Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Diana Harris

Hickory,NC

Summary

Passionate and results-driven Employee Benefits Account Manager with over 20 years of extensive sales, service, and account management experience. Team player that offers outstanding presentation and communication skills. Quick thinking multitasker that manages multiple tasks in a fast-paced environment while maintaining an emphasis on the highest quality of customer service. Comfortable interacting with all levels of the organization and public with the ability to make decisions quickly and independently. Strategic and analytical with motivational leadership style and expertise in building new network connections, promoting products and expanding territories.

Overview

31
31
years of professional experience

Work History

Senior Sales Account Manager

OneDigital
Atlanta, GA
01.2006 - Current
  • Responsible for retention of client accounts, cross selling additional product lines to existing clients, and pursuing new business partnerships while developing processes and solutions to address complex client issues
  • Develops strategic account plans to identify new sales and retention opportunities
  • Exercises a strong understanding of the client’s business needs, while maintaining relationships for all key stakeholders of the client
  • Conducts quarterly meetings with client’s decision-makers to communicate and recommend solutions to best meet client benefit needs 1
  • Serves as primary source for internal and external client communications, including changes impacting health care
  • Actively participates in implementation process of product sales, employee communication through enrollment meetings

Patient Advocate

Piedmont Rheumatology
Hickory, NC
01.2004 - 01.2006
  • Served as a liaison between patients, physicians, and insurance companies for a large physician’s practice by guiding patients through insurance support services while maintaining patient relationships
  • Implemented and organized HIPPA Compliance protocol ⦁ Responsible for all insurance billing and collections

Senior Account Manager

Carolina First Associates
Hickory, NC
01.1997 - 01.2003
  • Sustained quality relationships with clients, assisting with renewal processes and Human
  • Resources needs for assigned book of business
  • Provided timely and courteous service to customers concerning their enrollment needs, including conducting enrollment meetings and answering questions via phone, fax, chat, and email
  • Ensured the protection and security of a client’s personal information in a responsible manner, according to the standards and requirements of the HIPAA

Account Manager

Council and Associates
Raleigh, NC
01.1990 - 01.1997
  • Maintained employee group benefits accounts and assisted clients with claims and billing discrepancy resolution by being the single point of contact for clients and carriers
  • Reviewed and processed individual applications, termination forms, and change requests then followed up with the individual carriers to obtain status updates to provide to clients
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.

Education

Bachelor of Arts -

Meredith College

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National Association of Health Underwriters

Skills

  • Discount Rate Requirements
  • Customer Needs Assessments
  • E-Commerce Strategy
  • Networking Events
  • Overseeing Teams
  • Budgeting and Expenditures
  • Strategic Networking
  • Bid Request Management

Additional Information

  • Licenses and Certifications - Licensed Insurance Agent / Life/ Accident and Health or Sickness

Timeline

Senior Sales Account Manager

OneDigital
01.2006 - Current

Patient Advocate

Piedmont Rheumatology
01.2004 - 01.2006

Senior Account Manager

Carolina First Associates
01.1997 - 01.2003

Account Manager

Council and Associates
01.1990 - 01.1997

Bachelor of Arts -

Meredith College

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National Association of Health Underwriters

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Diana Harris