The Account Manager role is at the forefront of Lockton Northeast's Client Engagement strategy. They are directly responsible for clients' day to day servicing needs, claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention. They lead all core service delivery activities, including but not limited to client service calls, monthly claims tracking, complaince, project management, and open enrollment communications. The Associate must be familiar with Lockton Northeast resources, policies, and procedures, and ensure overall compliance with the aforementioned. Account Managers participate in the Lockton Northeast's Career Advancement Program (CAP), which is designed to provide technical and practical training supporting continued career progression.

• Support a robust ARR of $4.8 billion.• A client in my Book of Business accomplished the highest rate of utilizationduring the first 3 months of their Spring Health partnership in company history.• Build and analyze data reports from Rstudio and Lookr; Use them to constructcustomer-facing data presentations, linking data to customer’s defined successmetrics and Spring health’s value.• Continually customize and enable project, marketing, and engagementstrategies for each client based on current events inside their company, worldevents, and clients’ utilization data trends.• Business review creation and presentation to senior HR executives and businessleaders; including insightful, data-based recommendations.• Augment Spring Health visibility through hosting onsite client benefit fares andonsite benefit overview presentations.

Counsel and maintain strong relationships with key clients, large start-ups, and complex businesses. Provide white-glove service as a benefits, payroll, HR, and compliance specialist for a book of businesses, with a primary focus on empowering my customers to fearlessly run their start-ups and small businesses.---• Supported the highest ARR in the company, totaling over $3 million.• Created novel solutions to accommodate large customers’ needs, earning an average CSAT rating of 4.95/5, and an average QA evaluation score of 98% for 5 quarters, ranking among the top scores in the department of 70+ Account Managers.• Achieved a career company retention rate of 99.2%.• Continuously refined and specialized service approach to adapt to specific needs of Justworks’ largest and highest priority customers.• Developed client-specific educational materials simplifying complex concepts. (E.g. PTO accrual calculation; strategic planning for benefits packages and costs; pay calculation for consecutive NYPFL, STD, and company-sponsored leave; leave management; and cumulative tax method)• Continued to lead the Account Management Committee (AMC).• Managed expectations of the product’s future development and current capabilities.

Pioneered and lead the first Justworks' Account Manager Committee (AMC). Its purpose is to thoughtfully evaluate current processes and their gaps, then create meaningful, tangible solutions to improve the department's efficiency and our customers' experience. A secondary purpose is to properly amplify the voices of employees with a direct line to the customer experience with our product: Account Managers. The AMC's launch timing was crucial - with COVID at its peak, it was imperative that Account Managers were up to date on policies and legislation pertinent to small businesses. AMC collaborates with multiple departments to transform complicated, ever-changing concepts into consolidated, efficient sources of truth.This has resulted in a significant efficiency boost due to new system ideas and implementations, greater employee retention, and a formalized channel for leadership to gather valuable ideas and feedback from Account Management.

"Diagonal," cross-departmental move from Sales Department to Customer Service Department:Provide white-glove service as a benefits, payroll, HR, and compliance specialist for a book of businesses, with a primary focus on empowering my customers to fearlessly run their start-ups and small businesses.---• Consulted small businesses on matters of benefits, payroll, and compliance.• Single-handedly spearheaded the Account Management Committee (AMC) from initial concept, to execution, then AMC leadership. Directed project formation and project management inspired by the Six Sigma Product Management methodology, cross-departmental collaboration, and task management. Innovations: AM Career Development Path and the COVID Project Tracker, impacting the entire CS department containing over 200 employees.• Advocated to internal teams on behalf of both customers and teammates for product and operational reform and maximum efficiency.• Constructed and shared tools for internal use to facilitate knowledge sharing, efficient organization of resources, and consistent, high-quality customer interactions (E.g. Macros, EOY Deadlines Timeline).• Demonstrated history of fervently fostering positive internal relationships.

• Promoted based on a record of exceptionally high-quality meetings set for Account Executives and remarkable relationship-building with potential clients.• Sourced and coordinated meetings for Justworks’ top Strategic Account Executive with companies that were high-profile with >35 employees.• Two-time elected member of the Sales Development Associate Committee.

