Todd Johnson Email & Phone Number

Brookfield, Wisconsin, United States

Milliman IntelliScript offers industry-leading risk management solutions to the insurance industry. As a Client Relationship Manager, my responsibilities include:-Building and maintaining client relationships-Conducting strategy meetings to understand client goals and maximize their value-Advocating for clients and collaborating interdepartmentally to improve their experience-Analyzing client utilization to share trends and make recommendations-Owning a project to update Salesforce layouts, objects, dashboards, reports, and workflows for internal and external process improvement

Greater Milwaukee Area

Zywave is an insurance tech company that offers cloud-based sales management, client delivery, content, and analytics solutions. As a Customer Success Manager, I:-Mentored and coached Customer Success Consultants-Developed and tested workflows to roll out for the Customer Success team-Helped update Salesforce account pages, reports, and dashboards to improve internal insight and enhance the client experience-Managed key customers in the West territory of the U.S.-Proved return on investment to decision makers through presenting success stories, utilization, and ongoing action items-Worked in unison with Sales, Finance, and Legal to focus on protecting and maximizing recurring revenue

Greater Milwaukee Area

-Managed customers in the West territory of the U.S.-Created action plans with key client stakeholders to increase business efficiency and win new business-Facilitated online consulting and training sessions for end users

Bob Vitt Agency | Milwaukee, Wi

-Held renewal meetings with clients to review and advise on auto, fire, life, health, and commercial insurance policies, and financial services-Marketed to prospective clients via email and cold calling-Trained new employees

Brookfield, Wi

-Managed the inventory of products received-Oversaw security and tracked loss prevention efforts

Brookfield, Wi

-Gave customers a positive experience in purchasing products-Educated customers on Best Buy promotions-Trained employees new to the role