Paula Welborn
McKinney,Texas
Summary
Exceptional client relations specialist seeking a long-term career that allows me to utilize strong communication skills, organization, management and critical thinking skills in an account management position with an opportunity for growth.
Professional with proven track record in account management, delivering impactful results through strategic planning and client relationship building. Expertise in leading cross-functional teams, driving sales growth, and adapting to evolving business needs. Strong skills in negotiation, problem-solving, and project management ensure successful outcomes and high client satisfaction. Known for reliability, flexibility, and collaborative approach to achieving team goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Imagine 360
10.2005 - Current
- Develops strategic account plans and leads upcoming renewal and multi-year planning strategies
- Lead, formulate and implement long and short-range strategies, account plans, and resource deployments in support of territory initiatives and the sales and retention premium goals
- Follows internal processes and procedures to increase productivity and lessen inefficiency
- Provide customer benefits and rate information using tailored proposal materials
- Educate clients about new carrier products, funding mechanisms, legislation and compliance requirements
- Manage, train,lead and motivate a team of Relationship Managers.
- Manage the onboarding and renewal process for new plans or groups, providing essential education on TPA,ELAP/Imagine and other related entities products and service.
- Develop, implement and maintain effective and efficient contact with executive level decision-makes while ensuring delivered products and service consistently meeting clients’ needs
- Interface with various levels of internal and external customers explaining marketing concepts, resolving complex problems and administrative issues, and discussing proposals and retention activity as required
- Develop specific retention strategy to identify and recognize individual customer characteristics, understand the decision-making process and gain trust from all agents
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
Skills
- Skilled in Microsoft Word Applications
- Advanced Excel Skills
- Engaging Presentation Creation
- Collaborative Teamwork
- Client Account Management
- Client Support
- Client Engagement
- Client Engagement Management
Certification
Group 1 license
Timeline
Senior Relationship Manager
Imagine 360
10.2005 - Current
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