Tammy Bailey
Omaha
Summary
Licensed insurance professional with demonstrated success leading teams and strategy initiatives, applying experience and knowledge by helping clients find the products and benefits that would best serve their needs and provide peace of mind. Demonstrated success building and cultivating relationships, finding creative solutions to problems, and communicating effectively.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Producing Account Executive
USI Insurance Services LLC
04.2019 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
Account Executive
Marcotte Insurance
01.2006 - 04.2019
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
Education
BBA - Accounting And Finance
Wayne State College
Wayne, NE05-1997
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- Customer service
- Strategic selling
- Written and verbal communication
Certification
CEBS - Certified Employee Benefit Specialist through the Wharton School of University of Pennsylvania
Timeline
Producing Account Executive
USI Insurance Services LLC
04.2019 - Current
Account Executive
Marcotte Insurance
01.2006 - 04.2019
BBA - Accounting And Finance
Wayne State College
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