Dedicated Account Executive with a proven track record in account servicing and client retention. Skilled in effective communication and problem-solving to enhance customer satisfaction.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Account Executive
CRC Benefits
Greenwood Village, Colorado
09.2021 - Current
Delivered post-sale service and support for enhanced customer satisfaction.
Completed day-to-day duties accurately and efficiently.
Prioritized and organized tasks to efficiently accomplish service goals.
Provided timely customer service support to resolve any issues quickly and efficiently.
Managed client accounts to ensure satisfaction and retention.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Senior New Business Analyst
BenefitMall, Inc.
Greenwood Village, Colorado
07.2007 - 02.2020
Evaluated employer applications and documentation to determine eligibility.
Collaborated with agents to clarify information and resolve underwriting issues.
Provided training and mentorship to junior New Business Analysts on best practices.
Collaborated with other departments within the organization to ensure efficient processing of customer applications.
Facilitated training sessions on new tools and systems for team members.
Attended carrier functions to develop and enhance relationships.
Skills
Account servicing
Managing client relationships
Customer service
Written and verbal communication
SalesForce expertise
Training and mentorship
Adaptability to change
Problem solving
Certification
Resident Producer License - State of North Carolina - Accident, Health & Life - License Number: 13051960 - Issued 12/01/2024 - Expires 11/30/2026
Non-Resident Producer License - State of Colorado - Accident, Health & Life - License Number: 776249 - Issued 12/14/2022 - Expires 11/30/2026