Rebecca Duran
CA
Summary
As a well-qualified Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes. With 4 years of related experience, a commitment to continuously improving performance, expanding knowledge, and exceeding expectations is strongly embodied. Emphasis is always placed on grasping company initiatives promptly and striving to deliver optimal results. Passion for safeguarding clients' interests fuels performance, ensuring that expectations are not just met but exceeded.
Overview
6
6
years of professional experience
Work History
Account Manager
Burnham WGB
01.2021 - Current
- Retained high-value accounts through consultative selling, and effective customer solutions.
- Worked with existing customers to increase purchases of products.
- Kept meticulous client notes and updated account information in company databases.
- 2+ years of experience with high net-worth clients.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Customer Service Representative/ Account Manager
State Farm
12.2018 - 01.2021
- Described all lines of insurance to customers, thoroughly explaining details and coverage's
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Posted payments to accounts and maintained records
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Receptionist
Pacific Unified Insurance Agency
04.2018 - 12.2018
- Met incoming customers with professional approach and provided friendly, knowledgeable assistance
- Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests
- Took accurate messages for staff and management to facilitate open and speedy communication
- Compiled and produced documents and reports and filed, copied or faxed required papers to appropriate parties
- Provided information to callers and drafted office emails
- Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions
Education
High School Diploma -
Narbonne High School
Harbor City1997
Skills
- Proficient in handling complex customer issues and promoting positive experiences
- Efficiency- driven and organized with team- oriented mentality and dedication to customer satisfaction
- Accomplished in providing unsurpassed support to demanding customers
- Passion for always improving numbers, enhancing knowledge and exceeding expectations
Accomplishments
California Department of Insurance:
Dec 2020 - Property and Casualty
Timeline
Account Manager
Burnham WGB
01.2021 - Current
Customer Service Representative/ Account Manager
State Farm
12.2018 - 01.2021
Receptionist
Pacific Unified Insurance Agency
04.2018 - 12.2018
High School Diploma -
Narbonne High School
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