Janelle Eberly
McKinney,TX
Summary
As an experienced account executive in the employee benefits industry focusing on self-funded benefits, I have a proven track record of maximizing client cost savings while ensuring top-notch customer service. With my expertise in navigating complex benefit structures and regulations, I am able to customize solutions that meet the unique needs of each client, resulting in improved employee satisfaction and retention. My proactive approach to communication and problem-solving also ensures our clients a seamless and stress-free experience.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Executive
Acrisure, LLC
06.2021 - Current
- Enhanced client relationships by identifying their needs and providing tailored solutions.
- Increased revenue generation through the development and implementation of strategic sales plans.
- Delivered consistent, high-quality service to ensure client satisfaction and retention.
- Expanded market share with targeted outreach initiatives for new business development.
- Streamlined internal processes for increased efficiency and improved client experiences.
- Led cross-functional teams to develop innovative strategies, driving business growth and profitability.
Client Manager
Acrisure, LLC
05.2019 - 06.2021
- Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
- Developed strong relationships with clients through regular communication and personalized service for increased loyalty.
- Implemented new processes to streamline workflow and improve overall efficiency within the team.
- Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.
- Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Monitored industry trends and competitor activities, adjusting strategies as needed to maintain a competitive edge for clients.
- Led team meetings focused on continuous improvement, fostering an environment of open dialogue and constructive feedback among team members.
- Trained new employees on company policies, procedures, and best practices, ensuring seamless integration into the team dynamic.
- Supported sales efforts by creating compelling presentations highlighting the unique value proposition offered to potential clients.
- Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
- Actively participated in industry conferences, networking events, and professional development opportunities to stay current on trends relevant to our clientele.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Scheduled and attended meetings with clients and prospective clients as requested.
Technology Analyst
Acrisure, LLC
10.2018 - 05.2019
- Improved software quality by conducting thorough code reviews and implementing best practices.
- Optimized system performance through regular maintenance and updates, resulting in increased efficiency.
- Collaborated with cross-functional teams to develop innovative technology solutions for business challenges.
- Streamlined processes by automating repetitive tasks, saving time and resources.
- Boosted team productivity with agile project management techniques, leading to faster delivery of high-quality products.
- Promptly resolved technical issues for staff to minimize downtime.
- Tested modified programs to correct adverse impacts on programs or systems operations.
Front Office Coordinator
Peak Physical Therapy & Sports Medicine Center
01.2017 - 10.2018
- Enhanced patient experience by managing front office operations efficiently and professionally.
- Streamlined appointment scheduling processes for improved patient satisfaction and reduced wait times.
- Maintained a clean, organized, and welcoming reception area to create a positive first impression for patients.
- Collaborated with medical staff to ensure seamless coordination of patient care and timely communication.
- Managed high call volumes effectively, addressing patient inquiries and resolving issues promptly.
- Developed strong relationships with patients, providing empathetic support and assistance throughout their visit.
- Safeguarded patient privacy by strictly adhering to HIPAA regulations and maintaining confidentiality at all times.
- Conducted insurance verification tasks accurately, ensuring proper coverage and minimizing billing errors.
- Facilitated timely check-in and check-out procedures, streamlining patient flow through the clinic.
- Handled financial transactions responsibly, collecting copayments and processing payments with attention to detail.
- Supported administrative tasks such as filing, data entry, and document management to maintain an organized office environment.
- Participated in staff meetings and training sessions to stay current on industry best practices and improve overall performance.
- Contributed to a positive team atmosphere by assisting colleagues when needed, fostering a supportive work environment for all employees.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Collect patient and client documents and information upon referral.
- Created and updated records and files to maintain document compliance.
Manager on Duty
Chick-fil-A
01.2017 - 08.2017
- Improved team productivity by implementing efficient scheduling and task delegation processes.
- Enhanced customer satisfaction through consistent monitoring of service quality and staff performance.
- Reduced employee turnover by fostering a positive work environment and offering professional development opportunities.
- Streamlined operations, optimizing resource allocation and prioritizing high-impact tasks.
- Ensured compliance with company policies, industry regulations, and safety standards by conducting regular audits and providing necessary training to employees.
- Collaborated with other managers on strategic initiatives, sharing best practices to achieve common goals across the organization.
- Mentored junior team members for career development, offering ongoing guidance on goal setting, skill-building, and performance improvement strategies.
- Proactively identified potential issues within the workplace, taking corrective actions to maintain seamless operations at all times.
- Managed inventory effectively by regularly tracking stock levels and placing orders as needed to minimize waste or shortages.
- Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
- Trained employees in essential job functions.
- Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
Education
Health Education & Promotion - Public Health
Oklahoma State University
Stillwater, OK12.2017
Skills
- Account Oversight
- Client Services
- Sales Expertise
- Networking Abilities
- Account Management
- Analytical thinking
- Emotional intelligence
- Client retention
- Adaptability
- Resource allocation
- Technical understanding
- Team leadership
Accomplishments
- Achieved most new business sales internally by implementing new lines of coverage with accuracy and efficiency.
- Identified as the leader of most new business sales for the 2023 renewal season across Acrisure's Employee Benefits Team.
Certification
- General Lines Agent - Life, Accident, Health and HMO
Texas Department of Insurance
Issued February 2019 - Current
Timeline
Client Executive
Acrisure, LLC
06.2021 - Current
Client Manager
Acrisure, LLC
05.2019 - 06.2021
Technology Analyst
Acrisure, LLC
10.2018 - 05.2019
Front Office Coordinator
Peak Physical Therapy & Sports Medicine Center
01.2017 - 10.2018
Manager on Duty
Chick-fil-A
01.2017 - 08.2017
Health Education & Promotion - Public Health
Oklahoma State University
- General Lines Agent - Life, Accident, Health and HMO
Texas Department of Insurance
Issued February 2019 - Current
Similar Profiles
Melissa CarpenterMelissa Carpenter
Sr. Account Executive at Acrisure, LLCSr. Account Executive at Acrisure, LLC
Brenda J. HutchinsonBrenda J. Hutchinson
Claims Specialist at Acrisure, LLCClaims Specialist at Acrisure, LLC
Grace KiterGrace Kiter
Strategic Associate I at Acrisure, LLCStrategic Associate I at Acrisure, LLC