 5-year commitment.

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