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Strategic Account Manager Resume Example

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STRATEGIC ACCOUNT MANAGER
Experience
Strategic Account Manager, 05/2016 to 02/2017
Tapjoy – Los Angeles , CA
  • Served as liaison between Medicare and Medicaid health plan clients and Superior's internal teams: Information Technology, Medical Review, Utilization Management, Credentialing, Finance, Claims and Customer Service to achieve member eye health and compliant delivery of service level agreements.
  • Cultivated great relationships with clients through a variety of methods, including but not limited to: telephonic meetings, onsite visits, and proactive interjections throughout the client's organization.
  • Continuously monitored client profiles by using the SWOT analysis.
  • Supported marketing strategies to drive brand recognition and further promote Superior's presence in the marketplace.
  • Participated in clients' state required audit meetings to report and discuss health plan metrics data.
  • Monitored the financial performance of contract terms and re-negotiated contract terms with clients as needed.
Benefits Assistant, 10/2015 to 02/2016
Adapt Community Network – Bronx , NY
  • Provided clarity and application to various laws and regulations on health insurance and other division sponsored benefits.
  • Served as liaison between employees, insurance carriers, vendors and school system for compliant benefits processing and problem resolutions.
  • Analyzed healthcare reporting data to create and promote wellness initiatives and goals.
  • Supplied pertinent data to payroll to prepare 1095's in compliance to ACA regulations.
  • Coordinated scheduling of open enrollment sessions and answers questions relating to the benefits package.
  • Reviewed vendors' billings for accuracy and assures timely payment.
Account Manager, 07/2013 to 10/2014
The20 – Plano , TX
  • Oversaw and managed the state of Virginia 200k+ employees wellness benefits account within a patented technology platform, including but not limited to: system implementation coordination, statement of work negotiation, upselling, data analytics reporting, open enrollment participation, reporting, and proactive client service.
  • Recommended appropriate delivery and coordination for disease management programs and wellness initiatives and monitored the effectiveness of the programs.
  • Sought to develop and/or promote effective wellness programs for member health improvement and costs savings.
  • Conducted weekly internal team meetings to receive feedback and provide direction on relative account issues.
  • Attended regularly scheduled on-site client meetings.
  • Collected and analyzed data to identify trends for sale opportunities, problem advertence or resolutions and incorporate simple solutions to complex situations.
Client Engagement Manager, 04/2012 to 07/2013
Office Depot – Daytona Beach , FL
  • Provided a strategic focus to enhance disease management programs for federal clients.
  • Prepared health and wellness communications for potential benefit members.
  • Scheduled speakers to educate staff on living healthier lifestyles.
  • Collaborated with clients to promote and facilitate health and wellness programs.
  • Coordinated preparations and participated in nationwide health fairs and conventions to promote Cigna products and services, including wellness programs.
  • Built relationships with local and nationwide clients to increase benefit membership.
  • Collaborated with clients to create monthly newsletters and postcards to current membership on relative health risks and available health programs.
  • Continuously looked for ways to establish and promote better health initiatives for members, while controlling plan costs.
Office Manager/Benefits Administrator, 03/2008 to 07/2011
The20 – Broken Arrow , OK
  • Served as subject expert and primary contact for multiple employers welfare arrangement MEWA) by overseeing and performing group benefit sales, system implementation, and administration for all employee benefit plan options, including: medical, dental, vision, life insurance, retirement, short & long term disability, EAP and Medicare supplement plan offerings.
  • Ensured all plans were compliant to all state and federal healthcare laws.
  • Worked closely with EBS's president and easily transitioned into his role by performing all responsibilities in his extended absence, which resulted in a recommendation as his successor upon his retirement.
  • Sought and introduced cost efficient benefit options and procedures; one resulted in an annual minimum savings of $60K.
