Senior Account Manager-Director Of Sales And Marketing
● Developed relationships, built trust and influence to create a base for a long-term source of clients by using referrals, direct marketing, occupational and special-interest groups.● Determined client's needs and financial situations by scheduling fact-finding appointments, investigated the extent of present coverage and investments; analyzed long-term goals and developed proposals for consideration.● Managed consultant contracts and ensured deliverables within scope, schedule and budget.● Conducted new product research and analysis for development and expansion.● Created a coordinated protection plan by calculating and quoting rates for immediate coverage.● Implemented actions and long-term strategies.● Led and participated in strategic planning and implementation initiatives.● Provided customer service internally/externally and reconciled customer's billing disputes.● Applied big picture systems and strategic thinking for innovation, problem solving and conflict management.● Developed, interpreted and implemented administrative rules. ● Collaborated with multiple insurance carriers to establish, review and help place new business in existing and emerging markets.● Developed, designed and maintained the company webpage, developed marketing plan to include social media markets and a customer referral program and developed/managed online presence, Search Engine Optimization (S.E.O.) integration and target marketing.● Trained new agents and oversaw the relationships between the insurance companies and clients.● Contributed to intellectual capital and best practices on email, website, social media and via direct marketing.● Wrote proposals, sensitive email correspondence to management, formal letters regarding cancellation of coverage, webpage and blog content, marketing plans and more. ● Spearheaded client and networking presentations, onsite work sessions, and correspondence between underwriters, claims department and accounting.