Customer Service Account Manager

SALES MANAGEMENT PROFESSIONAL

SALES EXPERIENCE

SHERRI SANDS

www.linkendin.com/in/sherri-sands

**** ******* ****, ******.********@*****.***

Dublin, Ohio 43017 614-***-****

Consistent record of exceeding goals and driving account growth by developing top-performing teams Top-producing account manager and team leader with comprehensive consultative sales experience. Known as an outstanding relationship builder and closer with demonstrated success building trust and ensuring excellent client retention. Exceptional communicator, manager, presenter and trainer who enjoys developing success-oriented cultures and mentoring others throughout the sales process. Technically proficient, including CRM software and Microsoft Office Suite. Expertise includes:

Client Relationship Management Executive Relations

Strategic Account Management Entire Sales Lifecycle

Informative Client Consultations Lead Generation & Sales Proposals

Interpersonal Networking Financial & Insurance Products

Banking & Mortgage Originator / Processor Salesforce Harris Novum Software Company

National Account Manager Current

Assisting hospitals with their billing and collection processes

Making calls on current accounts nationally, trying to interest them in upgrading to more advanced versions of the product when required

Analyzing sales figures, profit, performance metrics, and trends to strategize sales and marketing plans

Professional with a high level of analytic ability and diversified experience in the provision of software and analytics solutions

Providing detailed analysis for extensive sales cycles and complex negotiations

Improving pipeline acceleration and adopting strategic long-term goals for distinct account strategies

Employing great organizational and communication abilities to simultaneously supervise various company operations and give professional advice and answers to routine problems.

Managing customer metrics and quality expectations on a daily basis

Creating and maintaining strategic client relationships while developing and managing customer service

Offering hospital revenue cycle management software training, consulting, updates, upgrades, and interface solutions

NEPTUNE CREMATION / SCI CORPORATION, Folsom, PA 2020 — 2021 Sales Manager

Recruited to build a new office in the Philadelphia area, working with clients who are doing end-of-life planning. Manage a personal book of business and successful sales team. Oversee and track daily goals, conversion rate of leads to sale, setting proper expectations with sales team. Regularly delivery training and perform recruiting. Analyze various reports to set and keep track of goals, procedures and profits.

Exceeded personal sales goal for 2020 by 240% through outstanding customer service and closing skills.

Recognized for building and leading a top-performing team that generated over $2.5M in first year (2020). USI AFFINITY, Philadelphia, PA 2017 — 2020

Senior Account Manager & Individual Benefit Producer Sold insurance and benefits and engaged in the sales lifecycle executives from 3 major organizations, including the ADDITIONAL EXPERIENCE

EDUCATION

LICENSES

American Academy of Pediatrics, the New York State Bar Association, and the American Bar Association. Sold insurance and financial products, including medical insurance (both group and individual) long- and short-term disability plans, long term care plans, 401K plans, 403B plans, whole and term life, fixed and variable annuities.

Consistently exceeded quotas up to 200+% through outstanding relationship building and closing abilities.

Delivered outstanding client service and had an over 90% retention rate by effectively providing association members information on eligible benefits before completing transaction and following up after sale.

Recognized as 2019 National Top Performers PEAK Award for consistently finishing within the top 1% of production goals nationwide. Chosen from over 5K nationwide Account Managers. AMERICAN FIDELITY, Columbus, OH 2014 — 2017

Agent & Account Manager

Designed benefit plans for public school teachers, meeting with high-profile school board personnel to compose benefit packages that could include various types of insurance and annuities depending on needs.

Consistently exceeded daily and monthly goals, closing up to 98% of clients, by:

Strategically upselling and cross-selling packages, utilizing insurance expertise to assess current client plans before providing recommendations to improve services.

Traveling between 6 states to meet with customers and generating leads through referrals, building and maintaining meaningful business relationships that resulted in excellent client satisfaction and retention.

Effectively working with various software programs and technological tools, including Microsoft Office applications and multiple CRM systems.

ANTHEM BLUE CROSS BLUE SHIELD, Worthington, OH 2011 — 2013 Captive Agent

Sold health insurance to small businesses and individuals. Developed and maintained a loyal customer base, overseeing all aspects of the consultation process to foster client comfort and satisfaction.

Received 2012 Top Regional Performer award for top sales and lead production. ACCELERIS HEALTH, Dublin, OH 2010 — 2011

Licensed Insurance Advisor

Provided insurance solution consultations to individuals and families, analyzing needs and providing appropriate recommendations based on expertise.

Consistently achieved and exceeded monthly sales goals resulting in a 98% client closure rate. JP MORGAN CHASE, Columbus, OH 2008 — 2010

Mortgage Loan Originator

Assisted clients from a nationwide network of JP Morgan Chase executives and other employees with mortgage loans and relocation packages, providing advice regarding best lending options based on credit status and type of loan.

Consistently finished within top 25% of mortgage consultants in the Chase Work & Home Loan Direct network.

Completed coursework toward Bachelors of Arts, Ohio State University, Columbus, OH Health, Life, Property & Casualty Insurance License (Exp. Aug. 2020) Series 6 & 63 Licenses SHERRI SANDS PAGE TWO

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