Job Search Status
Open to workDesired start date: 2 weeks notice
Desired Job Title
Senior Account ManagerAccount ManagerWork Type
Full TimeLocation Preference
RemoteHybridLocation: VAAshburn, VA
Open to relocation: Yes
Open To Work
Jason Shroot
VA
Work Preference
Summary
Experienced professional with extensive background catapulting customer engagement and sales numbers through innovative advertising strategies. Knowledgeable about mobilization and monetization initiatives effective at driving remarkable growth. Attentive to customer needs and industry-specific parameters.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Account Manager
USI Insurance Services
Falls Church, USA
01.2016 - Current
- Primary strategic advisor for employer clients on benefits strategy, renewal negotiations, plan design optimization, communication, vendor implementation, wellness integration and long-term cost containment initiatives.
- Led carrier negotiations and vendor RFP processes, enhancing plan performance, pricing competitiveness, and service delivery.
- Manage a $2MM+ book of business with a ~90% client retention rate.
- Provided strategic guidance to middle- and large-market employers employing between 50 and 4,500 employees.
- Guided organizations through private equity acquisitions and benefit program integrations, aligning plan structures to ensure continuity across workforces.
- Supported fully-insured, self-funded (ASO), level-funded, and ICHRA plans, conducting stop-loss evaluations, overseeing pharmacy benefit management (PBM), and analyzing vendor carve-outs.
- Supported employers in multi-states (including Hawaii, Puerto Rico, Guam), and with government contractors (SCA), and international (OCONUS) employee populations.
- Client industries included hospitality, government contracting, technology, healthcare, legal, and manufacturing.
Account Manager
5 Star Life Insurance (AFBA)
Alexandria, USA
01.2013 - 01.2016
- Educated accounts on products and delivered customized marketing solutions, contributing to increased sales.
- Drove growth by enhancing customer service and delivering product education.
- Coached and led 100+ independent insurance agents on individual and group (employee benefits) life insurance products.
- Assisted with underwriting reviews of pending insurance applications by analyzing documentation and evaluating risk factors.
Insurance Agent
Farmers Insurance Company
Tustin, USA
01.2009 - 01.2013
- Delivered tailored personal and commercial lines insurance solutions, addressing unique client needs for individuals and businesses.
- Analyzed client needs to recommend suitable coverage plans.
- Educated clients on insurance products and policy options.
- Processed claims efficiently to ensure timely service for clients.
Loan Officer
Millennia Mortgage
Laguna Hills, USA
01.2004 - 01.2009
- Negotiated A-Paper, Alt-A, and Sub-Prime mortgage loan products to meet client needs.
- Reviewed and verified loan applications for accuracy and completeness.
- Assessed client financial needs to recommend suitable loan products.
- Collaborated with real estate agents to facilitate smooth loan processes.
Education
Masters of Science - Business
Pepperdine University
Malibu, CABachelor of Arts - Political Science
University of Maryland
College Park, MDSkills
- Insurance Industry Expertise
- Employee Benefits Strategy
- Carrier Negotiation
- Vendor Relationship Management
- Detailed-Oriented
- Regulatory Compliance (ERISA, ACA, SCA)
- Cost Containment Strategies
- Wellness Initiatives
- HRIS Implementation
- Customer Service Expertise
- Technology Proficiency
Websites
Certification
- Life & Health Insurance
- Property & Casualty Insurance
- FINRA Series 7 & 63
- Customer Service Associate (LOMA)
- GBA1
- Certified SPIN Selling Sales Methodology
- Mortgage Loan Originator
Professional Highlights
- Increased HSA and voluntary benefit participation through targeted employee education campaigns and communication strategies.
- Trusted Advisor to HR leadership and executive teams navigating complex benefit programs.
Timeline
Senior Account Manager
USI Insurance Services
01.2016 - Current
Account Manager
5 Star Life Insurance (AFBA)
01.2013 - 01.2016
Insurance Agent
Farmers Insurance Company
01.2009 - 01.2013
Loan Officer
Millennia Mortgage
01.2004 - 01.2009
Masters of Science - Business
Pepperdine University
Bachelor of Arts - Political Science
University of Maryland