Dylan Zarecki

Upsold a book of business by $500K per month on average with enterprise credit agencies through strategic negotiation strategies. Achieved 90% retention across 35-40 accounts and triaged 5-10 daily escalations, primarily legal-account clients.

Led a team of 12 Client Success Specialists, mentoring and coaching them to exceed monthly metrics. Engineered a training playbook and standardized checklists, and owned 5-10 weekly team escalations as the senior resolution point.

Onboarded 20-30 newly enrolled clients weekly through welcome calls, reducing early cancellations. Revived 15-20 stalled accounts per month and maintained an 85-90% average CSAT score.

Managed 100-120 enrollments per month during the 2021 Annual Enrollment Period, licensed across roughly 20 states. Moved customers into better-fitting Medicare plans, cutting costs by more than half in some cases.

Closed 10-15 life insurance policies monthly, building a client book from nothing through purchased leads, cold outreach, and referrals. Reviewed 5-10 existing client policies monthly, uncovering underinsured clients and moving them into better-fitting coverage.

Closed 150-200 settlements per month, averaging 100 calls per day to review account status and settlement parameters. Maintained detailed Salesforce records to support smoother handoffs and compliance audits.

Onboarded 20-30 newly enrolled clients weekly through welcome calls that set clear expectations and addressed client anxiety, reducing early cancellations and confused follow-up calls.

Bachelor of Arts in Emergency Preparedness, Homeland Security & Cybersecurity from the University at Albany, SUNY, graduated in 2018.