Account Manager Administrative Assistant

PATTI VICKERY

*** ******** ** #*** - ******** – Idaho 83605 – 925-***-****

GROUP INSURANCE ACCOUNT MANAGER / ADMINISTRATIVE ASSISTANT / DATA ENTRY

Accomplished account manager and administrative support / management specialist with a strong background contributing to business growth and retention. Build profitable and loyal client bases through strategic cultivation of key relationships in addition to continuous delivery of top quality products / services. Expertly research, analyze, maintain, report and present data in support of decision-making and account retention. Apply advance expertise spearheading teams within diverse business and administrative settings.

Sales Support Operations – Group Insurance - Billing – New Business Cases

Financial – Client Relations – Team Facilitation – Reports – Spreadsheets – Networking – Negotiations

MS Office: Word, Excel and Outlook, Publisher Research – Benefit Fairs / Enrollment – Documentation

Customer Services – Support

PROFESSIONAL EXPERIENCE

SEMI-RETIRED, Nampa, ID 4/2019 to Current

I miss working and am more than ready to get back to work. I bring with me my skills as a customer service representative as well as an Administrative Assistant and Data Entry. I retained my book of business through excellent service. Talking and calming my customers down while getting solutions to their problems was my job. Also organizing each account by the sales person’s specifics.

WESPAC PLAN SERVICES, Oakland, CA - 2012 – 4/2019

Senior Account Executive: Managed 60-75 small groups (2-50 and some 100-150) Worked on maintaining excellent relationships with clients and pursuing new ones. My job solely to work on all renewals obtaining information from the carriers and the clients. Then advising the client what would be the best for them. Doing Open Enrollments and assisting the employees with any questions they may have. Helped with claim issues, and billing issues. Assisted in enrolling and terminating old and new hires.

STRATEGIC FINANCIAL, Lafayette, CA – 2010-2011

Account Manager: Managed 60 groups for this broker specializing in small group products. Cultivated relationships with existing account holders. Assisted with resolution of billing, claims and additional service issues. Worked closely with insurance carriers and general agencies throughout processing of submissions. Maintained current knowledge of client retention through continuous provision of top quality services and support to clients. Played a key role in account base growth with the renewal and development of new business proposals. Built and maintained an impressive network of medical, dental, life, LTD, STD and vision plans. Collaborated in the attainment of superior levels of business with carriers and GA’s. Honored with top commendations and praise from clients for provision of expert support and services.

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Patti Vickery Resume

GRANITE INSURANCE, Pleasanton, CA – 1/2008-1/2009k

Account Manager: Delivered expert management of group accounts for this broker specializing in group insurance. Cultivated relationships with existing account holders, identified new business opportunities and secured top referrals. Forged productive relationships with insurance carriers and GA’s. Supported resolution of billing, claims and additional service issues. Worked closely with insurance carriers and general agencies throughout processing of submissions. Maintained current knowledge of medical, dental, life, LTD, STD and visions plans

CMC HEALTH INSURANCE, Concord, CA – 2003-2006

Benefits Account Manager: Coordinated servicing of 125 accounts. Fueled 32% business growth while maintaining 90% account renewal rate, capturing and maintaining superior client satisfaction. Providing same services mentioned under most recent positions above. Maintained current knowledge of medical, dental, life, LTD, STD and visions plans.

ATHENS BENEFITS, Concord, CA – 2002

Benefits Account Manager: Provided the overall management of large group accounts comprised of over 100 employees. Drove renewal, new business development, customer service, proposal development / presentation and cultivation of productive relationships with carriers. Maintained current knowledge of medical, dental, life, LTD, STD and visions plans. Providing same services mentioned under most recent positions above.

CALIFORNIA INSURANCE CENTER, Walnut Creek, CA – 1999-2002

Account Manager: Maintained current knowledge of medical, dental, life, LTD, STD and visions plans. Providing same services mentioned under most recent positions above.

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