Summary
Overview
Work History
Education
Skills
Key Highlights
References
Timeline
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KERRI E. JEWKES

Mansfield,Massachusetts

Summary

Highly analytical, goal-oriented, and innovative professional, offering extensive experience in accounts management, customer service, and business development. Expert at leading various programs to drive profitability, business retention, and company advancement. Adept at identifying key business opportunities, while developing and implementing effective solutions to address issues and concerns. Known for can-do attitude, communication skills, and unparalleled work ethic to achieve company objectives. 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

27
27
years of professional experience

Work History

Account Manager – Life, Absence, and Disability

TRANSAMERICA
01.2023 - Current
  • Played a pivotal role in the successful launch of a new Life, Absence, and Disability (LAD) product line
  • Led the creation of the LAD Account management team for the entire Employee Benefits operation
  • Trained and implemented all new LAD processes in collaboration with cross-functional partners, including Sales, Management, Underwriting, Billing, and Claims
  • Educated all newly hired LAD Account managers on LAD processes and systems
  • Acted as the subject matter expert for both senior leadership and cross-functional teams.

Account Manager – Mid Market Accounts

TRANSAMERICA
04.2019 - 12.2022
  • Handle the daily administration of employee benefit plans including life, health, and specialty markets;
  • Develop and foster relationships with clients, internal partners, and TPAs.
  • Coordinates the internal research and resolution of claims, billing, and eligibility issues for agents and brokers.
  • Participate in client annual reviews and as needed with the Account Executive to review service levels and plan offerings.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.

Senior Account Manager – Public and Labor Accounts

AETNA INC.
02.2009 - 04.2017
  • Expertly led all employee benefit programs for Commercial and Public and Labor accounts, including life; disability; long-term care; dental medical, and pharmacy plans
  • Tailored benefit plans for public sector employees that comply with the multiple eligibility classes and plan designs for each public sector department.
  • Acted as liaison between customer and internal department to implement benefits plan designs that were equal to or better than the existing plans.
  • Administered benefit plans that were compliant with all Union bylaws.
  • Worked in partnership with other business segments in troubleshooting and resolving account issues, audits, and annual plan reviews.
  • Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.

National Account Manager - Commercial Accounts

AETNA INC.
02.1999 - 01.2009
  • Cultivates strong, productive, and influential relationships with brokers/consultants, employers, and peers.
  • Focused on larger or more complex account installation and service.
  • Coordinated internal research and resolution of claims, billing, and eligibility issues for plan sponsors.
  • Functioned as primary liaison between customers and the company.
  • Monitored changes in available benefit products and marketing plan improvements to customers.
  • Monitored regulatory changes to healthcare legislation and evaluated customer plans for compliance.
  • Maintained compliance with insurance regulations and license to sell life and health insurance issued by the Commonwealth of Massachusetts.

Customer Service Representative – AT&T Investor Relations Department

BOSTON EQUISERVE
01.1997 - 01.1999
  • Responded to AT&T shareholder questions via telephone and/or correspondence; Researched stock account activity to resolve problems and address concerns, as requested by shareholders; Acted as liaison between AT&T Investor Relations Department and other internal departments; and Administered payroll for AT&T Investor Relations Department.

Education

Associate degree Candidate, Early Childhood Education -

MATTATUCK COMMUNITY COLLEGE
Waterbury, CT
12.1987

Skills

  • Relationship Building
  • Contract Negotiations
  • Corporate Accountability
  • Strategic Planning and Implementation
  • Training
  • Product and Marketing Plan Improvement

Key Highlights

  • Earned reputation as a six-time recipient of President Circle Award for delivering the highest quality customer service and business retention, with an above average customer survey results of 4.8 of 5 or higher.
  • Assumed responsibility as an interim National Accounts Executive. In addition to those items enumerated above, responsibilities as a National Account Executive included delivering renewals that retained and improved profitability within an existing book of business.

References

References available upon request

Timeline

Account Manager – Life, Absence, and Disability

TRANSAMERICA
01.2023 - Current

Account Manager – Mid Market Accounts

TRANSAMERICA
04.2019 - 12.2022

Senior Account Manager – Public and Labor Accounts

AETNA INC.
02.2009 - 04.2017

National Account Manager - Commercial Accounts

AETNA INC.
02.1999 - 01.2009

Customer Service Representative – AT&T Investor Relations Department

BOSTON EQUISERVE
01.1997 - 01.1999

Associate degree Candidate, Early Childhood Education -

MATTATUCK COMMUNITY COLLEGE
KERRI E. JEWKES