• Managed a portfolio of seven of Appcast's largest agencies, maintaining a 100% client retention rate.• Fostered and nurtured strong, lasting relationships with my agencies, cultivating true collaborative partnerships.• Initiated success planning discussions with agencies, enabling a deep understanding of their clients' success metrics.• Leveraged insights to provide data-driven recommendations for strategic campaign adjustments, driving increased performance.• Used a… Show more • Managed a portfolio of seven of Appcast's largest agencies, maintaining a 100% client retention rate.• Fostered and nurtured strong, lasting relationships with my agencies, cultivating true collaborative partnerships.• Initiated success planning discussions with agencies, enabling a deep understanding of their clients' success metrics.• Leveraged insights to provide data-driven recommendations for strategic campaign adjustments, driving increased performance.• Used a consultative approach with clients ensuring that even during reactive/routine tasks, time spent was leveraged to identify opportunities for the sales team, resulting in successful additional budget allocations.• Provided pivotal support to agencies with the implementation of their new clients, often collaborating with their Applicant Tracking Systems (ATS), orchestrating the setup of tracking methods, including pixel implementation and true-up reports.• Demonstrated strong troubleshooting skills by conducting in-depth analysis to discern the root cause of issues, differentiating between training deficiencies, broken XML scrapes, publisher-related issues, and system bugs. Show less

• Serve as the dedicated contact to my assigned Book of Business and ensure they have the best WDesk experience• Work with clients to determine how the various Workiva solutions and features can best meet their needs• Provide education and training to clients on system functionality and best practices • Process client-requested report updates and other database changes when possible and/or work with Program Managers to get the requests completed• Oversee and manage any issue… Show more • Serve as the dedicated contact to my assigned Book of Business and ensure they have the best WDesk experience• Work with clients to determine how the various Workiva solutions and features can best meet their needs• Provide education and training to clients on system functionality and best practices • Process client-requested report updates and other database changes when possible and/or work with Program Managers to get the requests completed• Oversee and manage any issue with timely follow-up and positive communication until a resolution is reached • Function as a customer advocate while effectively collaborating with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering and Finance Show less

● Partnered with assigned Account Executives to provide account management and support for ZipRecruiter’s largest clients● Managed the onboarding of new clients by handling every step of the implementation process, including account set up, campaign creation and client-specific product education● Proactively offered strategic solutions to optimize campaigns and meet clients’ success criteria● Worked with clients to set up tracking via ATS source codes and conversion tags to ensure… Show more ● Partnered with assigned Account Executives to provide account management and support for ZipRecruiter’s largest clients● Managed the onboarding of new clients by handling every step of the implementation process, including account set up, campaign creation and client-specific product education● Proactively offered strategic solutions to optimize campaigns and meet clients’ success criteria● Worked with clients to set up tracking via ATS source codes and conversion tags to ensure proper reporting data would be available● Reformatted, filtered, edited and troubleshot XML feeds using Feedonomics to ensure the correct specifications for integration to our systems and/or to create multiple exports for campaign segmentations● Prepared reporting and analyzed data to help position our value during business reviews and renewal meetings● Collaborated as needed with multiple departments across the organization including Sales, Analytics, Solutions Engineering and Accounts Receivables Show less

●Provided full service account management for 100+ small businesses● Analyzed claims history, employee demographics, and benchmarking reports to develop renewalstrategy recommendations● Presented recommended strategies to C-Level executives and other decision makers● Assisted clients and their employees in understanding and resolving claims, billing and compliancequestions

● Marketed benefits as discussed in pre-renewal meetings and prepared proposal presentations forrenewal or new business meetings● Prepared and submitted Request for Proposals (RFP) for client renewals and prospects to includeemployee census, current/renewal plan design, rate information, and adequate options according togroup’s needs and/or requests● For small groups quoted medical options through HealthConnect in-house quoting system● Created proposals for client… Show more ● Marketed benefits as discussed in pre-renewal meetings and prepared proposal presentations forrenewal or new business meetings● Prepared and submitted Request for Proposals (RFP) for client renewals and prospects to includeemployee census, current/renewal plan design, rate information, and adequate options according togroup’s needs and/or requests● For small groups quoted medical options through HealthConnect in-house quoting system● Created proposals for client presentation, including comparisons of current and proposed plans andrates● Updated client custom benefit website and internal documents after each renewal● Developed and maintained strong working relationships with clients and carriers Show less

● Provided full service account management for 100+ small businesses● Analyzed claims history, employee demographics, and benchmarking reports to develop renewalstrategy recommendations● Assisted clients and their employees in understanding and resolving claims, billing and compliancequestions

● Oversaw health and welfare benefits for 500+ benefits eligible employees● Coordinated annual open enrollment by creating and sending communication pieces, conductingmeetings and ensuring completion of enrollment forms● Responsible for all leave of absence administration while following federal and state regulations● Entered new hires and employee status changes into the HRIS

● In a timely manner processed all enrollments, COBRA qualified events, terminations, changes,disability claims, and other requests as needed● Prepared and conducted open enrollment meetings, both in English and Spanish● Worked with various carriers/departments to track and resolve any billing issues● Bridged communication between carrier departments and clients to track and seek resolution oncomplicated claim issues● Implemented monthly benefit audits to ensure accurate… Show more ● In a timely manner processed all enrollments, COBRA qualified events, terminations, changes,disability claims, and other requests as needed● Prepared and conducted open enrollment meetings, both in English and Spanish● Worked with various carriers/departments to track and resolve any billing issues● Bridged communication between carrier departments and clients to track and seek resolution oncomplicated claim issues● Implemented monthly benefit audits to ensure accurate records between clients and carriers Show less