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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. |