Experienced Account Manager with a strong record of accomplishments managing self-funded accounts for a diverse group of organizations.
Effective problem-solving abilities - adept at developing and implementing process improvements that optimize the use of capital resources of clients.
Energetic and flexible fast learner who works effectively in a team setting and can be counted on to attain desired results.
Computer skills include Microsoft Office (Word, Excel, PowerPoint, SalesForce and Outlook) and other proprietary applications used for benefit program management.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Relationship Manager
Imagine360
08.2022 - 10.2025
Provide daily relationship management duties and stop-loss marketing/renewals for 18 self-funded accounts.
Led initiatives to identify client needs and tailor solutions accordingly.
Cultivated strong client and broker relationships to enhance customer satisfaction and retention.
Account Executive, National Accounts
HEALTH PLANS INC.
04.2022 - 07.2022
Cultivated and maintained strong client relationships to enhance customer satisfaction and loyalty.
Collaborated with cross-functional teams to create tailored solutions for clients' needs.
Developed strategic sales plans to achieve revenue targets and expand market share.
Senior Account Manager
ADVANCED MEDICAL PRICING SOLUTIONS
11.2020 - 03.2022
Consistently meet goals for new revenue generation, retention, and customer satisfaction.
Analyzed market trends to identify opportunities for portfolio expansion and service improvements.
Strategic Account Executive
RENALOGIC
03.2020 - 08.2020
Negotiated contract terms and pricing models to optimize profitability and client satisfaction.
Delivered comprehensive product demonstrations and training sessions to clients, ensuring effective utilization of services.
Senior Account Manager
GROUP AND PENSION ADMINISTRATORS
06.2012 - 01.2020
Developed and executed strategic account plans to enhance client relationships and drive revenue growth.
Mentored junior staff on best practices in account management and client engagement strategies.
Collaborated with cross-functional teams to optimize service delivery and resolve complex client issues.
Senior Account Executive
WELLS FARGO INSURANCE SERVICES
10.2006 - 05.2012
Successfully maintained an excellent record of performance and was awarded as Broker of Record for 10 self-funded accounts within two months of office startup.
Managed marketing renewals that included stop-loss and voluntary fully insured products for all self-funded accounts.
Cultivated and maintained strong client relationships to ensure retention and satisfaction.
Senior Account Manager
FISERV HEALTH/BENEFIT PLANNERS
12.1996 - 10.2006
Managed 23 accounts with over 27,000 employees and generated over $4 million in annual revenues.
Managed 60 team members and successfully recruited and developed 3 Managers.
Earlier Positions: Team Director, Manager, Claims Analyst
Conducted regular performance reviews to ensure alignment with client objectives and satisfaction metrics.
Education
Bachelor's degree -
The University of Texas at San Antonio
San Antonio, Texas, USA
Skills
Client relations management
Targeted client engagement planning
Sales growth strategies
Industry assessment
Affiliations
Member, National Association of Health Underwriters
Member, Texas Association of Health Underwriters
Certification
Texas Life Accident and Health Agent Group One License