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Client Service Executive Resume Example

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CLIENT SERVICE EXECUTIVE
Summary

Focused and dedicated insurance professional motivated to provide superior customer service to clients and their members.

Highlights
  • Powerpoint
  • Excel
  • Word
  • Microsoft Outlook
  • Brokerage Builder
  • Zywave
Accomplishments

Earned an HIA and MHP designation.

Experience
Holmes Murphy & Associates, Inc September 2011 to Current Client Service Executive
West Des Moines, IA
  • Compliance Committee Member
  • Prepare Healthcare Reform presentations
  • Obtain proposals from insurance companies for employer sponsored benefit plans and prepare client presentations
  • Review contracts for accuracy
  • Conduct employee benefit meetings
  • Prepare reporting packages
  • Provide member customer services for eligibility and/or claim issues
Bernie Lowe & Associates, Inc. May 2005 to September 2011 Sr. Account Manager
Ankeny, IA
  • Obtain proposals from insurance companies and prepare client presentation
  • Review contracts for accuracy
  • Conduct employee benefit meetings
  • Prepare reporting packages
  • COBRA Service
  • Managed employee benefits portal through Benergy
  • Provide member customer service for eligibility and/or claim issues
UnitedHealthcare June 2002 to May 2005 Strategic Account Manager
Urbandale, IA
  • Implemented new business
  • Maintained and renewed group insurance
  • Worked directly with multiple insurance agencies and employers
  • Responsible for cross selling new lines of coverage's to existing clients
  • Conduct employee benefit meetings
LaMair, Mulock, Condon April 1999 to June 2002 Sr. Account Manager
Des Moines, IA
  • Obtain bids from insurance carriers and prepare client presentations
  • Review contracts for accuracy
  • Conduct employee benefit meetings
  • Prepare reporting packages
  • Provide member customer service for eligibility and/or claim issues
Principal Life Insurance Company October 1982 to April 1999 Variety of Positions
Des Moines, IA
  • Group Insurance Underwriter
  • Group Insurance Benefits Administrator
  • Group Insurance Bankruptcy division
  • Mortgage foreclosures/bankruptcy
  • Mortgage customer service (Team Lead - Coordinator)
  • Individual Reinsurance
Education
Southeast Polk 1982 High School Diploma Runnells, IA, United States
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Resume Overview

Companies Worked For:

  • Holmes Murphy & Associates, Inc
  • Bernie Lowe & Associates, Inc.
  • UnitedHealthcare
  • LaMair, Mulock, Condon
  • Principal Life Insurance Company

School Attended

  • Southeast Polk

Job Titles Held:

  • Client Service Executive
  • Sr. Account Manager
  • Strategic Account Manager
  • Variety of Positions

Degrees

  • High School Diploma

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