Jenn Gunderson

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 RENEWABLES

2022 – 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 INSURANCE

2021 – 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 AGENCY

2017 – 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 CODY

2019 – 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 AGENTS

2012 – 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.

Education

Skills

SalesAccount ManagementGeneralOutside SalesCall Center or Help Desk or Customer ServiceCustomer FacingBusiness Operations and General BusinessGeneral Skills and ActivitiesManagement Activities or FunctionsInsuranceCommercialProperty and Casualty

Industries

BikeGolfDiveCreative AgenciesFashionFishingLifestyleMoto & PowersportsMusicOutdoorRunSkateSnowStreetwearSurfSwimTechTriathlonWakeYogaHealth & FitnessOther

Activity

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Jenn Gunderson liked Mark Sperling's post · 2024-07-23

Curating A Community --

15 likes · 1 comment

Connections