Mary Beth Pereira
Fairhaven
Summary
Dedicated client executive with expertise in customer education, account management, and compliance. demonstrated ability to strengthen client relationships and enhance customer value through targeted cross-selling and upselling.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Associate Client Executive
Baldwin
Tampa
02.2002 - Current
- Educated clients on insurance products and benefits available.
- Managed customer accounts and updated policy information accurately.
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Developed strong relationships with clients by providing exceptional customer service.
- Implemented strategies to cross-sell and upsell insurance products, enhancing customer value.
- Collaborated with underwriters to assess risk and coverage needs.
- Monitored insurance claims process, ensuring compliance with policy terms and conditions.
- Provided support during audits and compliance checks for policies.
- Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
Education
Bachelor of Science - Communications
University of New Haven
New Haven, CT06-1994
Skills
- Customer account management
- Client training
- Sales strategy development
- Customer relationship management
- Risk management
- Policy analysis
- Policy enforcement
Certification
- P&C Licensed since 2005
Timeline
Associate Client Executive
Baldwin
02.2002 - Current
Bachelor of Science - Communications
University of New Haven