Jose Parker
Houston,TX
Summary
Dedicated Senior Level Account Manager with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
6
6
years of professional experience
Work History
Senior Associate National Employer Consulting Group
EPIC Brokers
02.2022 - Current
- Act as the main day-to-day contact and assist in managing an assigned book of business with eight clients and over 45,000 members. Focused on large self-funded employers.
- Resolve service-related issues independently and oversee the client renewal process across all lines of coverages.
- Leverage internal resources to manage client expectations and ensure timely delivery of requests for clients, vendors, and internal partners
- Prepare RFPs (Request for Proposals), coordinate vendor responses, support negotiations, analyze and spread proposal results, and develop client presentations
- Recipient of the 2022/2023 Pinnacle Club Award given to the Top 50 non-sales employees throughout the entire company for their outstanding contributions during the previous year.
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
Account Coordinator/Manager
Gallagher Benefits Services
01.2019 - 02.2022
- Assisted in managing an assigned book of business with over 42,000 members, five of those clients, representing 6,000 members were managed independently
- Resolved service-related issues independently, involving more experienced team members on an ad-needed basis
- Leveraged internal resources to manage client expectations and ensure timely delivery of requests for clients, vendors, and internal partners
- Prepare RFPs (Request for Proposals), coordinate vendor responses, support negotiations, analyze and spread proposal results, and develop client presentations
- Create and deliver Annual Enrollment presentations.
Inside Sales/Account Executive
Goosehead Insurance
05.2018 - 01.2019
- 1 in my start class of over thirty corporate agents by over $70,000 in total premiums sold for the 2018 year
- Produced $10,500 in new business revenues, during my first month live selling, which was the record for any new agent in their first month ever
- Despite being in my first year in this role, I ended 2018 with the highest percentage to goal (140%) in the Houston office, with a total of $348,000 in total premiums sold in a six-month span
- Cross sold another product successfully at a 73% rate for all new clients purchasing homeowners' insurance
- In 2018, named a PPNA metric captain in the Houston office which focuses on helping the corporate team increase their “Policies Per New Account” metric by using different sales methods and best practices that have worked for me
- Nominated to the 2019 Leadership Development Program.
Education
Bachelor of Science - Sport Business Administration
University of Houston
Houston, TX05.2018
Skills
- Salesforce
- Detail-Oriented
- Proficient in Microsoft (Excel, Word, PowerPoint)
- Leadership
- Math and Analytical Skills
- Organization and Project Management
- Strategic Decision-Making
- B2B Sales and Individual Sales
- Life, Accident, Health & Property and Casualty License
- Compliance Management
- Contract Negotiations with Requests for Proposals
Certifications and Awards
- Texas Department of Insurance General Lines: Life, Accident, Health, and HMO & Property and Casualty
- 2022/2023 EPIC Brokers Pinnacle Club Award Winner
Timeline
Senior Associate National Employer Consulting Group
EPIC Brokers
02.2022 - Current
Account Coordinator/Manager
Gallagher Benefits Services
01.2019 - 02.2022
Inside Sales/Account Executive
Goosehead Insurance
05.2018 - 01.2019
Bachelor of Science - Sport Business Administration
University of Houston
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