Experience

• 

  Professional marketing international

  Jun 2008 - May 2010

  Compliance secretary

  · Responsible for all legal compliance for a sales team of 300, processed all incoming phone calls, ran credit cards, processed and input all sales from the team, made sure the paperwork was filled out properly. Recited a legal compliance script for each sale. Distributed the leads to the sales team. Processed each sale as it came in sometimes several at a time. Input all sales data into company database.

• 

  L.a. bowen insurance

  Aug 2010 - Apr 2014

  Commercial lines account manager

  · Managed the commercial lines department, maintained of over 1000 accounts. Issued policy changes, quoting and issuing new policies, credit card payments, and customer service. Handled all agency accounts billing and data entry. Processing of all paperwork and needs of Agents. Maintained a good relationship with all insured’s. Handled all other administrative office duties.

• 

  Jive communications, inc.

  Apr 2014 - Oct 2016

  Enterprise service account manager

  · Responsible for processing incoming orders from Sales Managers, working the order from start to finish. Following up on order status with clients. Working the tracking logs to make sure orders were handled completely. · Completed onboarding off all projects. · Maintaining good working relationships with all Clients, Sales Managers, and Support Staff. · Managed over 100 accounts at once.

• 

  Telarus llc

  Oct 2016 - Apr 2021

  Account manager

  -Interact with assigned customer base regularly and create strong relationships -Research companies and create strategic plans for engagement -Assess current services, determine customer satisfaction and create plans for improvement -Ask probing questions, assess customers’ needs and recommend appropriate solutions -Manage any moves, adds or changes to the customer’s services -Maintain and increase customer renewal levels and decrease churn -Manage, monitor, escalate and drive to resolution customer service issues Show less

• 

  Telarus

  Oct 2016 - now

  -Interact with partners on a consistent basis to ensure partners are receiving the right experience in the account management program. -Conduct opportunity calls with Telarus partners to educate them about the account management program. -Create presentations as necessary to drive results for the account management program. -Conduct weekly sales meetings with my team -Conduct carrier and sales strategies and trainings to develop my team. -Develop a program to communicate results with the partner, region, supervisor, and Telarus management weekly, monthly, quarterly, and annually. -Conduct weekly, bi-weekly, or monthly meeting with the partners to ensure they are receiving the right level of support. -Interact with assigned customer base regularly and create strong relationships -Assess current services, determine customer satisfaction, and create plans for improvement -Handle MACD (moves, adds, changes, deletes) for named accounts and negotiate customer credits, if needed. -Train and educate customers on service options and carrier services. -Actively manage portfolio to ensure retention and growth. -Manage, monitor, escalate and drive to resolve customer service issues -Monitor contract expiration dates and take a proactive role in contract renewals Show less Interact with assigned customer base regularly and create strong relationships -Research companies and create strategic plans for engagement -Assess current services, determine customer satisfaction, and create plans for improvement -Assess customers’ needs and recommend appropriate solutions -Train and educate customers on service options and carrier services -Manage any moves, adds or changes to the customer’s services -Maintain and increase customer renewal levels and decrease churn -Manage, monitor, escalate and drive to resolution customer service issues -Contact, build, and maintain working relationships with supplier contacts -Train and keep up to date with emerging carrier products, services and processes -Communicate regularly with assigned partners and keep them in the loop on their customers Show less

  • Director of Customer Success

    May 2024 - now

  • Area Manager West

    Jan 2020 - May 2024

  • Senior Account Manager

    Oct 2016 - Apr 2021