Roxanna Franco

Client Advocate @Goosehead Insurance

Dallas-Fort Worth, TX, US

Managing client insurance portfolios and delivering an exceptional service experience to all of our clients. This includes everything from routine servicing, billing, and maintenance of home and auto insurance policies, to complex additions and alterations of multi million-dollar commercial accounts and risk portfolios.I\'m also responsible for managing retention of accounts, preventing cancellations among clients, generating cross-sell leads and upselling coverage to existing clients.I have saved over 1170 policies, at a 90% save rate; Have upsold services up to 80% on existing clients: Have generated over $20,194.81 in revenue on referrals and cros-selling on existing clients.I also work closely with senior management to develop the skills necessary to carry out these duties, as well as completing a training and licensing program.Developed and implemented creative, cost effective programs which increased client retention rates by 90% compared to the prior year.Handled client companies and brought in 97 new accounts in 6 months.