As a Senior Account Manager, my focus is to provide consultative services to a multitude of middle market employer groups with 300-5000 employees.-Effectively manage and consult on 10 key accounts (over 300 employees) and 10 select accounts (over 125 employees).-Assist in the creation and execution of wellness strategies for current and prospective clients.-Assist in both new and cross-sale business opportunities within the Northeast region.

As an Account Executive, my role was to serve as the highest level benefit consultant who was responsible for strategic design, implementation, and support of a corporate benefits package.-Managed and maintained vendor relationships in order to obtain quality service and maximize savings for Lockton clients.-Monitored and recorded claim activity in order to appropriately set the client's budget expectations.-Assisted in the development and delivery of various employee benefit communications-Reviewed all legal documentation, including Summary Plan Descriptions, for accuracy.-Aided in the development of new business opportunities for the local Employee Benefits team.

- Managed customers with 300+ employees in various funding arrangements- Proactively reviewed utilization and benefits with customers to recommend benefit alternatives and effective wellness strategies- Actively trained new account executives and account managers at the Aetna Group School with regard to relationship management and various market products.

As a Client Executive, my role was to serve as the highest level benefit consultant who was responsible for strategic design, implementation, and support of a corporate benefits package.-Designed, structured, and implemented benefit plans for over 22 different clients throughout the United States.-Directed and mentored a team of 3 direct reports to provide overall benefit support and claim advocacy services to over 5200 union and non-union employees.-Analyzed national studies and benefit trends in order to keep clients on the cutting edge of benefits while maintaining a competitive stake in their market.-Aggressively negotiated cost savings with external vendors to achieve savings of up to 20% off the initial carrier renewal.-Partnered with senior management to identify opportunities to enhance benefits both nationally and internationally, control costs, and introduce new benefit concepts.-Traveled nationally to educate and train management and their employees on overall benefits packages, including consumer-driven health plans, wellness strategies, and voluntary benefits options.-Developed new business opportunities for the Employee Benefits team and identify opportunities to cross-sell Property and Casualty, Pension/401k, and Voluntary Benefits.

My primary role as an Account Manager was to act as a liaison between my employer, the client, and the broker. The main function of my position was to focus on the retention of the assigned clientele as well as assist in the development of new business opportunities.-Managed external relationships with multiple brokerage firms to assist in the retention of over 50 clients.-Assisted in the growth and development of new business by supporting 5 senior sales team members.-Acted as the liaison for all claims, billing and eligibility issues.

As an Account Manager, my directive was to utilize my service expertise to retain voluntary benefits clients located throughout New England while also aiding in the expansion of new clients in the territory.-Actively cross trained in both group universal and sponsored universal life products.-Effectively managed billing and eligibility issues for large national clients such as Fannie Mae, Freddie Mac, and the American Red Cross.-Effectively recruited, trained and supervised a team of 6 independent benefit enrollers throughout New England.-Aided sales team in the Northeast and the Mid-Atlantic states to increase the new business sales.-Controlled over 50 clients throughout the Northeast.