Summary
Overview
Work History
Education
Skills
Timeline
Generic

ADAM CONTE

Newport Beach,CA

Summary

Licensed insurance services professional with 15+ years of client interface experience. Adept at strategic planning, conflict resolution, and client retention. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Known for excellent communication, problem-solving, and leadership skills.

Overview

14
14
years of professional experience

Work History

Senior Client Manager

Marsh & McLennan
Aliso Viejo, CA
03.2018 - 06.2025
  • Led strategic client engagement initiatives to enhance relationships and drive satisfaction.
  • Developed customized insurance solutions, aligning client needs with market trends and regulatory requirements.
  • Strengthened long-term client relationships through regular communication, understanding their needs, and delivering tailored recommendations.
  • Collaborated with cross-functional teams to streamline processes and improve service delivery efficiency.
  • Spearheaded quarterly business reviews and annual renewals, presenting insights that informed strategic decision-making for clients.
  • Served as trusted advisor for key stakeholders within top-tier accounts; providing guidance in areas such as strategic planning, risk mitigation, and growth opportunities.

Proview Benefits Administrator

Precept Insurance Solutions, LLC
Irvine, CA
09.2016 - 03.2018

• Responsible for daily transactions, weekly reports to maintain an accurate data base, and resolves eligibility errors quickly for large group employers.
• Works with various insurance companies and human resources departments in order to resolve client problems, and provides exceptional service in resolving escalated issues.
• Assists with open enrollment process including resolving issues with employer’s benefit enrollment system portal.

Proview Benefits Representative

Precept Insurance Solutions, LLC
Irvine, CA
06.2015 - 08.2016
• Acts as a liaison between the member, client, service provider and the healthcare organization to create solutions.
.• Assist members decipher benefit plan documents, explaining their benefits, applicable benefit plan policies and/or procedures.
.• Resolve eligibility-related discrepancies by updating the carriers with the correct information.

Field Benefits Counselor

Workplace Solutions
Columbus, SC
07.2014 - 12.2014
  • Traveled across country assisting large group employers with their open enrollments.
  • Consistently exceeded sales goals and expectations.

Team Leader- Head Counselor

Univers Workplace Solutions
Irvine, CA
10.2011 - 06.2014
  • Worked in a large call center environment assisting in the open enrollment process for dozens of large group employers.
  • Trained and acted as Team lead over 10-20 agents at a time.

Education

Bachelor of Arts - Communications

California State University
Fullerton, CA
2010

Skills

  • Benefits administration
  • HIPAA trained
  • Public Speaking
  • Relationship management
  • Strategy development
  • Teamwork and collaboration
  • Brand awareness
  • Compliance management

Timeline

Senior Client Manager

Marsh & McLennan
03.2018 - 06.2025

Proview Benefits Administrator

Precept Insurance Solutions, LLC
09.2016 - 03.2018

Proview Benefits Representative

Precept Insurance Solutions, LLC
06.2015 - 08.2016

Field Benefits Counselor

Workplace Solutions
07.2014 - 12.2014

Team Leader- Head Counselor

Univers Workplace Solutions
10.2011 - 06.2014

Bachelor of Arts - Communications

California State University