Dynamic Senior Account Executive with over 20 years of industry experience, adept at fostering trust in client relationships and communicating effectively to achieve results. Proven track record in self-funded administration, consistently employing critical thinking and exceptional interpersonal skills to drive strategic growth and client satisfaction.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Account Executive
CDPHP
Latham, NY
11.2019 - Current
Establish long-lasting partnerships with clients and key industry influencers, generating increased brand awareness and credibility.
Collaborate with leadership in strategic planning and decision-making initiatives.
Analyze and present data with actionable insights on trends, strategies, and opportunities.
Lead self-funded client implementations for onboarding customers.
Provide expertise and guidance to self-funded clients with unique needs such as provider organizations with domestic networks.
Prepare and deliver sales presentations and proposals for current and potential clients.
Participate in training sessions to improve market/product knowledge and sales techniques.
Mentor account executives and client managers, fostering a positive work environment and encouraging professional growth.
Consistently meet or exceed quarterly and annual goals and standards.
Continue to build a diverse sales portfolio including expertise in pharmacy strategy, domestic network steerage, and site of care appropriateness.
Account Executive
CDPHP
Albany, NY
07.2014 - 10.2019
Managed multiple complex client relationships, fostering trust and long-term partnerships, while prioritizing tasks efficiently.
Delivered informative presentations to clients, showcasing the unique value of programs and services offered.
Collaborated with cross-functional teams to ensure seamless service delivery and issue resolution.
Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
Presented quarterly and annual review data to clients, highlighting trends and opportunities.
Negotiated renewals of current clients and assisted in the onboarding of new clients, ensuring a smooth transition into self-funded administration.
Consistently met or exceeded company-defined goals and standards.
Account Executive
BlueShield of Northeastern New York
Latham, NY
06.2011 - 06.2014
Negotiated renewal of current clients and assisted with implementations.
Retained and grew large group employer accounts with various funding arrangements.
Assisted with quarterly and annual data review, and provided insights to reduce plan costs.
Negotiated and sold stop loss, and was awarded for exceeding company-defined goals.
Boosted client satisfaction by developing and maintaining strong relationships through effective communication, prompt and effective issue resolution.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Delivered informative presentations to clients and their employees.
Account Management Associate
BlueShield of Northeastern New York
Latham, NY
08.2007 - 05.2011
Supported Account Executives in day-to-day client management, including internal and external communication and issue resolution.
Assisted with managing a portfolio of key accounts, fostering relationships with customers by providing comprehensive support and exceptional service.
Attended client events while engaging with employees and presenting important plan and program information.
Assisted with client renewals, including creating and presenting member materials and developing benefit matrices for plan configuration.
Increased knowledge of product and service changes and participated in company and market training and development.
Senior Customer Service Representative
Computer Sciences Corporation
East Greenbush, NY
06.2003 - 07.2007
Led customer service team by enhancing efficiency, providing expert support, and assisting with resolution of complex issues.
Managed escalated service calls effectively, maintaining professionalism and ensuring accuracy for providers.
Developed and presented training materials for current and new customer service representatives, improving knowledge growth and retention.
Performed quality call review and coaching, mentoring staff on best practices for customer interaction and problem-solving techniques.
Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
Education
Some College - Sociology
Hudson Valley Community College
Troy, New York, NY
Some College - Pharmacology
Rutgers University
New Brunswick, New Jersey, NJ
Honors Regents Diploma -
Stillwater High School
Stillwater, NY
06-1996
Skills
More than 20 years of industry experience
Exceptional interpersonal skills fostering trust in client relationships
Critical thinker with ability to turn analysis into discovery, and discovery into strategy
Expert knowledge of self-funded administration and policies
Proven record of creating and delivering outstanding client presentations
End-to-end expertise in Domestic Network design
Ability to manage high expectations in a fast-paced environment
Empathetic communicator with strong leadership skills
Self-starter that can excel independently and as part of a team
Problem-solver that prioritizes solutions and supports the process
Proficient in various programs: Salesforce, Facets, COGNOS, Tableau, Excel, PowerPoint
Certification
Certified Self-Funding Specialist (CSFS®)
NYS LAH Licensed
Three-time CDPHP Circle of Excellence winner
Managed participation in FEHB and brought the plan to #1 in the nation for plan performance and customer satisfaction