Ingrid Shimek
Portland,OR
Summary
Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.
Overview
18
18
years of professional experience
Work History
Account Executive
Providence Health Plan
Portland , OR
2018.10 - Current
- Utilize expert knowledge of group health insurance benefits to meet customer needs.
- Customize benefit proposals for groups 51+, including AHP sales & management.
- Provide training for newly hired staff members on health plan benefits, market landscape, and key retention strategies.
- Establish strong professional relationships with internal stakeholders, key brokers, and client decision makers.
- Provide consultative analysis to customers on best practices when making decisions related to their insurance plans.
- Manage client relationships by providing prompt service and responding to inquiries in a timely manner, resulting in a reputation as a trusted advisor.
- Develop and present education on health insurance coverage options for members.
Account Manager
Providence Health Plan
Portland , OR
2007.01 - 2018.10
- Managed a book of over 100+ groups ranging in size from two to three thousand members, including AHP & PEO business, with a consistent retention rate of 95%.
- Provided training and guidance to new Account Managers as a respected mentor.
- Implemented innovative strategies based on specific clients' needs to increase retention and customer loyalty.
- Established and maintained effective working relationships with vendors, acting as a liaison to quickly resolve issues.
- Monitored industry trends and developments to assess their impact on company operations.
- Maintained accurate records of all customer interactions using CRM software tools.
- Assisted in developing promotional materials, such as brochures, flyers, and newsletters.
- Managed and maintained relationships with existing clients to ensure customer satisfaction.
- Identified key decision makers within target accounts and developed genuine relationships with them.
- Collaborated with internal teams, such as marketing, enrollment, and billing, to solve complex customer issues.
Education
Bachelor of Science - Psychology
University of Oregon
Eugene, ORHuman Resources Certification
Portland State University
Portland, ORSkills
- Sales expertise
- Proven Account Management skills
- Relationship Management
- Account oversight
- Sales Strategies
- Excellent presentation skills
- Customer rapport
- Client Relationship Building
- CRM proficiency
Timeline
Account Executive
Providence Health Plan
2018.10 - Current
Account Manager
Providence Health Plan
2007.01 - 2018.10
Bachelor of Science - Psychology
University of Oregon
Human Resources Certification
Portland State University
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