Cathleen Stapf Vogt
Tonawanda
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
Work History
Cobra Account Manager II
BRI/ Inspira Financial
08.2023 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Primary point of contact for assigned clients and brokers questions and concerns.
- Responsible for inputting and maintaining accurate cleint records and carrier contacts
- Obtaining and inputting plans and rates during open enrollment or plan renewals.
- Prepare Open Enrollment Packets for participants.
- Educate clients and brokers on use of the portal functions and reporting
- Collaborate with Date Maintenance Team and Clients to ensure accurate file feeds are received and processed timely.
COBRA Account Manager
Pro-Flex Administrators
10.2014 - 08.2023
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Managed HRA for high priority client.
- Claims processing
- Created Service Agreements, Plan Documents and other documents for clients.
- Primary point of contact for assigned clients and brokers questions and concerns.
- Responsible for inputting and maintaining accurate client records and carrier contacts
- Obtaining and inputting plans and rates during open enrollment or plan renewals.
- Prepare Open Enrollment Packets for participants.
- Educate clients and brokers on use of the portal functions and reporting
- Collaborate with Date Maintenance Team and Clients to ensure accurate file feeds are received and processed timely.
Education
High School Diploma -
Tonawanda High School
Tonawanda, NY06-1985
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
Timeline
Cobra Account Manager II
BRI/ Inspira Financial
08.2023 - Current
COBRA Account Manager
Pro-Flex Administrators
10.2014 - 08.2023
High School Diploma -
Tonawanda High School
Similar Profiles
Alaiza MontanoAlaiza Montano
Document Imaging Specialist at Inspira FinancialDocument Imaging Specialist at Inspira Financial
Amy HagleyAmy Hagley
Customer Service Supervisor at Inspira FinancialCustomer Service Supervisor at Inspira Financial
OMO OGUNBANJOOMO OGUNBANJO
AML Analyst at Inspira Financial TrustAML Analyst at Inspira Financial Trust
Nicole GurbackiNicole Gurbacki
Team Coordinator at Aspire Of Western New YorkTeam Coordinator at Aspire Of Western New York
Louis DiPasqualeLouis DiPasquale
Delivery Driver at United Parcel Service, UPSDelivery Driver at United Parcel Service, UPS