Caitlyn Clark Email and Phone Number
Caitlyn Clark work email
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Caitlyn Clark personal email
Known as an ambitious sales and client management professional with a proven record exceeding KPIs, including client retention and revenue growth. Champions client-centric engagement strategies capable of building relationships rich with value and purpose. Contributes a keen ability to distill business objectives into actionable plans capable of supporting goals while creating continuity. Remains passionate about enriching employee capabilities by facilitating mentorships and sharing best practices.Career Highlights:● Managed a book of business comprised of medical fully insured equivalent premiums of $74M with earnings consistently exceeding plan primarily in the self-funded space● Responsible for key brokerage relationships managing over 100 clients (15,000 individual customers) consistently exceeding 90% retention● Featured alongside clients in 2 national "Customer Success Story" marketing pieces ● 5x top performing “Best of the Best” Gold Circle Blazer Award; 5x qualifier for Gold Circle - Cigna’s version of President’s Club● Selected by Cigna’s senior leadership as a Gold Circle (President’s Club) Cabinet Member for 2 terms ● Selected to present relationship building techniques at 2 annual Cigna Sales Conferences Professional Skill Set:● Matrixed Leadership● Formal Presentations● Relationship Building● Data Analytics● Contract Negotiation● Strategic Partnerships● Client Engagement | Retention● Key Account Management● Consultative | Solution Selling● Stop Loss | Pharmacy● Self-Funded Insurance● Influential CommunicationTechnical Proficiencies:● MS Office Suite● Salesforce● Applied Epic● Zywave● WebEx ● SAP Concur● Facets● Proclaim
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Senior Account ExecutiveUsi Insurance Services Oct 2017 - PresentValhalla, Ny, UsBOK Financial Insurance was acquired by USI Insurance Services in December 2023. -
Senior Account ExecutiveBok Financial Oct 2017 - Nov 2023Tulsa, Ok, UsKey Accountabilities:● Relied upon to orchestrate renewal process from initial pricing and negotiations through implementation● Responsible for proficiently facilitating open enrollment meetings aimed at engaging and educating clientele how to navigate employee benefits and the healthcare system● Contributes extensive knowledge of medical, pharmacy, dental, vision, disability and worksite insurance policies as well as wellness plans, specific plan contracts and legislation● Spearheads resolutions to escalated claims, billing and general service issues when a resolution can’t be arrived at through standard channels of serviceKey Accomplishments:● Champions effective client engagement best practice capable of consistently maintaining 100% client retention● Education and Ongoing Training Committee Lead; coordinated multiple onsite training sessions and webinars for both co-workers and clientele Cobiz Financial was acquired by BOK Financial in October of 2018. -
Senior Client ManagerCigna 2008 - Jul 2016Bloomfield, Ct, UsKey Accountabilities:● Responsible for managing a book of business comprised of medical fully insured equivalent premiums of $74M with earnings consistently exceeding plan, primarily in the self-funded space● Relied upon to skillfully manage key brokerage relationships of over 100 clients (15K individual customers)● Drove additional revenue by skillfully leveraging broker and client relationships to sell additional Cigna products● Provided insightful mentorship to 1st and 2nd year client managers, as well as recent sales academy graduatesKey Accomplishments:● Performance outcomes include consistently exceeding 90% client retention● Attended Gold Circle Conference (President’s Club) in 2011, 2012, 2013, 2014 and 2015● Selected by Cigna Senior Leadership Team as a Gold Circle Cabinet Representative in 2014 and 2015● Chosen to participate and completed the 2013 Cigna segment management development program, an exclusive training program for future leadership team● Pioneered custom plan designs and pharmacy formulary to better accommodate RFP requirements from clientele -
Senior Account ManagerGreat-West Healthcare (Now A Part Of Cigna) 2002 - 2008Key Accountabilities:● Responsible for managing a book of business comprised of over 95 clients (20-1,800 employees each)● Relied upon to maximize earning potential within assigned territory of AZ, CA and NM; included weekly travel to client locations● Expertly consulted with client and broker partners throughout the full renewal process; championed detailed claim analytics to enable data driven recommendations aimed at achieving optimal plan performanceKey Accomplishments:● Cultivated thriving client relationships capable of consistently exceeded 90% retention vs. market goal of 80%● Chosen as subject matter expert to present relationship building techniques at Pacific Region Conference in 2007● Qualified for National Sales Conference in 2005● Featured in Great-West promotional video highlighting a customer success story
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Sales RepresentativeGreat-West Healthcare 2001 - 2002Key Accountabilities:● Responsible for driving sales of both Medical and 401(k) products across Phoenix and Tucson territory● Relied upon to spearhead new case installation; included rate negotiation, contract signing and employee enrollment meetingsKey Accomplishment:● Performance outcomes resulted in promotion to Senior Account Manager
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Marketing AssistantGreat-West Healthcare 2000 - 2001-Analyzed, rated, and made recommendations regarding initial RFP process for both Medical and 401(k).-Managed underwriting review process for new business and renewals.-Prepared marketing material and formal proposals for Sales Representatives.
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Seasonal Clerical AssistantDr. Ralph B Feriani, Dds Inc. 1992 - 2000 -Learned the fundamentals of a medical office and its workings - Assisted front office manager in scheduling appointments -Assisted with accounts receivable
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Summer InternNorcon (Veco International) 1998 - 1999-Conducted analysis of operational costs.-Developed and implemented telemarketing and direct marketing techniques to obtain leads for potential clients.-Researched and applied for contractor's licenses in multiple states.-Developed proprietary databases used in marketing process.
Caitlyn Clark Skills
Caitlyn Clark Education Details
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Arizona State UniversityGeneral -
Institute For Integrative NutritionHolistic Health And Nutrition Coaching
Frequently Asked Questions about Caitlyn Clark
What company does Caitlyn Clark work for?
Caitlyn Clark works for Usi Insurance Services
What is Caitlyn Clark's role at the current company?
Caitlyn Clark's current role is Key Account Management | Client Consulting | Solution Selling.
What is Caitlyn Clark's email address?
Caitlyn Clark's email address is ca****@****gna.com
What schools did Caitlyn Clark attend?
Caitlyn Clark attended Arizona State University, Institute For Integrative Nutrition.
What skills is Caitlyn Clark known for?
Caitlyn Clark has skills like Sales, Sales Management, Client Relations, Client Development, Financial Analysis, Relationship Building, Negotiation, Insurance, Contract Negotiation, Microsoft Excel, Marketing Strategy, New Business Development.
Who are Caitlyn Clark's colleagues?
Caitlyn Clark's colleagues are Sky Hamilton, Kelly Swope, Carrie Downard, Cic, Morresa Shepherd, Ian Griffin, Chip Murray, Csp, Arm, Cris, Ms, Shawna Lopez (We're Hiring).
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