Summary
Overview
Work History
Education
Skills
Timeline
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Erika Chelkonas

Ludlow,MA

Summary

Dynamic Account Manager with a proven track record at Sunlife Financial, specializing in leveraging CRM proficiency and client relationship building to drive superior account performance and customer satisfaction. Expert in cross-functional collaboration and performance tracking, consistently enhancing business solutions and client value. Achieved significant service optimization through innovative account strategies and effective stakeholder advocacy.

Overview

23
23
years of professional experience

Work History

Account Manager, Preferred Accounts

Sunlife Financial
04.2001 - 07.2017
  • Provided leadership and coaching for staff by analyzing performance and adapting to customer recommendations.
  • Assessed accuracy of new data sources and data gathering techniques.
  • Advocated on behalf of client stakeholders to make changes and introduce initiatives to achieve superior account performance.
  • Worked with stakeholders throughout organization to identify opportunities for leveraging company data to drive business solutions and customer value.
  • Utilized CRM software efficiently to track client interactions and maintain up-to-date information on sales pipeline progressions.
  • Enhanced customer satisfaction by addressing and resolving account issues promptly and professionally.
  • Collaborated closely with internal resources including product specialists and technical support teams, ensuring optimal solutions were presented during proposal stages.
  • Participated in professional development opportunities, staying current with best practices and emerging trends in account management to continuously improve performance.

Assistant Account Manager

Mahoney & Associates
06.1998 - 04.2001
  • Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
  • Anticipated clients' needs by staying in touch on regular basis.
  • Built client relationships by acting as liaison between customer service and sales teams.
  • Analyzed and reported on customer activity, business trends and areas of concern.
  • Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
  • Organized joint sales calls with current customers and outside vendors.
  • Streamlined account management processes for improved efficiency and productivity.

Benefits Consultant

Allmerica Financial
08.1994 - 06.1996
  • Resolved complex benefits issues promptly, facilitating positive employee relations throughout the process.
  • Developed customized benefits packages for executives, attracting top talent to the organization and fostering long-term retention.
  • Served as a liaison between the organization and insurance carriers, advocating for employees'' best interests during claim disputes or other matters.
  • Evaluated voluntary benefit offerings for potential inclusion in company plans, ensuring alignment with organizational goals and employee preferences.
  • Analyzed benefits usage data to identify trends and areas for improvement in plan offerings.

Education

Associate of Science - Biology

Holyoke Community College
Holyoke, MA
05-1988

Skills

  • CRM proficiency
  • Performance tracking
  • Financial acumen
  • Client onboarding
  • Client relationship building
  • Customer rapport
  • Services optimization
  • Account development
  • Cross-functional collaboration
  • Regulatory compliance
  • Needs analysis
  • Account strategy

Timeline

Account Manager, Preferred Accounts

Sunlife Financial
04.2001 - 07.2017

Assistant Account Manager

Mahoney & Associates
06.1998 - 04.2001

Benefits Consultant

Allmerica Financial
08.1994 - 06.1996

Associate of Science - Biology

Holyoke Community College

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Erika Chelkonas