Rebecca (Becki) Caesar, Mba, Cic Email & Phone Number

St Augustine, Florida, United States

Charlotte, North Carolina

Columbia, South Carolina Area

Achieved top sales production for Southern Region – earned Achievers Level Trip Incentive Salesforce1 Southern Region Resident Expert Appointed to a special project for Qlik Sense reporting and development tools Southern Region Team Lead for agent-facing system issues – collection, review, and distribution to IT Appointed to National SWAT Team to uncover.

Columbia, South Carolina Area

• Plan and execute special events and trade shows that assisted increased organic growth and agency opportunity
• Develop and execute marketing programs and general business solutions resulting in increased company exposure, customer traffic, and sales.
• Implement all business-building and relationship-building expectations with uniquely assigned accounts and customers.
• Work closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
• Recognized as top sales generator for successfully exceeding annual goals for new business, agency production and new appointments by average of 200% in 2011.
• Planned and lead over 150 training sessions to promote agency sales team professional development and sales goal reinforcement.

West Columbia, SC

• Established account rounding and cross selling opportunities to increase retention and enhance existing book of business
• Created and designed marketing materials for agency growth
• Developed various customer correspondence templates to ensure the accuracy of recent transactions and communication from agency to client.
• Sold auto, home, commercial and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Cumberland, Maryland Area

• Advised, consulted and recommended additions and alterations for varying client situations.
• Retained and ensured proper handling and care of 1200 existing client accounts nationwide
• Built strong client relationships and provided high value-adding services.
• Developed and maintained long-term relationships with policyholders and small business entities.
• Consistently met and exceeded department expectations for productivity and accuracy levels.
• Cross-trained and provided back-up for other customer service representatives when needed.

Hilton Head Island, SC

• Developed tool to track and monitor personal sales opportunities, deals in progress and finished contracts.
• Identified and qualified customer needs, developed sales strategies and negotiated and closed profitable projects with a 90% success rate.
• Organized company files and creating support system to decrease workload and increase productivity of account managers.
• Researched and customized service proposals for clients.
• Retained and ensured proper handling and care of 300 existing client accounts.

Cumberland, Maryland Area

• Verified accuracy of premiums and coverages for new and renewal business for multi-million dollar brokerage firm.
• Demonstrated leadership with various departmental projects.
• Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development.
• Calculated, prepared, and issued bills, invoices and account statements according to established procedures.
• Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and fax.

Mba, Business Adminstration

B.S., Business Administration

B.S., Business Administration

Activities and Societies: Phi Eta Sigma National Honor Society Whos Who: Dean's List