Tierra James
Summary
Accomplished Sr. Client Relationship Consultant with a proven track record, adept in strategic planning and client relationships. Excelled in enhancing revenue by developing innovative strategies and fostering strong partnerships. Skilled in MS Office and team leadership, consistently achieving increased client satisfaction and business growth.
Overview
18
18
years of professional experience
Work History
Sr. Client Relationship Consultant
Principal Financial
04.2023 - 06.2024
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Provided expert renewal analysis.
Implementation Enrollment Manager
Lincoln Financial Group
06.2022 - 04.2023
- Established effective communication channels between internal teams and external clients to facilitate smooth project execution.
- Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.
- Collaborated with cross-functional teams to ensure successful project outcomes, fostering strong relationships within the organization.
- Enhanced client satisfaction by proactively addressing concerns and providing timely updates on progress.
- Point person for all external and internal onboarding of new coverages for clients.
Implementation Analyst
IDEON
11.2020 - 06.2022
- Improved system efficiency by analyzing and implementing software solutions for clients.
- Collaborated closely with developers to identify potential improvements and modifications in back office software design, leading to more efficient implementations.
- Resolved complex member enrollment issues and escalations through diligent troubleshooting, improving overall system functionality.
- Reviewed and analyzed EDI 834 and API transmissions to facilitate data transfers to carrier partners.
Small Group Internal Wholesaler
Mutual Of Omaha Insurance Company
06.2017 - 03.2019
- Sold $350k in annual premium in my first year in 2018.
- Negotiated pricing with brokers and underwriting to fit customer's budget and generate maximum gross profit.
- Assisted in the development of marketing materials, ensuring accurate representation of products and services offered.
- Provided superior service to customers by quickly responding to RFP's, questions and concerns.
- Documented business processes and analyzed procedures to align with changing business needs.
- Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
- Analyzed competition and identified opportunities to complete the sale or assist in the strategy of selling.
Sr. Service Account Manager
Lincoln Financial Group
11.2006 - 06.2017
- Profited LFG approximately 65k additional premium in 2009 by negotiating payment terms directly with a client.
- Maintained customer relations to conserve and/or expand profitable business.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Education
GED -
Kingston High School
Kingston, NYSkills
- Problem-Solving
- Attention to Detail
- Team Leadership & Development
- Client Relationships
- MS Office
- Strategic Planning
- Issue Resolution
- Customer Relationship Management
- Project Management
- Analysis & Evaluation
- Strategic growth management
- Excellent Communication
- Relationship Building
- Time Management
Timeline
Sr. Client Relationship Consultant
Principal Financial
04.2023 - 06.2024
Implementation Enrollment Manager
Lincoln Financial Group
06.2022 - 04.2023
Implementation Analyst
IDEON
11.2020 - 06.2022
Small Group Internal Wholesaler
Mutual Of Omaha Insurance Company
06.2017 - 03.2019
Sr. Service Account Manager
Lincoln Financial Group
11.2006 - 06.2017
GED -
Kingston High School
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