Laura Caverhill
Frazier Park,CA
Summary
Results-driven sales and account management professional prepared for next challenging role. Proven track record in cultivating client relationships and driving successful project outcomes. Known for strong collaboration skills and delivering consistent, impactful results. Highly skilled in strategic planning and client communication, with reliable and adaptable approach to changing business needs. Adept at leveraging people skills and business acumen to develop customized solutions and approaches that achieve dramatic results. Well versed and offering expertise in building partnerships, retaining key accounts and enhancing profit channels.
Overview
19
19
years of professional experience
Work History
Security Consultant
Matson Alarm
03.2023 - Current
- Streamlined proposal development process by creating reusable templates, shortening turnaround times for prospective clients.
- Analyzed competitor offerings to identify areas where our products could stand out or be improved upon.
- Provided expert advice on security best practices, helping clients make informed decisions that improved their safety measures.
- Delivered compelling product demonstrations, showcasing benefits and features of various security solutions.
- Leveraged CRM tools proficiently to manage client information and monitor sales progress.
- Assisted in product development by conveying customer feedback directly to internal staff, driving continuous improvements in delivering results.
- Conducted regular follow-ups with clients to maintain engagement and drive upsell opportunities.
- Boosted sales of security products by conducting comprehensive client assessments and providing tailored recommendations.
- Enhanced overall customer satisfaction through prompt resolution of issues and proactive communication.
- Developed strong relationships with clients, resulting in repeat business and referrals for new customers.
- Implemented time management techniques effectively to maximize productivity while balancing multiple projects concurrently.
Life Insurance Agent
Self Employed
04.2021 - 03.2023
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Provided coverage option information to assist clients in protecting assets.
- Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
- Maintained high standards of customer service by building relationships with clients.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales approximately 40%.
Regional Sales Manager
CharTec (Business to Business)
09.2017 - 05.2021
- Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Provided exceptional customer service by addressing inquiries and resolving any issues promptly.
- Forged and nurtured impactful relationships with customers to cultivate loyalty.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
- Researched potential clients and markets to prepare for appointments.
- Networked at events and by phone to expand business profits and revenues.
Client Funding Manager
College Planning Experts
03.2012 - 09.2017
- Collaborated with finance teams to develop accurate budgets for grant applications, ensuring optimal allocation of resources.
- Evaluated program effectiveness through data analysis and impact assessments, informing future strategy development and resource allocation decisions.
- Conducted thorough research on potential funding sources, identifying new opportunities for growth and expansion.
- Provided guidance to program staff on grant writing best practices, improving the quality of submissions and increasing approval rates.
Regional Sales Manager
Term101 / National Brokerage
12.2005 - 03.2012
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Streamlined sales processes to improve efficiency, resulting in increased productivity and overall revenue growth.
Skills
- DISC Assessed – High D I
- Adobe Professional & Power Point
- Entire Office Suite - Advanced
- Teamwork and Collaboration
- Time Management
- Customer Service
- Relationship building and management
- Account oversight
- Strategic Account Planning
- Customer Needs Assessment
Timeline
Security Consultant
Matson Alarm
03.2023 - Current
Life Insurance Agent
Self Employed
04.2021 - 03.2023
Regional Sales Manager
CharTec (Business to Business)
09.2017 - 05.2021
Client Funding Manager
College Planning Experts
03.2012 - 09.2017
Regional Sales Manager
Term101 / National Brokerage
12.2005 - 03.2012
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