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Manager Account Executive

Location:
Safety Harbor, Florida, 34695, United States
Posted:
March 24, 2011

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******* E. *******

**** **** ***

Palm Harbor, FL 34685

************@*****.***

Cell: 727-***-****

Summary of Qualifications

Experienced, driven leader with tremendous people. Operational, marketing

and analytical skills. A solid track record in client account management,

retention and satisfaction. Experience in managing team members and the

ability to motivate others to achieve goals. Proven ability to adjust and

adapt to the rapidly changing business environment.

Professional Experience

April 2008 - current Publix Super Markets -

Lakeland, FL

Welfare Benefits Technical

Manager

Interface with Senior Management on a day to day basis

Day to day vendor responsibility

Coordinate quarterly on site meetings with each vendor and weekly calls

with each vendor

Renewal negotiations with vendors and market program to new vendors when

advantageous

Write and review SPDs and Summary Material Modifications when needed

Direct management of a Health Benefit Specialist and Voluntary Benefit

Specialist

June 2006 - December 2007 Lassiter-Ware - Maitland, FL

Account Executive

Interface with Management and Benefit Producers

Account Manager on 15 large accounts with revenue in excess of $1,000,000.

Retention on renewals over 95%

Negotiate renewals with vendors and market new programs to vendors when

advantageous

Coordinate enrollment meetings with clients and handle meetings

Provide underwriting and technical support to other Producers and Account

Executives on larger self-funded cases

September 2005 - May 2006 Brown & Brown - Clearwater, FL

Director Underwriting/Account

Executive

Interface with Management and Benefit Producers

Account Manager on 20 large accounts with revenue in excess of $500,000.

Retention on renewals over 95%

Negotiate renewals with vendors and market new programs to vendors when

advantageous

Coordinate enrollment meetings with clients and handle meetings

Provide underwriting and technical support to other Producers and Account

Executives on larger self-funded cases

January 2005 - September 2005 Advantec - Tampa, FL

Director - Benefits Placement

Interface with Senior Management to develop and carry out strategic goals

Develop marketing plans to increase sales and add revenue to Advantec's

bottom line

Manage vendor relationships for life, medical, dental, disability and

vision. Travel to vendor locations when necessary

Negotiate renewals with vendors and market new programs to vendors when

advantageous

Work closely with Benefits Administration to ensure smooth enrollments for

both new and renewing clients

June 1996 - September 2004 Aon Consulting - Tampa, FL

Vice President

Interface with Senior Management and Benefit Administrators

Account Manager on several accounts with revenue from $10,000 to $800,000.

Accountabilities include initial proposal process, review and analysis of

the proposal, setting timelines for plan implementation and overall service

Broad expertise utilizing technical skill and knowledge of benefits to

develop strategic plans for experience rated clients ranging in size from

500 to 50,000 employees.

Special expertise in the Professional Employer Organization (PEO) market

place. Involved in placing coverage for nation PEO plans, including plan

design and renewal negotiations

Direct 3 - 4 benefit specialists. Responsible for appraisal and salary

review of those staff.

1975 - 1996 Principal Financial - Des

Moines, IA

National Account Executive

Responsible for several large national employers with up to $30 million in

premium and covering 20,000 employees.

Provide field support in the sale of new accounts and future rate

increases. Provide home office support and service on existing business

Renewal retention of over 95% on assigned accounts

Responsible for the review and activities of lesser experienced

underwriters.

Manager of underwriting department for a staff of 25 employees. Determine

staffing needs, develop and train new personnel, salary administration and

employee appraisals

develop and implement various training and sales classes for new sales

personnel



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