Julia Hawkins Email & Phone Number

Eagle, Idaho, United States

• Primary point of contact, project manager, and relationship owner• Solicit feedback and perform account reviews and regular check-ins• Monitor client analytics to identify potential poor client health and address issues proactively• Ensure overall client success and satisfaction• Assist clients with contract or renewal questions, amendments, and requests• Engage in new sales, identifying growth opportunities and securing new business

Meridian, Idaho, United States

Irvine, California, United States

• Lead CRM projects to evolve documentation and tracking of client accounts• Executed a pricing increase project, including setting up client communication templates and drafting contracts• Served as a bridge of communication and provided cross-functional support between operations, client services, and sales• Operated as liaison between clients and IT team for new system integrations

Irvine, California

• Retained an assigned book of business of top customers• Met annual sales goals every year• Attended multiple conferences to obtain sales and provide product demonstrations• Regularly travelled to customer offices to cultivate and maintain relationships • Conducted trainings to ensure clients understood how to place orders, both virtually and in person• Developed effective sales presentations of new products and services• Supported account executives in onboarding large clients• Experience in hosting booths at tradeshows

Irvine, Ca

• Serve as a bridge of communication between customers and our various departments.• Collaborated with sales team to share and learn about their customer practices and resolutions.• Sold products and services to customers with existing accounts• Developed deep understanding of operational processes to help evolve client services support of managed accounts

Irvine, Ca

• Utilized strong interpersonal and communication skills to provide superior client services• Responsible for handling customer disputes and/or complaints• Communicated positive ideas for the newly growing business to thrive and conduct business smoothly

Garden Grove, Ca

• Utilized strong interpersonal and communication skills to provide superior client services• Responsible for handling customer disputes and/or complaints • Provided assistance to other co-workers when necessary and time permitted• Required to successfully and appropriately communicate, in both in writing and speaking, with all clientele• Communicated positive ideas for the newly growing business to thrive and conduct business smoothly• Data entry

Tustin, Ca

- Responsible for gathering, organizing, analyzing, and extracting important information from client’s financial documents in order to draft, edit, and distribute full financial plans.- Provided and/or created client-related financial planning sales materials, including life insurance illustrations and long-term care illustrations. - Required to successfully and appropriately communicate, in both in writing and speaking, with all clientele. - Responsible for collecting client’s financial planning-based fees.- Held accountable for coordinating client appointments. - Served as central contact for all client questions and/or concerns. - Regularly required to manually update a spreadsheet of client’s investment portfolio values. - Responsible for the preparation of client appointments, including research on any pending sales-related questions, gathering and sending of investment product prospectus’, providing extensive details of client’s current financial state, and following-up on the completion of all client action items.

Beverly Hills, Ca

• Created a business plan tailored to specific sales goals and target markets • Prepared for the Series 7 licensing exam• Participated in financial advisor peer group discussions at both a national and local level

Los Alamitos, Ca

- Built repeat business by delivering exceptional customer service- Served as floor supervisor including training employees, handling accounting responsibilities, and opening and closing the store- Built and maintained detail oriented skills, while developing strong time management proficiencies, planning of routes, and meeting deadlines- Responsible for managing day-to-day operations of assembling fruit baskets to which included allocation of required materials to be used while advocating health code requirements

Long Beach, Ca

- Accommodated major client events including food and drink service, problem resolution, inventory management, and guest relations

Bachelor'S Degree, Business Accounting

Associate Of Arts, Business

Education record