Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in self funding of employee benefits for large public entity clients, financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Tenacious Client Service Executive with 23 years of successful leadership and management experience. Committed to bettering the client service experience with timely assistance and helpful feedback. Confident and reliable with exceptional interpersonal communication and multitasking abilities. Passionate about creating organizational success.
Overview
28
28
years of professional experience
Work History
Group Health Consultant to Management
Edwards Risk Management
05.2019 - 12.2023
Assisted with design and implementation of various employee benefits programs.
Designed presentations and marketing materials to promote insurance products.
Analyzed customer needs to provide customized insurance solutions.
Educated clients on insurance policies and procedures.
Worked with governance committees to make and evaluate plans.
Interpreted regulatory rules or rule changes and communicated with others through corporate policies and procedures.
Completed statistical reviews to uncover trends, patterns and variations.
Worked within Microsoft Excel and proprietary reporting tool to compile and review information with pivot tables and charts.
Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
Analyzed problematic areas to provide recommendations and solutions.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Self-motivated, with a strong sense of personal responsibility.
Demonstrated respect, friendliness and willingness to help wherever needed.
Excellent communication skills, both verbal and written.
Account Executive Team Lead
Meritain Health An Aetna/CVS Company
10.1995 - 04.2018
Built relationships with customers and community to establish long-term business growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Managed existing and developed new client relationships, identifying risk and growth opportunities.
Scheduled and attended meetings with clients and prospective clients as requested.
Navigated cross-functional collaboration to deliver sales forecasts and align delivery with objectives and client expectations.
Implemented and monitored account management and upsell opportunities and processes to support contractual obligations resulting in increased revenue and client retention.
Developed customizable reporting tools and dashboards to generate client, revenue and internal intelligence reports.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Communicated product quality and market comparisons by creating sales presentations.
Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Education
No Degree - General
Pima Community College
Tucson, AZ
Administrative/Clinical Medical Assistant - Medical Assisting
Southwestern Medical Society Academy
Phoenix, AZ
10.1990
Skills
Client Relationship Development
Risk Mitigation
Needs Assessment
Team Training and Mentoring
Employee Benefit Self Funding Specialist For Large Public Entities
Medical, Rx, Dental, Vision and Short Term Disability Specialist
Claims and Appeal Management
PPO Network Analysis
Microsoft Office
Presentation Development and Delivery (PowerPoint)
Customer Service
Sales, RFP and Finalist Presentations
Accomplishments
Awards:
Meritain Health Top Honors Account Management- 3 Years
License:
Arizona Life and Health Producer 2006 to Present
Timeline
Group Health Consultant to Management
Edwards Risk Management
05.2019 - 12.2023
Account Executive Team Lead
Meritain Health An Aetna/CVS Company
10.1995 - 04.2018
No Degree - General
Pima Community College
Administrative/Clinical Medical Assistant - Medical Assisting