Dynamic sales professional focused on customer engagement and relationship building, adept at fostering rapport to navigate annual negotiations effectively. Proven track record in cultivating long-term client partnerships and consistently achieving sales targets. Passionate about delivering exceptional relationship management while surpassing performance goals, ensuring client satisfaction and business growth. Committed to leveraging expertise to drive results and enhance customer experiences.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Sales Consultant - Mid Segment
Excellus BlueCross BlueShield
02.2020 - Current
Collaborated with multiple cross-functional work groups, to streamline processes and improve overall sales performance
Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Created impactful presentations for driving sales initiatives.
Enhanced service offerings with regular feedback sessions to identify areas for improvement.
Increased sales revenue by identifying and pursuing new business opportunities.
Facilitated contract negotiations, securing favorable terms for both clients and company.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Managed a diverse portfolio of 50+ large accounts, while ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Account Sales Consultant - Small Group
Excellus BlueCross BlueShield
03.2018 - 02.2020
Cultivated and maintained relationships with a portfolio of over 100+ small group accounts, consistently exceeding yearly sales targets
Collaborated closely with brokers to develop effective sales strategies and drive business growth
Conducted product presentations and demonstrations to educate clients on features and benefits, driving increased adoption and upsell opportunities
Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Responded to telephone and in-person requests for information.
Account Service Consultant
Excellus BlueCross BlueShield
08.2012 - 03.2018
Acted as the primary point of contact for clients, providing ongoing support and addressing any service-related issues in a timely manner
Worked closely with internal teams such as sales, membership & billing and Underwriting to ensure a seamless and cohesive client experience
Account Service Rep of the Year for 2015
Educated clients on relevant policies and options and answered questions to remedy issues.
Advocated for client needs within Excellus to improve experience and increase customer retention.
Ensured seamless transition during client onboarding by effectively coordinating resources across multiple departments.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Education
Bachelor of Science - Business Administration
SUNY Brockport
Brockport, NY
06.2006
Skills
Customer Relationship Management
Internal Relationship Management
Strategic Planning
Contract Negotiations
Knowledge of internal processes such as, but not limited to, Claims Workflow, quoting, RFPs, Product Implementation
Time Management
Proficient in Microsoft Office
Skilled in multiple internal systems such as Facets, Stepwise, Workday, Siebel, PEGA, and others
Accomplishments
Named "Account Service Person of the Year" in 2015
Achieved annual sales goals by completing negotiations with accuracy and efficiency.
Successfully managed $1 Million in sales volume.
Achieved high group satisfaction results through effectively building and maintaining direct relationships with clients and brokers
Used Microsoft Excel to develop inventory tracking spreadsheets.
Grew book of business by winning 10+ clients in 4 year span
Certification
Life/Accident & Health Agents, New York State Department of Financial Services, 2023