Lisa Ottmar
Summary
Detailed Senior Account Manager offering experience delivering client-focused solutions and successfully managing multiple projects. Excellent problem-solving and communication skills. Dedicated to innovation, time management, teamwork, and forward-thinking to cultivate a productive workspace.
Industry Experience: Dental, Medical, Vision, Life and Disability, FSA, HSA/HRA, ERISA, Pharmacy and Cobra.
Overview
15
15
years of professional experience
Work History
Senior Account Manager
Delta Dental Of Minnesota
02.2016 - Current
- Built long-lasting client and broker relationships by providing exceptional customer service and support.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Develop, implement, and monitor to enhance a book of business to manage overall efficiency and productivity in renewal strategies and contract/pricing negotiation with action plans.
- Present renewals to key customers and broker/consultant decision makers and prepare meetings for planning, renewal, products and services, open enrollment, and benefit fairs.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Set and achieved company-defined retention goals.
Senior Account Executive
Health Insurance Consultants
05.2015 - 02.2016
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Presented presentations for the client and their employees' annual open enrollment benefit packages
- Act as a liaison between the client and carriers, assisting various administration processes: claims resolution, billing reconciliation, enrollment, pharmacy, and customer service.
- Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
- Prepared documentation, finalized sales and maintained records.
Senior Account Manager
Johnson McCann, a division of North Risk Partners
03.2014 - 04.2015
- Facilitated client satisfaction for clients 2-500 and renewed customer relations to drive growth.
- Prepare and assist the Risk Advisor on renewal discussions with the client to develop creative plan designs and cross-selling initiatives to increase revenue.
- Prepare material presentations for the client and their employee's annual open-enrollment.
- Act as a liaison between the client and carriers, assisting various administration processes: claims resolution, billing reconciliation, enrollment, and customer service.
- Maintained detailed records of all account activities, ensuring accurate reporting.
Benefit Operations Manager/Senior Client Manager
Bearence Management Group
09.2008 - 02.2014
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs with weekly and monthly meetings with the service staff and risk advisors.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Mentored junior team members in effective account management techniques, resulting in increased productivity levels across the department.
- Assisted in recruiting, hiring and training of team members.
- Enhanced client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Prepared and engaged in renewal discussions with clients to uncover plan performance.
- Prepared presentations and meetings for the employer's annual open enrollments
- Various cross-selling functions with other departments; Financial Services, Property and Casualty and 401k planning
- Developed strong relationships with vendors, resulting in better pricing and improved service quality.
Education
Applied Science Marketing and Sales Degree -
North Hennepin Community College
Brooklyn Center, MNSkills
- Microsoft Windows Suites (Word, Excel, and PowerPoint), Outlook, Salesforce, ESP, ETS, Roosevelt, and Benefit Point
- Customer Relationship Management (CRM)
- Building and Maintaining Relationships
- Account Management Experience
- Teamwork and Collaboration
- Organizational Skills
- Time Management
- Problem-Solving
- Team Leadership
- Strategic Planning
- Project Management
- Multitasking
- Effective Communication
- Product Knowledge
- Team Training
- Customer Training
- Prioritizing Workflows
- Persuasive Negotiations
Licenses and Achievements
- Minnesota, North Dakota, and Nebraska Life and Health License
- Advanced Charter Benefit Consultant Designation
- Awarded "Five Star Professional" 3+ years in a row with the Twin Cities Business Magazine.
Timeline
Senior Account Manager
Delta Dental Of Minnesota
02.2016 - Current
Senior Account Executive
Health Insurance Consultants
05.2015 - 02.2016
Senior Account Manager
Johnson McCann, a division of North Risk Partners
03.2014 - 04.2015
Benefit Operations Manager/Senior Client Manager
Bearence Management Group
09.2008 - 02.2014
Applied Science Marketing and Sales Degree -
North Hennepin Community College