Charles Yale
Chicago
Summary
Dynamic professional with a proven track record at Fortinet, achieving 454% quota attainment. Skilled in account management and policy administration, I excel in building strategic relationships and delivering tailored solutions. Proficient in Microsoft Office, I leverage strong communication skills to drive client success and enhance operational efficiency.
Overview
7
7
years of professional experience
Work History
Production Associate
RT Specialty
Chicago
2025.11 - Current
- Supported end-to-end processing and servicing of complex insurance placements, enhancing accuracy, compliance, and efficiency in production-related activities
- Collaborated with brokers, underwriters, and account teams to ensure timely delivery of specialty insurance solutions
- Prepared, reviewed, and processed policy documentation including binders, endorsements, certificates, and invoices, verifying accuracy and alignment with carrier and client requirements
- Monitor and track outstanding items such as subjectivities, signatures, and payments to ensure deadlines are met and accounts remain in good standing
Technical Account Manager
EMPIST
Chicago
2024.08 - 2025.01
- Served as strategic point of contact for high-value clients, fostering trusted advisor relationships with operational stakeholders and executive leadership to enhance client satisfaction
- Developed multi-year managed services agreements aligned with each client's infrastructure and growth roadmap, ensuring tailored support for evolving needs
- Performed proactive business reviews and needs assessments to uncover opportunities for account expansion and strengthen long-term partnerships
- Collaborated cross-functionally with technical, sales and support teams to design and deliver integrated IT solutions that align with client objectives
Logistics Account Executive
Total Quality Logistics
Chicago
2023.05 - 2024.08
- Completed 26-week logistics sales training program in 18 weeks, exceeding sales quota and revenue goals
- Grew my clientele base by 700% and sales revenue by 832% in an 12 week time frame
- Liaised between client, carrier, shipper, and receiver to ensure seamless communication and logistics coordination
- Managed the movement of the client's goods, ensuring that they are picked up, transported and delivered on time to the client's satisfaction
Business Development Specialist
Fortinet
Chicago
2021.12 - 2023.03
- Received Fortinet's Fast-Track Award for the North American BDR organization for achieving 454% quota attainment in Q1 of 2022
- Provided cybersecurity and networking solutions to Fortinet's commercial and enterprise accounts valued up to $3.5 billion in annual revenue
- Managed the relationship between Fortinet's Southern Valley Commercial sales team and a customer base with locations in OII, KY, TN and MS
- Utilized Sales Force, Outreach, Bombora, 6sense, LinkedIn Sales Navigator, Seamless AI and other tools to gain market insight
Account Manager
Pro Financial Services, LLC
Chicago
2019.05 - 2021.12
- Responsible for managing existing portfolios of large accounts, including major professional sports leagues and teams, as well as high net worth individuals
- Generated illustrations, issued policies and administered claims while acting as a liaison between insurance broker and client, underwriters and reinsurers
- Attended the Reese's Senior Bowl and NFL Combine annually to extend our outreach and teach collegiate athletes about our insurance products
- Communicated daily with individual brokers, player agents and financial advisors to ensure that underwriting requirements were met before policy issuance
Education
Bachelor of Science - Financial Planning
University of Illinois at Urbana-Champaign
Champaign, IL2019-01
Skills
- Microsoft Office
- AIM
- ImageRight
- Binding and Quoting
- Policy Administration
- Account Management
Leadership Development
Sigma Chi Fraternity, Executive Board - Two-Time Head Recruitment Chairman, 12/01/16, 12/31/18, Elected twice by the chapter to the position of Head Recruitment Chair., Responsible for recruiting qualified new members of diverse backgrounds., Presided over the entirety of the recruitment process that saw nearly 400 candidates., Accounted for an assigned budget of $6,000; commended for efficient use of funds by coming in under budget for both terms.
Timeline
Production Associate
RT Specialty
2025.11 - Current
Technical Account Manager
EMPIST
2024.08 - 2025.01
Logistics Account Executive
Total Quality Logistics
2023.05 - 2024.08
Business Development Specialist
Fortinet
2021.12 - 2023.03
Account Manager
Pro Financial Services, LLC
2019.05 - 2021.12
Bachelor of Science - Financial Planning
University of Illinois at Urbana-Champaign