Account Manager Customer Service
Resume:
C O N TACT
ad0rtd@r.postjobfree.com
San Diego, CA 92123
phone
address
C A R E E R O B J E C T I V E
Highly motivated Account Manager adept at building strong relationships with customers, understanding their needs, and providing tailored solutions. Possesses excellent communication, interpersonal, and problem- solving skills. Proven record of success as an Account Manager, with a strong track record of achieving sales goals and building lasting customer relationships. Highly organized and attentive to detail when managing accounts and delivering customer service. Results-oriented
professional with 30+ years of work experience and proven knowledge of campaign management, client
relationship management, and competitive analysis. E D U C ATION
January 1977
High School Diploma
Helix High School, La Mesa CA
Relevant Coursework
Started working for State Farm in my senior year of high school.
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E X P E R I E N C E
January 2023 - Present
Senior Account Manager
Bowermaster & Associates Insurance Agency, Cypress, CA
Managed a portfolio of accounts by providing timely support and guidance.
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Collaborated with cross-functional teams such as
marketing, sales, operations and finance to meet
customer needs.
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Implemented account management processes to
ensure delivery of quality service standards.
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Utilized problem-solving skills when dealing with
difficult customers.
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Used knowledge of company products and services
to recommend solutions to customers.
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Generated and presented reports to senior
management on account performance.
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Provided product information to customers and
aligned products with customer needs to boost
satisfaction.
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Resolved complex customer issues in a timely
manner while maintaining positive relationships
with clients.
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Coordinated cross-functional teams consisting of
internal departments as well as external vendors.
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Ensured compliance with company policies
regarding privacy regulations.
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Entered customer transaction information into
company databases.
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Maintained accurate records of all client
interactions in CRM system.
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Addressed customer complaints and provided
satisfactory solutions through procedure changes.
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Negotiated contracts with clients to maximize
revenue potential.
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Resolved complex customer issues quickly using
effective problem-solving skills.
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Maintained knowledge of company products and
made recommendations based on client needs and
prices.
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SENIOR ACCOUNT MANAGER
P A T T Y G L E N N
August 2019 - January 2023
Senior Account Executive
BJA Partners Insurance Agency Inc, Solana Beach, CA Updated and expanded client databases within
assigned territory.
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Identified areas for improvement within existing
processes by analyzing operational data.
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Organized meetings between clients and internal
departments as needed.
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Monitored competitor activity in order to stay
ahead of industry trends.
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Researched and identified emerging trends in the
industry to better inform account strategies.
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Monitored competitor trends and market shifts to
maintain company relevance.
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Generated reports on customer feedback, account
status, and sales results.
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Stayed current on customer trends and
requirements.
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Updated client information, contract changes and
product prices in company databases.
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Advised clients on best practices for product
utilization in order to increase efficiency.
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Implemented changes quickly in response to
market dynamics or customer demands.
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Negotiated contracts with customers ensuring
mutually beneficial agreements.
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Developed strong relationships with clients to grow business networks.
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Used knowledge of company products and services
to recommend solutions to customers.
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Responded promptly to customer queries to
increase overall satisfaction.
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Arranged in-person meetings and visited with
clients to improve success of sales pitches.
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Generated reports outlining progress made against
predetermined objectives.
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Established relationships with customer base to
enhance long-term working partnerships.
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Utilized effective communication skills to present
complex information in a clear and concise manner.
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Managed multiple projects simultaneously while
meeting tight deadlines.
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Built and established strong relationships with
customers, enabling long-term partnerships.
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Stayed current on customer trends and
requirements.
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August 1977 - August 2019
Personal Lines Insurance Sales Agent
State Farm Insurance, San Diego, CA
Fostered collaboration between teams to produce
high quality results on time.
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Maintained up-to-date knowledge on industry
trends, regulations, and best practices.
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Collaborated cross-functionally with other
departments for efficient problem resolution.
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Conducted competitive product assessments to
ensure optimal pricing strategy.
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Provided product information to customers and
aligned products with customer needs to boost
satisfaction.
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Conducted account reviews to evaluate client needs and match with products and services.
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Created and maintained strong relationships with
key clients, resulting in increased customer loyalty.
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Entered customer transaction information into
company databases.
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Followed up with customers after sales to gain
feedback.
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Prepared quotes and proposals based on clients'
requirements and needs.
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Provided detailed information about policy options, costs, and coverage levels.
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Built relationships with potential clients to increase sales.
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Processed payments from customers in accordance
with established payment methods.
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Performed administrative tasks, such as
maintaining records and handling policy renewals.
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Generated new sales, retained existing members
and grew book of business through multiple
product offerings.
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Utilized effective communication skills to build trust with potential clients and close deals.
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Responded to customer inquiries and requests
relating to insurance.
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Assisted customers in filing claims accurately and
efficiently according to company procedures.
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Responded promptly to customer inquiries
regarding product availability or pricing.
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Explained features, advantages and disadvantages
of various policies to promote sale of insurance
plans.
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Generated new business through cold calling,
networking events, referrals and other marketing
initiatives.
