Summary
Overview
Work History
Education
Skills
Affiliations
Awards
Timeline
Generic

Gerald J. Tarantolo

Summary

Employee Benefits Insurance Professional experienced in consultative client management, recognized for developing and nurturing strong client relationships and delivering tailored solutions. History of leveraging analytical skills and strategic insights to enhance client satisfaction. Team-oriented with focus on achieving targeted outcomes and adapting to evolving client needs.

Overview

29
29
years of professional experience

Work History

Sr. Client Manager

Illumifin Corporation
09.2024 - Current
  • Increased client satisfaction by providing exceptional account management and personalized solutions for key, high profile accounts with revenue over 2.5M.
  • Served as trusted advisor for key stakeholders within top-tier accounts; providing guidance in areas such as strategic planning, process improvements, risk mitigation, and growth opportunities.
  • Coordinated with internal departments to ensure timely resolution of client issues, and facilitated project plans to ensure timelines and deliverables were met
  • Championed process improvements that led to reduced response times for client inquiries, enriched customer experiences, and an increase in overall satisfaction levels.
  • Maintained and reviewed process documents, monitored and tracked SLA/SLO's to ensure targets were met and exceeded, and made recommendations based on audit reviews.
  • Strengthened long-term client relationships through regular communication, understanding their needs, and delivering tailored recommendations.
  • Improved operational efficiency by streamlining processes for better client servicing and reporting accuracy.
  • Led cross-functional teams in order to address complex client requirements and deliver innovative solutions on time and on budget.
  • Managed revenue models, process flows, operations support, and customer engagement strategies.

Sr. Account Manager, Voluntary Solutions

EBG/BENEPLACE, LLC
02.2021 - 10.2023
  • Business development & growth through strategic business planning and market analysis
  • Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
  • Managed, serviced, and grew relationships on a book of 25 national account clients, by providing consultative expertise and proactive customer centric servicing on a portfolio of voluntary benefit and technology solutions for corporate clients
  • Conducted needs-based analysis & utilized industry benchmarks, market trends, and regulatory information to develop tailored client strategies and benefit solutions
  • Facilitated consultative product and stewardship presentations for all voluntary benefit solutions including critical illness, hospital, accident plans, auto/home, pet insurance, life, disability, long-term care, legal, and ID Theft plan offerings
  • Facilitated the RFP process, solicited quotes and plan designs from carrier partners; analyzes, and makes appropriate recommendations based on client’s needs and goals
  • Developed partnerships and maintained strategic relationships with key internal and external clients, carrier, provider, and benefit admin firms to provide best in class specialty brokering and management of plans
  • Recommended and reviewed communication and enrollment strategies including consolidated on-line enrollment to generate positive enrollment participation and a seamless employer/employee experience
  • Developed long-lasting client relationships by providing exceptional customer service and support.
  • Leveraged industry knowledge to provide expert guidance on pricing, promotions, and product offerings for clients'' specific needs.
  • Increased revenue for the company through strategic upselling and cross-selling initiatives.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

Sr. Account Executive

CIGNA GROUP INSURANCE
01.2018 - 02.2021
  • Managed a book of 40 life, disability, absence management, and voluntary accident, hospital indemnity & critical illness clients
  • Established and maintained proactive consultative partnerships with national and regional broker consultant firms
  • Grew, developed, and maintained long lasting client relationships through proactive and advocative client management
  • Strategic and consultative presentation of analysis of benchmarks, reports, and utilization data to provide a thorough account and consultative review and recommended appropriate and mutually beneficial solutions
  • Increased account retention by building strong relationships with clients and addressing their needs promptly; met or exceeded quarterly retention goals.
  • Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
  • Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
  • Analyzed data to discover trends, informing market strategies, and objectives.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

