Microsoft Office
Danielle Blandford
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
11
11
years of professional experience
1
1
Language
Work History
Account Manager
Personify Health
2023.05 - 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.
- 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.
- Educated clients on new products or services to increase customer engagement with brand.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Client Servicing Analyst
Clearwater Analytics
2023.01 - 2023.05
- Reconcile investment transactions and accounting for portfolios
- Effectively communicate and collaborate with a global team to build and manage valuable relationships with clients and vendors
- Ensure accuracy and consistency of financial records
- Identify root cause of errors and inconsistencies with large investment data sets.
- Validated results and performed quality assurance to assess accuracy of data.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
Renewals Manager
Health Management Administrators
2022.03 - 2023.01
- Manage renewal programs by coordinating cross functional teams, ensuring effective and efficient execution of renewals according to the express intent of the client
- Evolved and enhanced existing renewal processes by creating documentation and training team members
- Identify and develop strategies to reduce risks presented by single points of failure or lack of redundancy of critical components within renewals
- Assist with implementations of new clients, including project activities and facilitating discussions with clients, brokers, and internal decision makers.
Client Services Coordinator III
AmeriBen IEC Group
2021.07 - 2022.03
- Maintain client and broker relationships by serving as a strategic partner for them and their vendors
- Prepare, deliver, and execute renewal documents and agreements for plans
- Regularly communicate compliance updates to clients and brokers
- Serve as a subject matter expert in a variety of areas
- Mentor and train new hires and assist in developing training strategies.
Document Specialist II
AmeriBen IEC Group
2019.03 - 2021.07
- Support internal teams with legal research and document management in preparation for onboarding new groups
- Managing ongoing client requests
- Act as a high-level resource for the department by being a subject matter expert
- Develop processes, resources, and communications for internal and external teams
- Mentor and train new hires and help developing training processes for various roles within the department.
Disability Processor II
AmeriBen IEC Group
2017.05 - 2019.03
- Process claims accurately and efficiently by interpreting plan documents, calculating payments
- Strictly adhere to internal and external processes for payments and claims reporting
- Assist with implementing new documentation processes
- Create standard operating procedures for the department.
Education
Bachelors of Arts - Interdisciplinary Studies, Emphasis in English and Communications
MidAmerica Nazarene University
05.2015
Skills
- Client Relationship Management
- Strategic Planning
- Goal-Oriented
- Issue Resolution
- Networking skills
- Project Management
- Documentation And Reporting
- Data Analytics
- Vendor Management
References
- Stacy Rath, (816) 289-4719
- Sean Kennedy, (208) 350-9014
- Lise Joffrion, (985) 807-5191
Timeline
Account Manager
Personify Health
2023.05 - Current
Client Servicing Analyst
Clearwater Analytics
2023.01 - 2023.05
Renewals Manager
Health Management Administrators
2022.03 - 2023.01
Client Services Coordinator III
AmeriBen IEC Group
2021.07 - 2022.03
Document Specialist II
AmeriBen IEC Group
2019.03 - 2021.07
Disability Processor II
AmeriBen IEC Group
2017.05 - 2019.03
Bachelors of Arts - Interdisciplinary Studies, Emphasis in English and Communications
MidAmerica Nazarene University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Work-life balanceFlexible work hoursWork from home optionPersonal development programsSoftware
CRM Databases
PowerBI
Benefit Focus
Salesforce
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