Marla Hendrix
Orlando
Summary
Seasoned Account Manager offering extensive experience in developing account plans, increasing revenue and deepening customer relationships. Excellent communication and problem solving abilities. Ready to bring years of experience to a challenging new position.
Overview
28
28
years of professional experience
Work History
Senior Account Manager
Corporate Synergies Group
10.2020 - Current
- As part of the client life-cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by:
- Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap),
- Defining an annual service delivery calendar (life-cycle) in support of the multi-year strategic plan (roadmap),
- Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life-cycle,
- Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e. setting agendas and appropriate internal/external follow-up),
- Prepare standard and ad-hoc reports and other client related projects (as needed),
- Developing, cultivating and maintaining strong client/vendor relationships,
- At various times throughout the year (i.e. Open Enrollment), review employee education and communication materials (i.e. Benefit Guides).
- Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary i.e. Compliance Team.
- Maintain internal systems and client files in accordance with CSG’s data standards and filing requirements.
- Interact with carriers and vendors on behalf of the client and the team.
- Ability to identify and leverage resources appropriate for upsell opportunities.
- Responsible for reconciling client revenue monthly
Benefits & HR
Williams Company Management Group
07.2017 - 05.2019
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Served as primary point of contact for employee benefits inquiries, resolving issues promptly and accurately.
- Facilitated new hire orientations, providing comprehensive information on company-sponsored benefit programs.
- Coordinated open enrollment events to educate employees on benefit options and encourage informed decision making.
- Organized the annual health fair.
- Developed the company Wellness Program.
Account Manager
Fringe Benefit Plans
12.2006 - 06.2017
- Built and strengthened long-lasting client relationships.
- Educated clients on new products or services to increase customer engagement with brand.
- Developed and implemented strategies to increase client retention.
- Pre-renewal meeting with clients.
- Communicate a marketing strategy to administrative assistant i.e. quote additional lines of coverage and carriers to quote.
- Present recommendations to the client for the renewal.
- Prepare materials for the open enrollment meetings.
Strategic Account Executive
United Healthcare
09.2005 - 12.2006
- Managed a book of business of small group employers with 2-99 employees in Central Florida.
- Presented renewals to brokers.
- Cross sell ancillary lines.
Account Executive
Lassiter-Ware Insurance
10.2003 - 09.2005
- Service accounts according to the internal "A-B-C" Client Service Schedule.
- Manage and track all workflow for the producer.
Account Manager
Principal Financial Group
12.1996 - 10.2003
- Managed a block of business in the Orlando and Jacksonville market.
- Presented renewals to brokers.
- Instrumental in leading the team that placed 5th in the nation for successfully implementing new eService on-line platform.
- Conducted enrollment meetings.
Timeline
Senior Account Manager
Corporate Synergies Group
10.2020 - Current
Benefits & HR
Williams Company Management Group
07.2017 - 05.2019
Account Manager
Fringe Benefit Plans
12.2006 - 06.2017
Strategic Account Executive
United Healthcare
09.2005 - 12.2006
Account Executive
Lassiter-Ware Insurance
10.2003 - 09.2005
Account Manager
Principal Financial Group
12.1996 - 10.2003