Teri R. Sims

*** ******* ***.

Long Beach, CA ***03

h3vc3a@r.postjobfree.com

***/***-****

Account Manager/Account Executive

Employee Benefits

Summary

Employee Benefits Specialist seeking Account Manager or Account Executive position in an organization fostering integrity, growth and teamwork

Extensive employee benefits experience in the agency arena, with emphasis on mid and large group clients including BCBG, The Irvine Company, Fluidmaster, City of Irvine for health, dental, life, disability and voluntary products, fully insured and self-funded

Excellent communication, organizational, analytical and interpersonal skills

Posses California Life and Health License

Professional Experience

CAN Insurance Services, Los Angeles, CA 2008-2010

(Northern California-based agency owned by California Association of Non-profits)

Account Manager - Employee Benefits

Managed client relationships with 40 non-profit organizations

Improved agency presence in Southern California region via frequent on-site visits and making agency known to local representatives of potential benefit providers

Communicated industry and legislative updates to clients as needed

Prepared employee communication materials

Maintained follow-up schedules, files and documentation in client management system

Managed RFP process, analyzed proposals for competitiveness and appropriateness at renewal or in response to client or prospective client inquiry, often 5-6 per week

Prepared and presented annual renewal presentations, comparisons requested by clients

Negotiated benefits and premiums on behalf of clients with carriers including Aetna, Blue Shield, Blue Cross, CIGNA, Health Net, United Health Care and providers of ancillary and voluntary benefits

Conducted open enrollment meetings and administered account implementation, working with employers and 2-500 employees, including those with multiple sites

Reviewed coverage contracts and employee materials for accuracy in provisions

Brown & Brown of California, Orange, CA 2006-2007

Account Executive 2007

Account Manager 2006

Developed Quality Control procedures and instruction manuals, enabling agency to pass company-conducted audit

Supervised two assistants, delegating clerical tasks and more routine service issues

Assisted with planning and implementation of annual client health fair for over 1,000 employees

Prepared and presented ongoing reports such as utilization and claim funding

Participated in pre-renewal strategy planning and client meetings

Recommended products and services as indicated by current trends, helped clients to maintain a competitive advantage

Managed client relationships for 30 mid-to large clients, including national accounts, some independently and some in partnership with a producer or other team members

Teri R. Sims Page Two

h3vc3a@r.postjobfree.com

562/438-1042

Andreini & Company, Irvine, CA 2004-2006

Account Coordinator

Expanded local carrier contacts for three growing offices in Southern California region

Developed marketing, documentation and client communication formats

Assisted with renewal and enrollment presentations, marketing and preparation of proposals for renewing and new business, training new team members

Dodge, Warren & Peters, Torrance, CA 2003-2004

White & Company, Santa Monica, CA 2000-2003

Account Manager

Conducted renewal presentations and open enrollment meetings for middle market

Managed client employer relationships and service issues (claims, billing, eligibility)

Marketed accounts and prepared proposals for new business and retention

Strengthened ongoing client contact via legislative and industry news reports

Aegis Risk Management, Torrance, CA 1998-2000

Account Executive

Developed American carrier contacts in Japanese agency (clients with ownership based in Japan), working closely with American counterpart in P&C area to “round out” larger accounts with growing United States locations

Assisted with education and training of new employees

Arthur J. Gallagher, Irvine, CA 1996-1998

Account Manager

Conducted renewal presentations and open enrollment meetings for middle market

Managed client employer relationships and service issues (claims, billing, eligibility)

Marketed accounts, prepared and presented renewal proposals

Prepared client communication materials, including seasonal newsletters, industry and regulatory updates

Computer Skills Word, Excel, Power Point, Outlook, AMS, TAM, Sales Logix

License California Life and Health

Education: B.A., Journalism, California State University, Long Beach

Graduate studies, Mass Communications, Cal State University, San Jose

Training: Pacific Gateway Workforce Investment Network, Long Beach, CA –

Career Enhancement

Andreini & Company - Excel and Power Point training

Dodge, Warren & Peters, Torrance, CA - Harassment Prevention

Professional Southern California Insurance Professionals,

Organizations: Insurance Professionals of America, Global Insurance Network

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