▶ KEY VALUE OFFERING: With a track record of delivering customer success in insurance account management, my expertise lies in delivering top levels of service, operating as the lead point of contact to organizations and brokers, and overseeing long-term account management. ▶ ACCOUNT MANAGEMENT & CLIENT RELATIONSHIPS: Drawing on a natural ability to develop strong relationships and mobilize objectives, I execute process frameworks to accelerate business strategy focused on growth, client relationships, project management, and process performance. Overseeing a robust book of business valued at $35M+ with 8K+ members has afforded me the ability to ensure my organization remains in competitive market positioning, delivering the highest quality products and service to clients across the nation. ▶ DELIVERING SOLUTIONS WITH A CUSTOMER-BASED FOCUS: Delivering solutions with a customer-based focus, I build trust-based partnerships with clients through service, process, and product delivery. I lead with the idea that the client relationship is based on providing sustainable solutions to complex problems and maintaining a rapport to fuel business development via referrals and high retention. ✔️ Project Management: Recognized by colleagues and clients, delivering top-flight customer service and addressing claim issues swiftly and efficiently. Secured triple-digit percentages for client retention. ✔️ Client Relationships: Traveled across the US to meet with brokers and clients in-person, going the extra mile to ensure positive interactive experiences. Delivered outstanding customer service by developing renewal strategies. Analyzed data to evaluate metrics, providing assistance with open enrollment, audits, and plan renewals. ✔️Process Performance: Proactive leader with willingness to deliver outstanding customer experiences, continually surpass timeline expectations, ensure process efficiency, and meet financial milestones. ▶ HANDS-ON, PEOPLE-FIRST LEADERSHIP STYLE: Addressing problems head on with a “people first” mindset, I provide a strong, team-oriented work culture to advance competitive positioning, offering solutions through products and services while surpassing forecasted goals. Unfazed by challenges, I multitask in fast-paced environments while accepting challenges, deploying mission-oriented leadership style. I am a transformative communicator with natural curiosity, bringing innovative ideas and solutions to established methods.
Listed skills include Health Insurance, Employee Benefits, Insurance, Management, and 26 others.
