Dakota Wilson
DULUTH,GA
Summary
Dynamic Account Executive with a proven track record at Acrisure, adept in client relationship building and strategic implementation of self-funded health plans. Excelled in enhancing employee satisfaction and retention through meticulous account management and interpersonal skills. Achieved significant client base growth through referral-based work, showcasing CRM software expertise and a commitment to customer service excellence.
Overview
7
7
years of professional experience
Work History
Account Executive
Acrisure
04.2022 - Current
- Worked with clients with up to 700+ employees to manage and strategically put together an employee benefits package to help with overall employee satisfaction and preserving the bottom line
- Focused on bringing in new clients through referall based work from current, and soliciting clients through personal and working relationships.
- Managed Self-Funded health plans - requiring a more in depth view into the entirety of the plan cost and offering strategic recommendations around targetable areas of spend.
- Maintaining insurance carrier relationships, going to events both offsite and onsite.
Account Manager
Acrisure
11.2020 - 03.2022
- Maintained relationships with clients, helping through fully insured and level-funded renewals. Analyzing all potential benefit options to enhance retention and lower monthly costs.
- Claim advocacy for member's of our groups. Working with both the medical provider and insurance carrier to get the claims paid appropriately and timely to ensure no overcharges to the member.
- Assisted the producer's with their newly solicited cases, working to bring the group on as a new client. Managed onboarding and offboarding benefits of employees for multiple groups
Associate Account Manager
Acrisure
04.2019 - 10.2020
- Assisted account managers with tasks, such as spreadsheeting, making benefit guides, outreach calls for claims, marketing and other day to day activities.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Claims Advocacy for members
Kitchen Manager
Mellow Mushroom
08.2017 - 03.2019
- Maintained a clean and safe work environment, adhering to all health department regulations and guidelines.
- Scheduled and received food and beverage deliveries, adhering to food cost and budget.
- Checked and tested foods to verify quality and temperature.
- Mentored and trained new team members, fostering a positive culture of teamwork and collaboration within the kitchen staff.
Education
BBA - Risk Management And Insurance
University of Georgia
Athens, GA05-2019
Skills
- Client Relationship Building
- Account Management
- Relationship building and management
- Pipeline Management
- Self-Funded Health Plans
- Customer Service
- Microsoft Office Fluent
- CRM software expertise
- Interpersonal Skills
- Strategy implementation
Timeline
Account Executive
Acrisure
04.2022 - Current
Account Manager
Acrisure
11.2020 - 03.2022
Associate Account Manager
Acrisure
04.2019 - 10.2020
Kitchen Manager
Mellow Mushroom
08.2017 - 03.2019
BBA - Risk Management And Insurance
University of Georgia
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