ANNE ROBLES
Colorado Springs,CO
Summary
Experienced senior account manager and service lead with a demonstrated history of effectively managing a diverse portfolio for more than ten years. Proficient in building and maintaining strong client relationships through strategic planning, providing consistent and relevant communications, and being a reliable resource for clients and colleagues.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Account Manager
USI Insurance Services LLC
08.2021 - 06.2025
- Developed long-lasting client relationships by acting as the service lead for a $1.5 million annual revenue book of business.
- Coordinated efforts across teams - such has underwriting, pharmacy, communications to ensure seamless completion of deliverables and presentations for clients.
- Led renewal presentations and reviewed ongoing financial reporting with clients’ leadership teams.
- Drove revenue growth for existing clients through the implementation of additional lines of coverage and voluntary products
- Negotiated favorable renewals with medical and ancillary carriers on behalf of clients while maintaining strong relationships with them at the same time.
Client Manager
Arthur J. Gallagher
04.2019 - 08.2021
- Delivered exceptional customer service to a $1,000,000 book of business comprising clients ranging in size from 25–4,000 employees in both public and private sectors.
- Established trust with clients through consistent follow-up, proactively anticipating their needs, and presenting tailored solutions.
- Conducted compliance annual planning with employers to identify concerns in their health and welfare plan administration.
- Partnered with sales team to deliver services that support company objectives and consistent with corporate values.
- Built and maintained relationships with carrier contacts to negotiate competitive renewals and new business proposals.
Client Services Manager
Denver Management Advisors
09.2018 - 04.2019
- Managed a diverse book of business with employers ranging from 2 to over 1,000 employees.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Researched and developed market strategy for business expansion in Colorado Springs and Southern Colorado.
- Led large-scale projects including DMA-branded compliance checklists, DMA Employee Handbook, and managing drip marketing campaigns.
Account Manager
CBIZ Benefits and Insurance
11.2017 - 06.2018
- Hired to work onsite with CBIZ Kansas City’s largest revenue client, a Defense Contractor with $2.2 million in annual revenue.
- Managed day-to-day service, ongoing projects, benefit questions, and service issues nationwide.
- Scheduled and helped lead client meetings to gather feedback and adjust strategies accordingly, ensuring alignment with client objectives.
- Facilitated benefits integration post-acquisition through program comparisons, class and contribution structure research, and carrier negotiations.
Account Representative
HUB International Insurance Services
02.2015 - 10.2017
- Managed a portfolio of multiple accounts consisting of small employers (20–100 employees) by ensuring timely delivery of products and services while maintaining strong relationships with clients.
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Facilitated renewal marketing process and participated in client renewal meetings.
- Conducted employee enrollment meetings and prepared benefit deliverables.
New Business Coordinator
Assurant Employee Benefits
03.2008 - 06.2010
- Maintained professional relationships with brokers and sales representatives.
- Collaborated with assigned sales representatives to deliver consistent client satisfaction and high-level service in pre-sale matters.
- Generated competitive insurance rates and submitted proposals to brokers and facilitated beginning states of new business implementation.
Group Sales Assistant
Assurant Employee Benefits
04.2007 - 03.2008
- Processed quote requests for ancillary lines including dental, life, and disability.
- Met deadlines for quotes and responded to brokers’ and sales representatives’ needs.
Education
Nursing Prerequisites
University of Colorado At Colorado Springs
Colorado Springs, COSkills
- Revenue expansion
- Partnership development
- Strategic account oversight
- Client relationship building
- Regulatory compliance knowledge
- Effective communication in diverse presentation formats
Certification
- Colorado Resident Producer License #342450 – Accident and Health, Life
Timeline
Senior Account Manager
USI Insurance Services LLC
08.2021 - 06.2025
Client Manager
Arthur J. Gallagher
04.2019 - 08.2021
Client Services Manager
Denver Management Advisors
09.2018 - 04.2019
Account Manager
CBIZ Benefits and Insurance
11.2017 - 06.2018
Account Representative
HUB International Insurance Services
02.2015 - 10.2017
New Business Coordinator
Assurant Employee Benefits
03.2008 - 06.2010
Group Sales Assistant
Assurant Employee Benefits
04.2007 - 03.2008
Nursing Prerequisites
University of Colorado At Colorado Springs
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