Microsoft Office Suite, Microsoft Outlook, ShareFile, NetChex, EASE, Data Entry, BICS, MIS, CICS, HBOC, CUBS, Medical Office Online EMR Software, SmarTerm Accounting Software
Charlotte C. Durand
The Woodlands,TX
Summary
Accomplished Sales Manager with distinguished experience in consultative and solutions based selling in the insurance industry with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent. Detail-oriented professional with strong organizational skills who spearheads research and development initiatives to maximize business footprint and Stakeholder initiatives. Hardworking and passionate leader who expertly leverages new business and directs all HR aspects to ensure adherence to regulatory requirements.
Overview
16
16
years of professional experience
3
3
Certifications
Work History
Sr Executive Account Manager
The ForWard Insurance Agency, Inc
Houston, TX
09.2014 - Current
- Coordinated development of key performance goals for functions and direct reports.
- Improved long-term prospecting, strategy development and customer engagement.
- Guided negotiation and preparation of business and client contracts.
- Chaired weekly meetings with executive leadership to identify opportunities for improvement, establish milestones, and tailor products to individual markets.
- Researched industry and marketplace trends to enhance sales techniques and meet customer needs.
- Communicated with vendors and partners to negotiate contracts and resolve financial discrepancies.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Managed accounts to retain existing relationships and grow share of business.
District Sales Coordinator
Aflac
Houston, TX
06.2011 - 10.2022
- Coached and mentored employees to strengthen sales knowledge and abilities.
- Assessed data to discover relevant trends and marketing opportunities.
- Devised innovative and successful sales strategies.
- Analyzed customer needs to provide customized insurance solutions.
- Developed and implemented promotional strategies to increase customer base.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Researched and identified potential new markets.
- Generated leads through cold-calling, networking and other outreach methods.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Designed presentations and marketing materials to promote insurance products.
- Identified and solicited sales prospects in agency databases.
Medical Office Manager
Durand Medical Clinic, P.A.
Montgomery, TX
08.2007 - 03.2010
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Oversaw accounting, budgeting, and financial reporting.
- Cultivated strong relationships with vendors and partners supporting administrative operations.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Developed close working relationships with front office and back office staff.
- Assisted with regulatory issues such as compliance.
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
Education
MBA - Healthcare Management
University of Phoenix
Houston, TX09.2006
Bachelor of Science - Food And Nutrition
Georgia State University
Atlanta, GA03.1996
Skills
- Sales processes
- Sales presentations
- Analytical problem solver
- Detail-oriented
- New business development
- Accomplished manager
- Consultative & solutions selling
- B to B sales
- Account management
- Strategic account development
- Presentations
- Proofreader
- Database management
- Coaching and mentoring
- Team leadership
- Review of contracts
- Training
Accomplishments
- Participated in documenting and resolving a Carrier billing issue, which led to recouping $19K back to our Level Funded clients that resulted in reinstating their medical coverage.
- Designed Deduction Report for employers to know how much to deduct from employee payroll for each plan the employee enrolled in. The result was accuracy of deductions
- Condensed 26-page medical plan document down to a 2-page Benefits At a Glance snapshot - first page of employer booklet. Provided overview to employees for ease of understanding
- Created Age-Related Health Issues Flier for employees of companies, which boosted sales by 10%
- Designed Post Enrollment Guide for company employers, resulting in quicker access to pulling invoices for the product that Carrier offered
- Wrote the company Business Plan
Affiliations
- National Association of Pharmaceutical Sales Representatives (NAPSR)
- National Association of Health Underwriters (NAHU)
- Montgomery County Association of Businesswomen
- TFIA Leadership Book Club
Certification
- Licensed Insurance Agent in Life and Health (1697303)
- Certificate of Insurance for Errors and Omissions Liability – Zurich American Insurance Company
- Certified in Patient Protection and Affordable Care Act (PPACA)
- Certified in Acting with Integrity, Anti-Money Laundering
- Pharmacology/Pharmaceutical Sales Training Program – NAPSRx
- Certified National Pharmaceutical Sales Representative (CNPR Number: 641682018)
Favorite Activities
I realized that I was super competitive when I learned to play tennis. However, that competitiveness rose to another level once I learned to play golf in 2015 so that I can do business on the golf course. Needless to say, I absolutely love the art of golf and I enjoy the cardio I get from playing tennis.
Software
Timeline
Sr Executive Account Manager
The ForWard Insurance Agency, Inc
09.2014 - Current
District Sales Coordinator
Aflac
06.2011 - 10.2022
Medical Office Manager
Durand Medical Clinic, P.A.
08.2007 - 03.2010
MBA - Healthcare Management
University of Phoenix
Bachelor of Science - Food And Nutrition
Georgia State University
Similar Profiles
Winifred OliverWinifred Oliver
Medical Claims Processor Remote at BC Forward (Contract Agency)Medical Claims Processor Remote at BC Forward (Contract Agency)
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Nuran WeidmannNuran Weidmann
Sr. Export Manager at Odyssey International Services, Inc.Sr. Export Manager at Odyssey International Services, Inc.
HELEN WILSONHELEN WILSON
President of HOA at HOA Condominiums of Sterling GreenPresident of HOA at HOA Condominiums of Sterling Green