SENIOR NATIONAL ACCOUNT MANAGER

LINCOLN FINANCIAL
01.2016 - 01.2018
  • Built relationships with key national brokers, benefit administration/TPA firms, and national account clients
  • Managed a book of life, disability, dental, vision, EAP, absence management, and voluntary worksite clients overseeing $14M in revenue
  • Retained business and client relationships through effective renewal strategies
  • Successfully contributed to new business and upsell goals by responding to requests for proposals and participating in finalist presentations
  • Coordinated project meetings, annual plan reviews, stewardship, and status meetings between TPA, Benefits Administration firms, brokers/consultants, and clients
  • Consulted, formulated, and recommended marketing/communication plans to increase participation on voluntary products

KEY ACCOUNT MANAGER

GUARDIAN LIFE INSURANCE
02.2013 - 01.2016
  • Managed, retained, and developed a profitable book of 50 large market Key Accounts, with dental, vision, life, EAP, disability, absence management, stop loss, accident, critical illness, and voluntary worksite clients
  • Built and maintained strong client relationships to drive business growth.
  • Partnered with internal departments to troubleshoot, research, and resolve client/broker issues, and inquiries
  • Contributed to new business sales process by facilitating, consulting, and participating in finalist presentations as the Product/Account Management SME
  • Led a profitable client book by proactively presenting, recommending, and selling additional lines of coverage/services
  • Proactively consulted/strategized with brokers & clients at meetings, stewardship presentations on plan designs, utilization analyses, and benchmarking data; recommended appropriate plan design changes
  • Managed an Account Service Manager, Mentored junior members of the team in key account management best practices, fostering a culture of continuous learning and professional growth within the organization.
  • Partnered with underwriting and brokers on renewal strategy and successfully retained profitable business

STRATEGIC ACCOUNT EXECUTIVE

UNITEDHEALTHCARE
11.2008 - 02.2013
  • Managed a book of dental, vision, life, and disability clients with a premium of $16M by providing effective and responsive customer/broker service on all aspects of the plan
  • Facilitated the renewal process to retain existing business
  • Successfully grew a profitable book by proactively presenting/selling additional lines of coverage.

ACCOUNT EXECUTIVE

PRINCIPAL FINANCIAL
06.2006 - 04.2007

ACCOUNT MANAGER, IMPLEMENTATION MANAGER, AND ENROLLMENT SPECIALIST

PRUDENTIAL GROUP INSURANCE
09.1995 - 05.2006

Education

MBA - Marketing And Management

Fairleigh Dickinson University
Madison

Bachelor of Science - Marketing/Management

LaSalle University
Philadelphia

Skills

  • Client Relationship Building
  • Business Development
  • Strategic Partnerships
  • Renewal Strategies
  • Core/Voluntary Benefits Expert
  • Key Account Management
  • Issue/Problem Resolution
  • Market Analysis
  • Team Leadership
  • Process Improvements
  • Business development and planning
  • Rapport and relationship building

Affiliations

  • Kean University Foundation, Board of Directors, Investment Committee Chair

Awards

Pinnacle Award Recipient, UnitedHealthcare, Field Forum Committee, Guardian Life

Timeline

Sr. Client Manager

Illumifin Corporation
09.2024 - Current

Sr. Account Manager, Voluntary Solutions

EBG/BENEPLACE, LLC
02.2021 - 10.2023

Sr. Account Executive

CIGNA GROUP INSURANCE
01.2018 - 02.2021

SENIOR NATIONAL ACCOUNT MANAGER

LINCOLN FINANCIAL
01.2016 - 01.2018

KEY ACCOUNT MANAGER

GUARDIAN LIFE INSURANCE
02.2013 - 01.2016

STRATEGIC ACCOUNT EXECUTIVE

UNITEDHEALTHCARE
11.2008 - 02.2013

ACCOUNT EXECUTIVE

PRINCIPAL FINANCIAL
06.2006 - 04.2007

ACCOUNT MANAGER, IMPLEMENTATION MANAGER, AND ENROLLMENT SPECIALIST

PRUDENTIAL GROUP INSURANCE
09.1995 - 05.2006

MBA - Marketing And Management

Fairleigh Dickinson University

Bachelor of Science - Marketing/Management

LaSalle University

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Gerald J. Tarantolo