Customer Service Account Management
Resume:
Lisa Weeter
Joplin, MO *****
*************@*****.***
Professional Summary
Results-driven professional with 10+ years of experience in sales, customer service, membership services, and account management. Proven track record of consistently meeting sales targets and exceeding client expectations. Skilled in insurance sales, customer service, membership engagement and retention, and account management. Possess a strong understanding of community demographics and interests, event planning and client appreciation. Currently pursuing a Bachelor of Science in Psychology.
Willing to relocate: Anywhere
Work Experience
Independent Contractor
JLW Consulting Services-Joplin, MO
April 2023 to Present
1. Developed and maintained strong relationships with existing clients, providing exceptional customer service and addressing their insurance needs
• Utilized CRM software to track client interactions, manage pipeline activities, and generate reports on sales performance metrics
• Provided guidance to clients regarding appropriate coverage limits based on their assets value or business operations
• Increased customer retention rate by proactively reaching out at renewal time offering alternative options that better fit changing needs
• Performed daily financial transactions, including accounts payable and receivable, ensuring accuracy and timeliness
• Assisted in the preparation of monthly financial statements by compiling data and generating reports
• Maintained organized filing system for invoices, receipts, and other financial documents
• Utilized accounting software systems (e.g., QuickBooks) to record financial transactions accurately
• Maintained confidentiality of sensitive financial information at all times Outside Sales Representative
Easy Wireless-Joplin, MO
July 2021 to February 2022
• Collaborated with cross-functional teams including marketing and product development to align sales strategies with market trends and customer needs
• Negotiated contracts and pricing agreements with clients, consistently achieving favorable terms while maximizing company profitability
• Provided ongoing support to customers, addressing inquiries, resolving issues promptly, and ensuring high levels of customer satisfaction
• Attended industry trade shows and conferences to network with potential clients and stay updated on industry trends
• Analyzed competitor activities within assigned territory to identify areas for improvement or competitive advantage
• Implemented effective prospecting techniques such as referrals and networking events that resulted in a 75% increase in lead generation
Explanation of Gap in Employment
Multiple Agencies-Joplin, MO
August 2016 to November 2021
• Negotiated and enforced lease agreements, addressing legal and financial considerations, and ensuring compliance with property regulations and policies
• Handled tenant disputes and conflicts professionally and effectively, maintaining positive relationships and minimizing legal complications
• Participated in community outreach programs, representing the property and building positive relationships with the local community
• Processed mortgage applications and documents in a timely manner, ensuring compliance with company policies and industry regulations
• Verified accuracy of loan documentation and resolved any discrepancies or missing information
• Maintained detailed records of all communication and documentation throughout the mortgage processing cycle
• Worked closely with loan officers to facilitate smooth processing of mortgage applications from start to finish
• Ensured compliance with all privacy laws and regulations when handling sensitive borrower information
• Managed the end-to-end recruitment process for multiple job openings simultaneously
• Developed innovative sourcing strategies to attract passive candidates through social media platforms, networking events, and industry-specific websites
• Negotiated offers of employment including compensation packages, start dates, relocation assistance, etc
Lead Account Specialist
Contract Freighters Inc-Joplin, MO
August 2006 to July 2016
• Managed a portfolio of 15 client accounts, ensuring timely and accurate delivery of goods
• Negotiated contracts and pricing agreements with carriers, resulting in cost savings of 25%
• Monitored shipment status and resolved any issues or delays to ensure on-time delivery
• Provided regular reports on account performance metrics such as on-time delivery rates, customer satisfaction scores, and cost per unit shipped
• Managed customs clearance processes for international shipments, ensuring compliance with all regulatory requirements
• Collaborated with sales team on new business development initiatives including RFP responses and client presentations
Education
Bachelor of Arts in English
University of Phoenix-Online Campus
May 2024 to Present
Currently on the Dean's List with a 3.88 GPA.
Inducted into National Society of Leadership and Success. Technical school in Accounting
Vaterott College - Joplin, MO
February 2004 to June 2006
Skills
• QuickBooks
• Project management
• Computer skills
• Clerical experience
• Sales
• Outbound calling
• Accounting
• Supervising experience
• Product demos
• Accounting software
• Data entry
• Communication skills
• Account Management
• Relationship management
• Outside sales
• Inside sales
• Proofreading
• Business development
• Office management
• Administrative experience
• Marketing
• Portfolio Management
• Negotiation
• CRM software
• Microsoft Word
• Records management
• Insurance Sales
• Customer service
• Accounts payable
• Management
• Order entry
• Microsoft Excel
• Contract Negotiation
• Phone etiquette
Certifications and Licenses
Life & Health Insurance License
Insurance Producer License
Driver's License
September 2019 to September 2025
Groups
National Association of Leadership and Success
September 2024 to Present
Honor Roll
National Association of Collegiate Schooars
September 2024 to Present
Honor Roll
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