Deanna M. DeNeve
Chesterfield
Summary
Dynamic Senior Manager for Client Development at the National Association for Business Resources, adept at client onboarding and relationship building. Spearheaded personalized retention initiatives, enhancing client engagement and loyalty. Proficient in Salesforce and data management, delivering exceptional customer support while resolving complex issues efficiently. Recognized for strong communication and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Senior Manager for Client Development
National Association for Business Resources
12.2021 - Current
- Onboard new clients and build relationships with hundreds of companies nationwide for the Best and Brightest Programs, contributing to program growth and client satisfaction.
- Develop and implement personalized client retention initiatives that increase client engagement and foster long-term loyalty.
- Host virtual meetings to communicate program value and ensure clear client understanding and sustained participation.
- Manage client data and pipeline activity using Salesforce and Excel to enable accurate tracking and data-driven decision making.
- Deliver exceptional customer support and efficiently resolve escalated issues, ensuring high client satisfaction.
- Conduct targeted outreach across multiple platforms to generate new business and nurture ongoing client relationships.
Lead Insurance Processor
Blumark Financial Advisors
02.2021 - 12.2021
- Created, completed and processed insurance applications, illustrations and forms.
- Managed approximately 60 insurance policies on a regular basis until policy was placed in-force.
- Submitted policy updates to agents and clients on a regular basis.
- Served as a liaison between clients, advisors and field marketing organizations to ensure all correspondence was submitted to carriers in a timely manner.
- Followed-audit process to ensure premium payments were timely and accurate.
- Managed insurance policy renewals, policy change requests and other ongoing maintenance as needed.
- Developed and improved processes to ensure a better customer experience.
New Business Coordinator
SET for Advisors
01.2013 - 02.2021
- Entered and processed all new life and annuity insurance applications for Bank on Yourself into E-Link software on-a-daily basis.
- Submitted all new Bank-On-Yourself applications to various carriers via UPS, secure email, fax or upload on various carrier websites on-a-daily basis.
- Managed approximately 300 life and annuity insurance policies from beginning of application until policy is paid and placed in-force.
- Entered updates and general notes into E-Link for assigned cases on-a-daily basis.
- Ordered required medicals for all Bank-On-Yourself applicants, ensured exam was scheduled and submitted completed medicals to various carriers via email, fax or upload on various carrier websites.
- Submitted all pending requirements and correspondence for policies to various carriers in the allotted time-frame via e-mail, UPS, fax or upload on-carrier website.
- Corresponded with agents and Strategic Business Coaches on a regular basis via e-mail or telephone to discuss policies, problem solve and ensured all correspondence was submitted to carriers to place policy in-force.
- Submitted policy updates for assigned cases to agents on a weekly basis.
- Followed up on time-sensitive and high-target items for various policies in E-Link on a regular basis.
- Ran a weekly report of conditionally issued and pending policies to ensure they are paid and placed in-force and submit to-Supervisor on a weekly basis.
- Managed all in-force policy change requests, submitted to various insurance carriers and followed up on a regular basis.
Executive Administrative Assistant of Marketing & Customer Service
Sentech Services
06.2009 - 01.2013
- Answered multi-line telephone system, as well as filing, typing, data entry and other general administrative duties.
- Managed calendar and email for upper management.
- Supervised staff of eight customer representatives for help-desk on 2nd shift.
- Handled preservation tasks accordingly for various properties.
- Ordered Inspection reports for various properties.
- Managed and designed company blog on website on-a-daily basis.
- Shipped all parts to customers on a regular basis via UPS, Fed-Ex or by truck in the U.S. Canada and internationally.
- Submitted press releases and advertisements to the press and various publications on a regular basis.
- Designed and maintained company website using Dreamweaver CS4 on personal Mac Notebook.
- Managed and implemented Search Engine Optimization (SEO) on-company website.
- Coordinated and designed all internal and external marketing, including flyers, brochures, etc., with use of Photoshop.
- Illustrator and InDesign CS4 on-personal Mac Notebook.
- Submitted press releases and advertisements to the press and various publications on a regular basis.
- Coordinated and completed various projects as assigned.
Claims Assistant/Premium Processor
The Guarantee Company of North America USA
06.2002 - 06.2009
- Coordinated and processed new claims into the AS/400 System and Excel spreadsheets.
- Coordinated and completed assigned projects for the Claims Department on a weekly basis.
- Processed attorney fees for payment.
- Prepared and processed claims check requests.
- Kept track of weekly check request log and sent-to administration staff for approval.
- Printed checks on a weekly basis for contractors, subcontractors, attorneys and various clients.
- Answered incoming questions via telephone pertaining to all claims from subcontractors, attorneys and possible clients.
- Entered contract and commercial billing into Oracle database and AS/400 system for 14 offices nationwide.
- Sent billing invoices electronically via email to various brokers nationwide.
- Resolved billing discrepancies per the broker, underwriter or accounting clerk's request.
- Maintained addresses and contact information in Oracle database and AS/400 System on a regular basis.
- Filed all final bonds, commercial bonds, various correspondence and billing information electronically into View Wise 6.2 on a regular basis.
- Designed, implemented and revised various forms for contract and commercial billing on a regular basis.
- Coordinated and completed assigned billing projects by upper management and/or supervisor accordingly.
Education
Associate's Degree - Secretarial/Word-Information Processing
The University of Toledo, Community and Technical College
06.1991
Skills
- Client onboarding and retention
- Salesforce proficiency
- Customer support and service
- Data management and organization
- Relationship building and management
- Process improvement strategies
- Project management skills
- Effective communication techniques
- Problem-solving abilities
- Time management expertise
- Team collaboration and teamwork
- Attention to detail
- Research capabilities
- Computer literacy
- Leadership qualities
References
Available upon request.
Timeline
Senior Manager for Client Development
National Association for Business Resources
12.2021 - Current
Lead Insurance Processor
Blumark Financial Advisors
02.2021 - 12.2021
New Business Coordinator
SET for Advisors
01.2013 - 02.2021
Executive Administrative Assistant of Marketing & Customer Service
Sentech Services
06.2009 - 01.2013
Claims Assistant/Premium Processor
The Guarantee Company of North America USA
06.2002 - 06.2009
Associate's Degree - Secretarial/Word-Information Processing
The University of Toledo, Community and Technical College
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