Experience

Corporate Synergies

• United States
• Insurance
• 200 - 300 Employee

• Senior Director, Account Manager

  • Jun 2009 - Present

  I'm responsible for leading a team of Account Managers that manages a book of business in the $3 million range. The clients lives range from 50 to 250. A large part of my responsibilities is to manage/coach/motivate/mentor a team of 7 that consists of Account Managers, Account Specialists, underwriting and voluntary specialists who all help service/support all clients. in addition, continually responsible for implementing affective client and team strategic plans that meet or exceed client… Show more I'm responsible for leading a team of Account Managers that manages a book of business in the $3 million range. The clients lives range from 50 to 250. A large part of my responsibilities is to manage/coach/motivate/mentor a team of 7 that consists of Account Managers, Account Specialists, underwriting and voluntary specialists who all help service/support all clients. in addition, continually responsible for implementing affective client and team strategic plans that meet or exceed client objectives and corporate objectives regarding long term strategy, net book growth, retention, and professional growth of the team. I also work in collaboration with the regions Senior Executive VP as well as the Sales RVP and RVP's of Account Management on existing and new business opportunities. Show less I'm responsible for leading a team of Account Managers that manages a book of business in the $3 million range. The clients lives range from 50 to 250. A large part of my responsibilities is to manage/coach/motivate/mentor a team of 7 that consists of Account Managers, Account Specialists, underwriting and voluntary specialists who all help service/support all clients. in addition, continually responsible for implementing affective client and team strategic plans that meet or exceed client… Show more I'm responsible for leading a team of Account Managers that manages a book of business in the $3 million range. The clients lives range from 50 to 250. A large part of my responsibilities is to manage/coach/motivate/mentor a team of 7 that consists of Account Managers, Account Specialists, underwriting and voluntary specialists who all help service/support all clients. in addition, continually responsible for implementing affective client and team strategic plans that meet or exceed client objectives and corporate objectives regarding long term strategy, net book growth, retention, and professional growth of the team. I also work in collaboration with the regions Senior Executive VP as well as the Sales RVP and RVP's of Account Management on existing and new business opportunities. Show less



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Senior, Strategic Account Executive

  • Apr 2007 - Jun 2009

  Responsible for managing a large book of business in the key accounts segment (100-1,000 lives) that generates over $70 million in premiums to the company’s commercial group insurance business. Customer’s primary contact when establishing, maintaining and enhancing client /broker relations for existing business. Provide expert service, product and financial analysis in a consultative manner in order to meet and exceed client’s/consultant’s objectives and needs. Oversee each and every… Show more Responsible for managing a large book of business in the key accounts segment (100-1,000 lives) that generates over $70 million in premiums to the company’s commercial group insurance business. Customer’s primary contact when establishing, maintaining and enhancing client /broker relations for existing business. Provide expert service, product and financial analysis in a consultative manner in order to meet and exceed client’s/consultant’s objectives and needs. Oversee each and every account management and specialized team member who’s assigned to the clients I manage. Show less Responsible for managing a large book of business in the key accounts segment (100-1,000 lives) that generates over $70 million in premiums to the company’s commercial group insurance business. Customer’s primary contact when establishing, maintaining and enhancing client /broker relations for existing business. Provide expert service, product and financial analysis in a consultative manner in order to meet and exceed client’s/consultant’s objectives and needs. Oversee each and every… Show more Responsible for managing a large book of business in the key accounts segment (100-1,000 lives) that generates over $70 million in premiums to the company’s commercial group insurance business. Customer’s primary contact when establishing, maintaining and enhancing client /broker relations for existing business. Provide expert service, product and financial analysis in a consultative manner in order to meet and exceed client’s/consultant’s objectives and needs. Oversee each and every account management and specialized team member who’s assigned to the clients I manage. Show less



Nemco Brokerage

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Manager

  • Jan 2006 - Mar 2007

  Client lead in managing a book of business that consisted of client sizes under 100 to over 2000 employees. Worked directly with the VP of Sales as well as the managing partners of the firm. Responsibilities consisted of overall day to day servicing to increasing client relations, book growth and strong services that enriched the overall employer benefits program experience. In addition was responsible for implementing corporate initiatives to improve company operations. Client lead in managing a book of business that consisted of client sizes under 100 to over 2000 employees. Worked directly with the VP of Sales as well as the managing partners of the firm. Responsibilities consisted of overall day to day servicing to increasing client relations, book growth and strong services that enriched the overall employer benefits program experience. In addition was responsible for implementing corporate initiatives to improve company operations.



Chernoff Diamond

• Senior Account Executive

  • Sep 1999 - Jan 2006