Ann Maria Casper
Account Management
Wayne,NJ
Summary
Proactive Account Manager with expertise in communication and addressing customers' needs. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
26
26
years of professional experience
1
1
year of post-secondary education
Work History
Account Management
Insurance Design Administrators
04.2013 - Current
- Completed all aspects of consumer benefit implementation, renewal, and terminations.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with clients.
- Annual renewal with vendors & clients
- Run weekly & month end reports(run other reports as requested)
- Delivered engaging and polished presentations to highlight plans to clients.
- Managed accounts by reviewing and mitigating discrepancies with vendors and collaborating with account holders.
- Oversaw new business development and customer servicing.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Conducted annual reviews of existing policies to update information.
- Oversaw daily operations to ensure high levels of productivity.
- Used coordination and planning skills to achieve results according to schedule.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Recorded accurate and efficient records in customer database.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Stayed current on company offerings and industry trends.
Accounts Payable Specialist
Insurance Design Administrators
05.2000 - 03.2006
- In charge of taking in cash receipts and inputting and creating excel spreadsheets and posting to Business Works.
- Responsible for creating payable invoices, and printing out Reinsurance, PPO, Commission, and RX checks.
- Pays attention to detail when entering formulas.
- In charge of collections when clients are past due.
- Supported management by processing invoices and documents with consistent on-time delivery.
Education
Bachelor of Arts - Leadership And Professional Studies
William Paterson University of New Jersey
Wayne, NJ 01.2024 - 04.2025
Skills
- Knowledge of benefits industry, specifically pre-tax benefits
- Cost reviewing
- New account creation
- Proficient in Microsoft Office 365 (Pivot tables)
- Strong communication skills & written
- Account servicing, implementation, renewals
- Plan documents, service agreements, non-discrimination testing
- Training and Development
- Organization and Time Management
- Account Management
- Account Verification
- New Account Creation
- Employee Mentoring
- Managing Multiple Tasks
- Customer Relationship Management
- Client Relations
- Vendor Management
- Client Meetings
- Compliance Requirements
- Reporting
Timeline
Bachelor of Arts - Leadership And Professional Studies
William Paterson University of New Jersey
01.2024 - 04.2025
Account Management
Insurance Design Administrators
04.2013 - Current
Accounts Payable Specialist
Insurance Design Administrators
05.2000 - 03.2006
License
Life & Accident & Health or Sickness