Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Suzanne Holthaus

Sunnyvale,CA

Summary

Dynamic Account Manager with a proven track record at Newfront, excelling in customer engagement and contract negotiation. Skilled in enhancing client satisfaction through effective communication and project management. Successfully resolved disputes, fostering trust and loyalty while managing diverse accounts to ensure timely delivery of services.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Account Representative / Account Manager

Newfront
03.2014 - 06.2025
  • Assisted in managing client accounts by maintaining accurate records and documentation.
  • Coordinated communication between clients and internal teams to ensure timely resolution of inquiries.
  • Managed a portfolio of multiple accounts, ensuring timely delivery of products and services while maintaining strong relationships with clients.
  • Resolved client disputes professionally, contributing to enhanced brand reputation and client trust.
  • Conducted thorough needs assessments for clients to align our services with their goals, resulting in higher client satisfaction.
  • Enhanced client satisfaction by effectively managing and resolving account inquiries.
  • Negotiated contract terms with clients, securing profitable deals while maintaining mutual satisfaction.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Helped troubleshoot client issues, ensuring prompt resolution and satisfaction.
  • Participated in training sessions to enhance product knowledge and service delivery skills.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.

Benefits Representative

Oracle
03.2004 - 03.2014
  • Facilitated employee benefits enrollment and education sessions to enhance understanding of available options.
  • Managed complex employee inquiries regarding benefits, providing timely resolutions and enhancing satisfaction levels.
  • Conducted open enrollment presentations to educate employees on available benefit options.
  • Provided support during annual open enrollment periods, effectively managing a high volume of requests and questions from employees.
  • Responded quickly to employee inquiries regarding their benefit plans, fostering positive relationships within the organization.
  • Coordinated leave-of-absence requests in accordance with FMLA guidelines and company policies, ensuring timely processing of paperwork and communication with affected parties.
  • Assisted employees with selecting appropriate benefit plans, ensuring informed decisions were made.
  • Developed comprehensive training materials for new hires, ensuring a smooth onboarding process in regard to benefits information.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Prepared monthly invoice for five Kaiser plans; reviewed monthly discrepancy reports.
  • Assisted in benefit comparisons for acquired companies.

Client Representative

ABD Insurance and Financial Services
10.1999 - 03.2004
  • Managed client inquiries, ensuring timely and effective resolution of issues.
  • Collaborated with cross-functional teams to enhance customer service protocols.
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
  • Organized relevant documentation for each client interaction, ensuring a thorough understanding of client needs and facilitating seamless handoffs between team members.

Education

Psychology

University of California San Diego
La Jolla, CA
06-1988

Skills

  • Customer engagement
  • Customer relationship management
  • Document management
  • Regulatory compliance
  • Project management
  • Communication and negotiations
  • Contract negotiation
  • Account servicing
  • Account management

Certification

  • Life Insurance Lisence

Timeline

Account Representative / Account Manager

Newfront
03.2014 - 06.2025

Benefits Representative

Oracle
03.2004 - 03.2014

Client Representative

ABD Insurance and Financial Services
10.1999 - 03.2004

Psychology

University of California San Diego

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Suzanne Holthaus