# HR Record # Emily Carter ## Summary - **Date of Birth:** August 12, 1990 - **Job Title:** Account Executive - **Location:** Austin, Texas ## Insurellm Career Progression - **2021-Present:** Account Executive - Responsibilities include managing a portfolio of B2B clients, conducting sales presentations, and ensuring customer satisfaction. - Achievements: - Exceeded annual sales target by 30% in 2022. - Instrumental in acquiring 15 new corporate clients in half a year. - **2019-2021:** Sales Coordinator - Supported the sales team with administrative tasks, lead generation, and customer follow-ups. - Achievements: - Implemented a new lead tracking system that improved workflow efficiency by 25%. - Received "Employee of the Month" award twice for outstanding contribution to team goals. - **2017-2019:** Marketing Intern - Assisted with market research and campaign development for social media outreach. - Achievements: - Contributed ideas for a social media campaign that increased brand awareness by 40% within 6 months. ## Annual Performance History | Year | Performance Rating | Key Highlights | |------|--------------------|----------------| | 2023 | 4.8/5 | Recognized for exceptional client feedback and teamwork during product launches. | | 2022 | 4.5/5 | Led a successful cross-selling initiative that boosted revenue in existing accounts. | | 2021 | 4.2/5 | Successfully onboarded new clients and established strong relationships that resulted in renewals. | ## Compensation History | Year | Base Salary | Bonus | Total Compensation | |------|-------------|---------------|--------------------| | 2023 | $70,000 | $10,000 | $80,000 | | 2022 | $65,000 | $8,000 | $73,000 | | 2021 | $60,000 | $5,000 | $65,000 | ## Other HR Notes - **Professional Development:** Emily is currently enrolled in a leadership training program to enhance her management skills and aims to move into a senior account role within the next 2 years. - **Volunteer Work:** Actively participates in community outreach programs, representing Insurellm in charity events to promote corporate social responsibility. - **Interests:** In her spare time, Emily enjoys hiking, photography, and volunteering at local animal shelters. - **Team Feedback:** Colleagues describe Emily as a highly motivated team player who consistently uplifts everyone around her. Emily Carter exemplifies the kind of talent that drives Insurellm's success and is an invaluable asset to the company.