Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Account Executive
AssuredPartners
11.2024 - Current
Manage a book of 274 clients with a current retention rate of 97%
Act as a trusted consultant to ensure clients offer competitive, cost-effective benefits to their employees
Provide strategic guidance on plan design, renewals, and carrier selection
Foster long-term relationships through proactive service and benefit optimization
Account Executive
Saxon Financial Services
08.2023 - 10.2024
Built and maintained relationships with 252 micro-segment accounts (1–4 lives)
Delivered client-focused solutions and cross-sold new lines of coverage
Provided day-to-day support and coordinated benefit communications
Account Manager
EyeMed Vision Care
07.2019 - 07.2023
Managed up to 450 accounts with 10–2000 eligible employees
Conducted Annual Business Reviews and negotiated renewals
Contributed to 102% book growth in 2017
Chaired the Recognition Committee and served as Vision Consultant
Small & Mid-Market Account Manager
EyeMed Vision Care
02.2012 - 07.2019
Managed up to 450 accounts with 10–2000 eligible employees
Conducted Annual Business Reviews and negotiated renewals
Contributed to 102% book growth in 2017
Chaired the Recognition Committee and served as Vision Consultant
Client Service Specialist
EyeMed Vision Care
01.2011 - 01.2012
Supported HR professionals with personalized service
Resolved client-impacting issues in collaboration with Account Managers
Escalation Specialist
EyeMed Vision Care
01.2009 - 12.2011
Resolved complex issues in member services, claims, and provider relations
Mentored new hires and participated in cross-functional projects