Customer Account Management

JL

JOSHUA LEWIS

*************@*****.*** 719-***-**** Colorado Springs, CO 80906

An unstinting top performer across multiple fields, I possess a personal and professional commitment to excellence, paired with unsurpassed collaborative energy and a diverse array of skill sets. With over a decade of retention, sales production, relationship building, insurance, and financial experience, acumen, and analysis, I will be an indispensable asset for any organization and team driven to succeed. Creative Problem Solving

Customer Retention Strategies

Customer Account Management

Verbal and Written Communication

Upselling Products and Services

Needs Assessment

Customer Education

Promoting Brand and Company Identity

Process Improvement

Establishing and Maintaining Customer Relationships Complex Product Knowledge

Proactive Self-Starter

T. Rowe Price Colorado Springs, CO

Client Engagement Specialist

08/2017 - 01/2020

Collaborated with product managers to successfully execute sales strategies.

Retained and attracted hundreds of thousands of dollars each cycle in Assets Under Management (AUM) by consulting with clients as to successful rollover and investment strategies for both IRA's and 401k's. Consistent Top Performer within the division, while exemplifying Company Values and serving as a Brand Ambassador.

USAA Colorado Springs, CO

Underwriting Analyst/Banking Specialist

02/2014 - 04/2015

Reviewed and evaluated credit applications to approve, suspend or decline requests.

Entered and maintained risk information in various information systems. Applied rating to encourage safe, profitable distribution of risks. Everest University Online Colorado

Springs, CO

Admissions Counselor

12/2012 - 01/2014

Processed admissions applications and transcript requests to facilitate student enrollment.

Documented, maintained and tracked prospective student applications. Supported students with filling out college application forms. Prepared students for later educational experiences by encouraging to explore learning opportunities and persevere with challenging tasks. Referred students to degree programs based on interests, aptitudes or educational assessments.

Progressive Colorado Springs, CO

Licensed Insurance Agent

02/2012 - 12/2012

Provided leadership and training for new agents regarding industry best practices and company policies.

Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.

Developed fact-finding interviews to determine need for coverage. Summary

Skills

Experience

Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.

Exceeded company sales goals for new policies.

Pursued continued professional development through insurance workshops, course and webinars.

Analyzed customer needs and provided best options, upselling products and services.

Southern New Hampshire University Hooksett, NH

Some College (No Degree) in Organizational Psychology Education and Training

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