Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carin Wert

Sherwood,OR

Summary

Organized Strategic Account Executive with a strong track record of customer satisfaction and loyalty. Increases market share and boosts profit margins to meet corporate objectives. Exceptional business and financial acumen demonstrated over a 25 year career history.

Strategic Account Executive with 25 years of experience in driving customer satisfaction and loyalty. Demonstrates strong financial acumen by increasing market share and improving profit margins while fostering long-term relationships with key clients and consultants.

Overview

27
27
years of professional experience

Work History

Senior Strategic Account Executive

UnitedHealthcare
Lake Oswego, OR
10.2011 - Current

Primary Responsibilites:

  • Forge relationships with Key customers and consultants, and act as main contact for UnitedHealthcare and as “CEO” of their Account book of business
  • Renew the customer year over year in the 200-3000 group segment
  • Clearly demonstrate the value propositions for Specialty and Ancillary business to improve customer growth and retention
  • Develop and Monitor client financial performance, including renewal planning and negotiation
  • Act at Account management trad lead, providing direction and support as required
  • Exceed objectives for customer and broker satisfaction, persistency, and for developing new business with existing accounts
  • Secure new business through marketing and effective product and service expansion
  • Work with Account Executives to win new business and to participate in finalist presentations and RFP activity
  • Become a subject matter expert of products, service and technology for customers and brokers
  • Demonstrate sales, marketing and technical expertise in customer and broker meetings

Large Group Account Manager

LifeWise Health Plan of Oregon
Portland, OR
11.2001 - 10.2011
  • Served as advisor to account team to make sure team executed work effectively and smoothly and served as point of escalation for both internal teams and clients in solving challenges.
  • Maintained high visibility within client organization, cultivated strong, long-term relationships with key decision-makers and verified client awareness of full company capabilities.
  • Partnered with department leads to create innovative ways to impact client's business results, fueled by full understanding of client's business model and objectives.
  • Collaborated with research, planning and analytics teams to target behaviors and understand motivational drivers that yield effective and creative communication strategies.
  • Guided development of marketing communications plans and outputs, coordinating with strategy team and verifying strategically sound and imaginative programs.

Account Specialist

JBL&K Insurance Services
Portland, OR
07.1999 - 11.2001
  • Upheld compliance, quality and service standards.
  • Established accounts for new customers and updated existing accounts with current demographic and order information.
  • Resolved problems by performing both routine and complex account updates.

Education

High School Diploma -

Parkrose High School
Portland, OR

Mount Hood Community Collegr
Troutdale, OR

Skills

  • Life/Health Insurance license OR/WA and several other States
  • Problem resolution
  • Critical thinking
  • People skills
  • Organization
  • Data management
  • Effective customer upselling

Timeline

Senior Strategic Account Executive

UnitedHealthcare
10.2011 - Current

Large Group Account Manager

LifeWise Health Plan of Oregon
11.2001 - 10.2011

Account Specialist

JBL&K Insurance Services
07.1999 - 11.2001

High School Diploma -

Parkrose High School

Mount Hood Community Collegr
Carin Wert