Shari Donovan
Surfside Beach
Summary
Accomplished Senior Account Executive with a proven track record at Kinnare Insurance LLC, specializing in client relationship management and revenue generation. Excelled in creating lasting partnerships and maximizing profit margins, demonstrating exceptional account management and customer service skills. In 2016, I moved to Surfside Beach SC continuing to provide service to my Connecticut clients while getting licensed in SC and building a book in this State. Achieved significant account retention through strategic networking and effective communication.
Overview
30
30
years of professional experience
Work History
Senior Account Executive
Kinnare Insurance LLC
08.2003 - 09.2023
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
- Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
- Developed new business opportunities for company growth through effective networking and client presentations.
- Met with new customers to share product and service information, listen to needs and learn about business operations.
Account Manager
Peter Newcomb Agency, Nationwide Insurance
03.1994 - 08.2003
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Streamlined internal processes for better efficiency in account management tasks.
- Increased upsell opportunities with strategic account reviews, identifying and addressing client needs.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Negotiated prices, terms of sales and service agreements.
Education
Associate of Science - Business
Connecticut Business Institute
Stratford, CT05-1984
Skills
- Client relationship management
- Sales quota achievement
- Account management
- Revenue generation
- Prospecting and networking
- Multitasking and organization
- Customer relationship development
- Account servicing
- Customer service
Timeline
Senior Account Executive
Kinnare Insurance LLC
08.2003 - 09.2023
Account Manager
Peter Newcomb Agency, Nationwide Insurance
03.1994 - 08.2003
Associate of Science - Business
Connecticut Business Institute
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