Willis Lee Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, United States

• Provide support for fee proposals for new business by developing pricing models that drive cost-efficiency and profitability• Monitor inventory for clients that require further action and work with partners to identify and execute collection opportunities• Lead the development and production of weekly, monthly, quarterly, and fiscal year end reports that assist in inventory management, practice group review, performance evaluations, etc.• Collaborate cross-functionally with teams across the organization to fulfill ad hoc requests and deliver actionable insights• Conduct comprehensive analyses using Qlik, Excel, and Tagetik to gather and manipulate data that is used to support operational efficiency and present financial metrics

King Of Prussia, Pennsylvania

• Assisted in the management of clients, ensuring high levels of satisfaction through effective communication and personalized service• Prepared documentation and performance reports for contract renewals that met client expectations and organizational standards• Support Account Managers in delivering timely renewals and providing customized solutions for clients, leveraging Salesforce to maintain accurate records

King Of Prussia, Pennsylvania, United States

• Assisted customers in understanding and navigating their health insurance plans, benefits, and coverage details• Facilitated the resolution of client issues and escalations, ensuring prompt and effective service• Monitored client feedback and satisfaction metrics, providing insights to senior management to drive continuous improvement in service delivery• Averaged 17% more worked items than the departmental average

• Supervised the fitness center, ensuring a safe and enjoyable environment for all users• Maintained cleanliness and functionality of equipment and facilities

Bala Cynwyd, Pennsylvania

• Assisted in the preparation of detailed financial presentations and documentation for strategic initiatives• Observed client meetings and documented meeting minutes to gain insights that were integrated into relationshipmanagement strategies• Updated client asset information, leveraging Salesforce to maintain accurate records

State College, Pennsylvania Area