Resourceful professional with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
14
14
years of professional experience
Work History
Account Manager
LP Insurance Services
08.2019 - Current
Managing books of business for three account executives, with clients ranging from 2-1,000 people per group, 30+ groups
Responsible for client relations and maintaining strong carrier relationships
Being available to help clients with questions, concerns, and needs ranging from medical to ancillary coverages
Attending all events and gatherings for client open enrollment and board meetings.
CADCI
New Dawn Treatment Center / Step Two
04.2021 - 02.2023
While earning Internship hours for my Masters Program I worked with clients struggling with addiction
Responsible for running group therapy sessions several times a week
Responsible for my own clients and their treatment
Created treatment plans, rehabilitation plans, at the outpatient level
Retention Coordinator
Prominence Health Plan
03.2018 - 08.2019
Responsible for supporting the sales team on all existing business
Developed and maintained long-term relationships with policyholders and small business entities
Serviced accounts on a regular basis to propose new products or services and maximize revenue
Organized company files and creating a support system to decrease workload and increase productivity of account managers
Attending and organizing events, open enrollment meetings, and presenting to groups and brokers.
Clinic Manager
Massage Envy/EWC/ALS- Reno, NV, La Verne, CA
07.2010 - 03.2018
Over the period of 8 years I worked in both Reno and California Locations for the three stores.
Resolved patient complaints in a timely manner, ensuring a positive experience for all parties involved.
Hired, trained and supervised employees to maintain team of high performers.
Conducted regular staff evaluations, providing constructive feedback and setting clear expectations for future performance goals.
Created and implemented policies to improve operational efficiency and patient care quality.
Assisted the owner and district manager in day-to-day operations of the business, managed 30+ employees
Operated the payroll systems, created commission structures
Hired and trained all new employees and was responsible for client retention
Organized events, fairs, marketing for the business, and ran social media platforms.