LESLEY KNOX
Herriman,UT
Summary
Dynamic and results-driven professional with a proven track record in account management and case management roles. Seeking an opportunity in a forward-thinking company where I can leverage my expertise to drive business growth, provide exceptional client service, and contribute to the success of both the team and the organization. Passionate about taking on challenges and continuously expanding my skills in a collaborative and innovative environment.
Energetic and detail-focused, bringing solid foundation in customer service and communication skills. Possesses strong analytical abilities and proficiency in data entry, ensuring accurate and timely processing of quotes. Committed to delivering high-quality results that drive customer satisfaction and operational efficiency.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Presale Quote Specialist
The Hartford
02.2023 - 03.2025
- Facilitate the entire RFP process for Group Supplemental Health Benefits, including intake, data analysis and proposal creation.
- Serving as a subject matter expert, analyzing requests and prioritizing tasks to meet tight deadlines and collaborating with Regional Account Executive and Voluntary Account Executive to gather necessary information for accurate proposals.
Account Management Lead | Sales Fulfillment Specialist | Insurance Agent
Salty Dot Insurance, LLC
09.2019 - 01.2023
- Managed a team, providing leadership and guidance in daily operations.
- Spearheaded new employee training programs and lead outsourcing initiatives.
- Handled various administrative tasks including billing reconciliation, contract reading, high content writing, as well as creating office documents.
- Utilized project management tools such as Asana to tasks and workflow progress.
- Scheduled and attended enrollment meetings, facilitating discussions on benefits, answering client inquiries and assisting with the enrollment process.
- Managed various lines of insurance including life, health, property & casualty.
- Implemented retention strategies to ensure client satisfaction and long-term relationships.
Sr. Disability Case Manager
Crump Life Insurance Services
04.2014 - 08.2019
- Managed a high volume of inbound calls and emails, delivering comprehensive assistance and guidance to agents concerning disability products and underwriting guidelines, ensuring optimal customer service and satisfaction.
- Scrubbed and processed individual disability applications from initial submission through to approval, postponement or declination, maintaining meticulous attention to detail and adherence to established procedures.
- Spearheaded new employee training, while also spearheading process enhancement projects aimed at maximizing operational efficiency.
- Conducted regular correspondence with agents facilitating the acquisition of requisite documentation, spanning from medical records to financial statements, ensuring compliance and expediting the application process.
Account Coordinator
GBS Benefits
04.2012 - 04.2013
- Handled inbound calls and managed heavy email traffic daily.
- Created and managed spreadsheets, censuses and various contracts.
- Conducted data entry with meticulous attention to detail.
- Produced office documents and managed document workflow.
- Utilized Brokerage Exchange software and ShareFile for email communication.
- Provided administrative support to numerous insurance agents.
- Experienced with both self-funded and fully insured products.
- Developed educational pamphlets on ELAP.
Sr. Account Manager
GBS Benefits
04.2008 - 04.2012
- Directed group employee benefits management for a team of three Benefit Specialists, collaborating directly with customers and carriers to optimize benefit offerings.
- Handled incoming calls and managed benefit enrollments and terminations, utilizing ACT software for efficient data management.
- Conducted various administrative duties, including filing, scanning, faxing, copying and creating office documents.
- Shopped clients out to various Carriers, produced proposals and PowerPoint presentations as well as managed the implementation of sold benefit plans, including setting up payroll deductions and conducting bill audits and reconciliations.
- Responded promptly to customer inquiries, processed medical and dental claims and maintained and organized client records.
- Provided administrative support to multiple insurance agents, preparing quotes and proposals, assisting with self-funded and fully insured products.
Education
AA - Psychology
Ashworth College
Norcross, GA01.2008
Skills
- Account Management
- Sales Fulfillment
- Team Leadership
- Administrative Support
- Project Management
- Customer Service
- Time Management
- Insurance Industry Knowledge
- Microsoft Office Suite
- Google Suite
- Salesforce
- Benefit Focus
- Employee Navigator
- Zendesk
- Retention
- Billing Reconciliation
- Data Entry
- Asana
- Prism
- Sharefile
- Goal oriented
- Sales experience
- Industry awareness
- Pricing strategies
Certification
- Property & Casualty Producer License
- Life & Health Producer License - Inactive
- Basecamp Project Management Certification
Personal Information
Title: Account Manager
Timeline
Presale Quote Specialist
The Hartford
02.2023 - 03.2025
Account Management Lead | Sales Fulfillment Specialist | Insurance Agent
Salty Dot Insurance, LLC
09.2019 - 01.2023
Sr. Disability Case Manager
Crump Life Insurance Services
04.2014 - 08.2019
Account Coordinator
GBS Benefits
04.2012 - 04.2013
Sr. Account Manager
GBS Benefits
04.2008 - 04.2012
AA - Psychology
Ashworth College
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