Manager Account Executive
Resume:
Richard E. Garrett
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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