Manager of Account Services

• Mar 2021 - Present

Senior Manager of Settlement Opportunities

• Jul 2020 - Mar 2021

Account Manager

• Nov 2008 - Mar 2012

Key Priorities: Provide timely and accurate customer support for all clients in my caseload. Research and provide resolution for any client concerns. Act as a liaison between vendor Technicians and all departments. Communicate with Sales and Customer Service Managers to provide client updates. Responsible for managing one of the largest and most challenging accounts worth 12 million in revenue. Key Priorities: Provide timely and accurate customer support for all clients in my caseload. Research and provide resolution for any client concerns. Act as a liaison between vendor Technicians and all departments. Communicate with Sales and Customer Service Managers to provide client updates. Responsible for managing one of the largest and most challenging accounts worth 12 million in revenue.

Senior Account Executive

• Apr 2007 - Nov 2008

Key Priorities: Assist with creating and managing sizeable program budgets from $100K to $3MM. Supervise an entire program delivery team consisting of 5 other departments in order to implement and maintain accounts. Lead a health promotion vendor team for program integration. Coordinate internal resources for superior program delivery. Assist in preparing program promotional materials/communications. Lead a team of two Account Executives. Responsible for the implementation, maintenance, expansion and renewal of client accounts. Responsible for the delivery of customer service and resolving complaints. Provide a high level of reporting for our accounts. Responsible for renewing contracts and expanding the relationship through additional sales. Work closely with the sales department and attend sales presentations as needed. Show less

Account Manager

• Mar 2005 - Apr 2007

Key Priorities: Supervised 40-60 Health Educators Managed the day-to-day operations of company's wellness accounts. Served as the primary organizer on new and existing accounts. Worked with clients to ensure quality services are meeting their expectations. Customized accounts to meet client's needs. Assisted with the supervision of the delivery of company's telephonic wellness programming. Key Priorities: Supervised 40-60 Health Educators Managed the day-to-day operations of company's wellness accounts. Served as the primary organizer on new and existing accounts. Worked with clients to ensure quality services are meeting their expectations. Customized accounts to meet client's needs. Assisted with the supervision of the delivery of company's telephonic wellness programming.

Supervisor

• Nov 2004 - Mar 2005

Key Priorities:Worked as liaison between the Account Manager and the Health Advisors.Maintained a high level of Customer Service.Responsible for overseeing the workflow of the daily call center activity.Managed the administration of payroll.Supervised 60 Health Advisors.Acted as a back up for all Account Managers and Director when needed.

Health Advisor

• Mar 2004 - Nov 2004

Key Priorities:Responsible for maintaining a caseload of 700 plus program participants.Responsible for setting goals with the program participants to assist them in reducing and/or eliminating their health risks.Encouraged participants to adopt habits that are conducive to a higher quality of life.Responsible for supporting operational aspects of the division to meet the organization's customer requirements and satisfaction.Established positive one on one working relationships with each participant on different levels of their readiness to change a behavior. Show less

Server

• Mar 2001 - Mar 2005

Key Priorities: Provided quality service to customers. Trained new employees. Maintained a clean working environment. Key Priorities: Provided quality service to customers. Trained new employees. Maintained a clean working environment.

Lead Teacher

• Feb 2002 - Nov 2003

Key Priorities: Supervised preschool students. Developed daily lesson plans while creating weekly themes. Interacted daily with parents and children. Conducted quarterly parent/teacher conferences. Assisted in creating the monthly newsletter. Key Priorities: Supervised preschool students. Developed daily lesson plans while creating weekly themes. Interacted daily with parents and children. Conducted quarterly parent/teacher conferences. Assisted in creating the monthly newsletter.

Banquet Manager

• Jan 1999 - Mar 2001

Key Priorities: Managed the daily responsibilities of the dining room, banquet and recreational facilities. Responsible for hiring, training, and supervising staff. Scheduled and supervised member banquets. Maintained bar inventory and ordered bar stock. Processed daily sales reports. Key Priorities: Managed the daily responsibilities of the dining room, banquet and recreational facilities. Responsible for hiring, training, and supervising staff. Scheduled and supervised member banquets. Maintained bar inventory and ordered bar stock. Processed daily sales reports.