Caitlyn Clark

Caitlyn Clark Email and Phone Number

Key Account Management | Client Consulting | Solution Selling @ USI Insurance Services
Caitlyn Clark's Location
Denver, Colorado, United States, United States
Caitlyn Clark's Contact Details

Caitlyn Clark personal email

n/a
About Caitlyn Clark

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

Caitlyn Clark's Current Company Details
USI Insurance Services

Usi Insurance Services

View
Key Account Management | Client Consulting | Solution Selling
Website:
usi.com
Caitlyn Clark Work Experience Details
  • Usi Insurance Services
    Senior Account Executive
    Usi Insurance Services Oct 2017 - Present
    Valhalla, Ny, Us
    BOK Financial Insurance was acquired by USI Insurance Services in December 2023.
  • Bok Financial
    Senior Account Executive
    Bok Financial Oct 2017 - Nov 2023
    Tulsa, Ok, Us
    Key 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.
  • Cigna
    Senior Client Manager
    Cigna 2008 - Jul 2016
    Bloomfield, Ct, Us
    Key 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
  • Great-West Healthcare (Now A Part Of Cigna)
    Senior Account Manager
    Great-West Healthcare (Now A Part Of Cigna) 2002 - 2008
    Key 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
  • Great-West Healthcare
    Sales Representative
    Great-West Healthcare 2001 - 2002
    Key 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
  • Great-West Healthcare
    Marketing Assistant
    Great-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.
  • Dr. Ralph B Feriani, Dds Inc.
    Seasonal Clerical Assistant
    Dr. 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
  • Norcon (Veco International)
    Summer Intern
    Norcon (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

Sales Sales Management Client Relations Client Development Financial Analysis Relationship Building Negotiation Insurance Contract Negotiation Microsoft Excel Marketing Strategy New Business Development Analysis Mentoring Crm Customer Retention Management Financial Reporting Relationship Management Interpersonal Communication Time Management Emotional Intelligence Microsoft Office Powerpoint

Caitlyn Clark Education Details

  • Arizona State University
    Arizona State University
    General
  • Institute For Integrative Nutrition
    Institute For Integrative Nutrition
    Holistic 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).

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.