Primary contact for high-profile clients in the Houston area. Manage day-to-day functions and all responsibilities of Account Services. Understand my clients situation, needs, problems and the implications of their problems then find solutions to best meet their needs. Major responsibilities: build and retain client relationships by creating trust. Strengthen broker/ client relationships. Facilitate meetings as well as develop, negotiate and present renewal strategies, ensuring 100% customer satisfaction.

Manage and support client/broker relationships.Receive and develop RFPs. Maintain a positive experience with existing book of business through day to day account management; companies with employee base up to 14,000.Conduct periodic visits to assess risks and ensure objectives/ goals are met. Conduct annual client reviews of past performance and new goals to ensure a successful renewal process, maintaining business, and increasing member enrollment. Create trust and establish client satisfaction through prompt and reliable service. Track Key Performance Indicators (KPIs) and deliver accurate reports to the National Director on a monthly, quarterly and annual basis for all sales representatives across Canada. Provide subject matter expertise for open enrollment and benefit meetings. Report and track sales progress via SSQ information systems.

Met with assigned accounts in order to analyze their respective goals and objectives. Form strategies for retention of their business and member enrollment. Work directly with brokers/consultants, group decision makers, and internal operating departments to effectively and successful implement and manage the needs of the group. Managed a book of business for companies ranging from 100 to 5,200 employees. Contract forecasting for new opportunities and better service. Develop necessary account specific renewal documentations to ensure retention and a positive renewal experience. Time management and positive client experience with health benefits, company policies and procedures. Remedy any client dissatisfaction in a timely manner. Provide monthly/quarterly reports to better assist the client's current and future needs. Work closely with Sales Representatives to develop a strong working broker/client relationship. Responsible for supplying dental program information at benefit fairs, open enrollment meetings. Organize and manage new group implementations and provide a smooth transition from previous carrier. Provide ongoing education of new products, services and policies. Increase sales thru enrollment participation.

Establish and maintain routines enabling the branch to perform efficiently and effectively. Establish employee goal setting, coaching, and tracking sales and service referrals.Tasked with hiring, training, and developing a high performance team. Develop and provide leadership and motivation to a team of 6-8 employees in a retail banking environment which handled over 8000 transactions per month.Observe custody and control while overseeing a cash balance of $300,000. Assist in finding and solving teller discrepancies. Responsible for employees quarterly reviews and disciplinary actions, when required. Assign and maintain a rotating weekly work schedule. Approving time sheet, tracking vacation schedule and sick time. Detail oriented skills displayed by reviewing compliance and/or resolution of: individual loss logs, overdraft report, missing signature cards, patriot act exceptions, safe box, over/short logs, and other general ledgers on a daily, monthly and quarterly basis. Quick decision-making and problem solving ability that would assist in customer retention and/or additional sales. Provide excellent customer service thru lobby management using Target Excellence Standards. Recognized Gold Club member. Consistently achieved goals set by the Compass Bank Corporate Office. Received top rating on performance reviews.