Kathryn Watson
Austin
Summary
As a seasoned Benefits Account Executive with a history at The Benefits Team, I excel in client relationship building and account management. My proactive approach has consistently exceeded sales targets and enhanced client satisfaction through customized benefit solutions, establishing me as a trusted partner in the industry. I have improved employee retention rates by improving Employee and Executive benefits for clients.
Overview
34
34
years of professional experience
Work History
BENEFITS ACCOUNT EXECUTIVE
Self-employed-The Benefits Team, Agent,Reg.Rep.
10.1990 - Current
- Maintained quality coverage for clients' employees.
- Assisted customers with questions, complaints, requests, tracking and tracing.
- Developed new business, penetrated existing accounts and minimized lost business to achieve profitable sales growth and special objectives within assigned territory.
- Streamlined benefits enrollment process for clients, ensuring accuracy and compliance with company policies.
- Provided exceptional customer service by promptly responding to inquiries, resolving issues, and providing accurate information on benefit programs.
- Created tailored proposals for prospective clients, showcasing the value of our benefit offerings.
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring clients received relevant advice on their benefit plan options.
- Managed a portfolio of diverse client accounts, consistently meeting or exceeding performance metrics related to account management and customer satisfaction.
- Supported clients during open enrollment periods by providing guidance on plan selections and answering questions about benefits coverage.
- Enhanced client satisfaction by efficiently managing benefit accounts and addressing concerns promptly.
- Assisted in the design and implementation of customized benefit plans to meet client needs and objectives.
- Improved overall employee retention rates by offering competitive benefit packages tailored to individual needs.
- Presented at company-wide events or meetings to promote awareness and understanding of the organization''s benefits programs.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Education
Bachelor of Arts - Art, History And English
University of Mississippi
Oxford, MississippiSkills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
Timeline
BENEFITS ACCOUNT EXECUTIVE
Self-employed-The Benefits Team, Agent,Reg.Rep.
10.1990 - Current
Bachelor of Arts - Art, History And English
University of Mississippi
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