Summary
Overview
Work History
Education
Timeline
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LoriAnne Merryman

Asheville,NC

Summary

Goal-oriented Client Success Manager adept at promoting customer loyalty and maintaining retention with proactive and hands-on strategies. Effective at giving customers highly positive experiences as primary liaison and company representative. Ready to bring over 20 years of experience and take on challenging new role.

Overview

21
21
years of professional experience

Work History

Client Success Manager

Crescent Health Solutions
01.2024 - 01.2025
  • Cultivated and maintained strong client relationships throughout the implementation lifecycle, ensuring optimal client satisfaction and success
  • Conducted thorough needs assessments to identify client requirements and delivered timely, tailored solutions, driving client and group satisfaction
  • Generated comprehensive monthly reports, including aggregate, member loss, and census data, to inform strategic decision-making
  • Understands needs of clients and aligning prompt solutions to ensure client/group satisfaction
  • Monthly reporting, including aggregate, member loss, census
  • Provided expert support to claims operations by leveraging in-depth knowledge of eligibility, claims reconciliation, and group Summary of Benefits Coverage (SBC) and Summary Plan Descriptions (SPD)
  • Developed and presented data-driven recommendations to clients, enabling them to achieve cost savings through effective Pharmacy Benefit Management (PBM) strategies and optimized healthcare benefit utilization
  • Managed premium calculations and invoicing for subscribers participating in cost containment programs, ensuring accurate and timely financial transactions

Insurance Coordinator/Front Office Lead

Smoky Mountain Dentisty
01.2022 - 01.2024
  • Provides comprehensive administrative support to a team of 25
  • Manages complex calendar while supporting a patient schedule of over 100 patients daily in fast paced environment
  • Verify patient insurance, follow up with outstanding claims, field billing questions, maintain data base and knowledge of multiple insurance plans
  • Developed procedures and protocols that were implanted as front office policies
  • Organizes daily agendas for morning and monthly meetings
  • Manage administrative duties such as communicating with patients and other professional offices, social media campaigns, coordinating office visits, processing daily reports, following up with patients, insurance collections and accounts receivables

Outside Sales Representative / Business Development / Tradeshows & Conventions

Gifted Travel Network
01.2019 - 01.2021
  • Managed outside sales of luxury travel advisor education programs for people in the travel industry
  • Responsibilities included: developing new business strategies for ideal prospects, having a strong knowledge of products, and maintaining knowledge of industry trends to meet sales quotas
  • Attained #1 closing ratio company-wide due to deep product knowledge, ability to understand client needs and appeals, and ability to keep client engaged and active during 90-day sales cycle
  • Exceeded or met all sales quotas, resulting in 50.9% company client base increase in less than 2 years including during Covid when industry sales were decreasing by 80%+ on average
  • Identified ideal prospects and ran lead generation campaigns, met, and surpassed sales goals by 25% during 2020 and 2021 and increased new membership by 18% 2020-2021
  • Developed professional connections with clients and an expansive referral-partners network
  • Ran lead generation campaigns such as weekly e-news articles, cohort promotion campaigns, following-up with clients through every phase in the sales pipelines; tracked metrics and forecasts using Keap CRM
  • Improved customer support by creating a FAQ question sheet for advisors across the company to improve customer support, onboarding efficiency, and more empowered teams

Senior Sales Manager / Outside Sales

Planet Beach Spa
01.2004 - 01.2010
  • Owner and manager of successful spa business managing sales, promotions, and B2B sales selling memberships and spa services
  • Managed daily operations and merchandising while following legal mandates
  • Established and maintained strong rapport with employees and customers
  • Awarded nationally recognized “Fast track” Franchise reward for speed of growth
  • Managed database of 5,000+ customers with gross sales of more than $200,000 annually
  • Supervised and developed a staff over a period of 6 years
  • Created conversion programs, trained, and incentivized staff to increase membership sales
  • Resulted in 33% monthly membership increase by year 3
  • Developed professional relationships resulting in new B2B contracts
  • Developed sales campaigns and incentives for new and existing clients
  • Identified ideal leads and ran targeted marketing campaigns and strategic 3rd-party partner referrals, increasing client-based referrals by 22% and partner referrals by 18% within first 6 months of implementation
  • Processed reports and sales tracking in CRM program
  • Oversaw payroll, inventory control ($2,000-$6,000), and merchandising; used Quicken and QuickBooks

Education

Associate of Applied Science -

Northeastern Illinois University
Chicago, IL

Timeline

Client Success Manager

Crescent Health Solutions
01.2024 - 01.2025

Insurance Coordinator/Front Office Lead

Smoky Mountain Dentisty
01.2022 - 01.2024

Outside Sales Representative / Business Development / Tradeshows & Conventions

Gifted Travel Network
01.2019 - 01.2021

Senior Sales Manager / Outside Sales

Planet Beach Spa
01.2004 - 01.2010

Associate of Applied Science -

Northeastern Illinois University

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LoriAnne Merryman