Small Business Account Executive

• Feb 2021 - Present

Senior Insurance Advisor

• Nov 2019 - Feb 2021

Use underwriting to connect clients with the insurance company that meets their needs and offers them the best value.Provide Zendesk technical expertise to streamline company-wide customer communication.Identify, test, and improve strategies to increase customer conversions.Work closely with Bunker User Experience and Platform Development teams to help with platform feature requirements.

Insurance Advisor

• Mar 2018 - Nov 2019

Provide Zendesk technical expertise to streamline company-wide customer communication.Identify, test, and improve strategies to increase customer conversions.Work closely with Bunker User Experience and Platform Development teams to help with platform feature requirements.

Personal Lines Account Manager

• Nov 2017 - Mar 2018

Administrative Assistant

• Feb 2016 - Nov 2017

I prepare my manager for meetings, work travel, interviews, and sales rep coaching sessions. I also order supplies, keep the office in order, approve time sheets, plan office events, order marketing materials for sales reps…the list goes on and on. The two most important things I’ve learned in this position are prioritizing tasks and multitasking.

Customer Service Representative

• Jan 2015 - Feb 2016

Answer inbound customer calls offering solutions to agent and customer questions and taking the opportunity to educate agents and customers on products and services.Currently pursuing new opportunities.

Universal Banker

• Aug 2014 - Jan 2015

Open accounts, handle teller transactions, sell and cross-sell bank products and services, resolvecustomer service issues. Convert service opportunities into sales events.

Bank Teller

• Sep 2013 - Aug 2014

Handled routine financial transactions while ensuring a positive interaction with customers and coworkers. Cross-sold US Bancorp products. Assisted customers with problem solving to ensure their satisfaction.