Customer Service Sales

KERRI R. BECKER

N**** Madison Road

Iron Ridge, WI 53035

414-***-**** *******@********.***

SUMMARY

Skilled Account Manager with experience in both insurance companies and brokerage firms. Strengths

include attention to detail and the ability to manage multiple priorities in a fast paced environment. Strong

interpersonal skills that facilitate customer education opportunities. Well versed in professional presentation,

collaborative problem solving and proactive identification of future needs.

PROFESSIONAL HISTORY

HUMANA, INC., Milwaukee, WI 2003 – Present

Account Advisor

Primary contact for the enrollment process and day-to-day interaction with the Customer. Accountable for

managing all aspects of the enrollment strategy for both new and renewal business. Responsible for

identifying, coordinating and facilitating Customer education opportunities. Drives program participation and

use of tools and services to enable the Customer to maximize available resources. Builds trust with the

Customer through extensive product and process knowledge.

• Rewrote existing 120 slide educational presentation to reflect advances in Humana’s employee web portal

giving my team members the ability to customize their own presentations.

• Customized hundreds of benefit presentations to fit every customer’s needs.

• Responsible for educating and updating all 45 of my Customers on how to self-administer their accounts

on-line.

• Coordinated acquisition and distribution of customized enrollment materials to Customers for all benefit

meetings.

• Maximize resources to keep up to the minute on all internal product and process knowledge.

• Contact all 45 Customers at least one time per month to assure continued satisfaction.

FRANK F. HAACK & ASSOCIATES, Milwaukee, WI 1993 – 2003

Account Manager

Fluent in all employee benefit lines including fully insured and self-funded medical, ancillary and voluntary

products.

• Provided high quality customer service by working as a liaison between the Customer and the insurance

carrier to resolve claims, eligibility and premium issues that may arise.

• Coordinate details of enrolling groups and provide any needed communications on the employee level.

• Update and maintain extensive written client files. Responsible for transferring written files to electronic

version.

• Collate proposal information to be presented to new and renewal clients.

• Maintain updated sales information on various products from over 100 different carriers.

BLUE CROSS AND BLUE SHIELD, Fond du Lac, WI 1991 – 1993

Sales Coordinator

Initiated and completed all details and materials necessary for enrollment of new groups. Coordinated sale of

and enrollment of voluntary products on the employee level. Identified and contacted companies with less

than 20 employees for the purpose of providing them a quote on the targeted product. Sold individual and

temporary health plans in the Northeast Region of WI.

KERRI R. BECKER PAGE TWO

BLUE CROSS AND BLUE SHIELD (Continued)

• Routinely updated sales and marketing reports for entire northeastern market.

• Developed tracking methods for sales projects.

• Maintained and updated specimen proposals and competitive analysis of the market.

• Generated leads for sales executives in our market.

ADDITIONAL PROFESSIONAL HISTORY

BLUE CROSS AND BLUE SHIELD, Fond du Lac, WI

Claims Examiner

Entered all manner of claims submitted for payment by providers and members for both Commercial and

Medicare venues.

• Adjudicated claims with 100% accuracy and over 100% of expected rate per hour.

WISCONSIN PHYSICIANS SERVICE, Madison, WI

Customer Service / Trainer / Supervisor, CHAMPUS Division

Started at CHAMPUS as a customer service representative, within three months was promoted to handling

special priority service inquiries. Promoted to training department within six months of service.

• Updated and developed new materials for Customer Service Representative training classes. Trained

100’s of new employees in Customer Service.

• Developed the training program for Payment – Records Department and trained classes, then promoted to

supervisor of that department.

EDUCATION

MSB, Cardinal Stritch College, course work completed

BS, Music Education, University of Wisconsin – Stevens Point, Stevens Point, WI

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