Client Program Manager with proven success in managing strategic client relationships, launching national insurance products, and driving program performance with top property & casualty partners. Skilled in cross-functional leadership, KPI achievement, and delivering profitable, market-ready solutions that strengthen client retention and growth.
• Spearheaded the launch of multiple pet insurance and wellness products in partnership with top property & casualty insurers delivering market-ready solutions nationwide.
• Managed overall health of high-profile client programs, ensuring operational efficiency, profitability, and KPI achievement.
• Created and led cross-functional teams focused on growth and program performance, consistently exceeding KPI targets month over month.
• Partnered with internal and external executive leadership to align on program goals, strategic initiatives, and performance metrics.
• Strengthened client engagement and retention by developing collaborative processes and leading program improvement initiatives.
• Manage daily funding services for enterprise accounts processing over $10M in monthly volume.
• Present financial and software solutions to create win/win opportunities for clients.
• Conduct quarterly business reviews with action plans to drive revenue and mitigate risk.
• Negotiate existing contracts to maximize client profitability.
• Recruited, hired, and trained a team of 15 salespeople, leading weekly coaching sessions to drive productivity.
• Developed sales scripting and training techniques for a new department, improving client service delivery.
• Served on the Agent Advisory Board, collaborating with leadership to enhance employee relations and career development.
• Conducted insurance sales presentations, consistently achieving quota goals.
• Specialized in stabilizing and promoting new construction apartment communities, consistently meeting occupancy goals.
• Built strong client and resident relationships while coordinating with property owners, contractors, and vendors.
• Developed and executed marketing strategies, enhancing digital presence and driving customer engagement.
• Built new client relationships through networking, referrals, and prospecting.
• Customized insurance programs to meet client needs and conducted policy reviews for retention.
• Managed client payment processes and maintained compliance with company policies.
Client Relationship Management
Program & Project Leadership
Cross-Functional Collaboration
KPI & Performance Optimization
Contract Negotiation
Strategic Planning
Operational Efficiency