Account Manager

• Feb 2020 - Present

Unemployed

• Nov 2019 - Feb 2020

Intake Specialist

• Sep 2019 - Nov 2019

Client Relationship Executive

• 2015 - 2018

Promoted to maximize revenue generating opportunities for existing and new clients. Managed client groups with 50-3000 employees across New England creating strong, cost effective benefit packages. • Cultivated excellent long term relationships with clients, maintaining ongoing communicatios and facilitating solutions to maintain strategic planning and goal setting. • Consistently delivered compliance and healthcare reform information along with client implementation of new requirements. Partnered with legal on compliance audits. • Provides advacacy and partnered with clients on a systematic road map for the planning and management of open enrollment. • Designed enhanced company personalized communications through printed materials, Brainsharks and Power Point presentations for employee distribution. • Applied leadership and influencing skills to foster key relationships with senior client contacts through extensive knowledge of medical, dental, life, disability, voluntary products, HRAs, HSAs, FSAs, vision and EAP services, thus promoting customer loyalty and retains existing business. • Experienced with benefit administration technology. Show less

Client Relationship Manager

• 2010 - 2015

Promoted to deliver revenue growth, retention, problem solving, and stability to Employee Benefits Department.• Mentored team members in the collection, management, and filing of 5500 Schedule A information.• Created individualized wellness promotional programs; collaborated with local health providers; and implemented vendor wellness programs.• Participated in developing and implementing department processes standardizing work flow, creating more efficiencies and effectiveness. Show less

Account Manager

• 2003 - 2010

Promoted to manage a small book of business creating secure client relationships while still supporting Hub Sales Representative’s book of business.• Collaborated in expanding sales and retention, working on new business and renewals.• Researched and resolved claims issues and acted as a resource for clients’ HR departments.• Implemented new policies; conducted employee meetings; and arranged employee fairs.