Account Manager
Resume:
Dylan Leaverton
Motivated and results-driven early-career sales professional with proven experience in customer engagement and relationship management. Eager to leverage strong communication skills and a passion for finance to build a successful career in personal wealth management and deliver value to clients through tailored financial solutions.
**************@*****.***
EXPERIENCE
USI Insurance Services; Addison, TX — Account Manager May 2025 - Present
Promoted to Account Manager within the first two years, worked with two teams managing a book of business worth $5M in revenue annually Responsible for customizing output for customer’s requirements directly impacting customer satisfaction and retention
Accountable for resolving high-impact customer-facing challenges that require advanced problem-solving and strategy implementation. USI Insurance Services; Addison, TX — Senior Account Representative May 2023 - May 2025
Promoted to 2nd Chair of team within first year of a team responsible for the management of over $1.2M in revenue
Responsible for customizing output for customer’s requirements directly impacting customer satisfaction and retention
Accountable for resolving high-impact customer-facing challenges that require advanced problem-solving and cross-functional coordination. USI Insurance Services; Addison, TX — Sales and Consulting Intern May 2022 - August 2022
Completed a comprehensive 10-week internship program where I assisted brokers in areas including account management, sales, underwriting, and data analysis.
Collaborated with account managers to assist in client onboarding, policy renewals, and day-to-day account servicing, enhancing client relationship management skills.
Supported the sales team in prospecting activities, contributing to lead generation efforts and gaining insights into consultative sales strategies. SKILLS
Software: Microsoft Word,
Microsoft Powerpoint,
Microsoft Excel, Google
Docs, Google Sheets, Google
Slides, PowerBI, Microsoft
Publisher.
Coding Languages: Efficient
in Python, SQL.
Interests: Entrepreneurship,
Personal Investing, Private
Aviation, Historical Reading,
Philanthropy, Cryptocurrency.
ADDITIONAL
Co-President and founder
of Move32- a nonprofit to
promote youth athletic
participation by collecting
and redistributing new and
gently used sports
equipment to local teams
and associations.
Alpha Tau Omega (Delta
Kappa Chapter) member
from 2019-2023 where I
served as treasurer and
managed the Chapter's use
of funds and budget.
Attended and oversaw 3+
Philanthropic Events a year.
InnovaLaus; Barcelona, Spain — Financial Analyst and Consultant Intern
May 2021 - August 2021
Developed dynamic financial projection models using Power BI to monitor project performance, ensuring adherence to quality standards, budget constraints, and timelines.
Managed and tracked €10 million in grants allocated to client businesses, ensuring compliance with funding requirements and optimizing fund utilization.
Collaborated with financial and budgeting teams from the European Union and Spanish Government to align project funding strategies with regulatory and fiscal policies.
EDUCATION
The University of Oklahoma; Norman, OK — B.A. Finance Michael F. Price College of Business
August 2019 - May 2023
Undergraduate Study in Finance
Courses Completed: FIN-4016, FIN-3613, FIN-3603, FIN-3453, FIN-3403, ECON-3113. Member of the OU Accounting Club
COMMUNITY
USI Gives Back Initiative — Volunteer
May 2022 - Present
Completed 30+ hours of community service throughout the internship/full-time rol Lead quarterly meetings involving character and life-skill building exercises. Young Men’s Service League— Volunteer
2018-2020
Commit to 70+ hours of community service each semester.
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