Jeff Gonzales

Senior Account Manager

Irvine | United States

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In my own words

— Jeff

A resourceful, creative, self driven professional with extensive experience working in various client-centric roles.

Skilled in account management, sales, team building, and leadership roles. Exceptionally organized with the capability to prioritize tasks in fast paced environment. Ability to communicate effectively through building rapport, setting expectations, as well as handling escalations by providing solutions that best meet client needs. Proficient in Microsoft Office and various CRM platforms. Received multiple awards and honors, including SmartFinacial Tony Robbins Award 2018, SmartFinancial Cesar Milan Award 2018, SmartFinancial Big Kahuna Award 2019, Keller Williams Top Producing Team 2014 2015.

Trajectory

Feb 2018 — Now

Senior Account Manager · SmartFinancial

Current Manage book of business consisting of over 120+ accounts for ad tech insurance company driving highly targeted traffic to insurance agencies across the country. Overseeing new account managers and assisting them in growing company revenue by retaining and growing client revenue. Effectively maintaining accounts while growing book of business by signing up new or past clientele. Consistently surpass revenue targets and key performance indicators (KPI's) which consists of $80,000 in revenue as well as generating a minimum of 10 new accounts on monthly basis. Create strong relationships with clientele to develop strong referral networks. Handle escalation calls and assisting with questions, requests, and concerns while providing alternative solutions