Kelly Conroy
- Role
- Regional Account Manager at Symetra
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Experience
Regional Account Manager
Jul 2017 — Present
Proactive Customer Management with Clients, Brokers, Sales Representatives and Home Office Employees • Educate clients and brokers on the Symetra suite of Employee Benefits product offerings • Engage in finalist presentations, representing the Symetra Service Team • Renewal delivery and negotiation to brokers and clients to persist existing block of business • Scrutinize contracts and paperwork to provide educational guidance and advice to clients • Aid communication to employers and groups regarding new products or policies • Territory travel when required for multiple accounts • Participate in on-site employer meetings and benefit fairs • Adhere to customer service guidelines and provide the highest level of customer service to ensure relationship continuance • Partnering effectively to drive corporate culture and execute on common goals • Proactively assess, clarify and validate customer needs on an ongoing basis • Passionate drive to satisfy customers and offer unique solutions that deliver on their expectations
Skills
- Sales Management
- Sales
- Account Management
- Relationship Management
- Investments
- Disability Insurance
- Insurance
- Financial Services
- Selling
- Life Insurance
- Management
- Crm
- Retirement Planning
- New Business Development
- Wealth Management
- Employee Benefits
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