Dynamic Senior Account Manager with a strong focus on teamwork, collaboration, and satisfying client needs. Experienced in overseeing client services and utilizing database management systems to enhance workflow efficiency and drive client retention.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Account Manager
MG Benefits Consulting LLC
01.2014 - Current
Manage approximately 40 clients annually, along with answering phone calls and emails within 1 business day.
Develop and implemented client engagement strategies to enhance customer satisfaction and retention.
Manage cross-functional teams to deliver tailored benefits solutions for client needs.
Conduct comprehensive market analysis to identify trends and inform strategic planning initiatives for clients.
Utilize CRM systems to streamline account management processes and improve workflow efficiency.
Negotiate contract terms with carriers, ensuring alignment with client's objectives and standards.
Collaborate with clients to design innovative benefits packages that easily explain all benefits being offered and address evolving employee needs.
Develop long-lasting client relationships by providing exceptional customer service and support (assisting client with implementation, billing, compliance needs, open enrollment, day to day questions from employees and upper management).
Provided valuable input during product decision and implementation discussions, ensuring alignment with client's needs and expectations.
Streamlined account management processes, improving overall efficiency and productivity.
Boosted client satisfaction by effectively managing and resolving account issues.
Delivered presentations and pitches to clients, upper management and employees.
Education
Bachelor of Science - Child Development
Juniata College
Huntingdon, PA
05-2014
Skills
Schedule management
Excellent negotiation skills
Overseeing customer relations
Teamwork and collaboration
Staff management
Database management
Systems and software expertise
Client services oversight
Certification
Licensed Insurance Agent - Since 2017
Licensed Insurance Broker - Since 2017
Certified with New York State of Health as an Insurance Broker/Assistor - Since 2021