Julie Drexel

About Julie Drexel

Accomplished Professional with more than 20 years of expertise enhancing profitability through comprehensive and creative engagement strategies and effective relationship management. Adept at customer service, financial services leadership, innovative business development, and project administration. Recognized collaborative partner at all levels in building relationships that drive results to exceed goals.

Experience

1. Personal Risk Advisor

   The Murray Group Insurance Services, Inc

   Mar 2021 — Present · Albany County, NY, US

   NY State Licensed in Property & Casualty Insurance

Education

• SUNY Schenectady County Community College

  Associate's Degree, Office Automation

  1994 — 1998

• Bryant & Stratton College

  Insurance

• SUNY Schenectady County Community College

  Associate's Degree, Paralegal

  1994 — 1998

Skills

• Product Development
• 401k
• Financial Services
• Customer Relationship Management (Crm)
• Microsoft Excel
• Retirement
• Business Process Improvement
• Mutual Funds
• Relationship Management
• Client Services
• Employee Benefits
• Process Improvement
• 401(K) Retirement Savings Plans
• Microsoft Office
• Sales
• Project Management
• Customer Service
• Client Relations
• Account Management
• Microsoft Project
• Visio
• Investments
• Leadership
• Social Media
• Key Account Management
• Vendor Management
• Team Building
• Management
• Microsoft Powerpoint
• Retirement Planning
• Customer Satisfaction
• Training
• Microsoft Word
• Team Leadership
• Client Development