Schai Pilkenton
Montgomery,TX
Summary
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
32
32
years of professional experience
Work History
Account Manager
Gordon Pena, Allstate Exclusive Agent
Montgomery, TX
06.2019 - 01.2024
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Streamlined internal processes for better efficiency in account management tasks.
- Implemented CRM system to track client interactions and feedback, leading to more personalized service.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
Account Manager
Scott Brieger, Allstate Exclusive Agent
Willis, TX
12.2018 - 06.2019
- Customer support and account management for approx 800 customers
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Confirmed compliance on written new business; Win-backs, Walk-in Sales and Cross-Sales
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Streamlined internal processes for better efficiency in account management tasks.
Licensed Salesperson
Corinth Companies/Allstate
The Woodlands, TX
06.2018 - 12.2018
- Licensed P&C Salesperson for multiple agents producing an average of $10,000-$15,000 per month in premium sales
- Expanded the company''s customer base by actively prospecting and networking at local events and tradeshows.
- Surpassed sales targets consistently by effectively managing a pipeline of prospects and conducting follow-ups in a timely manner.
- Developed strong relationships with clients, ensuring long-term loyalty and repeat business.
Credentialing Specialist / Marketing
Tex-Dent, Inc.
The Woodlands, TX
11.2014 - 10.2017
- Credentialing Specialist for up to fifteen (15) dentists and eight (8) locations in Montgomery and Harris county. Responsible for maintaining all current credentials for physicians including TSBDE licensing, Medical Malpractice Insurance, DEA & DPS Certificates, & CPR
- Enrolled providers and Medicaid, Medicare, and private insurance plans. All dentists were credentialed with the 45+ insurance PPOs and DMOs
- Collaborated with healthcare providers to gather necessary information for accurate credentialing decisions.
- Conducted audits of provider files, ensuring all necessary documents were up-to-date and compliant with regulatory requirements.
- Websites/Social Media/Marketing: Create, Code and maintain all practice websites (8) and landing pages for accuracy & current information
- Create & Maintain all social media pages including but not limited to, Facebook, Google+, Healthgrades, and develop other social media outlets as needed/when requested
- Coordinate with Demandforce to make use of the many online tools available though that platform in order to further automate our appointments process
- Marketing: In addition to Social Media marketing, creation of print ads and other various promotional material as necessary
Coordinator I, Office of Student Life
Lone Star College – Montgomery
Conroe, TX
10.2010 - 04.2014
- Responsible for 30+ student clubs and organizations
- Coordination of student travel, contracting of talent and department requisitions
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Collaborated with department heads to develop strategic plans aligning with overall college objectives, fostering a unified approach toward shared goals.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Developed comprehensive training materials for new staff, leading to quicker onboarding and higher initial productivity levels.
Administrative Coordinator - CRU
Tri County MHMR
Conroe, TX
02.2009 - 08.2010
- Administrative assistant to the director of the Crisis Unit for the inpatient mental health crisis care
- Responsible for onboarding incoming patients using proprietary clinical software
- Responsible for the organization of patient files, patient advocacy with regard to helping consumers prepare applications and obtain social services and financial prescription assistance
- Responsible for unit reports and daily interaction with the unit director to assist on projects as needed
Assistant Pharmacy Coordinator
Tri County MHMR
Conroe, TX
11.2008 - 02.2009
- Med-Room assistant & medication specialist for more than 700 patients
- This position required a large amount of patience and attention to detail
- This position was in a recently reorganized department where procedure and protocol are necessary to realize efficiencies, maintain budgets and provide consumer oriented service to the Mental Health community served by this organization
- In the short time being employed with TCMHMR I met all goals defined by my position as well as realized other areas of improvement and efficiency
Program Director & Facility Administrator
JOPA Sports
Shenandoah, TX
08.2003 - 10.2008
- Program Director for four in-house leagues and multiple events for this community sports facility
- Responsible for oversight and administration for all in-house athletic leagues (Inline Hockey, Soccer, Lacrosse & Dodgeball) as well as, all facility functions
- In addition to administrative support for all departments, I was also responsible for website development & maintenance, marketing of programs, & customer care and networking
- This position required initiative and the ability to work unsupervised
- Institute procedure and protocol for most facility endeavors
Administrative Assistant to VP of Finance
International Acceptance Corp
Houston, TX
12.1995 - 02.1997
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Administrative Assistant to VP
American Land Liquidators
Montgomery, TX
01.1995 - 06.1995
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Mailroom Coordinator
American Land Liquidators
Montgomery, TX
02.1994 - 01.1995
Mailroom Coordinator
Stroman Realty
Montgomery, TX
08.1991 - 10.1993
Education
Property & Casualty, Life & Health License - Insurance
Texas Department of Insurance
03.2018
Interpreter Training Program - American Sign Language
Lone Star College – North Harris
Houston, TX01.2013
Loan Originator Course -
Champions School of Real Estate
Houston, TX01.2007
Skills
- Expertise in MS Office applications
- Skilled in utilizing CRM platforms effectively
- Strong verbal and written communication skills
- Data management and analysis
- Effective team collaboration
- Customer service expertise
- Procedural efficiency improvement
- Strategic account oversight
Specific Aptitude
- Communication, both written & verbal
- Data systems and compilation
- Team support & staff relations
- Customer/Client support
- Marketing promoting various programs and events
Timeline
Account Manager
Gordon Pena, Allstate Exclusive Agent
06.2019 - 01.2024
Account Manager
Scott Brieger, Allstate Exclusive Agent
12.2018 - 06.2019
Licensed Salesperson
Corinth Companies/Allstate
06.2018 - 12.2018
Credentialing Specialist / Marketing
Tex-Dent, Inc.
11.2014 - 10.2017
Coordinator I, Office of Student Life
Lone Star College – Montgomery
10.2010 - 04.2014
Administrative Coordinator - CRU
Tri County MHMR
02.2009 - 08.2010
Assistant Pharmacy Coordinator
Tri County MHMR
11.2008 - 02.2009
Program Director & Facility Administrator
JOPA Sports
08.2003 - 10.2008
Administrative Assistant to VP of Finance
International Acceptance Corp
12.1995 - 02.1997
Administrative Assistant to VP
American Land Liquidators
01.1995 - 06.1995
Mailroom Coordinator
American Land Liquidators
02.1994 - 01.1995
Mailroom Coordinator
Stroman Realty
08.1991 - 10.1993
Loan Originator Course -
Champions School of Real Estate
Property & Casualty, Life & Health License - Insurance
Texas Department of Insurance
Interpreter Training Program - American Sign Language
Lone Star College – North Harris