Branden Montgomery
Oklahoma City
Summary
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager
RxBenefits
Birmingham, AL
10.2024 - Current
- Facilitated daily communication with brokers, consultants, and clients to support relationship management. Achieved a client retention rate of 98% through proactive engagement. Provided timely responses to client inquiries, adhering to a 24-hour communication standard.
- Partnered with strategic account executives (SAEs) to oversee comprehensive client life cycle management.
- Educated clients and HR personnel on pharmacy benefit plan design and PBM industry standards to ensure optimal plan effectiveness.
- Prepare and analyze complex data sets, including claims, stop loss, lag, utilization, and dashboard reports to drive strategic decision-making.
- Coordinate with PBM partners and internal cross-functional teams to resolve complex issues and ensure seamless benefit administration.
- Manage the implementation of specific projects, ensuring all benefit change forms are accurately processed and programmed.
Account Manager - Employee Benefits
Morris & Garritano
San Luis Obispo, CA, USA
09.2022 - 08.2024
- Manage all aspects of the client relationship. Administering 53 small group (10-99 lives) clients.
- Accountable for all aspects of the renewal process, including scheduling open enrollment, producing employee communications, and submitting employer paperwork and employee elections to carriers.
- Process client eligibility through benefit administration platforms as well as many carrier portals.
- Educate clients on insurance related matters, including policy terms and coverage limits.
- Audit client carrier invoices.
Account Manager
MaxCareRx
Oklahoma City, OK, USA
12.2019 - 09.2022
- Managed all aspects of the client relationship. Administering 25 clients.
- Collaborated to develop, implement, and improve customized pharmacy benefit solutions.
- Facilitated the renewal of existing clients, including implementing strategy and recommending additional services for their pharmacy benefit package.
- Ensured client satisfaction by reviewing benefit plan structure with the appropriate account contacts.
- Analyzed claims data, program cost, utilization reports, and executive summary reports.
Assistant Account Manager - Employee Benefits
Summit Financial Group
Oklahoma City, OK, USA
09.2018 - 11.2019
- Built and maintained positive client relationships through recurring calls, meetings, and strategic partnerships.
- Applied critical thinking and solid judgement to solve client's problems and complex issues.
- Provided timely and through client communication; not to exceed 24 hours.
- Recognized areas of weakness, provide suggestions, and update documentation for process improvement.
Location Manager
Advantage Rental Car
Oklahoma City, OK, USA
04.2018 - 09.2018
- Managed all sales areas in conjunction with customer-oriented activities.
- Recruited, hired, and trained initial personnel.
- Created schedules and completed payroll for 22 employees.
- Provided ongoing training, coaching, and motivation to employees.
- Maintained clean and organized appearance for all rental vehicles to attract and retain customers.
- Analyzed weekly Profit and Loss statements.
Account Manager
Maxor National Pharmacy Services
Amarillo, TX, USA
01.2016 - 03.2018
- Managed all aspects of the client relationship. Administered 55 clients.
- Ensured client satisfaction by reviewing benefit plan structure with the appropriate account contacts.
- Analyzed claims data, program cost, utilization reports, and executive summary reports.
- Handled after hour calls from pharmacies regarding overrides to claims.
Education
Bachelor of Science - General Studies
West Texas A&M University
Canyon, TX05-2016
Skills
- Core Skills: Client Relationship Management, Project Management, Strategic Planning, Decision Making, Time Management, Leadership
- Technical Skills: Claim Analysis, Benefit Admin Platforms, CRM Platforms, Microsoft Suite
Certification
Oklahoma Life and Health, 3000467163, 2018-01-01
Timeline
Account Manager
RxBenefits
10.2024 - Current
Account Manager - Employee Benefits
Morris & Garritano
09.2022 - 08.2024
Account Manager
MaxCareRx
12.2019 - 09.2022
Assistant Account Manager - Employee Benefits
Summit Financial Group
09.2018 - 11.2019
Location Manager
Advantage Rental Car
04.2018 - 09.2018
Account Manager
Maxor National Pharmacy Services
01.2016 - 03.2018
Bachelor of Science - General Studies
West Texas A&M University