Vincenzo See
Dallas
Summary
Dynamic Employee Benefits Account Manager with a proven track record at Frost Insurance Agency, enhancing client satisfaction and streamlining benefits administration for accounts totaling $2.5 Million in premium. Expert in financial acumen and vendor relations, I've significantly improved account management efficiency. My proactive approach and ability to develop tailored solutions have fostered long-term partnerships, showcasing my commitment to excellence and teamwork.
Overview
3
3
years of professional experience
Work History
Employee Benefits Account Manager
Frost Insurance Agency
04.2023 - Current
- Analyzed market data to provide insightful recommendations on plan design changes that met client needs while remaining competitive within the industry.
- Coordinated open enrollment meetings for clients, ensuring employees were well-informed about their benefit options.
- Maintained accurate records of client interactions using CRM software, improving efficiency in managing accounts.
- Conducted regular account reviews to evaluate the effectiveness of benefit plans and recommend improvements.
Employee Benefits Account Representative
Frost Insurance Agency
09.2021 - 04.2023
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Collaborated with internal teams to develop tailored solutions for key accounts, fostering long-term partnerships.
- Kept detailed records of customer interactions for optimal traceability.
- Enhanced client satisfaction by addressing and resolving employee benefits issues promptly and professionally.
Education
Bachelor's Degree - Economics
Baylor University
Waco, TX05-2021
Skills
- Benefits administration
- Sales support
- Financial acumen
- Compliance
- Medical insurance
- Data collection
Timeline
Employee Benefits Account Manager
Frost Insurance Agency
04.2023 - Current
Employee Benefits Account Representative
Frost Insurance Agency
09.2021 - 04.2023
Bachelor's Degree - Economics
Baylor University
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