Desired Job Title
Account ManagerClient Success ManagerCustomer Success ManagerTeam LeadWork Type
Full TimeLocation Preference
On-SiteRemoteHybridLocation: Boise, ID
Open to relocation: Yes
Open To Work
Justin Roth
Boise,ID
Work Preference
Summary
Proven account and client success manager with over 25 years of experience in account management, sales, customer success, and training, recognized as a Top Performer 5 out of the last 10 years, most recently in 2025. Expertise in serving as a consultant and trusted advisor to leadership, brokers, and clients, strategically enhancing organizational experiences to meet diverse needs. Successfully managed new product implementations and serviced accounts at both high and granular levels, achieving an impressive client retention rate of over 85% through consistent annual contract renewals. A commitment to excellence drives the ability to foster strong relationships and deliver tailored solutions that elevate client satisfaction.
Overview
25
25
years of professional experience
Work History
Account Manager
Enterprise Fleet Management
San Antonio
02.2023 - Current
- Cater to book of business comprised of over 20 accounts for their daily operational fleet needs, concerns, and questions, working to ensure that their fleet is continuously efficient and operating at maximum capacity.
- Recommend company products that will help clients serve their fleet to the fullest.
- Work with the other account management team members to complete successful renewals of client lease agreements, including proofreading contracts and obtaining signed final contracts.
- Scheduled and facilitate meetings with various clients and internal departments to help ensure best operational practices are in place to support top clients, meeting and exceeding their expectations.
- Help negotiate financial terms on various lease agreements, vehicle quotes, and product quotes.
Account Manager
Blue Cross of Idaho
Meridian
11.2014 - 09.2022
- Catered to over 60 Major and National Accounts daily operational needs, concerns, and questions, working to ensure that benefits are implemented correctly for clients.
- Recommended company products that will help clients serve their membership to the fullest.
- Performed annual client reviews, including the creation of customized professional PowerPoint presentations.
- Worked with the other account management team members to complete successful renewals of client benefits, including proofreading contracts and obtaining signed final contracts.
- Created and analyzed various data reports to help self-funded groups make informed decisions on their health plan spending and find savings while providing optimal benefit experiences for their members.
- Scheduled and facilitate meetings with various clients and internal departments to help ensure best operational practices are in place to support top clients, meeting and exceeding their expectations.
- Collaborated and communicated cross-functionally to resolve customer inquiries, supporting employees by educating them on the use of resources found within internal documents.
- Handled daily average of 20 member and provider escalations by providing excellent service recovery.
- Answered questions regarding healthcare coverage, claim status, benefit limits/requirements, and billing questions with members calling in about their health insurance, consulting on best medical/dental coverage products, average 40 calls daily.
- Assisted lead trainer during classroom instruction of New Hire Customer Advocate Trainees in classes of 15, providing New Hire Assistance to Customer Advocate Trainees by answering questions, troubleshooting, and guiding through internal databases.
- Facilitated and organized additional Q&A, coaching and training sessions for New Hires, acting as liaison between leadership and the Training Department for New Hire Training classes.
- Developed policies and procedures with Senior Management for QHP Retention Team.
Education
No Degree -
Boise State University
Boise, ID01-1999
High School Diploma -
Meridian High School
Meridian, ID06-1998
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Client relationship management
- Business development and planning
- Sales expertise
Timeline
Account Manager
Enterprise Fleet Management
02.2023 - Current
Account Manager
Blue Cross of Idaho
11.2014 - 09.2022
No Degree -
Boise State University
High School Diploma -
Meridian High School