Dynamic Client Account Manager with a proven track record of excelling in client relationship management and market analysis. Expert in strategic planning and data-driven decision-making, I have successfully enhanced client satisfaction and retention through tailored solutions and proactive communication, driving sustainable growth for diverse employer groups.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Account Manager
Scott Insurance
Greensboro, NC
09.2022 - 06.2025
Spearheaded the marketing of comprehensive group benefit plans, including medical, dental, life, and disability, driving competitive positioning and client satisfaction.
Conducted in-depth annual new and renewal market analyses with insurance carriers, securing best rates and coverage for new and existing clients.
Managed complex client benefit inquiries with precision and timeliness, ensuring compliance, and delivering exceptional service experiences to clients.
Partnered with carriers and internal teams to strategize marketing and placement of accounts, evaluate vendor proposals, and keep the regulatory standards.
Managed employer groups ranging from 20 to 1,500+ employees, using market research to find cost-saving opportunities, and strengthen long-term carrier relationships.
Account Manager
Marsh & McLennan Agency- Mid-Atlantic
Greensboro, NC
03.2021 - 02.2022
Managed a diverse portfolio of national, government, and professional business accounts, ranging from 50 to 1,500+ employees, ensuring strategic alignment with client goals.
Built and nurtured long-term client relationships through proactive communication, personalized support, and a deep understanding of business needs.
Partnered with cross-functional teams to resolve issues swiftly, delivering seamless client experiences, and support a high retention rate.
Leveraged CRM platforms to track engagement, improve account performance, and offer data-driven insights for strategic decision-making.
Analyzed market trends and client feedback to deliver tailored recommendations, strengthen partnerships, and drive sustainable growth.
Researched and recommended lines of coverage to enhance the employer benefits package offered to the employees.
Senior Health Plan Director
Idaho Associated General Contractors
Boise, ID
09.2013 - 12.2020
Directed a self-funded MEWA serving over 300 member companies, ensuring operational excellence and long-term financial sustainability.
Created board reports that integrated operational performance, strategic initiatives, risks, compliance updates, stakeholder impacts, and recommended actions into a clear data-driven briefing that supported the board decision-making process.
Developed and executed strategic initiatives that enhanced operational efficiency, improved member experience, and strengthened organizational performance.
Presented data-driven insights and strategic recommendations to the Board of Directors, directly shaping organizational priorities and growth strategies.
Oversight of a multimillion-dollar budget, driving resource optimization, and supporting fiscal stability through disciplined budgetary management.
Elevated governance and compliance by strengthening internal controls, modernizing policies and procedures, and ensuring adherence to regulatory standards.
Education
Bachelor of Arts - Management and Organizational Behavior