Client Executive

• Jan 2023 - Present

Account Executive

• Mar 2018 - Present

Senior Account Executive

• Mar 2022 - Jan 2023

Implementation Lead

• Jan 2014 - Sep 2017

• Drive revenue growth within the assigned book of business, with a focus on adding new clients and promoting the organic growth of existing partnerships • Develop and execute project plan for new client implementations • Coordinate with internal IT, creative, communications and customer service teams for a smooth implementation process and launch of the Voluntary Benefits Program • Serve as day-to-day liaison with client, carriers, enrollment administrators and 3rd party payroll… Show more • Drive revenue growth within the assigned book of business, with a focus on adding new clients and promoting the organic growth of existing partnerships • Develop and execute project plan for new client implementations • Coordinate with internal IT, creative, communications and customer service teams for a smooth implementation process and launch of the Voluntary Benefits Program • Serve as day-to-day liaison with client, carriers, enrollment administrators and 3rd party payroll service providers throughout the implementation process and during open enrollment • Review, recommend and deliver results of insurance RFP’s to client • Responsible for working with the carrier and clients on product renewals • Establish payroll deduction processes, review and establish proper enrollment strategies, and execute effective communication campaigns • Develop, implement and execute ongoing strategies to promote education and participation in the voluntary benefit plan offerings; maintain reporting on carrier performance

Senior Vendor Manager

• Feb 2011 - Dec 2013

• Aggressively identify, prioritize, and develop new relationships and revenue opportunities with prospective Vendors to be featured on Client employee benefit portals • Develop marketing plans to present to Vendors based on their needs and budgets • Manage and maximize opportunities and value of current Vendor offerings • Perform research and strategic analysis of new business opportunities, existing Vendor programs, and competitor programs • Collaborates with Creative and Web… Show more • Aggressively identify, prioritize, and develop new relationships and revenue opportunities with prospective Vendors to be featured on Client employee benefit portals • Develop marketing plans to present to Vendors based on their needs and budgets • Manage and maximize opportunities and value of current Vendor offerings • Perform research and strategic analysis of new business opportunities, existing Vendor programs, and competitor programs • Collaborates with Creative and Web Technology teams on aspects of Vendor page design and marketing placement delivery

Senior Client Executive

• Mar 2007 - Jan 2011

Account Executive

• Nov 2004 - Mar 2007