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Marty Lee

Account Executive at First Mainstreet Insurance

Based in Hills, United States

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Seniority

Staff

Department

Sales & Business Development

Location

Hills

Industry

Insurance

Company size

Contact information

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m•••••••@firstmainstreet.com

Phone

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Background

About Marty Lee

Selling & Servicing a large book of business. Analyzed and evaluated client needs to recommend appropriate insurance policies. Managed client accounts and processed policy changes efficiently. Collaborated with underwriters to negotiate terms and coverage for clients. Provided excellent customer service and resolved client inquiries and issues. Generated leads through networking and cold calling to increase client base. 20 years of experience in customer service and sales in a fast-paced environment. Demonstrated ability to handle high call volume and meet sales targets effectively. Managed a portfolio of individual and small business insurance accounts for diverse clientele. Generated leads and secured new clients through strategic networking and relationship-building. Provided personalized customer service to address inquiries, claims, and policy adjustments.

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