Experienced employee benefits sales professional with proven ability to drive revenue growth and build lasting client relationships. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in strategic account management, client negotiations, and market analysis. Renowned for reliability, communication skills, and results-driven mindset.
Overview
20
20
years of professional experience
Work History
Account Executive
Assured Partners
04.2023 - Current
Conduct analysis of a client’s current situation, identifying opportunities, client objectives and matching Assured Partner’s services with those opportunities for improved future state.
High level client management for both fully insured and self-funded clients, with emphasis on small-group and mid account market segment.
Accountable for the maintenance, growth and increased profitability of existing business, the acquisition of new business on both new and existing accounts, customer satisfaction, and the strategic direction of assigned accounts.
Develop and execute account and bid/RFP/renewal strategies necessary for successful renewal and partnerships.
Updated and maintained Benefit Point client database for sold and renewing clients.
Monitor legislation that pertains to employee benefits and regularly communicated updates with Benefits Division and clients.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
Streamlined account management processes for increased efficiency and improved client retention rates.
Account Executive
Daniel & Henry Insurance and Risk Management
08.2019 - 03.2023
Establish and maintain strong working relationships with clients that create a trusted advisor role.
Conduct analysis of a client’s current situation, identifying opportunities, client objectives and matching Daniel & Henry’s services with those opportunities for improved future state.
High level client management for both fully insured and self-funded clients, with emphasis on small-group and mid account market segment.
Accountable for the maintenance, growth and increased profitability of existing business, the acquisition of new business on both new and existing accounts, customer satisfaction, and the strategic direction of assigned accounts.
Develop and execute account and bid/RFP/renewal strategies necessary for successful renewal and partnerships.
Updated and maintained Epic client database for sold and renewing cases.
Monitor legislation that pertains to employee benefits and regularly communicated updated with Benefits Division and client.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
Account Manager/Executive
One Digital (formerly MRCT)
02.2013 - 08.2019
Work with group administrator(s) and Benefit Consultant(s) to manage open enrollment efforts, resolve problems and ensure customer objectives and needs are met throughout the year.
Submit new group employer and employee applications.
Submit group renewal changes to carriers.
Assists clients with billing and other product/carrier related issues.
Establish and maintain strong working relationships with clients that create a trusted advisor role.
Conduct analysis of a client’s current situation, identifying opportunities, client objectives and matching One Digital’s services with those opportunities for improved future state.
High level client management for both fully insured and self-funded clients, with emphasis on small-group and mid account market segment.
Accountable for the maintenance, growth and increased profitability of existing business, the acquisition of new business on both new and existing accounts, customer satisfaction, and the strategic direction of assigned accounts.
Develop and execute account and bid/RFP/renewal strategies necessary for successful renewal and partnerships.
Updated and maintained both CRM and GBS client database for sold and renewing clients.
Monitor legislation that pertains to employee benefits and regularly communicated updates with Benefits Division and client.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Claims Examiner I/II
Marsh and McLennan
01.2007 - 07.2011
Reviewed and processed Tricare supplemental claims and Catastrophic Major Medical (CATMM) claims for the New York State Teachers Union (NYSUT).
Demonstrated knowledge of product terminology and concepts.
Responded within company standards to inquiries by telephone and written communication.
Maintained guidelines for quantity and quality expectations.
Mentored, provided feedback and audited claims for other colleagues.
Handled sensitive information with discretion, ensuring confidentiality of personal and financial details for claimants throughout the claims examination process.
Utilized analytical skills to evaluate medical bills for accuracy and appropriateness of charges before approving payments as part of the claims process.
Customer Service Associate
Wellmark Blue Cross and Blue Shield
01.2005 - 01.2007
Worked with the plan administrator and Benefit Consultant to manage open enrollment.
Customer service with policyholders, brokers, agents, providers and other Medicare and Private Line contacts.
Utilized computer tracking systems for recording and reporting inquiries of member’s concerns and questions.
Obtained Iowa Health insurance license in order to comply with Wellmark’s standards.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.