Noah Fuller
USA
Summary
Client-obsessed operations and account manager with 5+ years supporting regulated financial/insurance plans across education and nonprofit clients. Known for building sticky relationships, driving retention, and translating data into action. Expert at coordinating cross-functional teams, improving processes, and delivering crisp client-facing reports in fast-paced, high-stakes environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Manager
Independent School Management
01.2025 - Current
- Own end-to-end client service for a multi-state portfolio of schools and nonprofits; lead cadence meetings, quarterly/annual reviews, and ad-hoc workstreams with brokers, carriers, and internal ops.
- Monitor plan activity and service metrics (transactions, support volumes, SLAs) and package insights for plan sponsors; surface risks, trends, and actionable recommendations.
- Coordinate client requests and complex changes; navigate controlled entities and customized documents, ensuring accurate implementation and stakeholder communication.
- Build Excel dashboards and Salesforce reports for leadership and plan sponsors; improve transparency on renewals, fees, and service performance.
- Partner with sales/relationship leaders on retention and upsell strategies (business planning, finalist materials, executive decks).
- Streamlined binder/invoice/quote generation in Salesforce, improving cycle times and accuracy; contributed to a 15% lift in renewals year-over-year.
- Ensure documentation quality and regulatory hygiene across states; maintain complete audit trails and client-ready artifacts.
Benefits and Risk Specialist
Independent School Management
05.2024 - 12.2024
- Supported plan administration and client onboarding; maintained plan data integrity across systems and documents.
- Drove cross-team coordination with operations, carriers, and brokers to resolve service issues quickly and professionally.
Benefits Advocate
United Healthcare
02.2020 - 05.2024
- Frontline client support for complex benefits inquiries; averaged 50+ client assists/day with high CSAT.
- Created playbooks and micro-trainings that improved team ramp and consistency; recognized repeatedly for customer satisfaction.
Property and Casualty Representative
USAA
05.2017 - 02.2020
- Advised military families on coverage and policy servicing; collaborated with underwriting and operations to resolve issues.
- Recognized among top CSAT performers for 8 consecutive months; coached peers and boosted team performance.
Education
Bachelor Of Arts - Political Science
Georgia State University
Skills
- Client relationship management
- Plan operations & administration
- Retention & renewal support
- Salesforce CRM Data analysis & Excel (pivot tables, lookups, dashboards)
- Executive-ready reporting & presentations
- Process improvement
- Cross-functional collaboration
- Compliance & documentation
- RFP/finalist support
- Issue triage & resolution
- Time management & prioritization
Websites
Certification
- Property and Casualty License, 07/01/19, Present
- Personal Lines Insurance License, 07/01/19, Present
- CNP - Certified Notary Public, 04/01/25, Present
Timeline
Account Manager
Independent School Management
01.2025 - Current
Benefits and Risk Specialist
Independent School Management
05.2024 - 12.2024
Benefits Advocate
United Healthcare
02.2020 - 05.2024
Property and Casualty Representative
USAA
05.2017 - 02.2020
Bachelor Of Arts - Political Science
Georgia State University
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