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Account Manager

Accounting & Finance

<p>Customer Success Specialist | Expert in Customer Onboarding and Relationship Building</p>

●   Collaborated with outside sales representatives to maintain accurate customer pricing for 35 stores.
●   Handled email inquiries from Division managers, store managers, and outside sales representatives.
●   Assisted in resolving Salesforce access issues for outside sales representatives.
●   Conducted audits on customer accounts to ensure consistency in preferences.

Multiple Location Operations Support Specialist

●   Collaborated with leadership team for cross-functional project increasing production.
●   Maintained relationships with agents, insured and other parties.
●   Maintained average 97% QA score.
●   Strengthened relationships with the Business Development team.
●   Corresponded on live chat, email and phone calls

Agent Relationship Specialist

●   Managed customer service department and processes.
●   Improved agency retention rate by 5% within a 6-month period.
●   Established framework and best practices for customer success initiatives.
●   Presented proposals and renewals to customers and business owners.

Director of Customer Service and Account Manager

●   Improved New Hire Orientation process.
●   Implemented company-wide performance review program.
●   Enhanced company handbook to meet state requirements.
●   Collaborated with law enforcement on security measures for all employees.
●   Led employee engagement initiatives.
●   Championed employee engagement initiatives.

Human Resources Generalist Intern

●   Established strong client relationships and rapport with agency clients and prospects.
●   Helped clients understand correct insurance for their needs.
●   Conducted needs-based reviews to recommend additional products and services.
●   Managed policy records, payments, calls and meeting notes for agents.
●   Assisted existing policyholders with policy changes and additional products.
●   Communicated extensively via phone, email and text with current and potential clients.

Insurance Account Representative

Find out detailed information about Jenn Gunderson, Account Manager in Rancho Santa Margarita, California

Jenn Gunderson: Account Manager in Rancho Santa Margarita, California