Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
22
22
years of professional experience
Work History
Client Manager
HUB International
07.2022 - Current
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Performed duties and provided service in accordance with established operating procedures and company policies.
Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Evaluated different providers offering range of services, coverages and plan options to pick optimal choice.
Developed open enrollment materials during 4th quarter.
Fulfilled mandated requirements of Employee Retirement Income Security Act (ERISA) Plans.
Coordinated carrier bids and proposals to submit to clients and secure new business.
Reviewed benefits paperwork for accuracy and completeness.
Located providers for employee medical, dental and life.
Functioned as main point of contact for benefit carriers.
Advised clients on industry and demographic standards for benefits packages to maintain competitive offerings and maximize employee retention.
Assistant Manager
Restore Hyper Wellness + Cryotherapy
04.2020 - Current
Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
Increased membership sales by 17% over 6 months by promoting complementary products and educating customers about store promotions.
Offered hands-on assistance to customers, assessing needs
Established and optimized schedules to keep coverage and service in line with forecasted demands.
Applied customer feedback to develop process improvements and support long-term business needs.
Coached team on effective upselling and cross-selling methods.
Generated repeat business through exceptional customer service by maintaining knowledge of consumer preferences.
Supervised team of 7 employees and provided feedback on performance.
Promoted to assistant manager-in-charge in manager's absence in 3 months.
Onboarded new employees, including training, mentoring and new hire documentation.
Reviewed sales and gross profit reports to determine options for increasing market growth.
Independent Agent
Physicians Mutual Insurance
12.2020 - 01.2022
Interviewed prospective customers and recorded personal and financial data.
Explained features of policies to customers and helped determine best policies to meet personal needs.
Called 100 potential customers per day to expand customer base.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Identified and solicited sales prospects in agency databases.
Designed presentations and marketing materials to promote insurance products.
Generated leads through cold-calling, networking and other outreach methods.
Collected premiums on or before effective date of coverage.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
OWNER / HEALTH COACH
ASCEND 4 LIFE WELLNESS SOLUTIONS
01.2014 - 05.2020
Developed holistic methods to restore health and ideal weight
Managed daily business operations, including accounting, sales, marketing, and public relations
Established valuable industry partnerships to drive collaboration, engagement and revenue stream development
Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
Established and optimized business policies to maintain consistency and high-quality standards.
Monitored market conditions to set product pricing and capitalize on emerging trends.
Designed fitness classes of various ages and skill levels for flexibility, balance, and core strength.
CORPORATE PARALEGAL
MPW Industrial Services Group Inc.
08.2014 - 07.2018
Responsible for 3 year project to conduct business for 10 companies in 48 US states and 9 Canadian provinces.
Improved efficiency as the lead on specific legal projects
Applied tax and corporate legal knowledge to advise executives
Developed standards to avert breaches and protect client data
Supervised assistants in legal processes with governing agencies
Served wellness committee designing employee wellness events and generated over 40% voluntary participation.
Optimized training materials on procedures to maximize safety
Employee Benefits Account Manager
MEDICAL BENEFITS MUTUAL
01.2003 - 05.2012
Resolve employee health claims, to improve program adherence,
Developed team communications for quarterly meetings.
Ensured retention of 20 wellness plans annually
Partnered in development of employee cost-sharing strategies.
Planned and executed 12-15 employee events
Reduced expenses by 12% by restructuring wellness plans
Analyzed competitive benefits policies for legal compliance
Education
BS - BUSINESS ADMIN
FRANKLIN UNIVERSITY
Columbus, OH
2009
Skills
Clear oral/written communication
Management/ Supervisory experience
Service Management
Account Management
Advanced Critical Thinking
Problem-Solving
Employment Law Compliance
Regulatory Compliance
Implementing Skills
Benefit Auditing
Timeline
Client Manager
HUB International
07.2022 - Current
Independent Agent
Physicians Mutual Insurance
12.2020 - 01.2022
Assistant Manager
Restore Hyper Wellness + Cryotherapy
04.2020 - Current
CORPORATE PARALEGAL
MPW Industrial Services Group Inc.
08.2014 - 07.2018
OWNER / HEALTH COACH
ASCEND 4 LIFE WELLNESS SOLUTIONS
01.2014 - 05.2020
Employee Benefits Account Manager
MEDICAL BENEFITS MUTUAL
01.2003 - 05.2012
BS - BUSINESS ADMIN
FRANKLIN UNIVERSITY
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