Mission/research driven individual ready to learn and grow in Account Management/Sales positions. Hard-working, organized, determined and motivated in the work place.
Experience working in remote setting
Solution driven and able to manage several projects and tasks at once
Overview
4
4
years of professional experience
Work History
Retail Service Account Manager
Hamilton Insurance Agency
03.2023 - Current
Account manager for 200+ corporations and non-profit agencies including The World Bank by providing customer support and discrepancies, and plan evaluations. service for insurance benefit enrollment, terminations, qualifying life event changes, and billing audits
Negotiate competitive prices for clients through carrier market shopping
Collaborate with Account Executives, marketing and sales leadership to sell and market
Working with international corporations like The World Bank has provided experience with cultivating relationships with individuals with diverse background to help accomplish their needs and goals
Client Implementation Analyst
Hamilton Insurance Agency
12.2021 - 03.2023
Expert in internal portal software, Benelink Connect, which is used to input and process client information, run and analyze reports, and enroll clients in benefits directly. Utilize CMS and PM software (iMeet Central), to manage full-cycle completion of projects.
Partnered with Brokers, software engineers, and Kaiser Permanente’s analytical team on strategic and tactical projects.
Conduct audits to flag discrepancy file inconsistencies between enrolled members and billing.
Daily communication with clients to provide satisfactory customer support to increase client rapport.
Server
Pikewood National Golf Club
02.2020 - 12.2021
*Became Lead Server in January 2021
• Regularly communicated with out of state members to confirm and accommodate to their needs while staying on property
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY