Jenn Gunderson
Account Manager · GREENTECH RENEWABLES
Rancho Santa Margarita, CA
In My Own Words
Customer Success Specialist | Expert in Customer Onboarding and Relationship Building
Work Experience
Multiple Location Operations Support Specialist
GREENTECH RENEWABLES2022 – Present
● Collaborated with outside sales representatives to maintain accurate customer pricing for 35 stores. ● Handled email inquiries from Division managers, store managers, and outside sales representatives. ● Assisted in resolving Salesforce access issues for outside sales representatives. ● Conducted audits on customer accounts to ensure consistency in preferences.
Agent Relationship Specialist
OPENLY INSURANCE2021 – 2022
● Collaborated with leadership team for cross-functional project increasing production. ● Maintained relationships with agents, insured and other parties. ● Maintained average 97% QA score. ● Strengthened relationships with the Business Development team. ● Corresponded on live chat, email and phone calls
Director of Customer Service and Account Manager
BLACKWELL INSURANCE AGENCY2017 – 2021
● Managed customer service department and processes. ● Improved agency retention rate by 5% within a 6-month period. ● Established framework and best practices for customer success initiatives. ● Presented proposals and renewals to customers and business owners.
Human Resources Generalist Intern
MACDONALD AND CODY2019 – 2020
● Improved New Hire Orientation process. ● Implemented company-wide performance review program. ● Enhanced company handbook to meet state requirements. ● Collaborated with law enforcement on security measures for all employees. ● Led employee engagement initiatives. ● Championed employee engagement initiatives.
Insurance Account Representative
STATE FARM AGENTS2012 – 2016
● Established strong client relationships and rapport with agency clients and prospects. ● Helped clients understand correct insurance for their needs. ● Conducted needs-based reviews to recommend additional products and services. ● Managed policy records, payments, calls and meeting notes for agents. ● Assisted existing policyholders with policy changes and additional products. ● Communicated extensively via phone, email and text with current and potential clients.
