Microsoft Office
Lucian Pelissier
East Falmouth
Summary
Extremely knowledgeable Transportation Account Executive and Marketer. Head of my former Agency's Transportation Vertical. With 7 years of experience in the Transportation Insurance Industry, I am able to apply my knowledge to Sales as well as Account Management and Marketing. Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client retention and business development.
Overview
8
8
years of professional experience
1
1
Certificate
Work History
Account Manager
Lux Insurance Agency
01.2023 - 05.2025
- Developed and executed strategic marketing plans for key accounts, resulting in stronger partnerships and increased sales.
- Responsible for the marketing of new prospects and existing customers
- Worked with various insurance carriers and MGAs to identify the best solution for existing and potential customers
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Established clear communication channels with clients through regular touchpoints such as emails or phone calls.
Insurance Agent
Lux Insurance
01.2022 - 01.2023
- Maintain high standards of customer service by building relationships with clients.
- Approach potential clients by using direct marketing mailings and phone contacts.
- Work to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Explain advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales of the agency by 20%.
Sales Executive
AssuredPartners
12.2018 - 12.2021
- Increased revenue by implementing effective sales strategies in all aspects of sales cycle process from prospecting leads through close.
- Remained current on industry trends to better understand customer needs, product effectiveness and sales tactics.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Found my niche in the Transportation Industry
Sales Executive
Torres Insurance
04.2018 - 12.2018
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Customer Service Representative
Monson Savings Bank
01.2017 - 03.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
Education
No Degree - Business Administration
Holyoke Community College
Holyoke, MAHigh School Diploma -
Belchertown High School
Belchertown, MA05.2016
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Lead Generation
- Property and Casualty Insurance Sales
- Product Knowledge
- Revenue Generation
Timeline
Account Manager
Lux Insurance Agency
01.2023 - 05.2025
Insurance Agent
Lux Insurance
01.2022 - 01.2023
Sales Executive
AssuredPartners
12.2018 - 12.2021
Sales Executive
Torres Insurance
04.2018 - 12.2018
Customer Service Representative
Monson Savings Bank
01.2017 - 03.2018
High School Diploma -
Belchertown High School
No Degree - Business Administration
Holyoke Community College
Accomplishments
- Attended and completed a nationally renowned insurance program called the Pacesetter. This program is known as the insurance "boot camp" for new agents. After two weeks of training in Ohio, I left with incredibly valuable knowledge that has propelled me as an agent and as a person.
- Successfully formed a profitable Transportation Vertical at the agency I am currently with.
Work Preference
Work Type
Full TimeWork Location
RemoteHybridCertification
CLCS - Commercial Lines Coverage Specialist
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Software
Various CRMs
Interests
Sports
Cooking
Dogs
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