David Blumreich
Aurora,CO
Summary
Seasoned professional with experience in relationship management, client operations, and sales. Expertise in managing complex client portfolios, strengthening partnerships, and driving revenue growth. Seeking a Relationship Manager role to leverage proven track record in exceeding client expectations and fostering robust relationships.
Overview
16
16
years of professional experience
Work History
Retirement Education Specialist
Sentry Insurance
Aurora, CO
04.2024 - Current
Client Operations Lead
Businessolver
04.2018 - 08.2023
- Managed benefits administration for a consortium of 160 municipal governments, servicing over 30,000 members with comprehensive plan oversight.
- Facilitated complex client requirements, delivering multiple annual enrollments and benefit lineups, while integrating additional services compliant with the Affordable Care Act (ACA).
- Developed and presented system demonstrations to enhance the sales process and support business development initiatives.
- Strengthened carrier and broker partnerships, contributing to a notable improvement in client renewal rates.
Manager, Distribution Sales
Automatic Data Processing (ADP)
10.2016 - 12.2017
- Led a customer service team in enhancing IRA rollover processes for terminated employees, effectively doubling managed assets to $150 million within an eight-month period.
- Reoriented a reactive sales team to adopt a proactive approach, significantly increasing lead generation and contributing to a 15% improvement in account balance and close rates.
- Designed and implemented a revised compensation program for associates to align with the Department of Labor's updated fiduciary regulations.
Retirement Counselor Team Manager
Automatic Data Processing (ADP)
01.2015 - 09.2016
- Managed a team of eight financial counselors, effectively maintaining client relationships and ensuring the successful promotion of retirement programs.
- Directed strategies that supported a portfolio of over 1,500 clients, contributing to an annual revenue stream exceeding $20 million.
- Improved team performance to achieve a top-ranking position among five peer teams through the strategic overhaul of practices and identification of new revenue-generating opportunities.
Retirement Counselor
Automatic Data Processing (ADP)
04.2010 - 12.2014
- Delivered high-impact training and educational materials to clients, significantly enhancing client engagement and contributing to the attainment of a top national ranking among retirement counselors.
- Selected for an elite 8-month leadership development program based on performance and potential for growth.
- Successfully expanded 401(k) enrollments and rollover assets for a portfolio of 200 clients, generating annual revenues of $3.1 million.
Education
Master’s Degree - Business Administration (MBA), Global Management
University of Phoenix
Bachelor of Arts - Communications
Saint Norbert College
Skills
- Leader
- Retirement & Employee Health & Insurance Benefits Knowledge
- Commitment to Exceptional Client Service
- Client Relationship Management
- Customer-Centric
- Growth Mindset
- Autonomy & Teamwork
- Data Analysis & Metrics
- Compliance & Regulatory Expertise
- Client Engagement
- Process Efficiency
- Cross-Functional Collaboration
- SaaS
- Public Speaking
- Creative Problem Solver
- Project Management
Certification
QKA
Timeline
Retirement Education Specialist
Sentry Insurance
04.2024 - Current
Client Operations Lead
Businessolver
04.2018 - 08.2023
Manager, Distribution Sales
Automatic Data Processing (ADP)
10.2016 - 12.2017
Retirement Counselor Team Manager
Automatic Data Processing (ADP)
01.2015 - 09.2016
Retirement Counselor
Automatic Data Processing (ADP)
04.2010 - 12.2014
Master’s Degree - Business Administration (MBA), Global Management
University of Phoenix
Bachelor of Arts - Communications
Saint Norbert College