Carrie Bednarski
Sewickley,PA
Summary
Highly motivated with demonstrated track record of building relationships with clients, and managing teams of account managers. Skilled in customer service, problem-solving and employee relations. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
20
20
years of professional experience
Work History
Account Executive, Large Market
Alera Group Pittsburgh
04.2023 - Current
- Facilitate resolution of day-to-day issues between carriers and clients
- Maintain appropriate system records of service, marketing and policy communications with clients and carriers
- Communicate developments, trends and legislation effecting client’s employee benefits
- Negotiate and prepare client renewals and provide alternate renewal options
- Deliver informative presentations to potential clients, showcasing unique value of products or services offered.
- Manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Conduct regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Work closely with internal stakeholders to ensure timely delivery of products or services, resulting in high levels of client satisfaction.
- Assist in onboarding process for new clients, ensuring smooth transition into company''s roster of accounts.
- Maintain up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Establish long-lasting relationships with key decision-makers within client organizations, solidifying company''s reputation as trusted partner in their respective industries.
- Serve customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
Director, Small Business Unit
Alera Group Pittsburgh
06.2022 - 04.2023
- Maintained appropriate system records of service, marketing and policy communications with clients and carriers
- Communicated developments, trends and legislation effecting client’s health insurance benefits
- Participated in trade shows, conferences, and networking events to generate leads for new business opportunities.
- Streamlined internal processes by collaborating with cross-functional teams for more efficient account management.
- Recruited, interviewed and hired employees.
- Enhanced profitability by streamlining internal policies and procedures and implementing new CMS.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Continuously updated professional knowledge through industry training programs, webinars, workshops, staying current on market trends and new product offerings.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Coached and promoted account management employees to fill leadership positions with qualified staff and boost company growth.
- Held one-on-one meetings with team members to identify training needs.
- Optimized CRM system usage, ensuring accurate data tracking for improved decision-making processes within team.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Learned and adapted quickly to new technology and software applications.
- Skilled at working independently and collaboratively in team environment.
- Demonstrated leadership skills in managing projects from concept to completion.
- Developed strong communication and organizational skills through working on group projects.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Reduced operational risks while organizing data to forecast performance trends.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Monitored and coordinated workflows to optimize resources.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Established culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Established departmental performance goals and provided feedback for underperforming areas.
- Optimized staff performance by designing comprehensive training programs tailored to individual needs.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Cultivated positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist employees and maintain excellent customer service.
Account Executive, Manager Small Business Unit
Alera Group Pittsburgh
10.2019 - 06.2022
- Negotiated and prepared client renewals and provided alternate renewal options
- Maintained appropriate system records of service, marketing and policy communications with clients and carriers
- Communicated developments, trends and legislation effecting client’s health insurance benefits
- Organized, prepared, and conducted employee enrollment meetings
- Participated in trade shows, conferences, and networking events to generate leads for new business opportunities.
- Streamlined internal processes by collaborating with cross-functional teams for more efficient account management.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Recruited, interviewed and hired employees.
- Managed multiple projects simultaneously while maintaining high-quality standards for each account deliverable.
- Enhanced profitability by streamlining internal policies and procedures and implementing new CMS.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Continuously updated professional knowledge through industry training programs, webinars, workshops, staying current on market trends and new product offerings.
- Successfully managed diverse range of accounts across various industries, showcasing adaptability and strong relationship-building skills.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Organized regular client meetings to discuss progress, address concerns, and maintain open lines of communication.
- Coached and promoted account management employees to fill leadership positions with qualified staff and boost company growth.
- Held one-on-one meetings with team members to identify training needs.
- Optimized CRM system usage, ensuring accurate data tracking for improved decision-making processes within team.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Provided ongoing support to clients by offering expert advice on product features, benefits, and best practices.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Learned and adapted quickly to new technology and software applications.
- Skilled at working independently and collaboratively in team environment.
- Developed and maintained courteous and effective working relationships.
- Demonstrated leadership skills in managing projects from concept to completion.
- Developed strong communication and organizational skills through working on group projects.
Account Manager
SMC Insurance Agency
12.2017 - 09.2019
- Build and maintain relationships with existing and new clients
- Facilitate resolution of day-to-day issues between carriers and clients
- Maintain appropriate system records of service, marketing and policy communications with clients and carriers
- Communicate developments, trends and legislation effecting client’s health insurance benefits
- Negotiate and prepare client renewals and provide alternate renewal options
- Develop, with help of communications team, written, graphic, and electronic enrollment materials specific to individual clients
- Organize, prepare, and conduct employee enrollment meetings.
Office Manager
Abstract WashPa
01.2015 - 12.2017
- Built and maintained relationships with existing clients
- Managed day-to-day operations.
Account Executive
Combined Insurance
09.2014 - 01.2015
- Increased small business membership in Washington County area
- Built and maintained relationships with existing clients.
Account Executive
UPMC Health Plan
02.2008 - 07.2014
- Built and maintain relationships with existing and new clients
- Facilitated resolution of day-to-day issues between carriers and clients
- Maintained appropriate system records of service, marketing, and policy communications
- Communicated developments, trends and legislation effecting client’s health insurance benefits
- Negotiated and prepared client renewals and provide alternate renewal options
- Organized, prepared, and conducted employee enrollment meetings
- Managed average of 65 mid-market clients.
Team Lead Commercial Member Services
UPMC Health Plan
10.2005 - 08.2006
- Reviewed Quality Audit Reports for 12 Member Service Representatives; Side by Side individual coaching with each rep to review errors and discuss solutions
- Coordinated multiple outbound call projects to welcome new Members to the plan; schedule overtime volunteers, create and maintain outbound call script and call logs
- Assisted in ongoing training initiatives for all team members and mentor as assigned for newly hired staff members
- Acted as department liaison for inter-departmental initiatives
- Created activities and rewards in an effort to promote healthy competition among co-workers and boost team morale.
Senior Customer Service Representative
UPMC Health Plan
04.2004 - 09.2005
- Assisted members in understanding and interpreting major medical benefits and claims processing
- Conducted outbound calls to clarify, follow up and resolve customer inquiries
- Promoted to Dedicated team that specifically served high profile groups with strict performance standards.
Education
Master of Education - Behavioral Analysis
California University of Pennsylvania
California, PA05.2020
B.A., Communications -
Bethany College
Bethany, WV01.2002
Skills
- Account Management
- Account development
- Customer Service
- Team Training
- Client Relationship Management
- Project Management
- Customer training
- Relationship building and management
- Management collaboration
- Employee Mentoring
- Teamwork and Collaboration
- Goals and performance
- Staff Management
Accomplishments
- Selected for inaugural company wide Alera Group Mentorship program, 2019
- Selected for inaugural company wide Alera Group Leadership program, 2023
Timeline
Account Executive, Large Market
Alera Group Pittsburgh
04.2023 - Current
Director, Small Business Unit
Alera Group Pittsburgh
06.2022 - 04.2023
Account Executive, Manager Small Business Unit
Alera Group Pittsburgh
10.2019 - 06.2022
Account Manager
SMC Insurance Agency
12.2017 - 09.2019
Office Manager
Abstract WashPa
01.2015 - 12.2017
Account Executive
Combined Insurance
09.2014 - 01.2015
Account Executive
UPMC Health Plan
02.2008 - 07.2014
Team Lead Commercial Member Services
UPMC Health Plan
10.2005 - 08.2006
Senior Customer Service Representative
UPMC Health Plan
04.2004 - 09.2005
Master of Education - Behavioral Analysis
California University of Pennsylvania
B.A., Communications -
Bethany College
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