Theresa Kocer
Sioux Falls,SD
Summary
Skilled Account Manager proficient in customer relations, sales, and strategic planning. Offering 31+ years of related experience and a demonstrated track record of success. A detail-oriented person with comprehensive experience managing employer-client relationships and leveraging people skills and business acumen to develop customized solutions. Focused on managing accounts and introducing new products through collaboration with my accounts wants and needs.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Wellmark Blue Cross And Blue Shield Of South Dakot
Sioux Falls, SD
08.1997 - 02.2024
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Managed key account relationships, ensuring customer loyalty and retention.
- Resolved client issues in a timely manner while maintaining excellent customer service standards.
- Conducted regular meetings with clients to review performance metrics, progress, and future goals.
- Identified opportunities for cross-selling products and services to existing customers.
- Collaborated with customers to develop strategic business and account plans.
- Participated in weekly team meetings with other senior account managers to discuss best practices.
- Developed productive relationships with business representatives and consulted closely to uncover needs and match available solutions.
- Cross-sold additional products and services to increase profitability within accounts.
- Established and enforced sales goals to boost team success.
- Verified and updated account information to keep details current.
- Built and maintained productive relationships with customers and internal partners.
- Acted as main point of contact in matters relating to client concerns and needs.
- Renewed existing accounts by cementing trusting relationships with customers.
- Listened to customer needs to identify and recommend best products and services.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Identified customer needs by asking questions and advising on best solutions.
Service Coordinator
Garry Insurance Agency
Sioux Falls, SD
03.1992 - 05.1997
- Developed and maintained courteous and effective working relationships.
- Cultivated interpersonal skills by building positive relationships with others.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Managed time efficiently in order to complete all tasks within deadlines.
- Proven ability to learn quickly and adapt to new situations.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Identified issues, analyzed information and provided solutions to problems.
- Paid attention to detail while completing assignments.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
Bachelor of Science - Business Management
University of South Dakota
Vermillion, SD05-1984
Skills
- Business Strategies
- Operations
- Business Development
- Customer Relations
- Partnership Development
- Strategic Planning
- Sales Tactics
- Sales Expertise
Certification
- Accident & Health or Sickness, Credit, Life license since 2000
- Certificates as a Customer Service Professional and Health Insurance Professional
Accomplishments
- Met and Exceeded my targeted retention goals for nearly every year in the last 15+ years
- Richardson Leadership Program graduate
- Received two Performance Recognition awards for taking on responsibilities outside of my job duties
- Been on numerous teams that have helped introduce new products to our teams
Affiliations
- Involved in my church as a reader, greeter, social ministry member
- Leader of a church organization for women
- On the American Cancer Society Ambassador Board for 2020-2023
- Family activities
References
References available upon request.
Timeline
Senior Account Manager
Wellmark Blue Cross And Blue Shield Of South Dakot
08.1997 - 02.2024
Service Coordinator
Garry Insurance Agency
03.1992 - 05.1997
Bachelor of Science - Business Management
University of South Dakota
- Accident & Health or Sickness, Credit, Life license since 2000
- Certificates as a Customer Service Professional and Health Insurance Professional
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