Stevenson University

Account Manager at Newfront Insurance

Brooklyn, New York, United States

- Maintain a $1.5M book of business consisting of 350+ policies• Work with Producers to create a service plan for each client while overseeing and managing day-to-day client relationships• Work alongside engineers to improve service offering, including automation of applications, renewals, certificates, endorsements and claims• Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment

Newfront Insurance

Account Manager

- Connected clients to appropriate insurance carriers and used a consultative approach to determine which type of coverage best suits their business• Identified new sales opportunities within existing clients through up-selling and cross-selling to grow book of business• Consistently met monthly new business quota while providing excellent client service on a day-to-day basis for 500+ accounts• Successfully handled the ongoing projects outlined below:• Lead Distribution: Worked closely with Sales Ops to set up a more functional lead distribution system in Salesforce• Tracking Revenue: Created and formalized the teams tracking of revenue, served as team liaison to Finance to ensure all revenue was properlyrecorded• Product Management: Work alongside engineering to oversee the process of the Business Insurance product on the Zenefits platform• Top Producing Business Insurance Rep: January ‘16, March ‘16, May ‘16, June ‘16, July ‘16, August ‘16, November ‘16, December ‘16

Zenefits

Broker, Property & Casualty

- Worked with existing clients to cross sell, consolidate insurance policies, and generate referrals through relationships• Created Small Business Historic Property Program with Great American Insurance Company, growing the book of business from $0 in writtenpremium to $250,000 in written premium in first year• Provided comprehensive Account Management service for two books of business: Main Street Program, Small Business Program• Performed daily maintenance on accounts to ensure optimal service level for customers• Consistently hit monthly and annual quota

Maury Donnelly & Parr Inc

- Awarded Account Executive of the Month, December 2010• Performed cold calls over the phone and door to door on a daily basis• Prepared formal proposals and presented to decision makers within customer organization• Continued to provide customer support to all clients after closure• Closed new business according to targets, objectives, and plans

Sally Poole