A Personal Account Representative works closely to build relationships with new clients and sustain long-term relationships with existing clients. A well-drafted Personal Account Representative Resume mentions the following duties – encouraging repeat business and ensuring that clients are satisfied with company products and services; ensuring that all contracts and necessary paperwork, preparing invoices and submitting them to clients, maintaining an accurate record of client payments, improving sales by attracting new clients through cold-calling, emailing, and following company-generated leads, professionally solving client complaints, and maintaining solid client relationships.
Hiring employers prefer to hire those with the following skills and abilities – the ability to multitask, the ability to work in a fast-paced environment, strong negotiation skills, effective communication skills, proficiency in all MS Office applications, and proven experience in sales. A high school diploma or GED will suffice to qualify.
Summary : Personal Account Representative is responsible for providing a high-level of customer service to our members, building long-term relationships with our members, and maximizing member satisfaction. This includes conducting personal research on the member, collaborating with other departments to create value, and providing exceptional service.
Skills : Analytical skills and the ability to work with data.
Description :
Served as the primary point of contact for private individuals, corporations, and local businesses.
Converted prospects to active clients utilizing a consultative sales approach.
Initiated dialogue through various methods including: a high level of outbound calls, email, relationship building, and web product demonstrations.
Influenced prospects and build immediate credibility and trust with key decision-makers.
Responsible for immediate front-line revenue generation in a B2B & Retail sales environment.
Experienced at selling complex products and services to executive buyers including negotiating contracts, terms & conditions.
Responsible for producing revenue by creating new relationships with households and business organizations throughout MD, DC, and VA Quickly build rapport and credibility with senior executives and consistently exceed monthly, quarterly, and annual sales goals.
Maintained existing relationships with clientele to uncover upgrade sales opportunities and continue growth for State Farm.
Experience
7-10 Years
Level
Management
Education
Sequoia Sales Training
Personal Account Representative Resume
Summary : To acquire gainful employment within a reputable company utilizing my experience and expertise to become an asset therein while also learning and growing to further self development and enhance my employers business.
Included opening new personal, business and trust and IRA accounts.
Taken loan applications for consumer and mortgage loans and process and close those loans.
Assisted customers with account issues.
Answered branch phones and complete customer requests.
Assisted customers with financial needs.
Referred products that would benefit them.
Sold products and services offered by the credit union.
Troubleshooted online banking and bill pay issues.
Experience
10+ Years
Level
Senior
Education
Diploma In General Ed
Personal Account Representative Resume
Summary : Experience working with diverse populations and administrative work has prepared me for a variety of career fields.
Skills : Fundraising, Public Speaking, Report Preparation, Bookkeeping, Proofreading.
Description :
New account acquisition and sales of insurance products that best fit the needs of customers.
Service-related clerical duties that ensure the policies are bound correctly and followed up promptly.
Pursued leads aggressively to ensure best chance of audience for sales opportunities; Reviewing current client gaps in coverage, exposures to risk, and quoting appropriate products for protection.
Integrated role in award-winning, extremely high sales production agency.
Strong relationships with coworkers with whom trust is imperative.
Used Constant rapport building in limited time.
Monitored use at all times with at least 4 programs being utilized simultaneously in order to quickly and accurately quote insurance products.
Extrema accuracy in all submitted applications and forms.
Experience
7-10 Years
Level
Management
Education
Bachelors In Sociology
Personal Account Representative Resume
Objective : Seeking opportunities of personal growth and advancement in today fast-pace business world. Personal Account Representative will also be responsible for developing and maintaining relationships with the sales team and dealing with customer complaints.
Skills : Microsoft Office, Sales, Administrative Duties.
Description :
Opened personal, business, organization, and children savings and checking accounts.
Maintained 100 percent accountability of all funds received.
Assisted members by explaining available financial management options.
Opened investment accounts, such as, money market, Term Share Certificates, and Individual Retirement Accounts.
Helped members balance check books and provided them with account history.
Sent wire transfers and western unions as requested.
Closed accounts upon request.
Approved loans for lines of credit on visa debit cards.
Experience
0-2 Years
Level
Entry Level
Education
Accounting
Personal Account Representative Resume
Objective : Personal Account Representative is responsible for the day-to-day management of customer accounts, including processing orders as well as ensuring customer satisfaction. This includes ensuring that customers are updated on order status, providing solutions to customer issues, and leading up the sales process.
