Suzie Spencer
Fair Oaks,CA
Summary
My objective is to join an organization which aligns with my professional values and offers a culture of independence, creativity, growth opportunities, and motivational leadership. I am a Business Development Executive with a proven track record of leveraging extensive business, marketing, and sales expertise to drive competitive growth. Skilled in cultivating strong relationships and identifying lucrative business opportunities while ensuring alignment with industry trends and customer demands. Committed to exploring new avenues for applying skills and experience to foster organizational success and enhance market presence. Passionate about delivering innovative solutions that meet the evolving needs of clients and stakeholders.
Overview
38
38
years of professional experience
Work History
Vice President of Business Development
Carl Warren and Company
08.2022 - Current
- Negotiated new and renewal contracts with clients, securing long-term commitments and favorable terms for the company. Approximately 225 client contracts.
- Established pipelines of potential clients through effective networking initiatives, relationship building, social media campaigns, cold contacts, past client engagement, and technology.
- Spearheaded initiatives to target untapped markets, diversifying our client base.
- Respond to RFP, RFQ and RFI's.
- Prepared sales presentations for clients showing success and credibility of products.
- Stewardship presentation to existing customers.
- Build relationships with existing customers, upsell all service offerings.
- Sold 24 new Claims Service contracts, or 57% of prospective opportunities.
Director of Client Services
Carl Warren & Company
07.2019 - 08.2022
- Manage the Client Services team for Carl Warren
- Service, retain and grow book of business using a Business Plan that I developed for more than 300 clients, which ensured contact with every client at 30, 60 and 90 day intervals.
- Developed internal processes for Client Services Department in coordination with other Carl Warren departments
- Facilitate internal and external communications
- Represent and advocate for company and client
- Uncover opportunities for program enhancements
- Managed and co-directed biweekly meetings for all RMIS enhancements
- Represented Carl Warren and Venbrook at industry conferences
- Sales presentations and RMIS demos
- Client training on RMIS platform
- Successful Onboarding of new clients, with and without data conversions
- Claim reviews: scheduling, claim selection, meeting facilitation, contribute and document discussion highlights and action items
- Development and presentation of annual Client Stewardship report
- Facilitate report requests
- Assist with annual contract renewals
- Member of the Executive Leadership Team
Client Service Manager
George Hills
03.2018 - 07.2019
- Manage California based clients, Liability coverage
- Service, retain and grow book of business
- Facilitate internal and external communications
- Represent and advocate for company and client
- Uncover opportunities for program enhancements
- Sales presentations
- On/Off boarding of clients
- Claim reviews: scheduling, claim selection, meeting facilitation, contribute and document discussion highlights and action items
- Stewardship report presentation
- Facilitate report requests
- Annual contract renewals
Senior Account Manager
Athens Administrators
07.2014 - 07.2017
- Manage California based clients, all coverage lines
- Service, retain and grow book of business
- Facilitate internal and external communications
- Represent and advocate for company and client
- Uncover opportunities for program enhancements
- Sales presentations
- On/Off boarding of clients
- Claim reviews: scheduling, claim selection, meeting facilitation, contribute and document discussion highlights and action items
- Stewardship report presentation
- Facilitate report requests
- Annual contract renewals
Senior Account Manager
Gallagher Bassett Services
07.2004 - 07.2014
- Managed National Clients with all lines of coverage
- Service, retain and grow book of business
- Facilitate internal and external communications
- Represent and advocate for company and client
- Uncover opportunities for program enhancements
- Sales presentations
- On/Off boarding of clients
- Claim reviews: scheduling, claim selection, meeting facilitation, contribute and document discussion highlights and action items
- Stewardship report presentation
- Facilitate report requests
- Annual contract renewals
Workers Compensation Claims Supervisor
Broadspire
06.2003 - 07.2004
Senior Workers Compensation Claims Adjuster
Zurich North America
03.2000 - 06.2003
Senior Workers Compensation Claims Adjuster
Innovative Claims Solutions
11.1996 - 03.2000
Senior Workers Compensation Claims Adjuster
Gallagher Bassett Services
01.1994 - 11.1996
Workers Compensation Claims Assistant Supervisor
Claims Management Inc.
01.1988 - 01.1994
Education
Bachelor of Science - Business Administration
University of Phoenix
Sacramento, CA06.2002
Skills
- California Self Insurance Certification
- WCCP
- Salesforce
- Data analysis for Stewardship reporting
- Customer engagement and satisfaction
- Relationship building and management
- Pricing strategy
- Partnership development
- Industry networking
- Contract negotiations
Timeline
Vice President of Business Development
Carl Warren and Company
08.2022 - Current
Director of Client Services
Carl Warren & Company
07.2019 - 08.2022
Client Service Manager
George Hills
03.2018 - 07.2019
Senior Account Manager
Athens Administrators
07.2014 - 07.2017
Senior Account Manager
Gallagher Bassett Services
07.2004 - 07.2014
Workers Compensation Claims Supervisor
Broadspire
06.2003 - 07.2004
Senior Workers Compensation Claims Adjuster
Zurich North America
03.2000 - 06.2003
Senior Workers Compensation Claims Adjuster
Innovative Claims Solutions
11.1996 - 03.2000
Senior Workers Compensation Claims Adjuster
Gallagher Bassett Services
01.1994 - 11.1996
Workers Compensation Claims Assistant Supervisor
Claims Management Inc.
01.1988 - 01.1994
Bachelor of Science - Business Administration
University of Phoenix
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