Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Reliable, seasoned Client Service Executive with proficiency in WORD and Excel and overall client management and retention. Adaptable and versatile with the ability to work with very minimal supervision. Honest and tactful with specialties in analyzing clients needs, handling escalated issues and identifying and evaluating improvement opportunities in the Employee Benefits industry .Offering over 20 years of experience managing key accounts to deliver superior service with a solid history of success. Over half of currently serviced accounts are comprised of the top revenue generating clients. Results oriented expertise in providing client support, maintaining files and records and preparing quantitative, comparative service illustrations.

Committed to collaborating with associates and management to achieve lasting impact on company and client business objectives. Work well with internal and external customers, possessing excellent communication and problem solving skills, and the ability to shift gears at a moment’s notice. Gifted with a solid record of accomplishment in overseeing marketing departments, strategies and key projects for clientele. Experienced in managing all stages of employee benefits with creative and proactive approaches. Expertise includes market research, plan and network optimization and strategic contribution development. An organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

I’m interested in representing an agency that can offer stability and growth in Employee Benefits Insurance work experience and continued education within an environment of integrity and teamwork.

  • Flexible & highly dependable
  • Detail-Oriented
  • Collaborative Team player
  • Strategic Planning and Alignment
  • Strong Verbal and written communication
  • Knowledge and understanding for running business
  • WORD, Excel, PowerPoint, Publisher, Brainshark, Outlook, internet and web based communication proficient
Work History
09/2008 to Current Client Service Executive/Client Consultant Kepro | Portsmouth, NH,
  • Twenty plus years of hands on Employee Benefits management and consulting in San Diego area.
  • Lead benefit negotiation and benefit strategy for existing client relationships for Employee Benefits book of business generating just over $2 Million in revenue and help to forge new client relationships during prospecting and onboarding processes. Group sizes 100- 6200.
  • Maintained 100% client retention in past several years with some of San Diego's most prestigious clients as well as clients with national and international exposure.
  • Assisted clients with targeted projects around wellbeing and communications and directed development of client-customized solutions to help attract and retain top talent in various industries.
  • Negotiate improved contracts using utilization, benchmarks, and wellbeing enagagement as leverage.
  • Quoted, presented, expedited and built out benefit administration platforms like Employee Navigator and employee communications like JellyVision, FLIMP and other employee benefit service related products.
  • Increased sales with added value packaging of voluntary benefits, key man and individual life sales.
03/2001 to 08/2008 Executive Account Manager Citizens Financial Group, Inc. | Hamden, CT,
  • Main responsibilities were to provide personalized adjunctive Personal Lines and Employee Benefits services for Property and Casualty clients.
  • Leads were developed from 3 main producers.
  • Responsible for new and renewal Personal Lines and Employee Benefits book of business.
  • Managed Employee Benefits book of business of approximately $1.5M in annual revenue and Personal Lines book of business which was just under $900,000 in annual revenue.
  • Successful in developing personal line leads into profitable, bound coverage.
04/1999 to 03/2001 Facility Manager Sorrento Valley Golf Center | City, STATE,
  • Supervised and coordinated work schedules for four full time and eight part time employees.
  • Prepared payroll, budgeting, marketing, banking, weekly financial reports, accounts payable/receivable. Maintained all employer policies and procedures.
  • Evaluated facility operations and personnel for safety and health regulations compliance. Conducted daily inspections of facility grounds, external structure, systems, and equipment.
  • Hosted corporate event planning.
07/1989 to 01/1999 Co-Owner/Office Manager East West Center For Health | City, STATE,
  • Co-owner small business professional Chiropractic practice in state of California.
  • Implemented innovative programs, including referral program to increase patient loyalty and increase business.
Expected in 07/2016 Certification | GBA 1 International Foundation of Employee Benefit Plans, Online Self Study , GPA:
Expected in 05/2000 No Degree | Biology San Diego Miramar College, San Diego, CA GPA:
Expected in 08/1999 Certification | INS-21, 22 & 23 The Institutes Risk And Insurance Knowledge Group , San Diego, CA, GPA:
Expected in 06/1984 Associate of Science | Business Communications & Accounting Southwestern College, Chula Vista, CA GPA:
Expected in 10/1981 High School Diploma | Mar Vista Senior High School, Imperial Beach, CA GPA:
  • Graduated Early with Honors
  • Member of ASB
  • Swim Team Manager
  • Pan Asian Club
  • Scholarship and Citizenship Awards
  • English Honors Award

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School Attended

  • International Foundation of Employee Benefit Plans
  • San Diego Miramar College
  • The Institutes Risk And Insurance Knowledge Group
  • Southwestern College
  • Mar Vista Senior High School

Job Titles Held:

  • Client Service Executive/Client Consultant
  • Executive Account Manager
  • Facility Manager
  • Co-Owner/Office Manager


  • Certification
  • No Degree
  • Certification
  • Associate of Science
  • High School Diploma

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