Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Tanya Swan

Prairie City,IA

Summary

Motivated professional offering diverse experience in customer service, business management and project coordination. Quickly builds relationships with both new clients and business audiences. Quick-learning with excellent multi-tasking skills and mastery of new technology. Commended for innovation and creative problem-solving to address business challenges.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Relationship Manager

AMBA
04.2022 - Current
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Evaluated and negotiate contracts to procure favorable financial terms.
  • Compiled & presented client results and reports
  • Managed complex client portfolio with $11M in revenue
  • Increased plan participation by 20% each year.

Senior Client Account Consultant Manager/Team Leader

Mercer
07.2017 - 04.2022
  • Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Devised and implemented processes and procedures to streamline operations.
  • Created and managed project plans, timelines and budgets.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues and drive results.
  • Supervised 8team members to confirm compliance with set procedures and quality requirements
  • Participated in regulatory and compliance audits
  • Assisted in recruitment of new team members, hiring highest qualified to build team of top performers

Senior Client Account Consultant

Mercer
03.2014 - 07.2017
  • Manage projects from start to finish such as carrier changes, new client implementation, rate increases, & client terminations
  • Identify root cause of system production issues & resolve accordingly
  • Communicate any product, client, carrier, & procedure updates to all areas
  • Create business requirements for system set up or changes as needed
  • Responsible for testing and quality review of new system setup or changes.
  • Liaised with sales, marketing, accounting and finance teams to develop solutions and accomplish shared objectives.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Support Relationship Manager with growth initiatives and client servicing

Call Center & Operations Leader

Mercer
01.2007 - 03.2014
  • Monitor workflow to ensure production/quality goals are met
  • Recruiting, conduct performance management, & employee development
  • Analyze reports to ensure objectives met & identify ways to improve
  • Attend meetings with other departments to resolve issues & manage projects
  • Identify opportunities for process improvement & system enhancements
  • Ensure quality standards are maintained
  • Communicate trends & escalated issues as appropriate

Education

Associate of Science - Business Administration

Des Moines Area Community College
Newton, IA
12.1999

Skills

  • Complex Problem-Solving
  • Microsoft Office Suite
  • Team Leadership
  • Attention to Detail
  • Negotiation
  • Client Relationships
  • Process Improvement
  • Collaboration
  • Project Management
  • Strategic Planning

Additional Information

  • Nicole Devlin

Account Executive, Prudential

(515) 480-9769

Nicolemdevlin75@gmail.com


  • Megan Whiting

National Account Manager, Prudential

(507) 360-3677

Buscmeg@gmail.com


  • Mark Pranger

Client Service Manager, AMBA

(515) 710-6033

mark.a.pranger@gmail.com


Certification

  • Life and Health License - Iowa

Timeline

Relationship Manager

AMBA
04.2022 - Current

Senior Client Account Consultant Manager/Team Leader

Mercer
07.2017 - 04.2022

Senior Client Account Consultant

Mercer
03.2014 - 07.2017

Call Center & Operations Leader

Mercer
01.2007 - 03.2014

Associate of Science - Business Administration

Des Moines Area Community College

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Tanya Swan