Shane Veal
Boise,ID
Summary
Client-focused account management and sales professional with experience overseeing large territories, building strategic client relationships, and driving retention and product growth. Proven success in both public and private sectors, including health insurance and SaaS. Skilled in cross-functional collaboration, presentations, and aligning customer needs with impactful solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Federal Employee Program (FEP) Specialist
Blue Cross of Idaho
Boise, ID
03.2024 - Current
- Acted as a primary account manager for over 400 federal agency clients, supporting nearly 35,000 members.
- Achieved 99% client retention and 3.5% YoY growth in medical plan enrollment through strategic service and engagement.
- Delivered in-person and virtual presentations to agency leadership and employees to drive plan awareness.
- Oversaw the planning and execution of multiple community and military engagement events, fostering strong relationships, and enhancing organizational outreach.
- Hosted 40+ on-site agency benefit presentations during open enrollment season, educating employees on plan options and maximizing participation rates.
Business Development Coordinator
Blue Cross of Idaho
Boise, ID
05.2023 - 03.2024
- Sold a diverse portfolio of health insurance products, including Medicare Advantage, Medicare Supplement, Affordable Care Act plans, and Individual and Family Plans, to meet client needs across various demographics.
- Guided individuals through complex health plan options, including Medicare dual eligibles and marketplace subsidies, improving access to care and customer satisfaction.
- Licensed in Life and Health Insurance; maintained up-to-date training in CMS compliance, ACA regulations, and plan carrier updates.
Client Service Analyst - Strategic Accounts
Clearwater Analytics
Boise, ID
07.2021 - 07.2022
- Collaborated closely with portfolio managers, operations teams, and clients to resolve data discrepancies and enhance reporting accuracy.
- Utilized Clearwater’s proprietary platform to troubleshoot client issues, ensuring timely and effective problem resolution.
Education
B.A. - Business Administration - Finance
Boise State University
Boise, ID01.2021
Skills
- Account and relationship management
- Client retention and growth strategy
- Public speaking and client education
- Cross-selling and upselling
- CRM (Salesforce) and workflow tools
- Health insurance and SaaS support
Certification
- Life Insurance Producer License
- Health & Accident Insurance Producer License
Timeline
Federal Employee Program (FEP) Specialist
Blue Cross of Idaho
03.2024 - Current
Business Development Coordinator
Blue Cross of Idaho
05.2023 - 03.2024
Client Service Analyst - Strategic Accounts
Clearwater Analytics
07.2021 - 07.2022
B.A. - Business Administration - Finance
Boise State University
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