
As an Account Executive Vice President, I have led client-focused initiatives to strengthen and expand relationships, leveraging deep industry knowledge to enhance partnerships and drive mutual growth. In addition to managing a portfolio of high-value clients, I played a pivotal role in the growth of our Pittsburgh office, contributing to market expansion and increasing our regional footprint. Collaborating across multiple markets, I worked closely with leadership teams to identify and secure new business opportunities, while ensuring the successful execution of strategic initiatives to drive long-term client success. By focusing on delivering tailored solutions and fostering collaboration, I have consistently helped clients achieve their strategic business objectives.
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full line of insurance products, serving as a trusted advisor to businesses and individuals.
As an Account Executive, I managed a $3 million book of business, consistently achieving an average sales goal of $500k by strategically growing both existing accounts and acquiring new clients. My role focused on expanding revenue through upselling current clients and identifying opportunities to bring on new logos. By cultivating strong, trust-based relationships, I enhanced client partnerships and positioned the company as a key partner in their business success. I regularly collaborated cross-functionally to tailor solutions that met client needs, driving long-term retention and sustainable growth.
Maintain and build relationships with clients in an effort to retain and up sell business. Able to renew over 99% of existing clients. Consistently meet all corporate metrics and was recognized as most proficient employee in department for doing so. Demonstrates effective communication skills by running meetings for clients and their employees to help them better understand their coverage. Works independently with minimal managerial supervision to complete all job functions.
Provide impeccable customer service by being proactive and responsive to all internal and external customer requests. Established problem solving skills by analyzing reports and identifying trends and training opportunities throughout the Health Plan. Able to perform well as a teammate, as well as, a leader by working directly with trainers, supervisors, and mangers to determine training needs and coaching other employees. Flexible as an employee by working on all lines of business while showing the ability to multitask by completing projects, including trend analysis and claims adjustments, in an efficient manner. Demonstrates interpersonal communication skills on a daily basis whether it be assisting a client, mentoring a peer, or presenting reports to management.