Toni M. Ivey
Atlanta,Gwinnett
Summary
Account Management professional with extensive tenure in the health insurance industry, specializing in small to mid-market groups. Leverages a consultative, solutions-driven approach to assess client needs and deliver tailored medical and ancillary benefit strategies. Proven ability to resolve complex issues, strengthen client relationships, and support retention and growth. Recognized for strong communication, strategic thinking, and seamless coordination between clients, carriers, and internal teams.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Manager
CRC Group Insurance Services Inc.
08.2024 - Current
- Client-Led Service: Delivered a highly responsive, client-centered experience by proactively assessing group needs and reacting quickly to client requests, ensuring tailored solutions and high satisfaction.
- Needs-Based Analysis: Leveraged strong carrier relationships and internal resources to develop customized benefit analyses and competitive quotes aligned with each group’s goals and budget.
- Group Installation & Implementation: Successfully managed new group onboarding, including installation into traditional small group and level-funded medical plans, ensuring smooth transitions and compliance with carrier requirements.
- Retention & Persistency: Implemented strategic service and follow-up practices to minimize cancellations and improve client retention across the book of business.
- Block Transitions: Partnered with external agencies to successfully execute block transitions, maintaining continuity of coverage and minimizing disruption for clients.
- Processed new business applications, renewals, and policy endorsements with a high degree of accuracy in accordance with CRC guidelines.
- Acted as a primary point of contact for brokers and agents, resolving inquiries related to billing, enrollment, and policy changes.
- Managed high-volume communication (calls and emails), providing timely updates to clients, brokers, and internal teams on account status.
- Researched and resolved billing discrepancies, coverage questions, and enrollment issues, coordinating directly with carriers to ensure prompt resolution.
Senior Benefits Account Manager
Milliman Insurance
09.2022 - Current
- Designed and administered customized health benefit plans for diverse client portfolios, ensuring alignment with client needs and regulatory requirements.
- Managed the administration of group dental and ancillary benefits, optimizing vendor relationships and enhancing service delivery.
- Coordinated with insurance carriers and brokers to streamline benefit processes and resolve client issues efficiently.
- Facilitated and led client meetings, providing strategic insights and tailored solutions for mid-market and large group clients.
- Enhanced client understanding and decision-making through clear, concise, and impactful communication during presentations.
- Cultivated and maintained long-term relationships with clients, serving as a trusted advisor and point of contact for all benefit-related inquiries.
- Conducted thorough reviews and audits of 5500 filings to identify and rectify discrepancies, maintaining accuracy and compliance.
- Health and Welfare
Medicare Sales Account Manager
Humana
01.2020 - 01.2021
- Managed a designated territory, overseeing all Medicare account activities and ensuring coverage across multiple regions.
- Oversaw a portfolio of assigned clients, ensuring their needs were met and their issues resolved promptly.
- Coordinated with internal teams and external partners to streamline project workflows and enhance efficiency.
- Planned and executed the rollout of new Medicare products and services within the assigned territory.
- Provided brokers with the necessary tools, resources, and support to promote Humana's Medicare products effectively.
- Successfully increased client retention rates by 20% through proactive account management and exceptional customer service.
- Medicare Insurance
Medicare Sales (remote)
SelectQuote Senior Benefits
01.2019 - 01.2020
- Identified and targeted prospective enrollees for Medicare-eligible plans within designated service areas.
- Utilized data analysis and market research to pinpoint high-potential candidates and underserved demographics.
- Represented major insurance carriers in appointments and consultations, ensuring accurate and comprehensive information dissemination.
- Consistently exceeded enrollment goals by 50% during open enrollment periods, leveraging a strategic approach and deep market understanding.
- Medicare Insurance plans
Senior Benefits Account Manager
Corporate Payroll and Healthcare Solutions
01.2018 - 01.2019
- Designed and implemented comprehensive health and welfare benefit plans tailored for small to mid-market payroll clients.
- Managed a team of 4 employees in the Southeast region, providing guidance, support, and performance evaluations.
- Developed and executed strategies to demonstrate the value and advantages of the new benefit offerings.
- Utilized data and client-specific information to make compelling cases for plan adoption.
- Organized and facilitated enrollment meetings to educate clients and their employees on available benefit options.
- Increased client conversion rate by 30% through strategic benefit plan design and effective client engagement.
- Provide payroll and health insurance for small-mid market employers
Sr. Sales Account Manager (Key Accounts)
OptumCare Plus (United Healthcare)
01.2012 - 01.2018
- Successfully negotiated and renewed contracts with major national skilled nursing facility chains, enhancing service delivery and client satisfaction.
- Ensured compliance with regulatory requirements and alignment with organizational goals.
- Developed and implemented strategies to support Medicare Special Needs members in long-term care facilities.
- Adopted a consultative approach to understand client needs and provide customized solutions.
- Organized and conducted open enrollment meetings to educate members about plan options and benefits.
- Recognized for outstanding consultative skills, resulting in a 25% increase in client engagement and satisfaction.
- Provides healthcare management for members residing in a skilled nursing facility long term.
Education
Associate Degree - Business Administration And Management
Georgia State University
GA05-2024
Skills
- Strategic Account Management
- Benefit plan design and administration
- Presentations
- Health and Ancillary group benefits
- Industry Trend Analysis (eg, HIPAA, Health Disparities)
- Collaboration and Partnership Building
- Form 5500 filing process
- Project management
- Microsoft office suites
- Teamwork and collaboration
- Client relationship management
- Relationship building
- Customer satisfaction
- Customer service
Certification
- Professional CE courses maintaining Licensing
- CEBS- Ongoing
- Life and Health License- All 50 states
- GA resident license #736558
Timeline
Account Manager
CRC Group Insurance Services Inc.
08.2024 - Current
Senior Benefits Account Manager
Milliman Insurance
09.2022 - Current
Medicare Sales Account Manager
Humana
01.2020 - 01.2021
Medicare Sales (remote)
SelectQuote Senior Benefits
01.2019 - 01.2020
Senior Benefits Account Manager
Corporate Payroll and Healthcare Solutions
01.2018 - 01.2019
Sr. Sales Account Manager (Key Accounts)
OptumCare Plus (United Healthcare)
01.2012 - 01.2018
Associate Degree - Business Administration And Management
Georgia State University
AWARDS
Optum Care plus Nationwide 'Sales Excellence Awards' years 2012-2017, Corporate Healthcare Solutions 'Wildly Important Sales Goals' 2018
STRENGTHS
- Management
- Lead the enhancement of benefit processes, guaranteeing thorough education and training across all facets of benefits-related affairs.
- Client Focus
- Engage in collaborative efforts with brokers, vendors, and insurance providers to oversee the management of plan summaries, invoicing, and renewal processes.