Jill Moore
Englewood
Summary
Experienced Account Executive known for delivering persuasive presentations and developing lasting client relationships. Strong communicator with a focus on understanding client needs and providing exceptional service, ensuring repeat business and long-term loyalty.
Overview
9
9
years of professional experience
Work History
Account Executive
USI Insurance Services LLC
Denver, CO
11.2024 - Current
- Developed and maintained client relationships to ensure satisfaction and retention.
- Conducted market research to identify potential clients and industry trends.
- Prepared and delivered tailored insurance proposals based on client needs.
- Collaborated with internal teams to streamline account management processes.
- Managed client inquiries and resolved issues promptly, enhancing service delivery.
- Assisted in the negotiation of policy terms, ensuring compliance with regulations.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
- Fostered long-lasting relationships with major clients to secure repeat business and referrals.
- Facilitated resolution of client issues by acting as liaison between customer service and technical teams.
- Streamlined internal processes for customer relationship management, significantly reducing response times to client inquiries.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Kept detailed records of daily activities through online customer database.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Presented professional image consistent with company's brand values.
- Developed, maintained and utilized diverse client base.
Account Manager
BOK Financial
Denver, CO
04.2017 - 11.2024
- Managed client accounts, fostering strong relationships and ensuring satisfaction with services provided.
- Developed strategic account plans to align solutions with client needs and business objectives.
- Conducted regular reviews of account performance, identifying areas for improvement and optimization.
- Collaborated with cross-functional teams to deliver tailored financial solutions to clients.
Education
Bachelor of Science - Education
Bowling Green University
Bowling Green, OH06-1983
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- Written and verbal communication
- Strong relationships
- Customer relationship management
- Strong presentation skills
- Self motivation
Timeline
Account Executive
USI Insurance Services LLC
11.2024 - Current
Account Manager
BOK Financial
04.2017 - 11.2024
Bachelor of Science - Education
Bowling Green University