Dedicated and accomplished Account Representative with over 13+ years of experience and a solid track record of achieving exceptional levels of efficiency and productivity along with a demonstrated background in handling complex administrative operations. Possess high-level communication and analytical skills with a commitment to superior customer service. Offer solid leadership abilities with experience in managing cross-functional teams and implementing innovative operational processes.

Implementation Support & Management Timeline Management Team Leadership Investment Plan Design

Asset Management Meeting Deadlines Vendor Management Marketing Content Development

TDA/403(b)/401(k) Products Process Improvement IRA Rollovers/Transfers Relationship Management

  Direct day to day account management functions within a fast-paced environment which includes supporting a group of clients valued at over $500MM in assets

  Identify client s financial needs and make appropriate product recommendations, support implementation logistics, and successfully build rapport with industry specific contacts

  Maintain an expert level knowledge of ERISA and DOL regulations, generate and conduct comprehensive sales presentations, and addressed complex client inquiries

  Generated over $2.3MM in takeover assets for group 401(k) plans (2015)

  Managed a successful Allstate insurance agency which required identifying clients within the community and maintaining large commercial fleet policies

  Supervised internal team members which required providing individualized coaching and guidance along with playing a lead role in maintaining a retention rate of over 90% from 2004-2013

  Awarded Allstate Honor Ring (2012), Agency of Excellence Award (2008), and Allstate Sales Mastery Achievement Award (2012)

Bachelor of Arts, Psychology, Minor in Communications, King s College, Wilkes-Barre, PA

Licensure Includes: FINRA Series 6 (2014-Present), Chartered Retirement Plans Specialist/CRPS Designee (2014-Present), Property & Casualty Insurance (2003-Present), Accident/Sickness, Health, and Life Insurance (2013-Present), and Personal Lines Insurance (2003-Present)

Foundation Board Member, Comprehensive Behavioral Healthcare, 2016-Present

Advisory Committee Member, Employment Horizons, 2014-Present

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Dear__________________:

I am currently seeking a challenging new career opportunity as (JOB TITLE) and am submitting my resume for your review. In advance, thank you for your time and consideration.

As demonstrated in the accompanying resume, my professional qualifications include a strong background in strategic leadership and account management roles with experience in identifying and recommending appropriate investment products, ensuring compliance with regulatory standards, and supervising cross-functional teams. In addition, I have strong experience in building positive relationships with both internal and external clients, supporting special projects, and increasing both productivity and customer retention.

Some of my key skills include:

  Generated over $2.3MM in takeover assets for group 401(k) plans (2015)

  Awarded Allstate Honor Ring (2012), Agency of Excellence Award (2008), and Allstate Sales Mastery Achievement Award (2012)

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.

Sincerely,

Yyyyyy x. yyyyyy