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0000 xxxxxx xxxx , xxxx , xxxxx 00000



yyyyyy x. yyyyyy

yyyyyy x. yyyyyy

productive, quality-oriented account representative eager to contribute dynamic client relations management, communication and business development skills toward actively supporting the employer in optimizing performance.



ø  offer progressive experience in account management and customer service, with comprehensive insurance background.

ø  effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

ø  proactive leader who successfully trains/develops, mentors and leads top-performing teams committed to providing superior service.

ø  exceptional ability to research and evaluate industry trends and products and use findings toward designing and executing innovative strategies.

ø  dynamic communication, presentation, relationship building and problem-solving abilities.

ø  excel at interacting with broad populations including senior management and staff as well as clients and external contractors.


recent career achievements

ø  consistently exceeded great west s group meeting goals, demonstrating exceptional drive and initiative in achieving operational goals and timelines.

ø  currently ranked #2 in the great west us market for group meetings conducted.

ø  maintained a termination rate below 5% by forging proactive relationships with key customers.


professional experience

great-west life/benefitscorp                                                                                               2006-present

account representative (virginia retirement system 457 & 401a plans) - norfolk, va

  exhibit detail orientation and organizational abilities in preparing weekly activity reports and maintaining updated calendar, while ensuring 100% scheduling 30 days in advance and 60+% scheduling 60 days in advance.

  strategically plan, coordinate and schedule group and individual meetings to meet company goals.

  actively schedule group and individual meetings to meet company goals; educate individual participants in the tidewater area on financial investments, virginia retirement systems funds and all aspects of 457 & 401a cash match plans, utilizing powerpoint presentations and one-on-one account reviews.

  promote deferred compensation plan and increase participation as well as deferral amounts by building and forging key relationships with human resource contacts.


upham & walsh lumber                                                                                                      2004-2006

account executive - des plaines, il                                                                                               

  successfully contributed to business development by using proactive prospecting techniques to generate new customers.

  promoted superior service and exceptional customer satisfaction by promptly resolving issues and preventing escalation.

  completed diverse accounting duties as needed, including billing, writing checks, payroll, bank reconciliation, and daily checks & balances, demonstrating solid financial and multitasking abilities.

  spearheaded leadership activities ranging from staffing, hiring and management to workflow planning, policies/procedures development and customer relations.

  conducted comprehensive review and analysis of daily operations; revised specifications and designed pallets, crating & skids to fit the customer s product needs.



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carter m. moss                                                                                                                                        page 2 of 2

ntn hospitality technology                                                                                                 2003-2004

district sales executive, field account representative - chicago, il          

  innovatively designed, developed and implemented targeted strategies to create prospective consumer interest, instrumental to generating sales opportunities for regional managers

  contributed strong account management talents in overseeing 65+ accounts to ensure low termination rate and increased revenue.

  met with each account at least once a quarter to discuss current promotions, check equipment and troubleshoot technical problems, exhibiting exceptional customer service and interpersonal relation skills.

  successfully generated sales with server/guest paging products and gift card loyalty programs through proactive telephone prospecting and product demonstrations to potential customers.

  effectively generated revenue at trade shows to boost brand awareness and demonstrate benefits of the ntn product line.


zoom chicago advertising                                                                                                  2001-2003

account executive, account coordinator - chicago, il                                                                                            

  thoroughly analyzed market share, presented creative campaign and delivered presentation to potential clients, instrumental to boosting sales.

  creatively contributed to marketing and advertising while ensuring adherence to client s needs; developed television spot scripts, produced traffic instructions for television and radio stations and supervised broadcast production.

  efficiently planned and updated client advertising schedules that effectively allocate budget and track media placement for the month.

  identified and executed strategic ideas to strengthen current ad campaign; planned numerous events and pitched new promotions from local stations and papers to client.

  steered diverse account coordination activities ranging from reserving space for various weekly newspaper ads to producing work orders and revisions for the ads.



bachelor of arts in communication - arizona state university (tempe, az); achieved numerous academic awards & attended summer abroad program


professional licenses

finra series 6 license

finra series 63 license

va life & health insurance license


technical skills

microsoft office, powerpoint, quickbooks




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