Book of Business $2MMNotable Clients: T. Rowe Price, Harvard Business School, Invesco, Unisys, World Food ProgrammeKeywords: Net Promoter Score · Build Strong Relationships · Account Planning · Customer Interaction · Business Reviews · Customer Satisfaction · Customer Retention · Customer Engagement · Teamwork · Onboarding · Training · Salesforce.com · Analytical Skills · Account Management · Project Management · Sales · Customer Experience · Salesforce CRM Analytics · Microsoft PowerPoint · Software as a Service (SaaS) · Relationship Building · Customer Success · Customer Satisfaction (CSAT) · Client Relations · Customer Relationship Management (CRM)

Book of Business $1.1MMNotable Clients: Saks Fifth Avenue, Bungalow, Hudson’s Bay Company, Arctic Wolf Networks-Managed an assigned portfolio of enterprise customers at scale.-Mapped client business requirements to Certn’s technology capabilities, identifying gaps, omissions and opportunities to optimize.-Owned the API integrations between cloud ATS, ERP, and HRIS solutions and Certn’s platforms.-Conducted regular check-ins and executive business reviews using value-add propositions to mitigate client risk and further streamline the program.

Book of Business: $2.5MMNotable Clients: Capital One, PwC, Panasonic, Blackline, Megaport, PepperJam-Established trusted advisor relationship with key strategic accounts.-Designed multi-channel media campaigns in the B2B space to drive growth across key strategic accounts.-Regularized error reports and data insights to improve program visibility and foster ongoing success.-Acted as a leader and resource for three (3) direct reports.

Book of Business: $5MMNotable Clients: MLB, Motorola, NBC Universal, Konica Minolta, Great Wolf Resorts-Managed an assigned portfolio of enterprise customers at scale.-Mapped client business requirements to Sterling’s technology capabilities, identifying gaps, omissions and opportunities to optimize.-Owned the API integrations between cloud ATS, ERP, and HRIS solutions and Sterling’s platforms.-Conducted regular check-ins and executive business reviews using value-add propositions to mitigate client risk and further streamline the program.

Book of Business: $1.6MMNotable Clients: American Cancer Society, Big Brothers Big Sisters, Georgia Aquarium, YMCA of Metro Atlanta.-Managed an assigned portfolio of enterprise customers at scale.-Mapped client business requirements to Sterling’s technology capabilities, identifying gaps, omissions and opportunities to optimize.-Owned the API integrations between cloud ATS, ERP, and HRIS solutions and Sterling’s platforms.-Conducted regular check-ins and executive business reviews using value-add propositions to mitigate client risk and further streamline the program.

-Managed complex, high net-worth commercial and personal insurance accounts.-Measured, monitored and communicated risk prevention strategies set forth in service plan-Managed selection and pricing of new and renewal accounts to develop a book of business that met company expectations of profit and growth.-Key Recognition: Top Producing Agent 2018 Q1, Q2; 2019 Q1

-Managed complex, high net-worth commercial and personal insurance accounts.-Measured, monitored and communicated risk prevention strategies set forth in service plan-Managed selection and pricing of new and renewal accounts to develop a book of business that met company expectations of profit and growth.-Key Recognition: 2018 Top Producing Agent – Q1, Q2 | Responsible for 42% growth ($250,000 in P&C) of the book of business in first 12 months.

2016 Applause Program Award Winner – Recognized for my significant contributions to the Southeast division while positively exemplifying the company’s competencies. Developed and implemented service plans for over 1,200 accounts across the Southeast: maintaining $7.5MM in renewal premiums annually.Conducted on-site risk assessment of properties and structural assets. Managed a consultative process for policy renewal and upsell term over term.