Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Kellen Davis

Albany,NY

Summary

Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing client satisfaction. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with a robust background in customer relationship management.

Overview

14
14
years of professional experience

Work History

Provider Advocate Account Manager

United Healthcare
02.2022 - 04.2023
  • Addressed problems with claims, billing, and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on policy updates, claims processing and ongoing meetings to address concerns.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Coordinated with internal teams to facilitate prompt delivery of client projects.
  • Monitored and analyzed customer feedback to identify opportunities for improvement.
  • Recommended brand products to customers to reduce administrative burden and foster customer loyalty.

Healthcare Advocate

CDPHP
06.2019 - 02.2022
  • Assisted members in person with claims, billing, eligibility, and benefit issues
  • Sold healthcare plans, both on and off-exchange as well as Medicare plans
  • Provided Member Service representatives with help locating policies and benefits through the senior line
  • Educated representative when incorrect information was given to members
  • Aided Member Services Reps through one-on-one training leading up to their re- lease
  • Supported Member Relations Department's Hospital Experience by visiting members who were inpatients at Ellis, St Pete's, and Albany Medical Center
  • Acted in a supervisory role, took superior calls, and oversaw Member Services Department

Provider Services Representative

CDPHP
01.2019 - 06.2019
  • Advised providers on eligibility and benefits of member's insurance plans
  • Provided “full circle” customer service to facilitate one call closes with inquiries
  • Researched complex benefits and assisted providers with obtaining policies
  • Exceeded goals set by quality assurance, adherence and after call work.

Medicare Sales Representative

Tufts Health Plan
09.2018 - 04.2019
  • Received inbound calls pertaining to medicare
  • Used consultative approach to sell medicare products and exceeded sales goals by
  • Built and managed book of business
  • Places outbound calls to perspective members.

Medicare Sales Representative

CDPHP
01.2017 - 12.2017
  • Took inbound calls and assisted individuals with Medicare Part C options
  • Assisted members with grievances as well as resolving issues
  • Provided prospective members with information about Medicare Part C and howit related to the choices they had to make for 2017 and 2018
  • Facilitated researching medications and physicians to help them determine whatwas the best option for perspective members
  • Aided members with billing issues and escalated issues to be resolved
  • Completed enrollment applications.

Sales Representative

Combined Insurance
02.2016 - 08.2016
  • Conducted in home appointments with new and existing customers
  • Canvased local businesses
  • Followed up with customers needs assisted them with claims.

Solar Sales Advisor

Repower
08.2015 - 02.2016
  • Conducted in home appointments with customers
  • Canvased local areas for new leads
  • Devised marketing plans to attract new leads
  • Created custom proposal based upon clients needs
  • Coordinated with site manager as to when project was going to be completed

Internet Sales Manager

Fuccillo Hyundai
06.2013 - 09.2013
  • Corresponded with costumers to set up appointments to test drive vehicles
  • Took inbound calls to answer any questions that individuals might have
  • Handled sensitive personal information professionally
  • Managed social media sites.

Health Unit Coordinator/ Administrative Secretarial Assistant

Albany Medical Center
08.2009 - 10.2012
  • Coordinated needs of the unit
  • Assisted patients with requests and relayed them to their nurse
  • Transcribed orders for physicians and enter orders for nurses
  • Coordinated where patients would be booked on the unit
  • Updated patients charts
  • Ordered supplies needed for the unit
  • Filed and maintained all paperwork on the unit
  • Directed aids and support staff as to their responsibilities
  • Trained employees for new units
  • Organized and maintained discharge, admission, and transfer logs.

Education

Regents Diploma -

Rensselaer High School
Rensselaer, NY

No Degree - Architectural Engineering

Hudson Valley Community College
Troy, NY
2014

Skills

  • Persuasive Negotiations
  • Community Involvement
  • Product Development
  • Customer Satisfaction
  • Upselling
  • Strategic Planning
  • Time Management
  • Account Management
  • CRM Software
  • Client Relations

Additional Information

  • Licenses: , NY State Life, Health and Accident insurance license

Timeline

Provider Advocate Account Manager

United Healthcare
02.2022 - 04.2023

Healthcare Advocate

CDPHP
06.2019 - 02.2022

Provider Services Representative

CDPHP
01.2019 - 06.2019

Medicare Sales Representative

Tufts Health Plan
09.2018 - 04.2019

Medicare Sales Representative

CDPHP
01.2017 - 12.2017

Sales Representative

Combined Insurance
02.2016 - 08.2016

Solar Sales Advisor

Repower
08.2015 - 02.2016

Internet Sales Manager

Fuccillo Hyundai
06.2013 - 09.2013

Health Unit Coordinator/ Administrative Secretarial Assistant

Albany Medical Center
08.2009 - 10.2012

Regents Diploma -

Rensselaer High School

No Degree - Architectural Engineering

Hudson Valley Community College
Kellen Davis