Jennifer Morris
Hoffman Estates
Summary
Professional client service expert, adept in delivering tailored solutions and fostering strong client relationships. Known for exceptional team collaboration, adaptability, and driving impactful results. Strong skills in communication, problem-solving, and understanding client needs. Highly reliable and ready to thrive in dynamic environments. Exceptional success in business-to-business and business-to-consumer sales within multiple industries.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Artex Risk Solutions (Arthur J Gallagher)
11.2022 - 03.2024
- Provided extensive support in sales, technical and business areas to key accounts.
- Worked with customers to develop strategic business and account plans.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Educated clients on new products or services to increase customer engagement with brand.
- Worked with Underwriters from third party sources in submitting clients renewal specifications, collaborated on getting the best quote for each client for each policy for their business.
- Reviewed quotes and coverage with clients, handled Authorization to Bind and finalizing the renewal process and invoicing
- Led strategic account management initiatives, enhancing client relationships and retention strategies.
- Developed tailored risk management solutions, aligning client needs with market trends and regulatory requirements.
- Analyzed client feedback to refine service offerings, driving continuous improvement in customer satisfaction scores.
- Collaborated with underwriting teams to assess risks and optimize insurance placements for clients' portfolios.
- Negotiated contract terms with clients, balancing organizational objectives with customer expectations for mutual benefit.
- Developed long-lasting client relationships by providing exceptional customer service and support.
Sales Executive/Business Owner
Country Financial
04.2002 - 11.2022
- Developed and delivered engaging sales presentations to convey product benefits.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Fostered relationships with customers using account management skills to bolster future sales opportunities.
- Helped resolve client problems quickly with superior customer service.
- Increased revenue by acquiring new customers and determining needs to offer relevant products.
- Maintained book of business valued at $400,000 +
- Attended advanced training sessions and conferences to increase product knowledge and productivity.
- Broadened territories and negotiated successful contracts by seeking out new clients and utilizing leadership skills.
- Fostered close-nit partnerships with customers to uncover and meet specific goals.
- Surpassed sales objectives several consecutive years by constituting and cultivating productive partnerships with clients.
- Proactively managed client correspondence and recorded all tracking and communications.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Retained excellent client satisfaction ratings through outstanding service delivery.
Customer Relations Supervisor/Trainer
United Airlines
04.1988 - 10.2001
- Oversaw customer service operations, ensuring high satisfaction standards were consistently met.
- Developed training programs to enhance team performance and improve customer interaction skills.
- Implemented feedback mechanisms to identify service gaps and drive continuous improvement initiatives.
- Led cross-functional teams to resolve escalated customer issues efficiently and effectively.
- Mentored staff on best practices for conflict resolution, fostering a collaborative work environment.
- Ensured adherence to company policies and procedures by regularly monitoring employee performance, providing constructive feedback when necessary.
- Participated in recruitment efforts for Customer Relations team positions, contributing toward building a highly skilled workforce.
- Streamlined processes for timely issue resolution, resulting in increased customer retention rates.
- Collaborated with cross-functional teams to ensure seamless coordination of efforts in addressing client concerns.
- Led successful team-building initiatives that focused on collaboration exercises aimed at improving trust amongst colleagues.
- Reduced customer complaints by proactively identifying areas of improvement and implementing changes accordingly.
- Played a key role in achieving departmental goals by consistently exceeding individual performance objectives.
- Served as a liaison between customers and internal departments to facilitate prompt resolution of complex issues or inquiries.
- Developed comprehensive training programs for new hires to reduce onboarding time and increase employee effectiveness.
- Increased efficiency within the customer relations team by implementing innovative solutions for common challenges faced during daily operations.
- Mentored junior team members to enhance their skills, optimize productivity, and improve overall service quality.
- Assisted management in developing strategic plans to enhance customer experience based on market research data analysis findings.
- Managed customer relations on ongoing basis to maximize customer retention.
Client Advisor
World Insurance LLC
09.2024 - Current
- Advised clients on insurance options, ensuring comprehensive understanding of policies and benefits.
- Analyzed client needs to recommend tailored insurance solutions, enhancing customer satisfaction.
- Facilitated communication between clients and underwriters to expedite policy approvals and claims processing.
- Conducted regular follow-ups with clients to assess satisfaction and address any concerns promptly.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
- Sought out appropriate management in more complex financial matters.
Education
High School Diploma -
William Rainey Harper College
Palatine, IL08.1987
High School Diploma -
James B Conant High School
Hoffman Estates06.1986
Skills
- Lead prospecting
- Account servicing
- Network development
- Problem solving strength
- Sales expertise
- Customer Relations
- Retention strategies
- Performance improvement
- Systems and software programs
- Staff Training
- Account development
- Interpersonal communication skills
- Records management
- Strategic planning
- Revenue Generation
- Client interaction
- Strong Lead Development Skills
- Revenue Retention
- Leadership Management
Accomplishments
Consistently Ranked Top 100 Employee for 10 years+
Named Employee of the Month
Named Career Agent of the Month
Point Person for "New Agents"
Consistently exceeded Production Goals - All American Award
Certification
- Licensed in P/C & Life & Health
Timeline
Client Advisor
World Insurance LLC
09.2024 - Current
Senior Account Manager
Artex Risk Solutions (Arthur J Gallagher)
11.2022 - 03.2024
Sales Executive/Business Owner
Country Financial
04.2002 - 11.2022
Customer Relations Supervisor/Trainer
United Airlines
04.1988 - 10.2001
High School Diploma -
William Rainey Harper College
High School Diploma -
James B Conant High School
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