Skills : Attentive problem solver with a rational and practical.
Description :
Provided knowledge of retail products and services.
Prepared orders for shipping.
Processed orders in a timely manner to meet deadlines.
Assisted customers with product inquiries or returns.
Answered questions related to our credit terms and policies.
Advised customers on timely fashion trends and recommendations.
Developed a strong relationship with the sales team to ensure client needs are met.
Experience
0-2 Years
Level
Entry Level
Education
Accounting
Personal Account Representative Resume
Headline : Experienced in Leadership, Business Development, and Strategic Planning High-energy, results-driven, and focused communicator specializing in leadership development, event planning, and management. Experience managing in a Fortune 500 organization, and leading internationally recognized non-profit organization. Motivational leadership style; capable of developing and leading effective teams to reach corporate goals and standards set by organizations.
Skills : Insurance, Financial Management.
Description :
Called potential clients to review insurance and financial needs.
Followed up with prospects to earn their business.
Managed current clients business accounts to ensure they are protected and goals are obtained.
Walked clients through our business processes to ensure they are knowledgeable about what our products will do for them when they need us most.
Helped lead the team to be one of the top 5 producing agencies in the Hampton Roads market out of 40+ other State Farm agencies.
Responsible for producing over $135,000 in premium for our agency.
Renewed insurance policies.
Experience
5-7 Years
Level
Executive
Education
BA In Communication Studies
Personal Account Representative Resume
Summary : To secure a career-oriented Personal Account Representative position within your company to gain the opportunity for future growth and advancement.
Skills : Proficient in working both independently and as part of a team.
Description :
Explained coverage on policyholder auto and home insurance.
Assisted in developing an insurance and financial services marketing plan for the agency.
Developed qualified leads and call to set appointments for financial service products.
Prepared forms, policies, endorsements when required.
Followed up with customers.
Provided excellent and professional customer service.
Met quota every month.
Experience
10+ Years
Level
Senior
Education
Business Management
Personal Account Representative Resume
Objective : Personal Account Representative is responsible for all calls, chats, and e-mails related to the customer account. This includes resolving customer issues, providing customer support, and gathering feedback.
Skills : knowledge of Microsoft Office and QuickBooks application, data entry.
Description :
Achieved 90% OTE by specializing in outside sales and tailoring policies for property managers and business owners.
Conducted analysis for monthly loss/gains reports with team members and agent/owner.
Reduced the amount of lag time by 50% (ave. to 3 mo.) in the Claims cycle by assisting both clients and third parties.
Established agency processes to optimize State Farm proprietary CRM system and keep track of book of business.
Identified & resolved any and all issues with patient insurance coverage past and present.
Completed a specified quantity of insurance verifications while maintaining quality on a daily basis.
Worked with Social Workers, Insurance Companies, & Proficient in multiple platforms to update and maintain accurate patient records.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Arts
Personal Account Representative Resume
Objective : To obtain a Personal Account Representative position with a reputable company where I can find a career and not just another job.
Skills : Microsoft Excel, Microsoft Powerpoint.
Description :
Initiated effective outbound and inbound calls.
Negotiated payment arrangements when necessary.
Traced delinquent clients/debtors to new addresses by use of a variety of automated systems.
Interacted with different departments to resolve delinquencies.
Reviewed and verified accounts and account balances.
Assisted in training employees.
Submitted claims to insurance companies.
Checked insurance claims as well as verified insurances.
Worked with self-pay accounts.
Experience
0-2 Years
Level
Entry Level
Education
Business Management
Personal Account Representative Resume
Objective : Personal Account Representative is responsible for developing new business leads and generating new customers by phone. This includes identifying target markets, researching customer needs, and finding new opportunities. It also includes understanding the sales cycle and closing opportunities with customers.
Skills : Bookkeeper, Office Manager, Banking.
Description :
Managed billing and payment plan accounts for twenty-five percent of the agency.
Customized a variety of products (insurance and bank) to increase future policy-holders.
Developed a strategic plan to maximize monthly metrics.
Achieved Remarkable Team Member of the Month for two consecutive months by the Agency owner.
Recognized and Promoted from Front Desk Administrator to Personal Account Representative.
Submitted claims to insurance companies.
Worked with self-pay accounts.
Checked insurance claims as well as verified Received and processed payments.
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