Responsible for the retention and continuous growth of existing US Small & Medium Enterprise key client relationships. Overall management of a defined portfolio of key existing accounts, identifying the evolving needs of clients, continually serving those needs with Amex’s array of cash flow and commercial payment solutions to deepen the relationship with clients. The key measurements of success being portfolio level account retention and volume growth.

Used inside sales to acquire net new commercial customers with annual company revenues of $500,000 to $10 million+ via phone-based selling. Called potential customers using consultative selling skills to provide business solutions to prospects through the Amex business suite of products. Maintained integrity in highly regulated industry.

• Maintained high levels of product and service knowledge, clearly communicated appropriate product features and benefits to customers• Consistently exceeded company goals for sales by matching products to business clients' needs• Value Generation Champion enhancing teamwork and increase card member spend and engagement with American Express products• Liaison for Customer Advisory Committee; working closely with executive marketing to identify solutions for customer pain points

• Handled insurance claims filed by policyholders. • Planned and scheduled work needed to process claim, interviewed claimant and witnesses, and investigated claims.

• Conducted background verification on clients to assess and review behavioral health• Expertly managed 150 cases for treatment coordination and/or discharge• Maintained spreadsheet; evaluated and responded to requests for extensions within stringent timeframes• Maintained accurate records and prepared daily, weekly, monthly reports for legal action