Account Manager Client Retention
Resume:
I. Veronica Sepe
Moraga, CA *****
****.****@*****.***
Summary
● Exceptionally motivated professional with extensive experience in the Insurance industry.
Client Reviews
● Excellent understanding of the Insurance-based sales initiatives and ensuring appropriate client retention standards.
● Ability to lead client service teams, while driving successful earnings.
● Strong communication and interpersonal skills, enabling the client to see the value of the product and helping fellow associates better their own understandings.
● Consistent and reliable usage of industry-standard methodology and tools.
● Skilled in leveraging ChatGPT to help identify potential sales, answer key questions on demography, client retention rates, sales trends, report building, and basic data analysis. Senior Executive Account Manager
State Farm Agent,Tim McGallian-Clayton, CA
(August 2024 to Present)
• Identify Medicaid needs to ensure increased health sales
• Assist in maintaining accurate information in the system for current clients Senior Customer Service Representative
Jared Burns- Coffin State Farm Agency-Walnut Creek, CA
(June 2019 to August 2024)
• Managed high volume of incoming calls (60/d, AHT 15m)
• Assisted customers with policy changes, coverage updates, and claims processing
• Responsible for ensuring accuracy and adherence to company guidelines
• Provided guidance to clients during the claims process
• Ensuring data entry accurately
• Identified opportunities for cross-selling or
• Focused upselling of insurance products based on customer needs and preferences
• Acquired strong product knowledge acrossauto, home, life, health, etc.
• Crafted team building techniques
• Helped develop best practices related to time management Office Manager
John Poma State Farm Agency-Walnut Creek, CA
(April 2014 to June 2019)
• Managed office of semi- retired agent.
• Serviced current clients and added on to business thru referrals
• Serviced all walk ins from nearby retirement community
• Educated customers on insurance products, coverage options ensuring they are informed
• High level of professionalism and empathy with clients who were experience loss
• Resolved billing discrepancies by coordinating with the accounting department
• Provided front-line assistance to clients in order to investigate potential errors or fraud Certifications/Licenses
• Property and Casualty Insurance
• Health Insurance
Education
Chico State University - Chico, CA
(August 1996 to August 1998)
Business Administration Major
University of Califronia - Davis, CA
(September 1994 to June 1996)
Media Design Major
Tools
Microsoft Suite (Excel, Word, Powerpoint)
SalesForce
ChatGPT
Google Office Suite
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