Summary
Overview
Work History
Education
Skills
Timeline
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Amy Shorrock

Sacramento,CA

Summary

Client focused Insurance professional with Account Management Coordination and Service experience, from both the Broker and Carrier side for over 25 years. Brings a proven and trusted track record of maintaining high revenue, retention and more importantly client satisfaction, making employers proud I'm a representative of them.

Benefits Manager experience includes overseeing and wide range of plans, including retirement, medical, dental, vision, life and disability. Very detailed focused, productive, efficient and self managed. CRM and carrier educated, with new hire and open enrollment processes, rates, renewals and compliance. Maintains understanding of current innovations and emerging trends within the growing industry. I pride myself with being honest, professional, kind, impeccable with my word and always positive upbeat team member.

Overview

24
24
years of professional experience

Work History

Benefits Account Executive

HUB International Insurance Services
San Francisco, CA
05.2023 - 01.2024
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked closely with internal stakeholders to ensure timely delivery of products or services, resulting in high levels of client satisfaction.
  • Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
  • Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Streamlined benefits administration processes for improved efficiency and reduced errors.
  • Assisted with design and implementation of various employee benefits programs.
  • Responded to employee inquiries regarding compliance regulations and procedures.
  • Assisted in the preparation of regular reports for senior management, detailing compliance activities and progress towards established goals.

Inside Sales Representative

Quest Media & Supplies
Roseville, CA
11.2019 - 05.2023

• Establish and maintain effective, friendly, and professional contact with appropriate executives and customer resources within assigned accounts

• Maintain effective working relationships with Managed Services management and staff at all levels to ensure the availability of services and focus on meeting customer needs

• Act as primary liaison between client staff and Operation Center Management and staff; managing escalations from clients

• Provide Pre-Sales support for new services and/or engagements.

• Schedule resources for client activities with input from engineering managers.

  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.

Administrative Services Manager

Innovative Broker Services
Folsom, CA
09.2014 - 10.2019

• My job duties entail but are not limited to following responsibilities.

• Works with the client, carrier and in some cases employees directly.

• Single point of contact for our clients regarding employee enrollments and terminations with carriers.

• Quote coordination and analysis for renewals, obtaining carrier renewals, carrier to enrollment audits, employee deduction reports, claims issue, help desk coordination for our account management and Broker.

• Manage and process changes on Ease for group plan updates and employee enrollments and terminations.

• Open enrollment coordination and meetings, benefit books, compliance documents, carrier implementation and renewal confirmations. .

Account Manager

Premier Access Dental & Vision
Sacramento, CA
09.1999 - 08.2012

Served as primary contact for external clients on dental insurance benefits.

• Worked with key clients to establish relationships and facilitate new business opportunities.

• Managed and resolves escalated issues.

• Worked with Insurance Brokers to renew existing accounts.

• Conducted presentations to benefit committees, executive decision makers, consultants, industry associations, and employees. Performed open enrollment meetings and education presentations to members.

Noteworthy Achievements:

• Started with Access Dental as a Receptionist, promoted to run the “Premier Access Healthy Families” program, Proposal Specialist and finally advanced to Account Manager.

Education

53 Hour Life License Course Completion

CA PSI Life, Accident And Health Course
10.2023

High School Diploma -

Bella Vista High School
Fair Oaks, CA
06.1994

Skills

  • Salesforce, EASE & Benefit Point CRM
  • New Business Development & Implementation
  • Productive Time Management
  • Data Entry & 10 Key
  • Microsoft Office, PowerPoint, Excel, Word
  • Exceptional Customer Service
  • Email and Phone Etiquette
  • HIPPA Compliance
  • Strong Work Ethic
  • Excellent Communication Skills
  • Account Management
  • Service Management
  • Client Relationship Building
  • Client Deliverables
  • 5500 Filings
  • Client/ Employee Compliance

Timeline

Benefits Account Executive

HUB International Insurance Services
05.2023 - 01.2024

Inside Sales Representative

Quest Media & Supplies
11.2019 - 05.2023

Administrative Services Manager

Innovative Broker Services
09.2014 - 10.2019

Account Manager

Premier Access Dental & Vision
09.1999 - 08.2012

53 Hour Life License Course Completion

CA PSI Life, Accident And Health Course

High School Diploma -

Bella Vista High School
Amy Shorrock