Eileen Clancy Email & Phone Number

Greater Chicago Area

United States

Director, Client Management 2008 - current• Lead and mentor team of 6 Client Managers responsible for a nationwide client base who manage over 550 clients worth over $60 million in revenue• Bring value and affordability to our clients and collaborate with our broker partners with products such as Open-Access Plus, PPO, and HMO• Consistently meets or exceeds sales goals with double-digit growth year over year• Grew the book of business from 300 clients to over 500 clients since 2008• Successfully cross-sells dental, vision, supplemental health, and ancillary lines• Lead weekly retention calls, monthly portfolio calls, and growth and leadership calls to ensure growth, profitability and client satisfaction goals are metSenior Account Manager 1992 - 2008• Managed and serviced 80 small and middle market clients ranging from 50 to 2000 employees• Developed mutually rewarding client relationships through end-to-end service of customer financial service products for multiple complex accounts• Reviewed and maintained custom client processes such as implementation to ensure client needs• Consistently achieved and exceeded retention, revenue, and cross-sales goals with multiple products such as dental, vision, life, disability and 401K• Cultivated strong working relationships with clients and brok