I am an employee benefits Account Manager and Account Executive, with an extensive background in benefits advising and counseling. I work directly with business owners and carriers for all ongoing account management of assigned book of business, including pre-renewals, renewals, and processing enrollments. I am accountable for basic and complex tasks related to coverage eligibility, premiums, billing, employee changes, and contractional government compliance. Prepared, summarized, and presented suggestions to clients about benefits and product options. Mastered skills and proficiency in Salesforce Platform, GOCO HR Portals, CRM, SAM, and carrier software.Processed client requests and projects via the internal project management systems.Maintained 97% audit compliance for client file documentation and accuracy of final document output.Hosted online presentations with clients to review benefits proposals for cost, coverage, and open enrollment.Produced quarterly spreadsheets and reports for marketing new contracts, renewals, and pertinent client metrics.I offer consultative services based on group data analysis. I have demonstrated proficiency in researching quotes and writing solid policies for my book of business.I am licensed with: Property, Casualty, Life, Health and Long Term. I am an insurance agent with a background in sales and customer service and banking. I have been recognized for consistently exceeding expectations and performance metrics. One of my greatest strengths is my ability to manage key accounts to strengthen client relationships while simultaneously prospecting for new customers to generate additional revenue, and maintain regulatory compliance. I possess outstanding communication, interpersonal, and leadership skills that allow me to communicate with persons of diverse cultures, backgrounds, and management levels.I am thoughtful, analytical, ethical, and driven. I have a passion for helping others and believe that the work we do helps the lives of people.