Experience

Horst Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Oct 2022 - Present



RCM&D

• United States
• Insurance
• 200 - 300 Employee

• Client Manager

  • Jan 2020 - Oct 2022



iSolutions

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Sep 2017 - Nov 2019

  Responsible for applying analytical skills to the risk assessment process, developing solutions for customers, cultivating relationships with agents and brokers while using relationships to place business in the marketplace. Core Competencies • Utilize appropriate tools and strategies to underwrite new and renewal business • Highly organized, detail oriented with the ability to manage multiple priorities • Collaborated with both internal and external partners to effectively address customer needs • Proficient in MS Office, including Word, Excel and PowerPoint • Clear persuasive communication skills Areas of Expertise • Life Insurance • Short and Long Term Disability • Leave Management • Voluntary Benefits o Critical Illness o Accident o Hospital Indemnity



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • Apr 2001 - Apr 2017

  • Maintained and serviced assigned book of business ranging from 300-5,000 lives. • Met or exceeded persistency goals year over year • Worked with the Regional Sales Office, Implementation Manager, and internal support resources to develop an effective and efficient strategy to onboard new clients • Developed and managed annual client strategies to ensure persistency and profitable growth • Led the client renewal strategy and annual stewardship process for assigned customers • Proactively identified cross sell opportunities (additional lines of business) to existing clients • Partnered with Voluntary Support Team on Voluntary enrollment opportunities



Karr Barth Benefits Group

• Bala Cynwyd, PA

• Office Manager

  • Apr 1997 - Apr 2001

  • Managed a group insurance sales office with 90 brokers and 3 account executives. • Supervised and trained a staff of 4 employees. • Supervised submission and tracking of new business. • Managed tracking and payment of commissions to brokers. • Developed and maintained relationships with vendors to remain cognizant of emerging trends. • Prepared and evaluated proposals and cost analysis of client benefit programs. • Managed a group insurance sales office with 90 brokers and 3 account executives. • Supervised and trained a staff of 4 employees. • Supervised submission and tracking of new business. • Managed tracking and payment of commissions to brokers. • Developed and maintained relationships with vendors to remain cognizant of emerging trends. • Prepared and evaluated proposals and cost analysis of client benefit programs.



Consulting Group, Inc.

• Malvern, PA

• Benefit Consultant

  • Aug 1995 - Apr 1997