Management Marketing

Catherine S. Roland

****D Mersey Oaks Way ( Alexandria, VA 22315 ( Home: 703-***-****

ablcud@r.postjobfree.com

OBJECTIVE

Seeking a Client Executive/Management position that builds upon my

extensive account management, marketing and new business development

experience within the highly competitive association and affinity group

insurance arena.

EXECUTIVE SUMMARY

Over 15 years of experience in the business of association group insurance

marketing and broker/administration. My initial experience was gained

through a privately-held TPA in the 1980s which was eventually acquired by

Marsh Affinity Group Services, a service of Seabury & Smith, Inc. My

strengths include highly developed organizational skills, proactive problem-

solving abilities, effective communication skills, highly-motivated

leadership qualities and an experienced producer.

PROFESSIONAL EXPERIENCE

2007-2009 AGIA, Inc. Washington,

DC

Vice President, Account Management

Reported directly to the head of Account Management. Client assignments

included military, professional and union groups.

. Responsible for over $6 million dollars in annual revenue.

. Responsible for DC office annual budget of $1 million dollars.

. Performed the duties necessary to develop and manage relationships

between the company, clients and carriers, and served as the company's

primary representative to the client and carrier, and as their

spokesperson within the company.

. Collaborated with the head of Account Management to develop goals and

account management plans consistent with and in support of the overall

corporate goals/objectives: client retention, budget implementation,

overall account management and renewals.

. Managed a staff of several subordinates.

. Maintained current expert knowledge of insurance industry, principles

and practices.

. Performed special projects as assigned.

2000-2007 Marsh Affinity Group Services

Washington, DC

Client Executive, Assistant Vice President

Reported directly to the Affinity Group Services Senior Vice President,

worked with a variety of client ranging from military to professional

associations.

. Responsible for over $4 million dollars in annual revenue.

. Performed a variety of activities in furtherance of the company's main

objectives - revenue production, client retention, account maintenance

and client relationships.

. Primary contact to conduct all aspects of business with the clients,

operations, vendors and insurance companies.

. Directly responsible for overall client retention, renewal activities,

budget implementation and day-to-day account management.

. Additional responsibilities included maintenance of expert knowledge

of clients and insurance industry trends.

. Demonstrated team-oriented, self starter with proven time-management

skills under minimal supervision.

1997-2000 The Institute for Studies in Aging & Geriatric Medicine

Washington, DC

Program Director

Duties included daily management of the conceptualization, development and

implementation of all Institute programs. Responsibilities ranged from

office management to policy development and project initiatives.

. Worked as a liaison with representatives of government, foundations,

scientific societies, corporations, the media and the public.

. Worked directly with the Resident Physician to design programs, plan

strategies, mobilize resources, oversee logistics and supervise a

staff of four.

. Acted as chief of operations responsible for verifying the company's

financial reports, both operational and those related to contracts,

grants and all other scientific programs.

. Worked as a collaborator to identify new goals and objectives; planned

and managed all scientific meetings and forums; served as the contact

person for the organization with the media and other collaborating

organizations; wrote and edited all marketing materials.

1996-1997 Trustcap Financial Group, Inc.

Charlottesville, VA

Director of Marketing

Responsible for the daily operations of the overall marketing activities of

the firm.

. Created and implemented the yearly marketing budget/plan.

. Developed and marketed the firm's services through direct mailings,

industry-specific meetings and seminars and media advertising.

. Coordinated marketing efforts with the firm's sales force in four

different states.

. Supervised a support staff of three persons and established an intern

program with the local university.

1988-1995 Carmen, Carmen & Hugel, Inc.

Washington, DC

Director of Special Events

Responsible for the planning and managing of conferences and special events

for this public relations firm. Much of the contact required was with the

White House and Capitol Hill.

. Assignments ranged from small to large events, both locally and

nationally.

. Managed all events including securing budgets, fundraising, site

selection/negotiations, acquiring marketing materials and media

attendance.

. Supervised a support staff of up to ten persons.

EDUCATION

George Washington University, Bachelor of Arts, Psychology, 1990

Washington, DC

Edinboro University, Attended three years of Nursing School

Edinboro, PA

OTHER TRAINING/SKILLS

Licensed Life & Health Agent in the state of Virginia. Related industry

courses including Ethical Awareness & Decision Making; Resolving Conflicts

of Interest; Professional Obligations and Antitrust & Trade Practices and;

Understanding the Foreign Corrupt Practices Act. Post graduate level

courses through The American College.

Contact this candidate