Professional with strong experience in managing specialty product accounts, delivering impactful solutions, and driving results. Proven ability to collaborate effectively with teams internally and externally, and adapt to changing needs. Skilled in relationship management, strategic planning, and sales optimization. Known for reliability, strategic thinking, and results-oriented mindset.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Specialty Account Manager
Medical Mutual Of Ohio And Its Family Of Companies
08.2022 - Current
Coordinates and administers all sales consulting and broker contracts, including the renewal process.
Assists with the development and implementation of sales and marketing strategies to increase sales and profits.
Supports sales of products by working with appropriate internal staff to research and resolve client issues.
Provides customer support by responding to financial questions, benefit planning concerns, demands in the market or changes in the industry.
Assists with the development of retention and renewal strategies, which include long-term or multi-phased solutions to build a sound basis to retain the business.
Coordinate with sales representatives to assist in presentations for existing and prospective clients.
Conducted regular account reviews in the 51+ market segment to assess performance and negotiate renewals on ancillary business.
Developed strong relationships with brokers and clients, leading to increased client satisfaction and retention.
Effectively managed my book of business in the 2-99 and 100+ market segments in my assigned territory, ensuring consistent growth and profitability.
Creates marketing and educational materials and distributes information to potential and existing clients.
Accompanies health insurance sales representatives on sales calls/presentations that require ancillary product expertise.
Licensed Insurance Sales Representative
Bankers Life And Casualty
12.2021 - Current
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Stayed current on industry trends and regulations to provide up-to-date guidance to clients seeking insurance solutions.
Provided ongoing support to existing clients, ensuring they remained satisfied with their coverage and the company's services.
Cheerleading Coach
Norton City Schools
06.2018 - 04.2022
Coordinated with parents, boosters and other resources to meet team needs involving equipment and travel arrangements.
Participated in regular training courses to keep up-to-date with new teaching methods and developments.
Provided training direction, encouragement and motivation to prepare cheerleaders for competitive events.
Maintained equipment, facilities and inventory to avoid accidents, mishaps and damage.
Cultivated community and media relations through social media and other communication channels to support program.
Adjusted coaching techniques based on strengths and weaknesses of athletes.
Restaurant Waitress
El Jalapenos Authentic Mexican Restaurant
04.2020 - 01.2022
Operated POS systems to cash out customer checks and complete order transactions.
Checked identification for minimum age for sale of alcoholic beverages.
Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Education
No Degree - Meeting And Event Planning
Bowling Green State University
Bowling Green, OH
No Degree - Hospitality
Kent State University
Kent, OH
High School Diploma -
Norton High School
05.2016
Skills
Policyholder Communication
Client Prospecting
Policy Changes
Critical Thinking
Verbal and Written Communication
Time Management
Excellent Attention to Detail
Customer Engagement
Negotiation Experience
Pipeline Management
Accomplishments
Achieved all personal and company goals each year I have been employed at Medical Mutual. This past selling year I retained 94% of my book of business in the 2-99 market segment.
Certification
Licensed by the state of Ohio: life, health and accident
Timeline
Specialty Account Manager
Medical Mutual Of Ohio And Its Family Of Companies
Director, Experience Design and Delivery at Medical Mutual Of Ohio And Its Family Of CompaniesDirector, Experience Design and Delivery at Medical Mutual Of Ohio And Its Family Of Companies
Customer Service Representative at Medical Mutual Of Ohio And Its Family Of CompaniesCustomer Service Representative at Medical Mutual Of Ohio And Its Family Of Companies