Summary
Overview
Work History
Education
Skills
Certification
Languages
Work Availability
Timeline
Manager

Claudia Loberg

Account Manager
Avondale ,Arizona

Summary

Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Account Manager

Partners Rx/Magellan Rx Management/Prime
02.2002 - 02.2024
  • 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.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Monitored and analyzed customer feedback to identify opportunities for improvement.
  • Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Coordinated with internal teams to facilitate prompt delivery of client projects.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Developed and implemented strategies to increase client retention.
  • Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
  • Maintained a high client retention rate by providing exceptional customer service and anticipating client needs.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
  • Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
  • Improved overall team productivity by implementing best practices in organization and time management.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Monitored industry trends to provide informed recommendations on new products or services that could benefit clients'' businesses.
  • Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
  • Coordinated cross-departmental efforts to execute successful marketing campaigns for key accounts.
  • Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
  • Liaised with marketing and sales teams to develop targeted campaigns.
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Maintained current knowledge of evolving changes in marketplace.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Met existing customers to review current services and expand sales opportunities.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Contributed to team objectives in fast-paced environment.
  • Stayed current on company offerings and industry trends.
  • Presented professional image consistent with company's brand values.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Contributed to event marketing, sales and brand promotion.
  • Consulted with businesses to supply accurate product and service information.
  • Informed customers of promotions to increase sales productivity and volume.
  • Built diverse and consistent sales portfolio.

Member Service Representative

First Health
01.2001 - 02.2002
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
  • Responded to customer calls and emails to answer questions about products and services.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
  • Maintained high-quality service by adhering to company policies and standards in all member interactions.
  • Assisted members with account management, including updating personal information and setting up automated payments.
  • Processed account transactions accurately, ensuring proper documentation and timely processing.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Maintained and managed customer files and databases.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
  • Promoted a positive work environment by fostering open communication between colleagues and supervisors.
  • Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
  • Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
  • Resolved customer issues through thorough dispute investigation.
  • Partnered with other departments facilitating smooth resolution of complex cases resulting in improved member experience.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered prompt service to prioritize customer needs.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Promptly responded to inquiries and requests from prospective customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Maintained up-to-date knowledge of product and service changes.

Account Manager

Express Scripts, Inc.
12.1999 - 12.2000

Overall management of assigned book of business for the company and promote products/services in order to achieve profitable retention of accounts. Develop and maintain multi-level relationships within the client organization which includes maintain contract requirements. Provide high level consultation to customers including fiscal management support.

  • 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.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • 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.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Monitored and analyzed customer feedback to identify opportunities for improvement.
  • Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Coordinated with internal teams to facilitate prompt delivery of client projects.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Developed and implemented strategies to increase client retention.
  • Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
  • Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
  • Improved overall team productivity by implementing best practices in organization and time management.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Monitored industry trends to provide informed recommendations on new products or services that could benefit clients'' businesses.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Kept detailed records of daily activities through online customer database.
  • Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
  • Presented professional image consistent with company's brand values.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Consulted with businesses to supply accurate product and service information.
  • Informed customers of promotions to increase sales productivity and volume.

Client Benefit Analyst/Implementation Specialist

Express Scripts, Inc.
11.1997 - 12.1999

Manage the implementation of new client business. Overall responsible for managing the client setup process including benefit structure, reporting requirements, pharmacy network relations, information system needs, communication materials, and eligibility processing. Mentor and develop skills of new products and services to ensure satisfactionAnalyzed data from multiple sources to identify trends in benefits usage and recommend adjustments as needed for optimal performance of the program.

  • Reduced errors in benefits administration by conducting thorough audits and identifying areas for improvement.
  • Managed relationships with vendors, ensuring timely delivery of services and accurate billing practices for all benefit-related activities.
  • Collaborated with HR team to develop cost-saving strategies for providing competitive employee benefits packages.
  • Implemented open enrollment system to streamline benefits processes for employees.
  • Assisted with design and implementation of various employee benefits programs.

Helpdesk Lead Representative

Express Scripts, Inc.
01.1994 - 10.1997
  • Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
  • Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
  • Streamlined operations for increased efficiency by implementing new processes and procedures.
  • Boosted brand awareness, implemented promotional campaigns, and employed sales tactics as part of territory development.
  • Exceeded performance targets by consistently delivering high-quality work in a fast-paced environment.
  • Built rapport with customers by actively listening and responding appropriately to inquiries which resulted in higher client retention rates.

Education

GED -

Kreuzberg Schule
Schwandorf DE

No Degree - Studies in Economics

Berufs Schule
Schwandorf DE

Pharmacology's

Pharmacy Technology Program - Arizona Vocational
Scottsdale, AZ

Skills

  • Account Management
  • Customer Service
  • Teamwork and Collaboration
  • Client Relations
  • Project Management and Implementation
  • Benefit/Data Analysis
  • Product Knowledge
  • Communication Skills
  • Computer savvy
  • Salesforce CRM
  • Roadshows/Event Planning

Certification

  • Certified Pharmacy Technician, Pharmacy Technology Program - Arizona Vocational Technical Institute.

Languages

German
Native or Bilingual
English
Full Professional

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Account Manager

Partners Rx/Magellan Rx Management/Prime
02.2002 - 02.2024

Member Service Representative

First Health
01.2001 - 02.2002

Account Manager

Express Scripts, Inc.
12.1999 - 12.2000

Client Benefit Analyst/Implementation Specialist

Express Scripts, Inc.
11.1997 - 12.1999

Helpdesk Lead Representative

Express Scripts, Inc.
01.1994 - 10.1997
  • Certified Pharmacy Technician, Pharmacy Technology Program - Arizona Vocational Technical Institute.

GED -

Kreuzberg Schule

No Degree - Studies in Economics

Berufs Schule

Pharmacology's

Pharmacy Technology Program - Arizona Vocational
Claudia LobergAccount Manager