Kelly Anderson
Account Manager
St. Louis,MO
Summary
Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
4
4
Certifications
10
10
years of professional experience
Work History
Account Manager
TAI
09.2023 - Current
- Manage customer relationships and strategic account engagement for insurance clients utilizing TAI technology solutions.
- Develop and maintain customer account plans to support client goals and service adoption.
- Deliver product education and customer training sessions to ensure successful platform usage.
- Serve as primary contact for customer inquiries and support coordination.
- Collaborate with sales, marketing, and product teams to align customer feedback with product capabilities. Goal is to increase Net Promoter Score from 43% to 50% in 2026.
- Maintain client intelligence and CRM reporting to provide leadership visibility into opportunities.
- Back development of sales playbooks and client engagement strategies to reduce detractors by 5-8%.
Retrocession Analyst
RGA
03.2022 - 09.2023
- Analyzed reinsurance cases to determine retention levels based on company contracts.
- Resolved underwriting, administrative, and claim issues tied to policies.
- Utilized SQL reports to generate month-end reporting and identify data discrepancies.
- Participated in system testing and validation of new retrocession functionality.
Administrative Service Specialist
RGA
09.2018 - 03.2022
- Coordinated client billing files and reconciled policy data for accurate processing.
- Acted as liaison between clients and conversion teams during system transitions.
- Planned and facilitated client support calls to communicate conversion timelines, manage stakeholder expectations, and proactively address risks impacting project delivery.
- Identified account discrepancies affecting system conversions and performed in-depth analysis to diagnose and resolve data errors.
Business Operations Coordinator
Perficient
10.2017 - 09.2018
- Supplied project and operational support for consulting teams across 10+ client engagements, supporting timely execution of project deliverables.
- Created analytical reports to forecast profitability and margin performance.
- Tracked resource schedules to ensure accurate staffing and capacity planning, optimizing resource allocation across multiple projects.
- Communicated project status updates and contract documentation progress.
Forecast Support Specialist
Perficient
07.2016 - 10.2017
- Produced and maintained project forecasts in Oracle systems to support accurate financial planning, resource allocation, and project profitability.
- Monitored time entry compliance and corrected project coding issues to ensure accurate financial reporting, billing alignment, and project cost tracking.
- Partnered with cross-functional teams to identify and resolve forecasting discrepancies, improving forecast accuracy and supporting informed financial decision-making.
Education
Bachelor of Science - Sports & Entertainment Management
Fontbonne University
St. Louis, MOMBA - undefined
Fontbonne University
St. Louis, MOFLMI Level 1 Certificate, ALMI Designation, ACS – Life Insurance, Certificate, Customer Experience Essentials - undefined
LOMA
St. Louis, MOSkills
Strategic planning and execution
Data analysis and reporting
Organizational planning
Relationship management
Account management
Teamwork and collaboration
Client relationship management
Sales development
Performance tracking
CRM software
Project implementation support
Certification
FLMI Level 1 Certificate
Timeline
ACS – Life Insurance Certificate
09-2024
Account Manager
TAI
09.2023 - Current
Customer Experience Essentials
01-2023
Retrocession Analyst
RGA
03.2022 - 09.2023
FLMI Level 1 Certificate
12-2021
ALMI Designation
12-2021
Administrative Service Specialist
RGA
09.2018 - 03.2022
Business Operations Coordinator
Perficient
10.2017 - 09.2018
Forecast Support Specialist
Perficient
07.2016 - 10.2017
FLMI Level 1 Certificate, ALMI Designation, ACS – Life Insurance, Certificate, Customer Experience Essentials - undefined
LOMA
MBA - undefined
Fontbonne University
Bachelor of Science - Sports & Entertainment Management
Fontbonne University