Experience

The "REAL" Insurance Lady (T.R.I.L.)

• United States
• Insurance
• 1 - 100 Employee

• Retention Agent

  • Oct 2021 - Present

  Ensure client has accurate information when selecting the best plan for the client Assisted customers with inquiries regarding account information, billing and servicerelated issues. Provided customer feedback to management team to ensure customer satisfaction. Identified potential areas of improvement for the retention process. Developed and implemented strategies to increase customer loyalty and retention rates. Analyzed data from surveys, interviews, focus groups and other research methods to identify potential retention opportunities. Maintained detailed records of all interactions with customers in order to track progress on retention efforts. Developed promotional materials such as email campaigns and direct mail pieces designed to increase customer engagement. Assisted in developing processes for tracking key performance indicators related to customer retention activities. Participated in weekly meetings with management team to review progress on retention initiatives. Created reports detailing trends in customer behavior, including churn rate, average revenue per user and lifetime value. Responded promptly and professionally to emails, phone calls, social media posts and other forms of communication from customers. Implemented creative solutions to deal with special circumstances. Show less



Atmosphere

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Account Executive

  • Jan 2021 - Oct 2021

  Developed and implemented a comprehensive sales plan to increase revenue in assigned territory. Provided timely customer service support to resolve any issues quickly and efficiently. Identified potential new customers through research of industry trends and competitive analysis. Analyzed customer data to develop targeted campaigns that increased customer Maintained accurate records of all sales activities using CRM software systems. Generated weekly reports on sales performance against targets for upper management review. best practices regarding product usage or maintenance procedures. Maintained updated knowledge of changing industry, standards and trends related to accounts. Show less