Account Manager accomplished in insurance sales, marketing and customer service. Exceptional organization, time management and multi-tasking abilities. Current Series 6 license. Client focused and dedicated insurance professional motivated to provide superior customer service and drive sales through referrals and strategic marketing activities.
Enthusiastic Insurance Sales Agent who excels at promoting long-term agency success through proactive marketing and quality customer service.
High-energy Insurance Sales Agent with 14 years experience in employee group benefits insurance. Exhibits professionalism and patience in conflict resolution and mediation.
Great analytical and problem solving abilities
Interested in obtaining a position with high advancement potential, particularly seeking a long term professional career with prestigious company in the insurance industry that allows me to broaden my dynamic management, marketing, administrative, and customer service skills, while offering me the challenge to develop and grow in new areas.
High profile, fast paced, account manager who supports a $750,000 to $1,000,000 complex book of business.
Clientele are from various industries and have extensive account management experience with non-for-profit organizations.
Coordinate direct with sales producer on market strategies to meet specified client retention goals at renewal or implement new business launch contracts.
Produce request for proposals for marketing, perform product analysis and prepare detailed comparative formal marketing presentations for clientele.
Negotiate renewal rates and competitive quotes.
Open Enrollment: Generate open enrollment presentations, flyers, and employee benefit guide booklets.
Conduct enrollment meetings solo as needed or support producer.
Implement new lines of coverage, coordinate with carriers all necessary forms and communication / materials are present.
Process member enrollments via online at carrier websites, enrollment files, etc.
on behalf of client.
Prepare and coordinate deliverables for all client meetings throughout the year, including scheduling meetings, working within the parameters of the client's expectations on timing and deliverables.
Together with producer present deliverables to client.
Serve as key liaison between client and insurance carriers in the communication of policies, procedures and problem resolution.
Advance day to day client service including claim resolution, billing and eligibility issues.
Responsible for all data entry (client, benefit plan/rate and commission info, activities, RFP generation, etc.) into company's employee benefits agency management system to help increase efficiency in handling leads, prospects and clients and information is readily available to entire organization.
Ownership of client responsibilities (including annual calendar, compliance and meetings).
Mentor, train and educate new account managers.
Provide direction, guidance, and support.
Build and maintain at all times positive working client relationships at all levels - HR, Finance, Decision Maker and C-Suite.
Inform producer of any significant changes relating to client.
Plan and organize for non-for-profit clientele their annual health fairs.
Research and locate vendors to participate at no cost to provide employees with flu shots, biometric screenings, acupuncture, chiropractic services, etc.
This to also include asking vendors who participate to donate a gift certificate or item that can be raffled to employees.
Benefit Specialist, 01/2008 to 01/2010 Arthur J Gallagher & Co. – Mechanicsburg, PA,
Account management position that collaborated with sales consultants / brokers to contract and administer fully and self insured employee group benefits to domestic and global clients.
Manage and oversee new business opportunities and retention of existing client accounts for complex book of business.
Recommend new solutions by providing consultive planning as demographics or changes occur to meet client's evolving needs and identify cross-selling opportunities.
Responsible for negotiating renewals, developing request for proposals, formal sales / marketing presentations, financial / utilization reporting, implementing new business and conducting open enrollment meetings.
Design and present benchmarking to implement comprehensive employee group benefit packages to ensure plans are consistent with industry best practices.
Act as sole liaison between client's and providers to attain benefit materials, interpret benefits, resolve claims, billing and eligibility issues.
Build and maintain very strong client relationships by educating and providing counsel with updates in State and Federal Laws including HIPAA, ERISA, and COBRA regulations and policies to ensure compliance and legislation.
Account Representative, 01/2006 to 01/2008 Dominion Enterprises – Harrison, OH,
Provide Director of International Benefits with sales support in developing and servicing employee group health, life, and disability insurance benefits to global client's and prospects.
Perform administrative responsibilities relating to account management and collaborate with sales, account executive professionals and member services staff to support relationships with clients.
Develop formal presentations and accompany producer to meeting's with client's, brokers, and consultants to provide marketing assistance and sales support.
Assess client's needs / expectations and balance company capabilities and strategies.
Perform risk assessment functions, with a high understanding of companies rating concepts and premium determination.
Develop all requests for proposals to partner insurers.
Review quotes for accuracy, formalize proposals and client renewals.
Deliver a high level of customer service to clients, aimed at maintaining and strengthening business relationships to foster account development and retention.
Build cross-functional relationships between global health care practice and other business segments including partner insurers and service providers.
Provide high level customer service / sales support to all new and existing business in the Strategic and National accounts department.
Produce all provider requests for proposals, prepare bid specifications, proposal analysis, conduct renewal negotiations and recommendations to client.
Develop client renewal presentations.
This to include, formal presentations for client's on a quarterly basis that include financial results, plan utilization, network expansion and needed rate action.
Serve as primary point of contact for and liaison between account executives, sales team, clients and providers.
Execute case specific feedback relative to client's needs.
Resolve complex claim / billing issues for client with provider.
Organize and schedule monthly Lunch'n'Learns with benefit providers to establish and maintain excellent relationships and cultivate relationships with benefit plan administrators.
Create all client files, both paper and electronic.
Build and maintain provider reference libraries to be shared and utilized by entire organization.
Office Manager, 01/1998 to 01/2002 Consumers Credit Union – Schaumburg, IL,
Provide extensive client service to financial institutions with the recovery and repossession of collateral.
Manage all collateral recovery documentation and related correspondence.
Generate recovery orders for agents, complete condition reports, maintain accurate on-lot inventory lists, diary each agent's progress to be reported to clients on a daily basis.
Produce invoicing for all recovery services rendered to clients.
Attain bids on recovered collateral upon client's request.
Develop proposals to market prospective clients.
Supervise and train all office personnel.
Assistant Office Manager, 01/1993 to 01/1998 Super Micro Computer, Inc. – Raleigh, NC,
Oversee quality control of all new business and renewal insurance automobile contracts.
Underwrite new business applications and renewal policies to evaluate and determine degree of risk, amounts of coverage, and annual premiums.
Process cancellation, reinstatement, and endorsement requests to existing policies.
Coordinate company financial reports and distribute to all departments.
Recruit, train, and supervise office personnel.
Education
: 2-15 Life, Health & Variable Annuities Insurance Agent License, Expected in 2011 Gold Coast School Of Insurance, Inc. - Tamarac , FL GPA:
High School Diploma: General studies with emphasis on business, Expected in 1987 Hallandale High School - Hallandale , FL GPA:
Computer Skills
Computer proficient in Microsoft Office, Word, Excel, Outlook, PowerPoint and Internet.
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