Strategic Account Executive

• Jan 2021 - Present

Account Executive

• Nov 2018 - Jan 2021

 Met internal Key Performance Indicators (KPI) as well as client Service Level Agreements (SLA) by developing and implementing objectives for key clients. Top performer achieving high rankings for account retention and client service, resulting in a strong book of business and strategic partner relationships. Improved efficiency throughout Client Services by identifying areas of weakness and driving continuous process improvement efforts, as well as by creating new training materials. Optimized prescription spend by reviewing KPI within client data, and recommending strategic changes to PBM plan designs, services, and clinical programs.

Account Manager

• Mar 2016 - Nov 2018

* Led negotiations with insurance brokers on pricing, as well as suggesting plan design options to improve medical plans.* Reduced overall healthcare spend by performing in-depth analysis into client medical utilization, and advising clients on all available benefit options. * Increased total sales revenue by developing new processes, procedures, and best practices for Account Management, and providing coaching to teams throughout implementation.* High performer in both retention and cross-selling new products. Upsold Teledoc, Dental, Life AD&D, etc.

Sr. Account Manager

• Apr 2015 - Oct 2015

 Partnered cross-functionally with sales, account management, and underwriting teams in the development and implementation of a new quoting tools; personally trained the entire staff on utilization. Boosted revenue by creating new sales and marketing collateral, including Hot Sales Sheet and product offerings. Increased sales close rates by working directly with brokers to ensure accuracy in new business quoting, and by educating brokers on insurance products.

Account Manager

• Jul 2014 - Apr 2015

 Served as an internal Subject Matter Expert (SME) on benefit offerings, including Medical, Dental, Life AD&D, Disability, FSA, Vision, and Case Management. Led in-depth evaluations into trends for medical plan design and member utilization data, and addressed all analysis, projects, activities, and issues related to client health and welfare benefit plans. Improved quality and pricing levels for employee benefit packages by performing market research for the client’s benefit portfolio; Medical College of Wisconsin was a primary client, consisting of 5,000+ employees. Ensured 100% compliance with all internal policies, processes, and procedures, and by creating compliance documentation for all State and Federal legislation.

Account Manager Consultant

• Oct 2008 - Aug 2013

 Provided hands-on coaching, training, and mentoring to new staff, streamlining the onboarding process. Delivered online training to HR management and suggested product enhancements based upon market feedback; ensured products were sold and implemented accurately through implementation monitoring. Led and facilitated open enrollment meetings, educating employees about benefit offerings, as well as wellness education.

Account Manager

• Oct 2005 - Sep 2008

•Managed status and resolution of routine to complex client requests through effective and timely communication to ensure client expectations are met•Accounts were large accounts ranging from 3,000-20,000 members in Ohio, Kentucky and West Virginia •Provided a high level of quality client service in a fast-paced account management environment through the demonstration of accuracy, responsiveness, reliability and professionalism in each client interaction•Worked closely with internal departments to coordinate issue resolution and implement new plan designs•Identified and documented best practices to the Account Management department•Trained clients on mainframe and reporting program applications•Provided strategic analysis of prescription drugs trends, drug utilization, future prescription drug spend and suggest plan changes to reduce overall costs to HR management and CFO’s