Michele Thomas
Stanley,NC
Summary
Strategic Account Executive with 24 years of experience and proven success in meeting retention and revenue goals. Dedicated to meeting customers' needs through strategic planning and client relationship management. Highly skilled in delivering results and driving performance initiatives while increasing customer satisfaction. Open and clear communicator at all levels with demonstrated business and strategic vision and disciplined execution. High-performing leader able to inspire team members to achieve outstanding results. Prepared to take on challenging professional demands and expand opportunities.
Overview
24
24
years of professional experience
Work History
Account Executive
USI Insurance Services
Charlotte, NC
01.2014 - Current
- Cultivate and develop customer relationships to enable sustained revenue growth and retention goals.
- Interview current and prospective clients to learn about their financial needs. Discuss recommendations for new products, services and enhancements to existing coverages and services.
- Develop and maintain strong and long-term client relationships by attentive relationship cultivation.
- Leadership, responsiveness and expertise with the customers, prospects, partners, carriers and national resources.
- Develop innovation creative and resourceful solutions to challenges.
- Utilize a consultative sales approach that ensures client's business objectives are being met.
- Create, maintain and review plan performance with clients on a monthly, quarterly and annual basis.
- Produce, manage and conduct all aspects of the employer's annual open enrollment (policies, compliance, communication materials, and onsite employee meetings).
- Conduct annual compliance reviews with clients.
Senior Account Executive
Healthgram
Charlotte, NC
02.2000 - 12.2013
- Managed the highest volume accounts in assigned territory.
- Maintained client retention through high-quality service and follow through.
- Organized, developed and communicated case implementation processes for new business development.
- Prepared and communicated employee open enrollment materials.
- Provided ongoing education to the clients/plan administrator (online services, compliance and healthcare reform required changes).
- Oversee the implementation process of onsite health clinics and wellness programs.
- Completed plan performance reviews with clients on a monthly, quarterly and annual basis.
- Generated new business opportunities through relationships with current and new brokers.
- Trained new Account Representatives and Executives on internal processes and procedures.
Education
Bachelor of Science - Marketing
University of North Carolina Charlotte
1997
Skills
- Account Management
- Customer-oriented
- Employee benefit expertise
- Managing client relationships
- Problem solver
- Relationship building
- Sharp problem solver
- Strong work ethic
- Strategic planning
- Team Leadership
Timeline
Account Executive
USI Insurance Services
01.2014 - Current
Senior Account Executive
Healthgram
02.2000 - 12.2013
Bachelor of Science - Marketing
University of North Carolina Charlotte