• Manage book of business in pursuit of fiscal revenue targets as set by management .• Develop and manage the account team annual strategic plan for assigned book of business to address all aspects of client lifecycle, including but not limited to service, financial, growth and clinical initiatives based on an understanding of each client's business needs • Ensure high degree of client satisfaction and retention through demonstrable results and by effectively leading the service team to achieve client service goals • Effectively utilize Medlmpact forums and resources to proactively address client needs and to escalate issues where appropriate • Provide timely feedback of strategic plan performance and outcomes to the management to ensure service and growth opportunities are maximized and incorporated into the organizational strategy planning process • Provide oversight of projects and client initiatives and assists in the interpretation and context of client requests • Maintain the integrity of the annual strategic business plan and manage the fiscal revenue plan • Manage client renewal process, including participation in development and review of proposal of pricing terms • Lead renewal presentations• Support the implementation process for assigned clients, including oversight of implementation and contract terms • Negotiate and manage client contract throughout the lifecycle of the account • Build strong and positive internal relationships with your account service matrix team in order to realize the full potential of the assigned book of business• Organize and lead client business planning meetings, quarterly and annual executive pharmacy briefings, client leadership councils and internal team strategy planning discussions • Supports and assists in sales and prospect presentations • Develops and maintains effective relationships with client consultants as appropriate

- Leverage knowledge and experience in employee benefits to consult with investors, PBMs, and more to provide guidance on business strategy development, competitive knowledge, and more.- Spearhead comprehensive benefits consulting for diverse clients, aligning packages with organizational goals and employee needs.- Conduct in-depth analyses of client needs, employee demographics, and budget constraints to tailor benefits strategies.- Research and compare industry benefits to ensure client competitiveness.- Maintain up-to-date knowledge of regulatory standards and compliance requirements, safeguarding client interests.

Specialize in self-funded insurance products.Maintain a book of business while assisting with the processing of client and prospects needs. Participate in the bid process which involves, initiating requests for quotes, compiling correspondence related to quotes, follow-up on requests for quotes and compile spreadsheets as bids are received.Participate in the proposal process which involves, preparing written proposals from bids received from carriers, field questions from clients and carriers, maintain professional correspondence and attend meetings with clients as necessary. Manage the internal control and handling of clientele. Participate in the servicing of accounts.

Responsible for gathering the information and employee benefits recommendations for the renewal, for delivering and explaining renewals as needed.Manage all policy activity aspects of assigned accounts.Present risks to the insurance marketplace for quoting, if needed.Maintain a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims.Receive phone calls and email requests for options and changes to existing coverage and/or new policies. Review existing accounts to determine if additional lines of insurance should be solicited and do so by mail and/or phone at renewal.Meet with clients, conduct open enrollment meetings.Cultivate strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes, and in depth knowledge of multiple carriers.Look for opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.

Work with insurance agents selling Aetna Products and retaining customers. Average response within 24 hours and rolling retention average over 90%. I accomplished this by understanding our products, explaining increases, and communicating and delivering the value of staying with Aetna as a client.Negotiate renewal increases with Underwriting to maintain optimum balance of membership and profitability by giving up points where they were not needed to apply them to profitable clients we were at risk of lowing.Resolve escalated service issues when plan sponsors and brokers were unable to get them resolved through normal service channels. Coordinate with other departments to accomplish renewals, sales, and resolution of service issues. Successful at building relationships with internal and external constituents by meeting commitments and going above and beyond expectations.Responsible for medical, dental, life and disability insurance products in the 2-100 life segment.

Process incoming claims via electronic and telephonic means.Educates the caller by explaining the process, answering questions and setting expectations.Gathers, sets up and enters data into appropriate claim processing systems.Maintain a working knowledge of the intake plan specifics as documented in CCI, D&I, Account Resource List and Policy Holder Pages.Routes misdirected calls, e-mails, images.Follow all required phone and intake standard operating procedures.Maintained one of the shortest turnaround times in the department for new claim processing by being proactive and completing tasks prior to the deadlines.Leading analyst for special projects. One of three employees chosen to conduct a FICA audit and corrections.

Gathered location and required assistance information from customers.Provided roadside service program dispatch.Assisted in new employee training.Assumed team lead responsibilities during management meetings.Also served as a retention specialist.

Assisted customers in wireless plan selection.Educated consumers on mobile devices and features.Responsible for meeting sales quota.Resolved device and account issues for customers.