Ann Marx Email & Phone Number

Madison, Wisconsin

• Build “trusted” relationships clients and adhering to client activity of Annual Business Reviews, client proactive communications, email, and meeting thresholds by client tier. Achieved 100% completion of client annual reviews.• Manage the onboarding process and set up training for new clients following the established procedure for onboarding clients.• Developed complete understanding of the PSN solutions and implemented with client’s best practices and problem resolution and upsell service to current client base to grow per client revenue.• Proactively communicate with clients educating them of new product enhancements/new product releases • Work with customers to implement programs that drive higher payment adoption.Provided training in PSN solutions for new associate account managers and management, identifying gaps and current solution work around.• Lead team in escalation and resolution of customer issues and worked with internal teams to identify solutions. Acted as point of contact to customers with complex problems.• Identified at-risk clients and developed action plans and solutions to increase retainage of these clients through service and new product offerings.• Have a high-level understanding of how the technology for assigned clients works, understanding issues, and formulate a potential resolution with the supporting PSN departments.• Build relationships and work with Software Partners, internal Partners, and the Alliance Team.• Manage complex pricing proposals that require working with multiple departments.

Madison, Wisconsin Area

• Manage a Membership Base of small and independent businesses in an assigned territory.• Meet with members to update these members on current organization progress. on goals and then successfully renew their membership annually.• Identify new businesses, call on and meet with owners presenting our mission. and benefits and selling these business owners membership.• Stay informed on current organization goals and legislative law updates to speak with members and potential members with an understanding of the advantages and disadvantages new legislation will bring to the small and independent business community.• Follow up on inquiries and questions members have and refer them. appropriately to resources offered as part of membership.• Develop strong lasting relationships with business owners and managers/key. personnel to secure renewed memberships.

Madison, Wisconsin Area

• Execute sales strategy, and marketing plans to increase awareness and grow sales to include product lines such as Georgia Pacific, Gojo, Diversey, 3M, Triple S, and various other product lines the company represents.• Develop new business through telephone, cold calls, networking, seeking referrals and mass communication such as email, and social media introducing the value that KleenMark Facilities Supply offers.• Identify appropriate buyers within the target market and conduct research to develop a strategic prospective customer acquisition target list.• Manage 160 current customers and identify a target list of those customers to increase business in specific product lines as well as overall sale volume.• Develop a high level of understanding of the industry segments in terms of market size, competitive positioning, growth rates emerging trends and technology.• Develop quotations, proposals, and contracts in securing additional business.• Demonstrate equipment as requested by prospective and current Customers, equipment lines include Tennant, Windsor, Pro Team, and 3M products.

Greater Atlanta Area

• Lead generation involved cold calling on expired, withdrawn, and For Sale by Owner listings to set listing appointments. Designed and presented marketing plans designed for the successful sale of client home. • Establish lead quotas to support necessary appointments required to meet sales goals. Measured lead conversion and appointment rates.• Assist clients in the sale and marketing of their homes through media, onsite marketing advertising, and website marketing to draw in potential buyers.• Negotiate, prepare, and execute contracts for sale and purchase of homes with buyers, sellers, and banks.• Coordinate closing activities between repair vendors, attorneys, lenders, buyers, and sellers to successfully close on the sale of a home. • Research market trends: develop Competitive Market Analysis to educate clients on industry statistics and changes.

Greater Atlanta Area

• Lead generation involved cold calling on expired, withdrawn, and For Sale by Owner listings to set listing appointments. Designed and presented marketing plans designed for the successful sale of client home. • Establish lead quotas to support necessary appointments required to meet sales goals. Measured lead conversion and appointment rates.• Assist clients in the sale and marketing of their homes through media, onsite marketing advertising, and website marketing to draw in potential buyers.• Negotiate, prepare, and execute contracts for sale and purchase of homes with buyers, sellers, and banks.• Coordinate closing activities between repair vendors, attorneys, lenders, buyers, and sellers to successfully close on the sale of a home. • Research market trends: develop Competitive Market Analysis to educate clients on industry statistics and changes.

Greater Atlanta Area

• Management of ongoing client service relationships for over 100 clients.• Maintain open and clear communication channels with Clients, Producers and Internal Partners on due dates, timelines, and expectation.• Identify problems, summarize, and develop strategic solutions.• Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.• Administer renewals including preparing appropriate contractual changes.• Conduct employee meetings.• Inform clients of ERISA, COBRA compliance measures.• Develop employee memorandum drafts for client to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.• Called potential client companies from referrals to sell the benefits of the insurance plans we marketed. Assisted major accounts with local affiliated companies in selling the products we serviced.• Marketed accounts for rate comparisons and product comparisons, selling additional and upgraded insurance benefits within existing accounts.• Servicing account by acting as liaison between insurance/healthcare Company and account to problem solve major issues. Assure payment to insurance company from client account.

Atlanta, Georgia

o Responsible for 75-100 accounts with 2-150 member employees.o Worked with insurance brokers to service accounts, including orientation of procedures of health plan for payment, and claims resolution.o Administered policies, renewing accounts annually, working with underwriting to deliver appropriate rate increases.o Responsible for quota selling additional products, adjusting plan design as necessary at renewal to continue affordability level to employer. o Managed relations with clients to capitalize on opportunities to sell into new divisions or acquired new companies within my client base.o Coordinated with Customer Service to solve major claim issues and ensure resolution in a timely manner.

Bachelor Of Arts (Ba), Business Administration-Marketing

Ba, Business