Ryan Caro Email & Phone Number

• SmartFinancial is a leading insurance marketplace serving the needs of insurance customers across all 50 states.SmartFinancial’s CEO began his career as an insurance agent over 20 years ago. He and our tech-savvy COO.
• Manage, lead, promote, and own all product timeline processes for 150+ strategic accounts focusing on identifying user growth & new user acquisition in the InsurTech industry.
• Handle & solve all client escalations, complaints, for a collective 6 Account Managers on my team, identifying ways to increase customer satisfaction.
• Consistently surpassed revenue targets being the first Account Manager to hit company-wide KPI’s two years in a row by actively seeking new opportunities outside of the framework of the general role.
• Actively engage with customers to understand the needs and behaviors of users to generate actionable insights for product strategy through qualitative and quantitative research.
• Began career as an Account Manager and built a $2M book of business in less than 6 months resulting in several title changes.

La Mirada, California

• Develop and grow relationships with inbound customers
• Increased units per store by an average of 20% Y/Y within the first 6 months.
• Introduced customer to product and programs
• Setup and maintain customer information in CRM and ERP systems
• Inventory Management

• Respond & solve technical inquiries via phone, e-mail, or online chat in a timely and efficient manner
• Ability to troubleshoot, diagnose and solve problems as well as document all steps taken.
• Provide technical support for pre-sales & post-sales
• Setup simulating environment & perform product testing
• Provide product training to customers

Fullerton

• Served as the primary contact for clients, ensuring that ICC has a sustained, long-term, loyal customer relationship.
• Achieved client satisfaction by fully leveraging my relationships to benefit the client and ICC.
• Responsible for the management of a client portfolios of multiple key clients, focused on maximizing revenue growth and client retention.

Orange County, California Area

• Develop and grow relationships with inbound customers
• Introduced customer to product and programs
• Setup and maintain customer information in CRM and ERP systems

Orange County, California Area

• Field Inbound Sales Calls as well as Cold Call new potential customers and previous satisfied clients to develop new business.
• Qualify event requests for fit to company specialties.
• Coordinate all aspects of events from company picnics to major corporate events for up to 5000 attendees.
• Determine event location, size, and other requirements, and prepare detailed event proposals with venue, catering, entertainment, theme, security, etc.
• Resolve a variety of event issues and a multitude of last-minute changes for a turnkey event.
• Maintain continuous contact with clients to ensure total satisfaction and repeat business.

Brea

• Reviewed blueprints, measured columns, doors, windows, etc., and suggested appropriate products to clients
• Coordinated shipments and ensured adequate lead time
• Negotiated with outside vendors for shipping rates and delivery times
• Trained consultants on company products and sales techniques
• Resolved customer issues both before and after product installation
• Up sold customer orders when possible