Edith Bergman
Austin
Summary
Dynamic Senior Account Administrator with a proven track record at First Financial Group of America, excelling in client retention and relationship management. Achieved 100% client retention through proactive service and compliance management, while consistently exceeding production quotas. Skilled in data analysis and fostering strong client relationships to drive account growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Account Administrator
First Financial Group of America
Austin
01.2016 - Current
- Managed a portfolio of high-value clients, providing personalized support throughout their lifecycle.
- Maintain 100% client retention through proactive service and relationship management
- Consistently meet or exceed annual production quotas since 2016 (96% in 2020)
- Coordinate onboarding, policy changes, and ongoing account administration
- Serve as liaison between clients, brokers, carriers, and internal teams
- Ensure compliance, accuracy, and timely execution across all accounts
- Resolved client inquiries promptly, fostering strong relationships and customer satisfaction.
- Participated in cross-functional teams focused on improving operational efficiencies within the payroll department.
- Investigated discrepancies in account balances to ensure accuracy of data.
Client Service Specialist
First Financial Group of America
01.2013 - 01.2016
- Primary point of contact for employer and individual benefit clients
- Resolved eligibility, billing, and coverage issues while strengthening broker relationships
- Built service foundation that supported long-term retention and account growth
- Organized resources such as webinars or online events aimed at educating customers on how best to utilize services offered by the company.
- Resolved complex customer queries quickly and efficiently while maintaining a positive attitude throughout the process.
- Prepared marketing materials for the client.
- Provided payroll upload support
Assistant Manager
Bank of America
01.2011 - 01.2013
- Led sales teams ranked in the top 5% in Texas for performance
- Increased new account production by 30% through consultative selling
- Delivered consistent client experience while maintaining regulatory compliance
- Managed daily operations to ensure compliance with banking regulations.
- Collaborated with teams to enhance branch efficiency and workflow processes.
- Ensured compliance with safety regulations and company policies.
Education
Bachelor of Arts - International Business
San Diego State University
Skills
- Client retention
- Account administration
- Compliance management
- Relationship management
- Data analysis
- Customer relationship management
Certification
- Life & Health Insurance License
- FINRA Series 6 License
- FINRA Series 63 License
Languages
Spanish
Native/ Bilingual
Timeline
Senior Account Administrator
First Financial Group of America
01.2016 - Current
Client Service Specialist
First Financial Group of America
01.2013 - 01.2016
Assistant Manager
Bank of America
01.2011 - 01.2013
Bachelor of Arts - International Business
San Diego State University