Lead strategic planning and performance optimization for a portfolio valued at $1.2M, ensuring seamless end-to-end operational execution.
Developed and analyzed monthly performance reports to evaluate KPIs, identify bottlenecks, and drive continuous improvement across client operations.
Partnered with cross-functional teams and external vendors to optimize resource allocation and improve delivery efficiency achieving a 98% customer retention rate.
Executed forecasting and budgeting processes aligned with business needs, reducing variance between projected and actual outcomes.
Conducted quarterly business reviews and data-driven insights presentations to leadership, enabling informed strategic decisions.
Assisted assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving, upon request.
Developed leadership qualities by mentoring and training new account managers and interns on industry knowledge and role responsibilities.
Account Manager - Mid-Market Segment
OneDigital Riverwood
06.2022 - 05.2023
Managed 26 small, and mid-market, Employee Benefit accounts. Including fully insured, level-funded, and self-funded accounts valued at $882,723 in revenue annually.
Worked closely alongside Benefit Consultants to lead cost containment strategy through partnerships provided such as Pareto Captive and other industry vendors.
Provided detailed reports monthly to clients illustrating our strategies' results and analyzing plan performance throughout the year in order to help drive operational improvements which resulted in savings and improved profit margins.
Assessed client requirements and develop targeted benefits solutions.
Responsible for employee communications around benefit and wellness related topics.
Provided supervision of relationships between clients and their payroll vendors, HRIS, and benefit administration systems.
Employee Benefits Client Manager
Snellings Walters Insurance Agency
07.2020 - 06.2022
Managed 10 small, and mid-market, Employee Benefit accounts. Including fully insured, level-funded, and self-funded accounts valued at $240,000 in revenue annually.
Worked closely alongside Producers and Consultants to lead cost containment strategy through partnerships provided by Pareto Captive and other industry vendors such as Springbuk, Milliman, and Interlink Health.
Provided detailed reports monthly to clients illustrating our strategies' results and analyzing plan performance throughout the year in order to help drive operational improvements which resulted in savings and improved profit margins.
Assessed client requirements and develop targeted benefits solutions.
Responsible for carrier negotiations, marketing and renewals, proposals/materials for presentation to clients and prospects.
Provided supervision of relationships between clients and their payroll vendors, HRIS, and benefit administration systems.
Associate District Manager
ADP
06.2019 - 07.2020
Managed, serviced, and up-sell 125+ client accounts.
Maintained technical expertise and product knowledge necessary to close sales.
Planned and executed meetings with potential clients to meet their needs and present appropriate solutions.
Negotiated sales contracts. Resolved specific client issues related to software, tax filings, contracts, and compliance laws.
Led trainings for business professionals (bankers, accountants, etc) on promotions, positioning, tactics and strategies to execute.
Education
Bachelor of Science - Business Management
Belmont Abbey College
Belmont, North Carolina
05.2019
Skills
Data Analysis & Visualization (Excel, Power BI)
Process Optimization & Continuous Improvement
Stakeholder Communication & Collaboration
Scenario Planning & Risk Mitigation
End-to-End Operational Planning
Strategic Planning
Account Servicing
Customer Relations
Certification
Health Insurance – Life, Accident, and Sickness Agent License