Sara Archer
North Richland Hills,TX
Summary
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 financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Account Executive
USI
09.2022 - Current
- Developed and maintained strong relationships with key clients to ensure customer satisfaction.
- Identified client needs and provided tailored solutions to meet business objectives.
- Coordinated with internal teams to deliver seamless service and support for client initiatives.
- Managed contract negotiations, ensuring favorable terms and compliance with company policies.
- Led presentations to stakeholders, effectively communicating product benefits and value propositions.
- Analyzed market trends to inform strategic decision-making and enhance competitive positioning.
- Mentored junior staff on best practices in account management and client relationship building.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Successfully managed portfolio of high-value accounts, maintaining focus on customer satisfaction and account growth.
Account Executive
90 Degree Benefits
08.2021 - 09.2022
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Fostered long-lasting relationships with major clients to secure repeat business and referrals.
- Enhanced team performance, sharing best practices and mentoring junior account executives.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Built relationships with customers and community to promote long term business growth.
- Achieved or exceeded company-defined sales quotas.
Account Manager
Marsh & McLennan Agency
04.2020 - 08.2021
- Onboard new clients, assess outstanding required documents and establish new contacts
- Present plan performance and recommended changes through virtual or in person meetings
- Build rapport and relationships with client and carrier partners
- Direct and educate Analysts on plan details, projects, and compliance updates
- Constant learner on federal and state compliance updates
- Maintain ongoing list of outstanding items and update Executives in meetings and as needed
- Perform in person or virtual educational sessions on employee benefits
Client/Account Manager
The Plexus Groupe, LLC
08.2017 - 03.2020
- Brokerage for Group Employer Benefits.
- Licensed for Texas Life and Health - General.
- In depth knowledge of fully and self-insured plans.
- Facilitate Client Meetings on and offsite.
- Insurance Q/A classes for client's employees or HR teams.
- Interface with Vendors about questions or issues.
- Critical problem solving in considering all legal liability in correspondence.
- Assess ERISA questions and responses.
- Review contracts and important documents with quick and effective accuracy.
- Facilitate thorough annual compliance audits.
- Request for Pricing and renewal negotiations.
- Ability to handle fluctuating priorities and deadlines.
- Fluid transition with multiple teams and Executives.
- Clear communication for various approaches considering the audience.
- Any service requests made or expected.
HR Coordinator
Luminator Technology Group
09.2014 - 08.2017
- Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.
- Advise managers on organizational policy matters such as equal employment opportunity and sexual harassment, and recommend needed changes.
- Perform difficult staffing duties, including dealing with understaffing, refereeing disputes, firing employees, and administering disciplinary procedures.
- Plan and conduct new employee orientation to foster positive attitude toward organizational objectives.
- Represent organization at personnel-related hearings and investigations.
- Provide current and prospective employees with information about policies, job duties, working conditions, wages, opportunities for promotion and employee benefits.
- Analyze statistical data and reports to identify and determine causes of personnel problems and develop recommendations for improvement of organization's personnel policies and practices.
- Maintain records and compile statistical reports concerning personnel-related data such as hires, transfers, performance appraisals, and absenteeism rates.
- Provide terminated employees with outplacement or relocation assistance.
- Contract with vendors to provide employee services, such as food service, transportation, or relocation service.
Human Resources Representative
HSM Solutions
10.2010 - 09.2014
- ADP Payroll system.
- Recruitment and placement of non-exempt personnel.
- Maintain current employee file, onsite Privacy Officer.
- Insurance and benefit enrollment.
- Cross trained in all office positions.
Skills
- Proficient in Excel (Vlookup, PivotTables, Graphs)
- Knowledgeable in PowerPoint Presentations
- Contract Reviews
- Compliance Audits
- Quick Problem Solving
- Positive attitude under pressure
- Project Management
- Customer relationships
- Customer presentations
- Goals and performance
- Research and analysis
Certification
General Lines Agency/Agent (Life, Accident, Health, and HMO)
Timeline
Account Executive
USI
09.2022 - Current
Account Executive
90 Degree Benefits
08.2021 - 09.2022
Account Manager
Marsh & McLennan Agency
04.2020 - 08.2021
Client/Account Manager
The Plexus Groupe, LLC
08.2017 - 03.2020
HR Coordinator
Luminator Technology Group
09.2014 - 08.2017
Human Resources Representative
HSM Solutions
10.2010 - 09.2014
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