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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.