Janet Wichern
Waltham,MA
Summary
Dynamic Account Manager with a proven track record at Arthur J. Gallagher, excelling in data analysis and customer relationship management. Successfully manage a $1.2 million book of business, driving growth through effective project management and client feedback. Adept at creating impactful presentations and collaborating with teams to enhance client satisfaction.
Overview
22
22
years of professional experience
Work History
Account Manager
Arthur J. Gallagher
Boston, MA
11.2023 - Current
- Analyzed client data and identified opportunities for growth.
- Utilized problem-solving skills when dealing with difficult customers.
- Solicited feedback from customers on their experience with products or services.
- Maintained accurate records of all customer interactions in the CRM system.
- Coordinated with internal teams to ensure timely delivery of products and services to clients.
Account Manager
Eastern Benefits Group
10.2016 - 11.2023
- Work with multiple producers and account executives managing a $1.2 million book of business, -Manage all aspects of renewal process, including data collection, marketing, spreadsheet presentations in
- Excel and new business paperwork
- Worked with numerous benefits administration databases and ensured accuracy of renewals and commission revenues
- Independently worked on numerous small group cases (under 100 lives) and responsible for entire accounts (including product upsells of voluntary and other ancillary benefits) -Created benefit guides in PowerPoint and Word formats for client open enrollment -Collected 5500 data for large clients and worked with TPA to make sure filings were completed in a timely manner -Ensure compliance reviews completed on an annual basis
Senior Account Manager
CBIZ Clearview
09.2012 - 09.2016
- Responsible for approximately $600,000 book of business, including large and small accounts -Perform all aspects of renewal process, including marketing/quoting, creating presentations in Excel and Word, and following up with clients to coordinate carrier transition process from start to finish -Utilize medical carrier broker websites (Tufts, BCBS, HPHC) to create small business quotes -Assist clients with all aspects of open enrollment, including coordinating carrier representation and presenting at employee meetings -Maintain client database during renewal period -Create benefit guides for clients to highlight and clarify all aspects of employee benefits, including HRA’s, HSA’s, and FSA’s
- Work with HR department to customize each guide to the clients’ specifications
Senior Account Manager
USI New England
04.2007 - 08.2012
- Account management for all size accounts for $700,000 book of business
- Execute all aspects of the client renewal process, including RFP’s, presentations, and assisted Human Resources departments of clients with open enrollment
- Create benefit guides for employees and assisting clients by meeting with employees and presenting benefit changes during open enrollment
Account Manager
Gordon Analytic
04.2004 - 08.2006
- Manage 25 accounts for life, disability, medical and dental coverage -Utilize Microsoft Access to document all client issues -Visit clients quarterly to ensure resolution of any possible issued with their insurance carriers -Send cases out to bid for clients during their renewal period -Present rates and alternative insurance options to clients
Human Resources Coordinator
Gentiva Health Services
06.2003 - 03.2004
- Perform all HR duties, including recruiting, benefits administration and HRIS maintenance -Act as office manager: Responsible for maintaining all office supplies and equipment -Ensure employees are compliant with all Medicare and company and training requirements
Education
HR Management Certificate Program - Human Resources Management
Bentley University
Waltham, MA05-1999
Bachelor of Arts - History
Pennsylvania State University
University Park, PA05-1994
Skills
- Data analysis
- Customer relationship management
- CRM management
- Renewal process
- Benefits administration
- Presentation creation
- Project management
- Team collaboration
- Market research
- Microsoft Excel
- Client feedback
Affiliations
- Waltham Youth Soccer-Assistant Coach for Girls U8 team.
- Waltham PTO-Volunteer
- Blood Donor for Children's Hospital Boston
Timeline
Account Manager
Arthur J. Gallagher
11.2023 - Current
Account Manager
Eastern Benefits Group
10.2016 - 11.2023
Senior Account Manager
CBIZ Clearview
09.2012 - 09.2016
Senior Account Manager
USI New England
04.2007 - 08.2012
Account Manager
Gordon Analytic
04.2004 - 08.2006
Human Resources Coordinator
Gentiva Health Services
06.2003 - 03.2004
HR Management Certificate Program - Human Resources Management
Bentley University
Bachelor of Arts - History
Pennsylvania State University
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