Experience

Capital Services, Inc.
• United States
• Insurance
• 1 - 100 Employee
• Sr. Client Relationship Manager

  • Sep 2020 - Present


Confidio

• Netherlands
• Financial Services
• 1 - 100 Employee

• Strategic Account Manager

  • Sep 2018 - Sep 2020

  • Support team of Account Executives to resolve benefit escalated questions and service issues • Provide strategic advisory services to clients and benefit advisor partners • Review pharmacy program indicators for ongoing opportunities and program performance measures • Monitor progress to deadlines, implementation and successful execution of new clients • Perform pharmacy reconciliations and contract compliance reports and track annual performance guarantees • Oversee the contracting process for new and renewing clients • Assist with internal meetings to ensure collaboration and attention to detail to meet expected timelines and quality standards • Maintain clinical documentation and administrative paperwork according to account expectation and program standards in tangent with team Show less



Schoenfeld Insurance Assoc. Inc.

• Insurance
• 1 - 100 Employee

• Account Executive

  • May 2017 - Sep 2018

  • Help employers with benefit offerings, communication, and compliance • Deliver white-glove customer service by consulting with employees on a one-on-one basis so they comprehend, appreciate, and value their benefits • Manage and implement all new group health and ancillary coverage for new accounts • Handle all customer service inquiries- including but not limited to: enrollment-processing, terminations, billing issues, claims issues, etc. • Create, design and present custom benefit presentations for all groups at sale or renewal • Update company database with appropriate group contacts and policy information as needed for Client Relations Management Show less



ScriptSourcing

• United States
• Philanthropic Fundraising Services

• Account Executive

  • Jan 2014 - May 2017

  • Oversee general responsibilities of all Accounts Payable and Accounts Receivable • Provide monthly and quarterly reports for each employer group, including a detailed Rx report; eligibility reports, including distributing reports for quoting & eligibility purposes, quoting different solutions depending on employer group’s needs, creating proposals coordinating with vendors/administrators to ensure plan’s success, and account installation • Involved in member outreach and marketing programs, direct mail campaigns, telephonic outreach and the coordination of marketing materials • Creates comprehensive member specific marketing campaigns for target markets of 250+ employees including print and electronic media Show less



Becker Benefit Group, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Dec 2013 - May 2017

  • Specialize in helping employers reduce healthcare costs by better engineering their medical plan with effective cost and risk management strategies • Allow employers, through risk management approach, to radically decrease healthcare costs without compromising benefits • Implement proven risk reduction strategies, encourage personal responsibility, create a culture of good health, and provide the transparency of data needed to manage this large expense • Oversee over 140 Small Group policies including new business and annual renewal process • Analyze and negotiate all self-funded and fully insured quotes for large and small group policies- both self-funded and fully insured • Analyze monthly aggregate reports for self-funded groups to in regards to claims spend, evaluate strategies, identify and communicate improvements and solutions • Manage Individual Product sales process and communicate benefits and assisted members with the enrollment process as well as develop internal process for handling applications and retaining clients • Conduct On-Boarding phone calls with all new groups and trained HR Admin on portal usage • Maintain and manage company website and social media pages Show less



Vocus

• Public Relations and Communications Services
• 100 - 200 Employee

• Account Executive

  • Dec 2012 - Nov 2013

  • Independently managed the development of over 180 accounts in marketing, search engine optimization and public relations industries totaling a volume of $500,000 annually • Assessed clients’ public relations and marketing needs and helped them gain knowledge of the cloud-based software platform • Provided instruction on implementation of press releases and marketing strategies while tailoring my approach to both the cloud based software platform and the needs of each client’s specific industry Show less



Francesca's Collections

• United States
• Retail

• Boutique Manager

  • Jan 2012 - Nov 2012

  • Led new store opening operations including: screening, interviewing and hiring full staff before open date; trained team operationally and visually to boutique standards; visually merchandised new boutique• Met and exceeded monthly plan by more than 10% four of six months since opening• Partnered with Regional Manager to assess inventory level and sales trends to adjust and accurately plan for specific customer base• Manage employees payroll hours and delegate hours based on performance of store• Visual creations featured on company wide Visual Standards e-mail Show less

• Assistant Boutique Manager

  • Jun 2011 - Jan 2012

  • Assisted in managing a successful store by promoting sales and customer service, creating and presenting a commercially and aesthetically successful merchandise layout, and maintaining company policy and standards• Promoted a positive atmosphere of professional camaraderie among co-workers while keeping all employees focused on excellent customer service at all times• Resolved customer issues and inquiries to insure satisfaction• Motivated employees through creative, monthly posters based on company’s Key Performance Indicators Show less