Anne Jones
Port Saint Lucie,FL
Summary
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
13
13
years of professional experience
Work History
Account Manager
RV Johnson Insurance
04.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Educated clients on new products or services to increase customer engagement with brand.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
Account Manager II
Kaiser Permanente
03.2020 - 04.2024
- Manage assigned book of business for over 200 Large Groups and achieved membership, revenue and margin targets
- Develop and implement marketing/account/book of business strategy
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Create and execute a business plan that positions Kaiser to optimize our opportunities across my book of business
- Develops strategic partnerships to optimize account growth.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Developed and implemented strategies to increase client retention.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Licensed Medicare Insurance Agent
eHealth- Austin, TX
05.2019 - 03.2020
- Maintained top Sales Agent for 2019
- Drive sales and revenue by assisting customers in making healthcare decisions over the phone
- Meet monthly sales and performance goals
- Ability to close transactional sales
- Exceed monthly targets for enrollments and always maintain excellent quality standards in highly regulated fields of insurance.
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
Manager of Sales and Service
PacificSource Health Plans- Eugene, OR
05.2017 - 05.2019
- Directed day-to-day operations for the Commercial Sales Department and managed 13 team members in three states across six locations
- Developed and executed a training program for over 400 employers and 55 brokers for online tools
- Recruited, interviewed, hired and trained all Sales staff for 3 States
- Secured, built and maintained positive working relations with clients, brokers, vendors.
- Provided leadership and coaching for staff by analyzing performance and adapting to customer recommendations.
- Worked with stakeholders throughout organization to identify opportunities for leveraging company data to drive business solutions and customer value.
- Enhanced team performance, conducting regular meetings and performance evaluations to provide constructive feedback.
- Managed and motivated employees to be productive and engaged in work.
Senior Account Executive
PacificSource Health Plans- Eugene, OR
08.2011 - 05.2017
- Retention of existing clients to ensure we met/exceeded targeted goals of 97% retention
- Supported large, custom accounts by assisting in successful implementation and execution of systems and internal processes
- Collaborated with cross functional teams to develop ongoing strategies and engagement plans to achieve growth targets
- Prepared and presented open enrollment meetings
- Supported company-wide expansion into new line of business, Student Health Plans
- Developed and implemented Sales/Account Management training manuals.
- Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
Education
Associate of Science - Business Administration
Lane Community College
Eugene, OR05.1998
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Relationship Building
- CRM Software
- Territory Management
Websites
References
References available upon request
Timeline
Account Manager
RV Johnson Insurance
04.2024 - Current
Account Manager II
Kaiser Permanente
03.2020 - 04.2024
Licensed Medicare Insurance Agent
eHealth- Austin, TX
05.2019 - 03.2020
Manager of Sales and Service
PacificSource Health Plans- Eugene, OR
05.2017 - 05.2019
Senior Account Executive
PacificSource Health Plans- Eugene, OR
08.2011 - 05.2017
Associate of Science - Business Administration
Lane Community College
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