Jacob Willard
Denver
Summary
Results-driven professional with extensive experience in client account management. Proven ability to develop strong client relationships and implement effective strategies that drive business growth. Known for collaborative efforts and adaptability in dynamic environments, with strong analytical and communication skills.
Overview
8
8
years of professional experience
Work History
Operational Account Specialist (Account Manager)
Travelers Insurance
Denver, Colorado
08.2022 - Current
- Managed multi-state, multi-line accounts throughout lifecycle, ensuring seamless service delivery.
- Collaborated with Underwriters to facilitate accurate processing of policy changes, enhancing overall account management.
- Provide timely and accurate information to agencies during account renewals.
- Provided accurate information to agencies during account renewals, supporting timely and effective decision-making.
- Responsible for a book with over $5 Million in premiums
Distribution Specialist
Pacific Premier Trust
Denver, Colorado
03.2022 - 08.2022
- Resolved client requests, enhancing customer satisfaction.
- Communicated distribution timelines and process requirements to ensure smooth operations.
- Managed workload independently in fast-paced environment, maintaining productivity.
Customer Relationship Specialist
Pacific Premier Trust
11.2021 - 03.2022
- Supported clients via phone and email, ensuring high levels of customer satisfaction.
- Handled challenging client interactions with professionalism, showcasing strong problem-solving skills.
- Developed and maintained strong client relationships through proactive communication and problem-solving.
- Facilitated onboarding processes for new clients, ensuring seamless transitions and satisfaction.
- Collaborated with internal teams to streamline customer service workflows and enhance response times.
Service Support Specialist
Fidelity Investments
09.2019 - 06.2020
- Provided client support for paperwork submission, resolving complex issues to ensure compliance.
- Developed personalized solutions adhering to regulatory guidelines, enhancing client satisfaction.
- Provided technical support for client inquiries, ensuring timely resolution and enhanced customer satisfaction.
Customer Relationship Advocate
Fidelity Investments
Denver, Colorado
05.2018 - 09.2019
- Resolved client account issues and educated on relevant regulations to enhance client understanding.
- Supported clients’ technical trading needs as a fully licensed trader, ensuring effective trading operations.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
Education
Bachelor of Liberal Arts - Economics, Business Administration
Colorado State University
Fort Collins, Colorado01-2017
Skills
- Self-motivated
- Adaptability to change
- Team collaboration
- Account management
- Fast learner
- Collaborative and independent work
- Motivated professional
Timeline
Operational Account Specialist (Account Manager)
Travelers Insurance
08.2022 - Current
Distribution Specialist
Pacific Premier Trust
03.2022 - 08.2022
Customer Relationship Specialist
Pacific Premier Trust
11.2021 - 03.2022
Service Support Specialist
Fidelity Investments
09.2019 - 06.2020
Customer Relationship Advocate
Fidelity Investments
05.2018 - 09.2019
Bachelor of Liberal Arts - Economics, Business Administration
Colorado State University