Responsible for all the sales and account management activities required to secure new business, maintain and organize account activities and build account relationships for Gildan’s Fashion Brands: American Apparel, Comfort Colors, and Anvil.Generate and manage the sales for all aspects of Gildan‘s multiple branded business and accounts (direct to screenprinter wholesale) with the ultimate goal of generating profitable sales growth through the:- Creation and management of account-level business plans for all accounts.- Creation of product line presentations for Gildan brand products.- Understanding customer needs.- Conducting consistent in-person and virtual (email or phone) consultations with accounts regarding their business, Gildan products, and how to grow business relationships for greater financial success, requiring frequent travel to visit regional accounts.- On-going analysis of all aspects of the customers’ business including, pricing, sales and inventory analysis, competitive product lines, competitive programmes and communication to Gildan management of the same.- Communication of business planning including special orders, private label, projection (bulk) orders, pull orders, replenishment orders, and at-once orders. - Acting as a liaison between all functional Gildan operating areas (customer service, credit, and operations) and the Gildan customer to ensure timely and accurate communication of all information pertaining to the business relationship between the companies.Increase sales of Gildan products in the territory through development of new distribution at:-- Existing customers.-- Qualifying direct accounts

Sales Assistant• Cold calling leads with profitable outcomes.• Successfully coordinate schedules and book tours.• Draft contracts and agreements.• Effectively barter prices and services.• Create and maintain social media outreach and online directories

Client Service Representative (CSR)• Act as a liaison between the clients and the company.• Assist managers and staff with setting up and managing office spaces, including IT/Telecoms programming and troubleshooting. • Manage databases for over seventy companies in our shared space.• Coordinate meeting room schedules, conference room bookings, catering and equipment rentals while suggesting additional services to increase revenue.• Provide clients with administrative support and generate reports for bill back.• Created and applied new office organization tactics to improve work flow. • Assisted implementation of new internet and telecom system on site.

Plan and preside over meetings.Coordinate all club activities, including arranging for speakers and the fall and spring induction ceremoniesLiaison with other campus organizations to fulfill the mission of Alpha Kappa Delta Keep membership listings and send event announcements to membersHandle all matters pertaining to the general welfare of Alpha Kappa Delta not otherwise specifically delegated.Ensure that all other Executive Officers are aware of and fulfill their duties as outlined in this constitution.Acquire final approval of all activities from the faculty advisor.

Assist the President with arranging speakers for the meetings and organizing the induction ceremonies.Coordinate the semester community service project for AKD members. Assist the president as needed in delegating tasks.

• Performed research and worked as an undergraduate teaching assistant in coordination with Dr. Linneman of the Texas A&M Sociology Department for pay. • Met with students in groups to guide, educate, and proofread class work. • Managed personal schedules to meet with students and Dr. Linneman. • Acted as a liaison between students and Dr. Linneman, and briefed her on student progress. • Helped develop solutions to research problems, and completed work according to deadlines• Assisted Dr. Linneman with tasks such as drafting documents on her behalf, proofing documents, and other tasks her disability prevented her from performing.

• Assisted Chief Resource Development Officer with fundraising efforts for public health, education, and financial stability by contacting businesses, organizing the funds database, and helping create novel fundraising efforts. • Organized paperwork for donor meetings. • Made phone calls to possible donors.

Lead small groups of international students, their spouses, and other international residents of the Bryan-College Station area in learning the English Language. An optional Bible study for all attendants follows the class.

- Identify people on my campus who do not know and love Jesus Christ - Invest in them - Invite them to a relationship with the Jesus Christ, - Teach them to increase disciples themselves. - Trained to be a missionary locally and abroad.- Option of paid student missionary position across North America- "On call" for mission work if NAMB were to need a team

Conducted ethnographic research with a team of four other young adults for the purpose of best spreading the Gospel of Jesus Christ and church planting among the unreached "K" people group of Southeast Asia. We believe this is needed for poverty alleviation and fulfillment of human rights in this particular area of Southeast Asia.

- Lead a small group of college girls in prayer, Bible study, and accountability- Host girls on retreats- Assist officers in contact and transfer of information

- Provided leadership and guidance to day campers K thru 5th grade in a Christian environment- Led daily devotional Bible Study, off campus field trips, specialty camps and sports activities