Professional Client Manager skilled at managing client relationships and developing keen understanding of corporate and marketing objectives to develop and deliver high-impact results. Independently manages multiple priorities and deadlines through hard work and dedication.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Client Manager
The Guardian Life Insurance Company of America
Independence, OH
01.2014 - Current
Duties include overall responsibility for the management of client accounts (100-1,999 lives), focusing on achieving client satisfaction and driving growth and profitability.
Service client accounts and foster strong relationships with brokers/consultants.
Collaborate with sales teams to secure their support and alignment with the account management strategy.
Strategically manage the lifecycle of clients to drive tailored solutions for their benefit needs.
Align client and business needs effectively.
Consistently meet or exceed annual financial growth goals. objectives.
Benefit Advisor Team Leader
The Guardian Life Insurance Company of America
Cleveland/Pittsburgh, OH
08.2001 - 05.2012
Provided leadership and guidance to a group of Benefit Advisors in the Cleveland/Pittsburgh area, overseeing their coaching, monitoring, professional development and performance evaluations.
Implemented initiatives to improve customer retention rates.
Established service and installation standards and workflows.
Benefit Advisor
The Guardian Life Insurance Company of America
08.2001 - 05.2012
Assisted sales staff in acquiring and installing new business, ensuring outstanding enrollments and re-enrollments, while leveraging established producer and planholder connections.
Identifying potential add/issue opportunities by leveraging service calls, planholder and broker contact, in line with annual renewals.
Sales Support Associate
The Guardian Life Insurance Company of America
11.1994 - 08.2001
Enhanced sales by providing support to sales representatives during the pre-sale process, including proposal design and rate calculation.
Managed processing of plan changes, add-issues, new business cases, and renewals for groups with less than 50 lives.
Education
The Guardian Life Insurance Company of America
06.2024
Skills
Strategy Development
Client Services
Sales Targeting
Account Management
Customer Trend Analysis
Excellent Communication
Analytical Skills
Customer Service
Competitor Analysis
Time management abilities
Certification
HIAA - Health Insurance Association, Parts A&B Medical Terminology, Parts I & II
ICA - Insurance Claims Association
Ohio, Life, Accident and Health, Variable Annuities, May, 2002
Lead Engineer at Guardian Life Insurance Company of America (A Fortune 250 Company)Lead Engineer at Guardian Life Insurance Company of America (A Fortune 250 Company)
Manager, Enterprise Customer Service at Guardian Life Insurance Company of AmericaManager, Enterprise Customer Service at Guardian Life Insurance Company of America
Customer Service Representative at Guardian Life Insurance Company of AmericaCustomer Service Representative at Guardian Life Insurance Company of America