Account Executives serve as the primary point of contact and the face of the organization for assigned client accounts, building strong relationships based on trust, transparency, and reliability. Some of the key responsibilities include but are not limited to the following:• Develop customized benefits solutions tailored to the unique needs and goals of each client.• Identify and implement opportunities for improvement and innovation, ensuring that our clients receive best-in-class benefits administration.• Uphold our commitment to excellence by consistently meeting and exceeding Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).• Serve as the primary point of contact for clients, responding promptly to inquiries, concerns, and requests for information.• Gather and analyze client feedback, identifying areas for improvement and lead the implement for any necessary changes.• Build positive relationships with existing clients, ensuring their satisfaction with our services.• Conduct annual “Year in Review” with the client to identify and implement improvements.• Lead collaboration between clients, executive leadership, and external stakeholders, resolving issues with top-tier professionalism.• Provide administrative support including meeting scheduling, maintaining current client documentation, and providing guidance for internal standard operation procedures.• Manage, update and approve the HRAlly portal and enrollment transactions, ensuring a seamless and user-friendly experience for clients and their employees.• Manage client benefit requests, including benefit changes, product upsells, new groups, acquisitions, divestitures, and escalated issues.• Stay informed of industry trends, regulatory changes, and emerging technologies to maintain a deep understanding of the benefits landscape.• Generate and provide client facing reporting, scheduled and on an ad-hoc basis.

- Serve as a day-to-day liaison between our clients and our production teams, making sure we understand all goals, objectives and time constraints - Manage and facilitate client calls and new client administrator training - Maintain all client documentation such as Standard Operating Procedures and process related documentation - Engage in ongoing educational opportunities on product releases, updates and system functionality - Educate, discuss and collaborate with clients on relevant product updates, engaging in consultation with Client Success Leader as needed - Provide concise communication regarding new system functionality, industry news, open items, project initiatives and resolution activity - Drive continual improvement of the delivery of services from all teams; ensuring a cohesive, high quality service - Coordinate Annual Enrollment related activities and proactively engage the clients and internal teams as needed on open items - Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations - Partner with internal teams to identify and discuss trends and training needs, providing support and expertise to the Service Center team - When it comes down to it, make them love us…a lot!Since 1998, Businessolver has delivered market-changing benefits administration technology supported by an intrinsic responsiveness to client needs. It creates client programs that maximize benefit program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefit selections. Founded by HR professionals, Businessolver’s unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight.

o Manage team of 10 employees who manage the full benefit enrollment and administration processes for over 20 clients.o My team includes representatives of the portfolio management, account services, implementation services, accounting and IT teams.o Continue to maintain all Account Management responsibilities for 8 current client portfolios.

As the account manager, I am the main point of contact to the Human Resources and Employer Benefits departments of my clients. Some of the responsibilities of the Account Manager include: - Coordinate and lead weekly conference calls with both internal and external teams to discuss past, current and future benefit enrollments as well as day-to-day participant and portal issues. - Responsible for the day-to-day delivery of service to our clients on a personal and managerial level. - Main point of contact to discuss and expedite new client projects. - Facilitate internal processes such as data file transfers, carrier files, benefit & carrier audits.

- Consult with client Human Resource and Employer Benefit Specialists (S.M.E’s) to gather benefit portfolio plan designs in order to create Business Requirement Documentation - Create extremely technical IT development documentation in order to assist the on-site IT Dev teams in developing comprehensive Enrollment Portals for our client’s employees to use when enrolling and/or modifying their employer sponsored benefits - Assist our Sales team in quoting and implementing carrier relationships and insurance plan designs - Develop Enrollment Portal end-user test cases to assist the IT Dev team in de-bugging the enrollment systems - Trouble shoot the cloud database conversion software so that employee demographic and benefit information is both confidentially displayed, as well as, correctly updated when enrollments are committed and carrier files are created - Work closely with the Project Mangers, Account Managers and Enrollment Specialists in developing project plans for client Open Enrollments annually and Ongoing Transactions

Humana Inc.- Create and mature functional requirements to be utilized in developing Humana’s website.- Using Agile Software Development, work directly with Humana’s business owners and IT Developers to create customer tools such as Predictive Provider Finders.- Facilitate daily meetings to organize development schedules and refine developmentdocumentation.AT&T- Worked directly with the IT Designers and Programmers to analyze and write the functional documentation for AT&T’s Bill & Payments web site.- Researched and collected business requirements to design the user payment processing system.- Created Test-Cases & Testing Scripts based on the URD for a credit-based security system.- Hosted and facilitated weekly triage meetings in order to determine critical testing faults.

- Worked directly under an Account Executive & Account Manager who handle over 300 accounts- Assisted in the marketing & selling of insurance policies/portfolios to prospective construction companies and corporations in the construction field- Facilitated opening new accounts & updated est. accounts with regards to the different types of insurances (i.e. General Liability, Commercial Auto, Property, Workers Comp, etc.)- Gained valuable experience in the Risk Management field from reporting claims to issuing a specific Certificate of Insurance to provide to an Owner, Carrier or Contractor when requested

- Assisted 5 Account who, combined, managed over $50,000,000 in assets- Facilitated trades, opened new accounts & updated established accounts- Gained valuable experience in customer relations by establishing professional relationships with the clientele- Oversaw all accounts to ensure they ran smoothly/errorless- Established a great work ethic and vital communication skills

Prospected for new clientele (Cold, warm & hot leads), worked Senior Broker’s established books of business, built financial profiles for prospective clients, advised on different financial products & services MetLife offered and enhanced my knowledge in the Financial Services Industry through obtaining my Series 6, Series 63 and my Life and Health certification.