Brandy C. Email and Phone Number

Overall responsibility for the management of a block of PEOs and teams supporting the PEOs including service, implementation, commissions, billing, sales, marketing and underwriting. Accountable for growing a profitable PEO book of business with responsibility over new business sales as well as retention.

•Lead account management team to drive exceptional results for customer •Accountable for customer relationship, satisfaction and retention •Proactively prepare and host semi-annual customer plan performance review and provide fully insured renewal estimates •Analyze client utilization trends and establish strategy incorporating wellness, disease management and plan design •Deliver, negotiate and manage medical and ancillary renewals •Identify new business on existing account opportunities, including acquisitions and ancillary products •Achieved 91.2% overall (115% of goal) persistency during first full year

- Managed a block of fully insured and self-funded accounts on all aspects of their employee benefits programs. - Developed comprehensive renewal presentations, which included detailed analysis of plan provisions, provider disruption, rate comparisons and financial analysis of employer contributions. - Supported the sales team with prospect marketing from the initial sales call to any finalist meeting.

As a Senior Account Manager at Bryant Wharton, I managed the benefit plans for mid to large-sized companies. My job responsibilities included preparing proposals for prospective and current clients, managing case implementation, and handling ongoing service issues for in-force cases. Additionally, I was responsible for coordinating and hosting enrollment meetings, managing plan design changes, proactively managing renewal notices and the overall administration of the employee benefit plans.