Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Colleen Wharton

Seattle,Washington

Summary

Results-driven management professional with over 10 years of experience leading high-performing teams. Expertise in strategic planning and client relationship management has consistently enhanced client satisfaction and loyalty, while optimizing service delivery. Demonstrated ability to drive operational improvements and foster collaborative work environments. Committed to leveraging skills to achieve organizational goals.

Overview

18
18
years of professional experience

Work History

Director of Client Services – Washington & Idaho Market

One Digital
Seattle, Washington
01.2019 - Current
  • Manage a team of thirteen in the Washington and Idaho Market with $8 million in revenue
  • Provide strategic leadership to staff, ensuring alignment with organizational objectives
  • Develop and implement client service strategies to enhance satisfaction and retention
  • Foster a culture of continuous learning, professional development, and employee engagement
  • Establish and nurture strategic partnerships with clients and cross-functional teams
  • Analyze client feedback to identify areas for improvement and implement changes
  • Develop and implement strategies to grow accounts and increase revenue

Operations Manager/Account Manager

Health Insurance Team
Seattle, Washington
01.2014 - 01.2019
  • Managed a team of four account managers with $3 million in revenue
  • Oversaw a book of 50 clients with a focus on providing exceptional customer service
  • Developed and implemented strategies to grow accounts and increase revenue
  • Administered employee benefits programs, ensuring compliance with regulations
  • Collaborated with clients to understand their needs and provide tailored solutions

Account Manager

Brown & Brown
Seattle, Washington
01.2012 - 01.2014
  • Managed 45 clients with $500K in revenue
  • Planned and directed the implementation and administration of employee benefit programs
  • Provided customer service for benefit and claims questions
  • Prepared RFPs and analyzed proposals for premium verification and rate competitiveness

Workers’ Compensation Investigator

Florida Department of Financial Services
Sarasota, Florida
01.2007 - 01.2011
  • Conducted compliance checks at construction and non-construction businesses
  • Issued enforcement documents and conducted audits of business records
  • Testified in administrative hearings and maintained case files

Education

Paralegal Certificate - Basic Legal Concepts, Family Law, Tort Law, Legal Research, Litigation, Business Organization, Estate Administration, Investigation, Real Property

Denver Paralegal Institute

BS - Criminal Justice, sociology

Western Michigan University

Skills

  • Client Relationship Management
  • Benefits Administration
  • Team Leadership & Development
  • Strategic Planning
  • Problem-Solving
  • Communication Skills
  • Project Management
  • Compliance Knowledge
  • Strategic Analysis & Planning
  • Relationship management
  • Recruiting and hiring
  • Client relationships
  • Strategic planning
  • Staff management
  • Team building

Timeline

Director of Client Services – Washington & Idaho Market

One Digital
01.2019 - Current

Operations Manager/Account Manager

Health Insurance Team
01.2014 - 01.2019

Account Manager

Brown & Brown
01.2012 - 01.2014

Workers’ Compensation Investigator

Florida Department of Financial Services
01.2007 - 01.2011

Paralegal Certificate - Basic Legal Concepts, Family Law, Tort Law, Legal Research, Litigation, Business Organization, Estate Administration, Investigation, Real Property

Denver Paralegal Institute

BS - Criminal Justice, sociology

Western Michigan University

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