Dynamic Client Relationship Manager with over 15+ years' experience in sales and service roles for retail and health insurance organizations. Driving top-quality customer experience and satisfaction through deploying voice of the client (VOC) expertise. Building and retaining long-term relationships by establishing positive, productive and routine communications.
Overview
11
11
years of professional experience
Work History
Client Relationship Manager
LINQ Group Benefits, LLC
02.2015 - 09.2022
Managed Small Business Clients (around 60) of Group Health Insurance (including: Health, Dental, Vision, Life, GAP group insurance): Operate as the lead point of contact for our clients (HR or Company Owner).
Assisted in New and Renewing Business from Census for Quotes to Sale Proposal. Enroll & Terminate Employees. Claims Assistance. Individual Sales Agent: Handled individual referral for health, supplemental, dental, and vision insurance. Aided with new hire process, including training. Accounting: Completed monthly Commission reports for agency and reports for agent payouts. Reconciliation of payment to the agents under this agency.
Fostered customer trust by addressing concerns and needs using targeted problem-solving.
Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
Identified opportunities to cross or up-sell additional insurance and communicated customer needs to appropriate team.
Licensed Health Insurance Agent
My Insurance Exchange, LLC.
10.2014 - 02.2016
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
Used [Software] to process benefit transactions.
Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Reported policy changes and company conditions affecting customer satisfaction.
Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
Tracked progress of all outstanding insurance claims.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Evaluated competitors' products and services to gain competitive advantage.
Conducted annual reviews of existing policies to update information.
Adhered to health and prescription insurance products, delivery systems and claims systems.
Womens Shoes Dept. Supervisor
Macys Department Store
05.2011 - 09.2014
Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Trained new employees on overall company and department-specific policies and procedures.
Maintained stock of items, cleanliness, organization and provided excellent customer service.
Trained team members in successful strategies to meet operational and sales targets.
Managed team of 40 employees, delegated tasks and held each employee accountable for completing assignments.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
Promoted culture focused on encouraging staff to develop skills and abilities.
Built relationships with current customers to maintain goodwill and gain additional business.
Handled cash register, returns and refunds.
Education
2-15 Health & Life -
Gold Coast
2014
Bachelor of Science - Clinical Psychology
Universidad Catolica De Santo Domingo
Santo Domingo, Dominican Republic
2004
Skills
Customer Engagement
Problem-Solving Aptitude
Member Support
Client Rapport-Building
Customer Inquiries
Client Relationship Management
Office Organization
Proposal Presentations
Emergency Calls
Client Needs Assessment
Effective Customer Communication
Speaking Clearly
Languages
Spanish
Native or Bilingual
Timeline
Client Relationship Manager
LINQ Group Benefits, LLC
02.2015 - 09.2022
Licensed Health Insurance Agent
My Insurance Exchange, LLC.
10.2014 - 02.2016
Womens Shoes Dept. Supervisor
Macys Department Store
05.2011 - 09.2014
2-15 Health & Life -
Gold Coast
Bachelor of Science - Clinical Psychology
Universidad Catolica De Santo Domingo
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