Sales Executive

• Apr 2023 - Present

Account Manager

• Oct 2021 - Dec 2022

• Conducted analysis of clients’ accounts totaling $45 million in premium and identified areas for improvement to enhance their overall risk management strategy. • Built and maintained strong relationships with clients to ensure their satisfaction and increase sales opportunities. • Implemented advanced marketing strategies to diversify clients' portfolios and contribute to their success. • Interacted regularly with senior-level internal and external clients to discuss recommendations, provide expert risk management advice, and build strong relationships. • Efficiently tracked expenditures, managed client billing, accounts receivable collection, and generated all invoices with a high level of accuracy. • Performed detailed premium calculations, analyzed loss history reports, and accurately disbursed costs using Microsoft Excel to support informed decision-making Show less

Business Development Representative

• Dec 2020 - Oct 2021

• Utilized comparative rater, EZLynx, to garner quotes from 15+ carriers. • Customized quotes to meet clients’ coverage, exposure, and geographical needs. • Updated Pipedrive CRM throughout quoting and binding process • Interacted with mortgage lenders and underwriters to maintain compliance • Followed binding procedures including policy issuance and payment processing • Providing pre and post binding services to clients by addressing coverages questions • Endorsed policies based on new risk analysis and customer needs. Show less

Assistant Property Manager

• Jun 2016 - Dec 2020

• Received/handled rental payments, updated contact information and invoices for 600 tenants. • Updated and viewed data on Sage 300 Construction and Real Estate for a company with $50 million AUM. • Introduced and counseled tenants on the benefits and processes of converting to online rental payments through Pay Lease. • Assisted with rental key deposits and leases; conducted projects as directed by management. • Updated documentation on changes to existing tenant/contractor information • Communication and conflict resolution amongst tenants and contractors Show less