Alexandra Bannon Email & Phone Number

• Managed a portfolio of 85+ key commercial accounts, generating over $17M in annual premiums, from onboarding through renewal.• Maintained a 95% client retention rate in a high-churn market, despite 50-120% YoY Premium increases in Florida's challenging property insurance market.• Trained and mentored new account managers, improving onboarding, reducing training time by 30%, and enhancing team performance.• Increased upsell revenue 9% by creating and driving sales enablement programs on Cyber and Legal Defense insurance products.• Led the transition to a new CRM system by conducting training sessions and improving team proficiency by 25% within the first month, while providing ongoing support.• Created and presented insurance proposals to clients and summarized policy details, such as limits, deductibles, exclusions, and premiums.

• Handled submission and maintenance of over 1,000 workers' compensation claims, ensuring timely and accurate processing.• Managed over 50 insurance claims monthly, coordinating with 10+ insurance companies.• Analyzed claim data to identify trends and recommend process improvements, enhancing overall efficiency and decreasing claim processing times.• Collaborated and communicated with insurance carriers, claimants, and employers, ensuring all parties were updated throughout the claim process.• Created and distributed Certificates of Insurance and Facilities Lists for over 680 clients, ensuring compliance and accurate documentation.

• Monitored client satisfaction metrics, proactively addressed issues and maintained a high client retention rate.• Developed and delivered engaging webinars and Lunch and Learns to educate clients about technology and software capabilities.• Created informational training materials for company software and delivered to clients through email blasts and blog posts.• Coordinated cross-functional teams to ensure seamless service delivery, acting as the primary liaison between clients and internal departments.• Boosted email campaign efficiency, resulting in a 30% higher click-through rate

• Supported month-end close processes across 5 stores, ensuring accurate financial reporting and compliance, reducing close time by almost 20%.• Administered bank reconciliations and accounts payable/receivable files in QuickBooks, ensuring 100% accuracy and meeting all deadlines.• Utilized Microsoft Excel to create and prepare reports containing sales data, generating key insights into customer trends.• Addressed and resolved complex accounting issues and discrepancies, demonstrating strong problem-solving skills.• Implemented a new expense reporting system, saving the company over $18,000 annually in unclaimed expenses.

• Demonstrated a high level of product knowledge, thereby assessing customer needs and recommending products to meet and exceed expectations• Answered customer questions and concerns, increasing satisfaction rate while building a large client base and garnering referral services• Effectively managed cash registers and dressing rooms, completing each transaction in a quick and efficient manner• Built positive working relationships with team and management, increasing process improvement and performance level to achieve monthly company goals

Fort Myers, Florida Area

• Fostered a welcoming and inclusive community environment for over 180 college residents from diverse identities and backgrounds.• Organized and executed monthly social and educational events, enhancing community engagement and resident satisfaction.• Utilized Canva to design posters, bulletin boards, and social media content, to effectively advertise and promote events and campus initiatives.• Mediated conflicts between roommates and enforced community guidelines and rules.

Bachelors Of Science, Marketing

Activities and Societies: Tau Sigma National Honors Society

Associate Of Science - As, Accounting

Education record