Marsha Brofford
UnitedHealthcare
Columbus,Ohio
1
Certificate
26
Years of experience
Dynamic Senior Account Manager at UnitedHealthcare with expertise in health insurance and client relationship management. Proven track record in developing data-informed strategies that drive sales performance and enhance client satisfaction. Skilled in visual storytelling and presentation development, fostering strong partnerships and delivering impactful solutions that align with client needs.
Work History
Senior Account Manager
10 Years 10 Months- Developed strategic account plans aligning with market goals and organizational objectives.
- Analyzed market trends to identify new business opportunities and recommend solutions.
- Managed complex client relationships, ensuring alignment between services delivered and expectations set.
- Provided valuable input during product development discussions, ensuring alignment with customer needs and expectations.
- Leveraged industry knowledge to provide expert guidance on pricing and product offerings for clients' specific needs.
- Conducted regular reviews of each managed portfolio's performance against objectives/targets – taking corrective action as necessary if any shortfalls were identified.
- Delivered sales presentations clients, brokers, upper management and sales associates.
- Performed effectively in a self-directed work environment, managing day-to-day operations and decisions.
- Contributed to team objectives in a fast-paced environment.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Facilitated monthly sales and account management meetings with assigned markets.
- Conducted regular market analysis to identify trends and opportunities for account expansion.
- Monitored market trends to identify emerging opportunities and inform client recommendations.
- Developed strong rapport with customers through active listening skills and genuine interest in their success.
- Delivered impactful product presentations, engaging prospective clients with relevant information.
- Maintained responsibility for [12] states consistently touching base to assess needs and satisfaction.
- Conducted research to monitor market conditions and industry competitors.
- Represented company brand during customer and prospect interactions.
- Spearheaded design and implementation of multiple training courses to establish successful onboarding of new sales representatives.
- Designed and delivered engaging presentations for diverse audiences, enhancing communication effectiveness.
- Collaborated with cross-functional teams to align presentation content with strategic objectives.
- Designed insightful and attractive sales presentations.
Account Consultant
8 Years 10 Months- Facilitated benefit open enrollment meetings for employee populations, ensuring clarity and compliance.
- Provided expert guidance on eligibility requirements, resolving inquiries effectively and promptly.
- Served as a liaison between employees, insurance carriers, and brokers to resolve complex benefits-related issues effectively.
- Educated employees on available benefit options, enabling informed decision-making during open enrollment periods.
- Maintained up-to-date knowledge of industry trends and legislative changes affecting employee benefits programs.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Developed strong relationships with clients through consistent communication and proactive problem solving.
- Enhanced client satisfaction by addressing concerns promptly and providing tailored solutions.
- Resolved complex issues swiftly by coordinating with internal departments and external partners.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Account Implementation Coordinator
6 Years 5 Months- Supported executive team in implementing strategic planning initiatives.
- Leveraged CRM system to generate reports and analytics related to sales activities and revenue data.
- Assisted in preparing sales reports, ensuring accuracy and timely distribution to stakeholders.
- Created and maintained reports, documents, and presentations to assist with administrative support.
- Maximized time management skills to achieve multiple tasks under strict deadlines without compromising quality or attention to detail in daily responsibilities.
- Led proposal development efforts, ensuring alignment with organizational goals and client requirements.
- Prepared all corporate marketing presentations and business proposals.
- Conducted thorough reviews of proposals, ensuring adherence to compliance and submission deadlines.
- Analyzed client RFPs to identify key requirements, enabling tailored responses that addressed specific needs.
- Streamlined proposal development process, reducing turnaround time and improving overall efficiency.
- Managed account implementation process.
- Developed processes and procedures for account implementation.
- Safeguarded sensitive company information through proper filing systems organization and confidentiality practices for all documents related to clients or transactions.
- Assisted senior executives and with special projects as needed.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Education
MBA - Health Administration
- MBA graduate with distinction
- 3.9 GPA
- Dean's List All Semesters
BBA - Health Administration
- summa cum laude graduate
- Dean's List All Semester
- GPA 3.9
Skills
Health Insurance Industry expertise
Data-informed strategy development
Sales performance analysis
Client relationship management
Knowledgeable in MS Office Suite
Presentation content development
Visual storytelling
Visual design expertise
Client relationship management
Research and analysis
Knowledgeable in MS Office Suites
Strong organization
Certification
- Licensed Health & Life Insurance - 2006-Current
Timeline
Senior Account Manager
UnitedHealthcare
10.2015 - CurrentRead More
Account Consultant
UnitedHealthcare
11.2006 - 09.2015Read More
Account Implementation Coordinator
Progressive Medical Inc
03.2000 - 08.2006Read More
Keller Graduate School of Management
MBA from Health Administration
Read More
DeVry University
BBA from Health Administration
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