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Analyzed customer needs and provided tailored
insurance solutions to meet their requirements.
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Calculated premiums and established payment
method.
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Analyzed customer data to identify suitable
insurance options.
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Attended training sessions regularly to stay
informed about changes in the industry regulations.
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Delivered client-focused solutions to create long- lasting relationships.
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Resolved conflicts between customers and the
company through effective problem-solving
techniques.
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Maintained an organized filing system for client
records.
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Managed the sales process from lead generation to
policy delivery.
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Developed a comprehensive understanding of the
insurance industry and current regulations.
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Sought out new clients and developed clientele by
networking to find new customers and generate
lists of prospective clients.
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Identified opportunities for upselling additional
products or services based on customer needs.
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Called on policyholders to deliver and explain
policy, to analyze insurance program and suggest
additions and changes and to change beneficiaries.
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Coordinated with underwriters and other staff
members to ensure accurate completion of
paperwork.
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Monitored client accounts for renewals and
updated them accordingly.
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Adhered to ethical standards in all aspects of selling insurance policies.
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Developed and implemented successful sales
strategies to increase customer base.
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Attended meetings, seminars and programs to
learn about new products and services, learn new
skills, and receive technical assistance in developing new accounts.
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Cultivated strong relationships with current
customers by providing excellent customer service.
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Maintained a thorough understanding of the
company's products and services, as well as
competitors' offerings.
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Evaluated existing policies periodically for accuracy and completeness.
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Customized insurance programs to suit individual
customers, often covered variety of risks.
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Interviewed prospective clients to obtain data
about financial resources and needs, physical
condition of person or property, and to discuss any existing coverage.
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Created presentations to educate clients on the
benefits of various types of coverage plans.
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Serviced client changing insurance needs by selling life, health, and disability insurance.
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Generated reports summarizing sales performance
data such as leads generated, conversions.
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Ensured that policy requirements were fulfilled,
including any necessary medical examinations and
completion of appropriate forms.
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Collaborated with team members to brainstorm
innovative ideas for increasing sales productivity.
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Obtained and provided information when claims
were made on policy.
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Monitored insurance claims to ensure were settled
equitably for both client and insurer.
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Determined client needs and financial situations by scheduling fact-finding appointments.
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• Submitted forms to obtain binder coverage.
Updated job knowledge and learned about new
products and services to market insurance options.
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Selected company by type of coverage requested by
client to underwrite policy.
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Inspected property general condition, type of
construction, age and other characteristics, to
assess insurance risk.
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Provided death benefits by delivering policy
proceeds and reassessing client needs.
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Enhanced insurance agency reputation by exploring
opportunities to add value to job accomplishments.
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Installed bookkeeping systems and resolved system
problems.
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Utilized consultative selling techniques by actively listening to customer needs and providing solutions accordingly.
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Handled incoming calls from prospective clients
inquiring about personal lines insurance products.
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Educated customers on available discounts for
multiple line purchases or other loyalty programs
offered by the company.
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Conducted client reviews to identify additional sales opportunities.
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Followed up with customers post sale ensuring they are satisfied with the policy purchased.
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Maintained up-to-date knowledge about company's
products, services, pricing structures, procedures.
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Managed claims efficiently while adhering to all
applicable laws and regulations.
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Demonstrated effective problem solving skills in
identifying insurance coverage options for
customers' individual needs.
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Collaborated closely with underwriters in order to obtain accurate information on policy terms and
conditions.
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Evaluated existing policies to ensure adequate
coverage is provided at competitive rates.
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Created customer profiles and maintained records
of transactions on customer database system.
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Provided product knowledge and advice to
customers regarding the features and benefits of
personal lines insurance policies.
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Analyzed quotes from various providers to
determine best value for customers.
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Researched industry trends and regulations to
remain current on changes in the field of personal
lines insurance.
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Ensured timely renewal of policies as well as
payment collection from clients.
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Drafted proposals for clients according to their
budget, needs, and preferences.
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Assisted customers with selecting appropriate
policies to meet their specific requirements.
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Developed and maintained relationships with
clients to ensure satisfaction with products and
services.
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S K I L L S
• Senior Account Manager
• Sales Expertise
• Account Verification
• New Account Creation
• Cost Reviewing
• Database Management
• Strong Lead Development Skills
• Sales Tactics
• Leadership Management
• Order Management
• Goals and Performance
• Payment Collecting
• Account Management
• Issue Resolution
• Product and Service Sales
• Acquiring New Customers
• Report Development and Presentation
• Compliance Requirements
• Tactics and Execution
• Customer Relationship Management
• Staff Development
• Employee Mentoring
• Coordinating Documents
• Checking Quotes
• Customer Relations
• Product Development
• Excellent Negotiation Skills
• Customer Satisfaction
• Client Rapport-Building
• Client Meetings
• Order Processing
• Cross-Functional Collaboration
• Invoicing
• Scheduling
• Documentation
C E R T I F I C ATIONS
• P&C, Life & Health
R E F E R E N C E S
References available upon request
Contact this candidate