Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shannon McCraine

West Newton,MA

Summary

Experienced Account Executive with 20+ years in the employee benefits industry. Specializes in customer service, sales, and building strong client relationships for benefit restoration programs. Skilled in managing high-profile companies and key accounts. Known for exceptional organizational skills, motivation, strategic thinking, and dedication to top-notch customer service. Consistently exceeds sales targets and excels at cultivating lasting customer connections.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Account Executive - Executive Benefits

Lockton Companies
04.2023 - Current
  • Lead marketing, servicing, and strategic consulting efforts with prospective and current clients.
  • Effectively manage enrollment timelines and strategies for Executive Group Life, Lloyd's of London disability income, and domestic levels of supplemental disability programs, corporate paid and voluntary.
  • Coordinate client mid-year/annual renewals for life and disability plans.
  • Provide support for clients reviewing plan benefits, and program offerings as well develop plan administrator guide.
  • Provide employee one-on-one consultations throughout enrollments.
  • Schedule and lead all enrollment meetings and annual renewal strategy calls with plan administrators.
  • Primary contact and liaison for client accounts, partnering with carriers and internal teams to deliver and respond on all customer requests.
  • Actively manage 70 client accounts, generating $4 million of new revenue annually.
  • Maintain knowledge of evolving changes in the benefit restoration space during annual review period to drive new revenue and update current programs relative to the marketplace.


Senior Client Manager

Unum
02.2020 - 04.2023
  • Primary contact and liaison for existing and new business for key client accounts.
  • Effectively managed 75 client enrollments annually, with responsibilities of client meetings, developing enrollment strategy, post enrollment administration and ongoing service.
  • Responsible for the implementation and execution of multiple group enrollments in the mandatory and voluntary market.
  • Key resource for resolution of complex business issues and unique customer requests.
  • Developed the company communications and timelines guide for optimal enrollment results.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.

Senior Account Manager

Unum
05.2016 - 02.2020
  • Provided ongoing administration for multi-life business in the supplemental disability income space.
  • Partnered with case design underwriting for opportunities to increase plan design offers.
  • Met and exceeded targeted goals to increase premiums on a block of more than 275 cases per year.
  • Served as primary contact for all business needs post enrollment, inclusive of billing, policy mailing, underwriting, claims, and invoicing.
  • Assisted and conducted training for Account Management Team as team leader.
  • Acted as project lead on 3 internal organizational efficiency projects.
  • Serviced key broker accounts such as Aon and Mercer Executive Benefits.

Senior Account Manager

MassMutual
08.2004 - 04.2016
  • Implemented and executed disability enrollments of 3+ lives or more.
  • Developed communication and enrollment strategies to achieve targeted participation goals.
  • Acted as the primary contact for all ongoing administration of client accounts.
  • Processed applications for single life/fully underwritten business from application through policy delivery and premium collection.
  • Active participant at client finalist meetings.
  • Traveled and attended onsite client visits to maintain key relationships.

Education

Bachelor of Science - Business Administration/Hospitality Management

University of New Hampshire
Durham, NH
05.2000

Skills

  • Strategic relationship management
  • Effective negotiation skills
  • Responsive, analytical and articulate
  • Results-driven mindset
  • Strong verbal and written communication
  • Sales strategies implementation

Certification

  • Currently holds an active Massachusetts Producer License for Life, Accident and Health.

Timeline

Account Executive - Executive Benefits

Lockton Companies
04.2023 - Current

Senior Client Manager

Unum
02.2020 - 04.2023

Senior Account Manager

Unum
05.2016 - 02.2020

Senior Account Manager

MassMutual
08.2004 - 04.2016

Bachelor of Science - Business Administration/Hospitality Management

University of New Hampshire

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