FRANCESCO CERBONE
Andover,MA
Summary
A driven professional with 8 years of experience in the sales/customer service field. Confident, ambitious, dependable, and versatile with a strong desire to contribute to the productivity and proficiency of a progressive organization. A conscientious individual with a strong work ethic, positive attitude, and the ability to interact with others at all levels in the workplace. Possesses strong analytical skills used in effective decision-making. Able to work independently or in group/team settings within fast paced environments. Adapts quickly to challenges and enthusiastic for problem-solving. Excellent verbal and written communication skills used when speaking with clients and also internally within the organization.
Overview
13
13
years of professional experience
Work History
Account Specialist Team Lead
Ametros Financial Corporation
09.2024 - Current
- Leading, monitoring, and supervising a group of employees to achieve organizational goals.
- Creating a positive communication environment and encouraging team bonding.
- Providing feedback and mentoring team members.
- Achieve monthly, quarterly, & annual quotas/goals.
- Provide timely quotes and contracts upon request from clients.
- Serve as a point of contact for all product and service inquires related to Ametros.
- Build and maintain relationships with new or existing clients and assigned accounts and ensure their satisfaction throughout the entire sales process
- Participate and follow up on sales calls when necessary
- Communicate with prospects and stakeholders to educate them on our products to include us in the settlement process
- Focus on conversions/Meet outlined KPIs
- Configure and maintain Customer Relationship Management (CRM) system for all referrals
- Take part in sales trainings or mediations as necessary
- Generate ad hoc reports as needed
- Handle 60-80 incoming and outgoing emails/phone calls daily
Account Specialist
Ametros Financial Corporation
05.2019 - 09.2024
- Serve as the direct contact for all our stakeholders inquires, referrals, and questions.
- Speak directly with insurance adjusters, structure brokers, and attorneys on a daily basis by both phone and email to generate new business.
- Process all claim checks after verifying settlement documents from court hearings & investigate discrepancies to ensure accurate information on accounts.
- Facilitate the breakdown of all annuities to clients.
- Generate and process client invoices and settlement funds; daily, monthly, and annually.
- Attend conference calls and mediations to further explain our services to injured individuals/attorneys.
- Act and assist in compliance to Medicare, HIPPA, and security policies/procedures
- Assess and advise financially on how the funding is being used within the account.
Member Services Specialist
Ametros Financial Corporation
08.2017 - 05.2019
Manager/Pizza chef
Pizza Mia Uptown Deli
08.2012 - 08.2017
Education
Associate of Business Administration - Business Administration
Middlesex Community College
Bedford05-2016
High school diploma -
Wilmington High School
Wilmington05-2012
Skills
- Customer Relationship Development
- Microsoft Office Proficiency
- Account Administration
- Multitasking
- Analytical Thinking
- Time Management
- Account Management
- Problem Solving
- Decision Making
- Performance Metrics
- Cross-functional Collaboration
- Organizational Skills
- Business Development
- Team Leadership
- Document Management
Awards
- 100% Member and Referral Plan with 106% Member & 124% Referral in 2023
- Highest Member Conversion Rate with 54% in 2023
- Highest Average Case Value with $90,766.92 in 2023
Additional Information
- High School Hockey Division 2 Massachusetts State Champion - 2012
- Graphic Design Contest Winner - 2011
Timeline
Account Specialist Team Lead
Ametros Financial Corporation
09.2024 - Current
Account Specialist
Ametros Financial Corporation
05.2019 - 09.2024
Member Services Specialist
Ametros Financial Corporation
08.2017 - 05.2019
Manager/Pizza chef
Pizza Mia Uptown Deli
08.2012 - 08.2017
Associate of Business Administration - Business Administration
Middlesex Community College
High school diploma -
Wilmington High School
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