Summary
Overview
Work History
Education
Skills
Timeline
Accomplishments
Work Preference
Certification
Quote
Software
Interests
Work Availability
BusinessAnalyst
Lucian Pelissier

Lucian Pelissier

East Falmouth

Summary

Very knowledgeable, diligent and dependable Transportation Insurance Account Executive and Marketer. I grew and lead my former Agency's Transportation Vertical. I am experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Skilled in utilizing 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. With 7 years of experience in the Transportation Vertical, I can apply my skills and knowledge to a team right from the start.

Overview

8
8
years of professional experience
1
1
Certificate

Work History

Transportation Vertical Leader

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.

Sales Executive - Transportation Specialist

Lux Insurance Agency
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

High School Diploma -

Belchertown High School
Belchertown, MA
05.2016

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Lead Generation
  • Property and Casualty Insurance Sales
  • Product Knowledge
  • Revenue Generation
  • Diligence and Dependability

Timeline

Transportation Vertical Leader

Lux Insurance Agency
01.2023 - 05.2025

Sales Executive - Transportation Specialist

Lux Insurance Agency
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

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 my former agency

Work Preference

Work Type

Full Time

Work Location

RemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsTeam Building / Company RetreatsStock Options / Equity / Profit SharingWork from home optionHealthcare benefits401k matchPaid time offFlexible work hours

Certification

CLCS - Commercial Lines Coverage Specialist

Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Software

Microsoft Office

Various CRMs

Interests

Sports

Cooking

Dogs

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Lucian Pelissier