Karen Meyerhoff Email and Phone Number

As a Client Account Manager (CAM), I proactively support the development of an assigned block of brokers and clients. I am responsible for managing retention, renewals, and customer satisfaction. Additionally, responsible for selling, expansions, upgrades, and additional products to my assigned clients.

Provide sales and operations support to the Regional Sales Director, New York of TASC. Cross-sell suite other offered products. • Run COBRA, ERISA and FLEX plan proposals• Handle client issues, questions• Handle broker issues, questions• SalesForce management

Provide administrative and operational support to Sales Operations.• SalesForce Manager • Management of LinkedIn Sales Navigator Tool for the Sales Team• Coordinate calendars, meetings and conference calls through Outlook• Monthly expense reports and reconciliations through Concur• Management of live meetings through MyMeeting and WebEx• Manage employee onboarding, time cards, time off, salary and bonus information through HRCC• Support in providing PowerPoint… Show more Provide administrative and operational support to Sales Operations.• SalesForce Manager • Management of LinkedIn Sales Navigator Tool for the Sales Team• Coordinate calendars, meetings and conference calls through Outlook• Monthly expense reports and reconciliations through Concur• Management of live meetings through MyMeeting and WebEx• Manage employee onboarding, time cards, time off, salary and bonus information through HRCC• Support in providing PowerPoint Presentations as requested• Support in managing the Winner’s Circle Trip for the Sales Team including contract negotiations, site scouting, mailings and on-site materials• Administration of Contracts through our Vendor Management department Show less

Provide sales and operational support to current clients.• Call current clients to to secure more room nights • Manage client contracts. • Property Presentations. • SalesForce Management

Provide voluntary sales and support for large current client and Life and Health Insurance for small business and homeowners. • Sales of AFLAC products voluntary benefits. • Manage team of 10 agents and coordinate their locations within the clients locations• Cold calls to new mortgagees to assess mortgage protection insurance needs• Cold calls to small business to assess health insurance needs• Responsible for administration, applications, and negotiating with… Show more Provide voluntary sales and support for large current client and Life and Health Insurance for small business and homeowners. • Sales of AFLAC products voluntary benefits. • Manage team of 10 agents and coordinate their locations within the clients locations• Cold calls to new mortgagees to assess mortgage protection insurance needs• Cold calls to small business to assess health insurance needs• Responsible for administration, applications, and negotiating with underwriting Show less

Managed a technical recruiting office made up of 74. • Sales Recruiting• Manage day to day operations and employees including training, payroll, accounts payable, accounts receivable. • Relationship manager/administrator of all employee benefits plans including; health & welfare, 401K, life insurance plans• Negotiated contracts with all vendors