Tamlyn Thagard
Tempe,AZ
Summary
Proven leader in strategic planning and client relationship building, who has enhanced Lincoln Financial Group's client retention and business expansion through innovative solutions and exceptional service. Expert in account management and sales strategy, with a consultative and proactive approach to maintaining and growing business, showcasing a blend of analytical prowess and interpersonal skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Account Director
Lincoln Financial Group
03.2024 - Current
- Maintains enterprise book of business valued at $55 million and increased revenue by approximately $2 million in Q1 2024 through strategic development of current clients' product suites.
- Serves as point of contact for approximately 30 enterprise clients and meets with key contacts to discuss satisfaction with service and resolve issues in order to strengthen business relationships.
- Designs customized solutions tailored to individual client needs, resulting in increased retention and expansion of business per client.
- Maintains deep understanding of products and services in order to provide knowledgeable customer support and serve as a subject matter expert on group insurance, absence, and federal/state programs.
- Collaborates with cross-functional teams to develop strategies for retaining and growing current business.
- Mentors junior staff members, fostering professional growth and enhancing team performance.
Senior Account Manager
Lincoln Financial Group
04.2022 - 03.2024
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Analyzed key competitors to respond to competitive threats.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Maintained enterprise book of business valued at $48 million and retained 100% of clients up for renewal.
Team Manager
Lincoln Financial Group
01.2020 - 01.2022
- Led employee relations through effective communication, coaching, training, and development.
- Cultivated positive, productive team environments, resolving conflicts quickly.
- Delivered regular team meetings for aligned work towards common goals.
- Enhanced team productivity by implementing efficient task delegation and time management strategies.
- Boosted employee satisfaction through regular performance reviews, constructive feedback, and personal development plans.
- Ensured compliance with company policies as well as industry regulations through diligent oversight of daily operations and staff adherence to guidelines.
- Established and maintained performance, quality and service standards for professional customer care.
- Administered monthly and annual reviews to 8-10 direct reports and set clear and measurable goals, action plans, and follow-up procedures.
Education
Bachelor of Science - Justice Studies
Arizona State University
Tempe, AZ05.2016
Skills
- Data-driven decision-making
- Strategic Planning
- Sales strategy development
- Account Management
- Customer Relationship Management
- Client Relationship Building
Accomplishments
Awarded Account Manager of the Year in 2023
Maintained 100% client retention
Certification
- Accident and Health License - May 2022 to present
- Life License - May 2022 to present
Work Preference
Work Type
Full TimeImportant To Me
Company CultureWork-life balanceCareer advancementPersonal development programsTimeline
Senior Account Director
Lincoln Financial Group
03.2024 - Current
Senior Account Manager
Lincoln Financial Group
04.2022 - 03.2024
Team Manager
Lincoln Financial Group
01.2020 - 01.2022
Bachelor of Science - Justice Studies
Arizona State University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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