Marco Perez
Menifee
Summary
High-impact VP of Client Relations with several years of experience specializing in Medicare benefit management for labor unions and public-sector clients at LaborFirst. Proven track record in account management and client retention, achieving over 99% renewal rates. Expert in navigating complex, high-stakes contract renewals, and reducing risk. Strategic account planning and operational turnaround, fostering strong partnerships, and driving revenue growth through innovative solutions and exceptional client education.
Overview
35
35
years of professional experience
1
1
Certification
Work History
VP, Client Relations
LaborFirst
Mount Laurel
2022.10 - 2026.01
- Building a trusted partnership with clients, stakeholders, and industry leaders to foster loyalty and long-term retention.
- Identifying at-risk clients early, creating proactive retention plans, and driving contract renewals.
- Reviewing, monitoring, and reporting on client satisfaction metrics and financial performance.
- Collaborated with cross-functional teams to streamline operational processes and improve efficiency.
- Analyzed market trends to inform benefit offerings and competitive positioning strategies.
- Reported to executive leadership on performance metrics, challenges, and strategic opportunities.
Strategic Account Executive
OptumRx
2001.07 - 2022.10
- Overall responsibility for client renewal, retention, and upselling of clinical, benefit structure, and trend management programs for a book of business totaling 15 clients.
- Client retention and renewal > 96%.
- Overall, client satisfaction is greater than 95%.
- $80 million in annual revenue.
- Managing accounts totaling 125,000 lives.
- Managing overall trend components above book of business targets.
- Implementing innovative benefit programs for several high-profile clients.
- Increased the client reference base to 90% of the book of business.
- Integral part of new client sales finalist presentations.
Senior Client Relations Manager
OptumRx
1999.02 - 2001.07
- Primary responsibility was as a liaison and primary resource to internal and external clients, and departments, for all client-related matters. To coordinate programs and services between Prescription Solutions and its clients, and ensure the expected results are achieved.
- Assure client satisfaction by acting as a knowledgeable representative of products and services from an operational standpoint.
- To coordinate with clients to resolve issues concerning claim processing, eligibility requirements, and benefit structure.
- To facilitate online system training, reporting, new client implementations, and plan design changes.
- Interpretation of policy information to members, clients, and pharmacies.
- Work with the Sales team on account setup.
- Provide technical support on operational issues, interacting with functional areas.
Deli Manager
Albertsons
1991.01 - 1999.01
- Overall responsibilities included managing the day-to-day responsibilities of the deli, revolving around customer satisfaction, and product quality.
- Meet or exceed Division weekly/monthly/yearly sales
- Ordering and maintain product quality and freshness of product
- Scheduling and Supervising associates and administrative personnel
- Responsible for performing all job duties and responsibilities safely, and accurately
Skills
- Account Management
- Contract negotiations
- Strategic Account Planning
- Trend Analysis & Management
- Revenue & Margin Growth
- Operational Turnaround
- Leadership
- Cost-Reduction Strategies
- Client Relations
- Client Education
- Medicare expertise
References
Upon Request
Education And Supportive Skills
- UnitedHealth Group Management Training
- Microsoft Office: Word, Excel, PowerPoint, Outlook and SalesForce.com
Certification
Accident & Health or Sickness - License # 4351709 - 2/7/24
Timeline
VP, Client Relations
LaborFirst
2022.10 - 2026.01
Strategic Account Executive
OptumRx
2001.07 - 2022.10
Senior Client Relations Manager
OptumRx
1999.02 - 2001.07
Deli Manager
Albertsons
1991.01 - 1999.01