Eric Burkhart
Elk Grove,CA
Summary
Results-driven individual recognized for high productivity and efficiency in task completion. Specialize in strategic planning, customer relationship management, and product demonstration skills. Excel in communication, problem-solving, and adaptability to meet client needs and drive sales success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Employee Benefits Sales Solution Consultant
Patra Corp
10.2021 - 08.2024
- Explain in detail our entire Employee Benefit set of services and the components within each service
- Outline the implementation process for all Employee Benefit services and the technical requirements of our customers within the implementation process
- Present the complete Patra Infrastructure of Global Operating Centers, Account Management, and overall Service Delivery process, as they relate to Employee Benefit services
- Assist the Sales Team by developing and maintaining a library of Employee Benefit RFP's for use in current and future responses to customers
- Actively participate in client meetings as a key member of the Sales Team by outlining the specific metrics associated with our Sales Cycles
- Support the Marketing Team with webinars, social media content and other special projects
- Retain client relationships and exceed revenue growth expectations on new and cross-sell sales.
Small Group Account Manager
Alliant Insurance Services, Inc.
04.2021 - 10.2021
- Managed 35 clients ranging in size from two to 250 employees worth $500K in revenue
- Established and implemented best practices for our Small Business Unit
- Demonstrated subject matter expertise by serving as primary contact for my clients
- Presented at Open Enrollment meetings, webinars and Q&A sessions when appropriate
- Prepared RFP marketing quotes by requesting client census data, tracking incoming quotes and presenting options to my clients
- Collaborated with fellow Account Executives and Producers.
Account Manager
CBIZ Insurance Services
08.2016 - 04.2021
- Managed 75 clients ranging in size from two to 250 employees worth $800K in revenue
- Built strong client relationships as the subject matter expert and primary contact for questions/issues
- Supported my Account Executive by peer reviewing renewals and providing additional recommendations
- Presented at Open Enrollment meetings, webinars and Q&A sessions when appropriate
- Prepared RFP marketing quotes by requesting client census data, tracking incoming quotes and presenting options to my clients
- Managed various HRIS platforms and quickly resolved any carrier discrepancies on EDI file feeds and manage client eligibility issues.
Account Coordinator III
CBIZ Insurance Services
04.2017 - 04.2019
- Assisted in servicing 130 clients ranging in size from two to 100 employees worth $400K in revenue
- Supported both Northern and Southern California small group book of business
- Resolved client issues related to billing, eligibility, and claims discrepancies
- Managed annual renewal and marketing, open enrollment process, and client management system.
Implementation Specialist
CBIZ Insurance Services
08.2016 - 04.2017
- Managed annual open enrollment processes for all clients at the direction of producer
- Processed member enrollments and terminations with various online carriers and vendor partners
- Created and distributed annual COBRA communications to current and pending participants
- Supported the Account Executives and Account Managers with daily customer service requests.
Receptionist
Risk Strategies Company
04.2015 - 08.2016
- Greeted and directed clients and visitors in a professional, friendly, and hospitable manner
- Collected renewals, endorsements, and cancellation notices from various vendors and distributed to appropriate producer or internal team
- Assembled client portfolio binders the producers utilized when presenting at renewal meetings
- Responsible for day-to-day operations of organization.
Education
Certificate of Completion Massage Therapy
Western Career College
Walnut Creek, CA06-2008
High School Diploma -
Antioch Highschool
Antioch06-2003
Skills
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint and Publisher)
- Experienced in Flipping Book and Brain Shark
- Sales Enablement
- Trade Show Representation
- Solution Selling
- Self Motivation
- Adaptability and Flexibility
- Reliability
Certification
California Accident & Health License
References
Available upon request
Timeline
Employee Benefits Sales Solution Consultant
Patra Corp
10.2021 - 08.2024
Small Group Account Manager
Alliant Insurance Services, Inc.
04.2021 - 10.2021
Account Coordinator III
CBIZ Insurance Services
04.2017 - 04.2019
Account Manager
CBIZ Insurance Services
08.2016 - 04.2021
Implementation Specialist
CBIZ Insurance Services
08.2016 - 04.2017
Receptionist
Risk Strategies Company
04.2015 - 08.2016
Certificate of Completion Massage Therapy
Western Career College
High School Diploma -
Antioch Highschool
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