Wendy I. Dutton
Madisonville,TX
Summary
Knowledgeable and dedicated professional with extensive experience in the benefits insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Client Consultant
BLUE CROSS and BLUE SHIELD OF TX
03.2019 - Current
- Support the Sales & Marketing teams with the analysis of members’ health, utilization, and financial data to provide meaningful insight and strategic purpose to brokers and clients
- Provide consultation on data availability and use
- Create routine and annual reports, dashboards, and presentations for internal and external use
- Market lead for the Southwest Texas region and provide regional data analysis to director
- Lead and participate in various applicable workgroups that assist in the innovation and efficiency of our reporting capabilities
- Serve as a mentor for new hires or those that need additional support
- Serve as a Subject Matter Expert for all Blue Insight reporting and presentation skills for the SW TX mid and national accounting teams
Lead Account Executive
BLUE CROSS and BLUE SHIELD OF TX
02.2016 - 03.2019
- Responsible for renewing and maintaining block of business in large mid-market key accounts
- Sales and implementation of available and new products and services
- Report creation of new sales and services
- Ongoing analysis of client information for strategic purposes
- Contracts maintenance
- Managing of processes and projects
- Maintaining strong relationships with broker and client community
- Mentor new AEs and assist with training
- Assist on special projects
- Won the Presidential Circle award for 100% retention of accounts
Assistant Director of Operat ions
ARTHUR J. GALLAGHER & CO
08.2013 - 12.2015
- Assist with creation of processes and standards of 8 branch offices, including 41 offices, 500+employees) based on new or updated corporate initiatives
- Responsible for managing mergers/acquisition process, including due diligence, integration and on-boarding of new merger partners
- Oversee and manage the planning of execution of the annual sales conference
- Manage the workflow of the Resource Manager and Data Analyst
- Work closely with decision makers at the corporate level
Senior Account Executive
ARTHUR J. GALLAGHER & CO
06.2012 - 08.2013
- Maintain the responsibility of existing business, including the overall management of service
- Marketing of new and renewal lines of group health insurance products
- Navigating clients through their annual renewals and securing new coverage
- Establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty
- Maintaining knowledge of new developments and monitoring competition by gathering current marketplace information on pricing, products, new products, delivery schedules, techniques, etc
- Manage support staff of assigned team
- Work closely with decision makers
Account Executive
USI, LP
10.2007 - 05.2012
- Maintain the responsibility of existing business, including the overall management of service
- Marketing of new and renewal lines of group health insurance products
- Navigating clients through their annual renewals and securing new coverage
- Establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty
- Maintaining knowledge of new developments and monitoring competition by gathering current marketplace information on pricing, products, new products, delivery schedules, techniques, etc
- Manage support staff of assigned team
- Work closely with decision makers
- Mentored new Account Executives & Account Managers with new sales, presentations and client management
- Won Summit Award for outstanding account management 2012
Office Manager
ALLEN THERAPIES, INC
02.2005 - 10.2007
- Manage front office of a physical therapy clinic
- Kept records of all patient visits; entered in medical codes for billing purposes
- Established and maintained partnerships with home health agencies throughout Madison, Grimes, Brazos, Walker, Montgomery and Harris counties
- Handled all customer service issues, answered phones and greeted patients
Senior Account Manager
ANCO INSURANCE, BRYAN
03.2001 - 02.2005
- Sold individual health policies & special risk insurance policies
- Managed block of small to mid-size clients
- Marketed prospects and renewed clients, including presenting at open enrollment meetings, scrubbing enrollment forms and managing the process of submissions of new and renewal cases
- Provided member education to new client companies regarding benefits and policies, scheduled and coordinated enrollment meetings
- Responsible for recruiting new members during open enrollment process and analyzed trend data regarding member/group
Education
Bachelors: Bachelor - Animal Science
Texas A&M University
Skills
- Data Analytics & Reporting
- Account Management
- Relationship Management
- Business Development Consulting
- Team Building & Management Interpersonal/Analytical Skill
- Customer Support
- Establishing Contacts
- Data Trending
- Growth Projections
- Client Account Management
- Best Practices
- Client Meetings
Certification
General Lines Agent Life, Accident, Health & HMO license
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Client Consultant
BLUE CROSS and BLUE SHIELD OF TX
03.2019 - Current
Lead Account Executive
BLUE CROSS and BLUE SHIELD OF TX
02.2016 - 03.2019
Assistant Director of Operat ions
ARTHUR J. GALLAGHER & CO
08.2013 - 12.2015
Senior Account Executive
ARTHUR J. GALLAGHER & CO
06.2012 - 08.2013
Account Executive
USI, LP
10.2007 - 05.2012
Office Manager
ALLEN THERAPIES, INC
02.2005 - 10.2007
Senior Account Manager
ANCO INSURANCE, BRYAN
03.2001 - 02.2005
Bachelors: Bachelor - Animal Science
Texas A&M University
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