client operations manager resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Dedicated marketing professional with a strong track record of developing customer loyalty and relationships. Efficient in staying organized and with effective follow up and problem to close sales.

QUALIFICATIONS SUMMARY: Notable 20 year sales and marketing experience in various sales positions. Promoted 3 times in since hired in 2011 as Sales Tech. SAR/Account Manager/Sr. Account Manager. Finished Top 10 in MSGSS Ancillary/EAB Sales Contest for 2017 & 2018. Top 4 2019. Dedicated and hardworking, with an unmatched drive to produce results. Licensed Health and Accident Agent, State of Michigan 2012

    • Outgoing sales professional with proven track record to produce results.
    • Overcome objections and close sales to attain sales targets and goals.
    • Established relationships with agent community to build long term productive relationships.
    • Proficient working with microsoft programs and salesforce software.
Work History
06/2021 to Current
Client Operations Manager Publicis Groupe Sa Chicago, IL,
  • Address, triage and oversee day-to-day account inquiries and issues related to product/program administration, account servicing, member services, billing, benefits admin/claims issues, quoting activity, etc.
  • Participate in account planning process to ensure awareness of account initiatives/strategies and contextualize responsibilities during initiative implementation.
  • Coordinate with and engage program/product owners/subject matter experts on story development, key data metrics, talking points, and materials to support sales consultation.
  • Triage and execute effective and efficient completion of account maintenance.
  • Identify and address root causes of recurring operational issues.
  • Support development of renewal proposals and request for proposal responses and presentation materials.
    • Coordinate with internal functions (e.g., IT, Benefit Admin, Inter-Plan Admin, etc.) to implement benefit changes or solutions identified through strategic account planning.
    06/2014 to 06/2021
    Senior Account Manager Smith & Nephew Memphis, TN,
    • Territory repsonsibilities include account management for memebrship retention and growth within the non-platinum and public sectors with employer groups 100 plus in size to formulate and implement strategy at various benefit levels with agents, groups and decision makers
    • Manage 2 of the Top 25 Customers in Middle and Small Group Sales
    • Help resolve complex issues regarding memebrship, billing, and claims with group customers
    • Provide consultative advice regarding current health plans for BCBSM PPO and BCN HMO plan designs, rate quotes and alternative financial arrangements for fully insured and self-funded groups
    • Explore jeopardy situations with management and underwriting for comprehensive strategies to retain group business
    • Responsible for scheduling group/agent, health fairs open enrollment meetings
    • Work Groups
    01/2012 to 05/2014
    Senior Account Representative Charter Spectrum Hastings, NE,
    • Responsible for retaining and adding membership for BCBSM and BCN customers generally with 50 to 99 contracts in a employer group within an assigned territory
    • Develop specific retention strategies including planning, benefit consulting to increase membership as well as required resell activities
    • Provide clients with information related to different methods of health care delivery (e.g., HMO, POS, PPO and traditional)
    • Make cost saving proposals with regards to funding options
    • Evaluate current territory and find opportunities for growth in territory
    • Extensive networking with many different departments internally and interfacing with our agent partners reviewing annual renewals, assisting in major issues for resolution
    • Very pro-active in retention activities, training seminars, meetings and webinars to reinforce existing company goals and strategy
    • Met target sales goal for 2012 for territory
    • Won 1st Place Grand Prize in my division for company contest to increase new membership for
    12/1998 to 12/2014
    Owner/President Statewide Financial Group, Inc City, STATE,
      • Founder of small family brokerage
      • Loan origination of wholesale conforming and non-conforming mortgage products
      • I Worked directly with all clients on qualification, processing, underwriting, closing and funding of all files
      • Effectively manage large volume pipeline
      • Responsible for hiring and managing of support staff; loan officers, processors, filing quarterly and annual renewal reports for State of Michigan for licensing requirement compliance
      • Developed company website for e-commerce
      • Experienced in marketing and advertising campaigns for new business
      • Personally originated and closed over 1,000 mortgages as licensed broker over 16 years.
    Expected in 12/1992
    Bachelor Degree: Interpersonal and Public Communication, Advertising
    Central Michigan University - Mount Pleasant, MI

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    Resume Overview

    School Attended

    • Central Michigan University

    Job Titles Held:

    • Client Operations Manager
    • Senior Account Manager
    • Senior Account Representative
    • Owner/President


    • Bachelor Degree

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