Customer Service Sales

Stephen Bosworth

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

H: 805-***-**** C: 805-***-****

SUMMARY

A results-focused business leader with two decades of experience in solutions-based selling and client relationship

management. Expert in generating new business, retaining revenue of more than $2.5 million; developing and

increasing sales to existing clients. Highly successful at forging lasting relationships. Powerful presenter and

speaker. Dedicated to quality customer service and excels in designing creative solutions for large and complex

client organizations.

PROFESSIONAL EXPERIENCE

SENIOR STRATEGIC ACCOUNT EXECUTIVE 2007

UNITEDHEALTH GROUP Brookfield, WI

Devised strategic marketing and sales plans for large commercial and public sector clients; collaborated with

corporate decision-makers and consultants to develop custom-tailored and cost-effective benefit plans.

Solved problems and coordinated with multiple departments to ensure exceptional customer service.

Maintained a 97% client retention rate, skillfully salvaged and retained at-risk clients worth more than

$2.5 million in a highly competitive market.

Defined client needs and increased existing account sales by more than $200,000 in 6 months.

Devised strategic marketing and sales plans for large commercial and public sector clients;

collaborated with corporate decision-makers and consultants to develop custom-tailored and cost-

effective benefit plans.

Employed Six-Sigma methods using data collection, analysis and dissemination of information for quality

improvement and employee alignment with company goals and objectives. Resolved client problems and

coordinated with multiple internal departments to ensure exceptional customer service.

VICE-PRESIDENT 1989 - 2007

BOSWORTH INSURANCE SERVICES Simi Valley, CA

Developed new clients for this privately-owned firm specializing in group benefit plans. Grew business from

startup to $2 million in annual sales. Orchestrated sales and service operations, budgets, finance, reporting and

regulatory compliance. Recruited, trained and managed the performance of 15 professionals.

Increased sales by 200% within 5 years and multiplied market share; developed repeat business and

built loyal customer relationships.

Reduced clients’ costs up to 35%; negotiated innovative solutions with vendors.

Presented at group events and informational seminars which enhanced the firm’s public image and

industry presence.

Appointed to an advisory board of TakeCare, a statewide health plan.

Presented expert testimony before a United States Senate Committee on Managed Care health

insurance issues.

LEARNING CREDENTIALS

Bachelor Degree Studies, Peabody Institute, Maryland

Advanced Courses in Employee Benefit Plans and Business Insurance, California State University

ADDITIONAL COURSES, SEMINARS AND WORKSHOPS INCLUDE:

325 hours of Continuing Education in Insurance Law, Ethics, Employee Benefit Plans, Sales

Management, Executive Benefits and Compensation Practices

UnitedHealth Group: United Leadership Academy

CREDENTIALS & LICENSES

State of California Insurance License

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