Results-driven Senior Account Manager with General Lines Agent licensed professional over 14+ years of experience in healthcare account management. Specializing in managing large portfolios for Fortune 100 clients, I excel at building and nurturing client relationships, driving client retention and growth, and delivering data-driven strategic insights aligned to business objectives. Experienced in pipeline and territory management, I effectively identify growth opportunities, manage account portfolios at scale, and drive strategic expansion. Recognized for translating complex data into actionable strategies, I am committed to improving client outcomes and enhancing service delivery. With strong executive communication skills and a proven track record of success, I thrive in fast-paced environments and drive measurable results through innovative, client-centered solutions.
Skills
Client & Broker Communication
Issue Resolution & Service Support
Enrollment & Benefits Education
Reporting & Data Analysis
Customer Needs Assessment
Strategic Planning
Cross-Functional Coordination
Proposal & Presentation Support
Relationship Management
Salesforce, Tableau, Power BI
Upselling techniques
Training and mentoring
Work History
Sr. Field Account Manager
UnitedHealth Group | UnitedHealthcare
Richardson, TX
10.2021 - Current
Conducted annual and mid-year strategic health plan reviews for a book of business consisting of 36,000 members across 32 key account cases, maintaining a persistency rate of over 98%+.
Collaborated with Strategic Account Executive to analyze customer reporting, creating strategic, data-driven health care trends and driving engagement to key member programs and resources.
Participated in new business finalist presentations, representing account management and service experience, and contribute to cost-benefit analyses and pricing strategies to support client strategy development.
Facilitated enrollment meetings and client-sponsored benefits education functions, enhancing client satisfaction and engagement through effective communication and data-driven insights.
Led overall service experience of clients by working with operations team and other matrix partners on client issues, ensuring exceptional service and fostering long-term client partnerships.
Biometrics Program Manager
UnitedHealth Group | Optum
Downers Grove, IL
02.2019 - 10.2021
Successfully managed ongoing biometric contract relationships for Optum and UnitedHealthcare clients, ensuring high levels of client satisfaction and retention.
Collaborated with Quest Diagnostics, UnitedHealthcare, Optum, and multiple vendor and internal teams to implement, manage, and enhance clients’ biometrics programs, resulting in improved program efficiency and client outcomes.
Prioritized and resolved client and account team inquiries promptly, increasing client satisfaction and trust.
Strategic Recommendations: Provided actionable recommendations in service and products to meet clients’ wellness goals, contributing to overall program success.
Presented annual aggregate results reports, identifying key risk factors, cohort migration, and trends, which informed strategic decision-making and program adjustments.
Analyzed program data to identify cost-saving opportunities and optimize resource allocation, enhancing the financial performance of client programs.
Continuously sought opportunities to enhance programs, leading to improved client engagement and program effectiveness.
Monitored industry trends and competitive landscape to provide clients with insights on ancillary benefits and wellness program innovations.
Account Manager
Interactive Health
Schaumburg, IL
08.2016 - 02.2019
Developed, implemented, and oversaw enterprise-wide health and wellness strategies and initiatives, ensuring high levels of client satisfaction and retention.
Managed a broad range of preventive screenings, wellness programs, and initiatives, integrating them with clients’ partner vendors to create holistic, comprehensive wellness solutions.
Utilized membership data, analytics, and comprehensive dashboards to track and evaluate the impact of ongoing program solutions, providing clients with detailed reports and actionable insights.
Analyzed program data to identify cost-saving opportunities and optimize resource allocation, enhancing the financial performance of client wellness programs.
Worked closely with partners, brokers, and insurance carriers to address client needs and resolve issues promptly, increasing client satisfaction and trust.
Conducted program evaluations and implemented continuous improvements to ensure the success and effectiveness of wellness initiatives.
Monitored industry trends and competitive landscape to provide clients with insights on ancillary benefits and wellness program innovations.
Program Manager
LabCorp (formerly Wellness Corporate Solutions)
Chicago, IL
08.2014 - 06.2015
Collaborated with external partners and corporate clients to manage all logistics for biometric screenings nationwide, ensuring seamless execution.
Communicated effectively with partners, brokers, and clients to implement prevention programs, enhancing overall program efficiency and client engagement.
Coordinated with Registered Dieticians and health educators to deliver health coaching components, contributing to improved health outcomes and client satisfaction.
Developed and executed wellness marketing and communication plans for clients, driving engagement and participation in wellness programs.
Conducted detailed analysis and reporting of biometric screening wellness programs, providing clients with actionable insights and recommendations for program improvement.
Onsite Wellness Program Manager
Capital One / HSBC
Mettawa, IL
01.2012 - 05.2014
Developed comprehensive corporate wellness programs to meet the needs of Capital One and HSBC corporate wellness initiatives, ensuring high levels of employee engagement and satisfaction.
Partnered with ShapeUp and utilized their platform to manage Capital One's global wellness programming, enhancing program efficiency and participation.
Designed and implemented marketing strategies and managed the onsite fitness center marketing budget, driving awareness and engagement in wellness activities.
Participated in business planning and budgeting processes related to wellness programs and service offerings, ensuring alignment with corporate goals and financial objectives.
Supervised and monitored staff of personal training, group exercise, and massage therapy departments, ensuring high-quality service delivery and client satisfaction.
Education
MBA - Marketing
Roosevelt University
Chicago, IL
Bachelor of Science - Kinesiology: Preventative And Rehabilitative Exercise Science
Northern Illinois University
DeKalb, IL
Certification
Texas Department of Insurance – General Lines Agent (Life, Accident, Health & HMO) | Active since 2019
Applications
AI & Automation: ChatGPT, Zapier
Data Visualization & Analytics: Power BI, Tableau, Microsoft Excel
Corporate Action Analyst | Data Management Focus at Fact Entry – Six CompanyCorporate Action Analyst | Data Management Focus at Fact Entry – Six Company