Insurance professional with extensive experience leading cross-functional projects from concept to completion. Expertise includes Medicaid, Accident, Critical Illness, Dental, Disability, and Hospital insurance products. Demonstrates agility in fast-paced environments, effectively managing shifting priorities while consistently delivering precise results. Recognized for building strong client relationships and empowering teams through collaborative leadership and strategic vision.
Participated in strategic planning meetings to align department objectives with company goals for client success management.
Conducted regular reviews of account performance to identify upselling and service expansion opportunities.
Managed existing client renewals, ensuring compliance with standards for account information and documentation.
Streamlined communication between clients and internal teams to enhance project execution efficiency.
Resolved escalated issues promptly by coordinating with relevant departments and keeping clients informed throughout the process.
Delivered exceptional customer service by anticipating client needs and providing tailored solutions.
Established trust through consistent follow-up and commitment to understanding unique business requirements.
Built strong client relationships by addressing inquiries, assessing needs, resolving issues, and following up with clients.
Maintained detailed records of all client interactions to ensure accuracy and facilitate clear communication across teams.
Implemented change management strategies to facilitate user transitions from legacy systems to new platforms.
Evaluated post-implementation results through data analysis, refining best practices for future project efficacy.
Negotiated vendor contracts to secure competitive pricing while ensuring high-quality products and services.
Developed customized implementation plans based on client needs, strengthening relationships and repeat business opportunities.
Served as primary liaison between clients and technical teams, ensuring clear understanding of requirements.
Six Sigma Yellow Belt, Riverwood Associates
Master Course in PMP- Project Management Professional, Udemy
Business Management Essentials, Management and Strategy Institute
Risk Management: Insuring Against Risk, Alison Learning
· COBRA
· ADA (Americans with Disability Act)
· FMLA (Family Medical Leave Act)
· HIPPA Compliant
Selerix
Employee Navigator
Salesforce
Bswift
MS Teams
Workday
Paylogix
MS Excel
ADP