Lee Eder
Summary
Collaborative team leader with proven expertise in relationship management across the insurance brokerage and fin-tech industries. Able to adapt communication style and content to match the audience at any level. Strong attention to detail, and able to effectively shift between competing priorities in fast-paced environment. Each task, follow-up, and phone call is an opportunity to provide an unmatched experience and continue to earn new and repeat business.
Overview
12
12
years of professional experience
Work History
Client Relations Specialist/Case Manager
KAFL Insurance Resources
Rochester, NY
08.2017 - Current
- Cultivate and maintain relationships with a vast client base of financial professionals.
- Conduct in-depth market analysis to identify industry trends and competitive positioning strategies.
- Create and present comprehensive reports on existing client accounts, and present actionable insights, resulting in upsell and cross-sell opportunities.
- De-escalate advanced policy service issues to mutually beneficial ends.
- Maintain in-depth knowledge of application fulfillment and underwriting procedures for up to 20 insurance companies, supporting direct client interviews, and the completion of multi-stage underwriting processes.
Client Relationship Manager (Remote)
Human Interest
San Francisco, CA
11.2022 - 04.2023
- Acted as the single point of contact for the 401(k) plan sponsors within a book of business of 350+ small-to-medium businesses.
- Compiled, analyzed, and communicated 401(k) plan reviews to administrators and executive management, providing upsell opportunities and service enhancement to improve overall plan participation.
- Assisted 401(k) plan administrators from onboarding through the maintenance of the active plan, including billing, pricing, and plan design.
- Adhered to all IRS and Department of Labor deadlines necessary for qualified retirement plans.
- Handled escalations promptly and professionally to a mutually beneficial end.
- Maintained up-to-date working knowledge of present legislation and legislative changes related to ERISA law.
Tele-Banker II & Card/ATM Operations
ESL Federal Credit Union
Rochester, NY
03.2014 - 08.2017
- Analyzed customer profiles during every call, identified client needs, and presented sales opportunities to investment counselors.
- Completed transactions ranging from balance inquiries, loan and credit applications, fraud detection, card & ATM operations.
- Assisted training/mentoring new employees in procedures, compliance standards and performance strategies.
- Researched and resolved cardholder and ATM malfunctions and service outages.
Sales Associate
Next! Ad Agency
Rochester, NY
12.2012 - 01.2014
- Called upon final decision makers for new and existing leads. Set appointments for assigned Sales Executive to close the sale.
- Coached team members and assisted with training.
Education
Bachelor of Science - Business Administration/Marketing
SUNY At Fredonia
Fredonia, NY05.2012
Timeline
Client Relationship Manager (Remote)
Human Interest
11.2022 - 04.2023
Client Relations Specialist/Case Manager
KAFL Insurance Resources
08.2017 - Current
Tele-Banker II & Card/ATM Operations
ESL Federal Credit Union
03.2014 - 08.2017
Sales Associate
Next! Ad Agency
12.2012 - 01.2014
Bachelor of Science - Business Administration/Marketing
SUNY At Fredonia
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RANIA ERAKATRANIA ERAKAT
PR/Client Relations Manager-Wholesale Specialist at MUSE BEAUTY . PROPR/Client Relations Manager-Wholesale Specialist at MUSE BEAUTY . PRO