  • Created and/or revised written employee procedures to comply with negotiated contracts and various clients' procedures.
  • Identified and reduced potential financial exposure for the company.
  • Approved all billing invoices and employee time sheets for payment.
  • Routinely determined, established, and communicated applicable law changes and processes to business officers and administrators via email, letters, and meetings.
  • Stayed abreast on healthcare issues and routinely provided benefits knowledge and guidance to clients and staff to align with the appropriate compliance procedures.
  • Determined best course of action to seen and unforeseen problematic situations.
  • Supervised and guided other employees to professional potential.
  • Established and cultivated great relationships for highest client satisfaction and retention.
  • Received numerous client accolades for my personal professionalism, while performing under the pressure of an unforeseen insufficient system conversion.
  • Conducted annual renewal and open enrollment benefits meetings for Human Resources Representatives by preparing materials and using various media.
  • Handled and/or delegated benefit inquires and escalated issues for the most favorable and timely resolutions.
  • Coordinated and participated in company board meetings, including minutes transcribing.
Account Manager, 09/2004 to 03/2008
CBIZ Benefits & Insurance Services, Inc – City , STATE
  • Requested and gathered pertinent data and produced request for proposals (RFP's) to assist in the sales/consulting process of health and welfare benefit plans on behalf of an assigned group of employee benefits clients.
  • Interfaced with clients, internal personnel, insurance carriers and third party administrators and negotiated suitable new or renewal employee benefit options.
  • Focused on client satisfaction and maintained excellent relationships through client visits, advocating claims resolutions, billing, contract explanations, and any other service issues or business needs; resulted in a 97% client retention rate.
  • Analyzed RFP results and summarized in spreadsheet format and other mediums for client presentation and consultation.
  • Created realistic timeline schedules and coordinated all client specific activities, ensuring on-time implementation of benefit plans.
  • Sought and seized opportunities and promoted new business sales with existing benefits clients.
  • Conducted employee open enrollment meetings for clients.
  • Identified employee training needs within the business unit.
  • Accurately maintained system records for departmental and company-wide use.
Education
Bachelor of Science: Business, May 6, 2000
Shorter University - City, State
Business Management Licenses & Designation - MD Life & Health Insurance, Chartered Benefits Consultant (HDHP)
Summary
Over 15 years account management experience serving clients and members in healthcare administration. Passionately build and maintain rapport with C-level clients to understand their objectives and strategize plans accordingly. Achieve revenue goals through up-sales. Work extremely well in a matrix environment overseeing accounts by cultivating great internal and vendor relationships to coordinate system implementations, produce communications, problem resolution, market services, provide analytical reporting, client advocacy and day-to-day account administration.
Highlights
Microsoft Excel, Microsoft Word, Powerpoint, Microsoft Outlook, SalesForce, Hyper prep, Omniplan, JD Edwards, Peoplesoft, Wealth Asset Trust Accounting & Trust Delivery Systems, Electronic Data Systems for Employee Benefits, In-house retirement plan record-keeping system, AS400, MIS, Quicken.
Skills
ACA, Accounting, AS400, Benefits, billing, billings, COMPUTER KNOWLEDGE, Consultant, consultation, consulting, contracts, conversion, client, clients, Customer Service, Delivery, direction, disease management, email, employee training, Finance, financial, focus, Human Resources, Information Technology, Insurance, JD Edwards, law, letters, marketing strategies, materials, meetings, Microsoft Excel, 97, Microsoft Outlook, Powerpoint, Microsoft Word, MIS, negotiation, newsletters, payroll, Peoplesoft, personnel, processes, proposals, Quicken, record-keeping, reporting, RFP, sales, scheduling, service level agreements, spreadsheet, strategic, vision, written
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Resume Overview

School Attended

  • Shorter University

Job Titles Held:

  • Strategic Account Manager
  • Benefits Assistant
  • Account Manager
  • Client Engagement Manager
  • Office Manager/Benefits Administrator

Degrees

  • Bachelor of Science : Business , May 6, 2000

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