Strategic account management professional with expertise in employee benefits and a proven track record of building strong client relationships. Skilled in communication, problem-solving, and strategic planning to support business goals and client satisfaction. Eager to leverage experience in Insurance & Employee Benefits to drive growth and enhance team success. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
LARGE GROUP ACCOUNT MANAGEMENT
AssuredPartners
Hunt Valley, US
11.2020 - Current
Provided excellent customer service to ensure client satisfaction and account retention.
Worked with Account Executive to achieve business goals by building trust and providing strategic and realistic solutions.
Built strong client relationships through service execution, validation and good response time.
Support client retention by maintaining a positive image with clients.
Assist with creating open enrollment guides, finalizing client presentations for new business and renewal meetings, and gathering information related to underwriting, data analytics, marketing, and HR services.
Enter accurate client information into agency management system and export data as needed.
Prepare all required client facing proposal and documents for the Account Executive and assist in tracking data, changes, and client specific information.
Actively engage in learning; study industry trends. Seek out self-directed learning to increase industry knowledge.
Maintain carrier updates and bulletins in a shared document environment.
Assists in coordinating and scheduling meetings with carriers as instructed by Account Executive.
Planning and coordination of Health Fairs, coordinating with carriers, vendors and clients to provide a fantastic experience for clients and their employees.
Led Open Enrollment presentations at client locations.
OPERATIONS MANAGER
Lizksupplyco
New Freedom, US
07.2018 - 11.2020
Oversaw day-to-day operations and handled high-level HR duties, such as attracting talent, and setting training standards and hiring procedures.
Analyzed organizational processes to improve quality, productivity, and efficiency.
Oversaw and supervised the development and launch of new sales campaigns.
Managed, motivated, and mentored team members to increase productivity and employee satisfaction.
Optimized efficiency and productivity through the strategic implementation of effective measures to streamline processes and free up associate time.
Increased profits by planning and introducing numerous effective promotional and sales campaigns.
Facilitated HR responsibilities by creating a HR employee manual; assisting with recruiting, screening, interviewing, and placing workers.
Maximized productivity by more than 50% while simultaneously streamlining and revamping processes.
TELEHEALTH PROGRAM COORDINATOR
Penn State Milton Hershey Medical Center
Hershey, US
01.2017 - 03.2018
Offered patient education, patient support, and patient care via telehealth platform as an extension of the physician practice; focusing on patient safety, quality metrics, rules/regulations, research opportunities, and policies and procedures.
Made virtual observations of patients and collaborated with medical staff to identify and resolve issues.
Accurately documented all patient information.
Recruited patients and staff to participate in the new inpatient telehealth program to confirm the program's future developments at the hospital.
Recommended new ideas that were implemented to streamline processes.
Proactively audited processes to identify areas for improvement.
Skilled at making judgment-based decisions, notifying staff, and following escalation protocol.
Collaborated with internal teams across departments to ensure effective operations of the program.
Identified and implemented program improvements to enhance performance.
Maintained compliance with all regulations relevant to the program activities.
Implemented strategies to increase participation in programs among target populations.
Analyzed program results and developed recommendations for improvement.
FLEET TITLE MANAGER
PHH Arval
Sparks, US
01.2010 - 01.2017
Fulfilled the title and retitle process; assisting fleet drivers, managing registration, transfers, and leasebacks.
Researched solutions to title-related issues, presenting all viable options to management.
Liaised effectively with Department of Motor Vehicles to promptly resolve title issues.
Facilitated open communication between multiple departments to improve productivity.
Grew customer base by consistently delivering top-rated service and quality.
Trained new staff members on company policies and procedures related to title processing.
Processed requests from customers for copies of their title documents.
BENEFITS EVENING CALL CENTER SUPERVISOR
Hewitt Associates
Hunt Valley, US
01.2006 - 12.2009
Provided expertise and knowledgeable customer care via telephone, as an experienced benefits service representative.
Communicated with clients to understand needs.
Provided training and leadership to team members.
Handled escalated issues and relationships building problems within the organization.
Maintained knowledge of insurance policies and procedures.
Successfully managed, supervised, and motivated a team of 20 call center agents.
Noticed by management for consistent high performance, quality scores, and communication skills.
Minimized queue times and repeat callbacks by proactively monitoring calls for quality and coaching associates on call handling and de-escalation methods.
Processed Enrollments, Additions, Terminations and Verifications.
Created manuals for clients in relation to benefits and options.
Education
BUSINESS MANAGEMENT -
Central State University
Wilberforce, OH, US
12-2020
REAL ESTATE FUNDAMENTALS -
John L. Scott Realty School
Seattle, WA
05.1998
BACHELOR OF ARTS (B.A.) -
Lewis-Clark State College
Lewiston, ID, US
HIGH SCHOOL DIPLOMA -
Auburn Senior High School
Auburn, WA
Skills
Office Management
Relationship Building
Quality Assurance
Problem Solving
Account management
Teamwork and collaboration
Attention to detail
Excellent communication
Self motivation
Operations management
Strategic planning
Client relationship management
Certification
Health & Life Insurance License
Career Accomplishments
Created a HR employee manual to facilitate recruitment, screening, interviewing, and placing workers.
Ranked within the top 10% of sales consultants in the region for sales and client retention.
Boosted productivity 50% while streamlining and revamping processes.