Account Manager

• Jun 2023 - Present

Senior Account Representative

• Nov 2021 - Present

Account Manager

• Nov 2020 - Dec 2021

• Oversee client relations by guiding all stages of new business development, quoting, proposal generation, policy issuance, account service, and renewal. • Utilize account management skills to address client needs during policy term and act as informational resource. • Conduct annual renewal evaluations to assess benefit plans, analyze service options and perform market analysis research. • Oversee client relations by guiding all stages of new business development, quoting, proposal generation, policy issuance, account service, and renewal. • Utilize account management skills to address client needs during policy term and act as informational resource. • Conduct annual renewal evaluations to assess benefit plans, analyze service options and perform market analysis research.

Account Executive

• Feb 2017 - Sep 2020

• Administered group benefits on behalf of third party administrator of Anthem self-funded plans • Worked as liaison between clients, members, brokers, carriers and ARC internal departments to monitor and manage the renewal process of group benefits as well as day to day top quality service, billing, utilization management, pharmacy benefit management and escalated claims assistance • Responded to phone, email, written communication and online requests with plan member and clients in order to maintain top quality client and carrier relationship • Scheduled and participated in high performance team and client meetings throughout the implementation process and throughout the year with claims reports and trend updates • Scheduled and participated in Annual Open Enrollment meetings and Health Fairs • Educated clients on carrier website, online enrollment tools and Human Resource support tools • Implemented and educated on the Cobra administration process • Updated clients continuously with new ACA legislation and assisted in keeping compliant • Implemented and educated on wellness programs and initiatives resulting in the improvement of group health, risk awareness and the reduction of claims Show less

Subrogation Analyst

• Feb 2016 - Jan 2017

• Utilized organizational skills to consistently manage 700-750 active subrogation files and make 30-40 calls per day to attorneys, patients, and other clients. • Analyzed subrogation reimbursement files to identify potential recovery, research facts & legal details, and gain insights from healthcare plan members, insurance adjusters, and attorneys. • Assessed health plan contracts to verify verbiage for recovery rights per individual state laws. • Led negotiations with attorneys, insurance adjusters, and members to maximize potential recovery. Show less

Employee Benefit Account Manager

• Oct 2011 - Dec 2015

• Served as Account Manager for The Employee Benefit Mid-Market Division for over 90 clients at the HR level for a top Fortune 500 Corporation • Worked as liaison between high growth performance sales agent, marketing department, carriers and clients to monitor and manage the renewal process of group benefits as well as day to day top quality service, billing and escalated claims assistance • Built and maintained top quality client and carrier relationships • Scheduled and participated in high performance team and client meetings throughout the implementation process and throughout the year with claims reports and trend updates • Scheduled and participated in Annual Open Enrollment meetings • Educated clients on carrier website, online enrollment tools and Human Resource support tools • Implemented and educated on the Cobra administration process • Updated clients continuously with new ACA legislation and assisted in keeping compliant • Implemented and educated wellness programs and initiatives resulting in the improvement of group health, risk awareness and the reduction of claims Show less

Life and Health Insurance Independent Agent

• Oct 2006 - Oct 2011

• Achieved “Elite” agency designation with Anthem Blue Cross and Blue Shield for outstanding sales performance and market growth • Developed and implemented marketing strategies including the utilization of an internet lead system and website design • Outperformed agency sales goals in individual health, group health, dental and disability policy sales • Achieved Top Level Producer status with Anthem Blue Cross and Blue Shield due to outstanding sales performance resulting in top tier quarterly bonus and limited promotional sales opportunities reserved for top level performers • Increased agency customer retention and life and health sales through focus on excellence in customer service, coverage option education and renewal and follow up review system • Integrated cross-selling of property and casualty products Show less

Life, Health, Property and Casualty Sales Specialist

• Apr 2006 - Sep 2006

• Conducted needs assessments for upsell opportunities within property and casualty client base. • Upselling and cross-selling of life and health products • Increased agency customer retention and internal sales • Conducted needs assessments for upsell opportunities within property and casualty client base. • Upselling and cross-selling of life and health products • Increased agency customer retention and internal sales

Inside Sales Representative Assistant

• Apr 2004 - Apr 2006

• Partnered in sales with top ranking sales agent • Initiated and maintained successful relationships with customers through exceptional follow through and interpersonal skills • Acted in critical role as liaison between agent and advertising vendors • Partnered in sales with top ranking sales agent • Initiated and maintained successful relationships with customers through exceptional follow through and interpersonal skills • Acted in critical role as liaison between agent and advertising vendors