
Motivated professional with a background in customer service and sales, specializing in the Health Insurance Industry, particularly ICHRA. Proven track record of building strong customer relationships, understanding needs, and delivering superior service. Strong communication and interpersonal skills
Proficient in client management, satisfaction, and retention, with a knack for identifying and leveraging new business opportunities to drive strategic growth in the ICHRA company
Managed health insurance group clients, analyzing new renewal rates and conducting carrier evaluations. Proactively shopped for competitive options, while overseeing the ongoing management of existing accounts
Oversaw data organization and managed accounts for an investment firm specializing in non-publicly traded banks nationwide
Facilitated efficient operations at a crypto-currency investment firm by assisting in bookkeeping, enhancing client and investor communications, and ensuring compliance with regulatory standards alongside the operations team