
Dynamic and results-driven sales and client relations professional with extensive expertise in electric vehicle program consulting, insurance sales, and customer service. Proven track record of educating and collaborating with businesses and senior stakeholders to develop tailored solutions that align with client needs and promote sustainable growth. Proficient in market research, client portfolio management, and delivering exceptional customer support, supported by a strong background in insurance product marketing, risk assessment, and relationship building. Additionally skilled in inventory management and administrative functions, with proficiency in Microsoft Office, ERP systems, and CRM platforms such as HubSpot and Zoho. Committed to staying current with industry trends and regulatory changes to provide informed, value-driven advice.
Account management
Financial reporting
Customer service
Account servicing