Experience

Ameriflex

• United States
• Insurance
• 100 - 200 Employee

• Vice President of Client Experience

  • Feb 2020 - Present

• Associate Director, Client Experience

  • Sep 2015 - Feb 2020

  Currently managing a department consisting of 8 Client Experience Managers, 24 Client Experience Specialists, and 16 Junior Client Experience Specialists committed to providing excellent service to our clients and brokers.

• Team Manager, Client Services

  • May 2012 - Sep 2015

  Managed a team of 5-11 Account Executives and Account Coordinators that provided dedicatedm superior service to our clients and brokers.

• Account Executive

  • May 2010 - May 2012

  Serve as the primary contact for brokers and plan administrators for over 350 clientsDevelop positive relationships with brokers to ensure client retention and business growthWork in partnerships with other members of Account Management, Finance, Internal Sales, and Regional Vice Presidents to develop business plans and strategies for new and existing clientsGathered information regarding the company's competitors and presented findings to the Account Management team for training and educational purposesBuilt excellent relationships with 4 Account Coordinators to create a dynamic team environmentAssist team members with evaluating client applications and employee accountsMaintained a 92% client retention rate during open enrollment seasonImplemented a successful open enrollment plan which allowed me to remain as one of the top 3 teams for incoming enrollments during the January renewal season Participated in potential new client visits with Regional Vice Presidents to promote the benefits of each client having a dedicated Account Executive Show less

• Account Coordinator

  • Mar 2009 - May 2010

  Processed employee enrollments and verifications within 24 hours Organized a detailed client spreadsheet to keep Account Executive aware of updates to plansAssisted Account Executive in troubleshooting client questions and concerns



Law Offices of Eric A. Shore

• Haddonfield, NJ

• Case Manager

  • Aug 2007 - Jul 2008

  Supervised 3 employees at a Social Security Disability law firm Trained employees on disability law regulations and qualifications Delegated tasks to each individual to best enhance their existing skill set Received the "Most New Clients Award" which generated revenue for the firm Initiated an "Employee Recognition Award" to motivate team members and to create a positive working environment Assisted team on determining a potential case for attorneys Created detailed reports evaluating the team's daily activities in order to make improvements to existing processes Reviewed all cases to ensure the firm and the Social Security Administration processed cases correctly Interacted with personnel from local Social Security offices and Bureaus of Disability for PA, NJ, and DE to maintain a strong relationship between the firm and these offices Acted as a liaison for new clients to provide a formal introduction to the firm Edited letters from attorneys prior to sending documentation to government offices Show less