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* [Overview](#overview)
* [Portfolio](#portfolio)
* [Services](#services)

## About Me

I am a client-focused professional with more than 2 years of account management experience and over 8 years of customer-facing work. I specialize in building strong client relationships, understanding client needs, and ensuring smooth service delivery.

I have managed multiple accounts at once and worked closely with internal teams to keep operations organized and clients supported. In my recent roles, I handled B2B coordination, onboarding, training, and retention-focused communication.

I am comfortable working independently and have experience in remote environments. I value clear documentation, structured processes, and consistent follow-through to improve team efficiency and client satisfaction.

My background also includes workforce analysis, technical support, customer service, and quality assurance, which has helped me develop a well-rounded understanding of operations and service quality.

I hold a Bachelor in Business Administration and a Data Analytics Professional Certificate, which support my ability to combine business thinking with data-informed decision-making.

I am open to opportunities where I can contribute in account management, customer success, operations, or client support roles, especially in environments that value ownership, communication, and continuous improvement.

## Skills

### [Problem Solving](https://jobicy.com/talent/problem-solving.md)[Customer Service](https://jobicy.com/talent/customer-service.md)[Data Analysis](https://jobicy.com/talent/data-analysis.md)[Account Management](https://jobicy.com/talent/account-management.md)[Customer Success](https://jobicy.com/talent/customer-success.md)[Documentation](https://jobicy.com/talent/documentation.md)[Training](https://jobicy.com/talent/training.md)[Team Leadership](https://jobicy.com/talent/team-leadership.md)[Technical Support](https://jobicy.com/talent/technical-support.md)[Quality Assurance](https://jobicy.com/talent/quality-assurance.md)[Pipeline Management](https://jobicy.com/talent/pipeline-management.md)[Upselling](https://jobicy.com/talent/upselling.md)[Process Management](https://jobicy.com/talent/process-management.md)

## Experience

Account Manager @ Ensurance Max Agency (EMAX)  Jul 2023 - Sep 2025 Managed 50+ active client accounts and led a team of 3 people. Coordinated a complex B2B submission process with underwriters, lenders, and agents. Developed SOPs for quotation processes and created operational documentation for team procedures, attendance, and carrier management.

Customer Success Associate @ Appulate  Sep 2025 - Jun 2026 Manage relationships with premium-tier insurance agency clients, own client success from onboarding through expansion, conduct onboarding and product training, maintain regular communication, and identify upsell and retention opportunities.

## Education

Bircham University  2021 - 2021  Bachelor, Business Administration

Google | Coursera  2023 - 2023  Professional Certificate, Data Analytics

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