Account/Customer Service Manager

Barbara A. Boylan

*A Columbus Blvd.

Whiting, NJ 08759

Email: *********@*****.***

Cell: 609-***-****

SUMMARY

Accomplished health insurance professional with 15+ years of experience. Skilled in conflict resolution/problem solving, strategic planning with 10 years of customer service and account management experience.

PROFESSIONAL EXPERIENCE

Account Executive/Inside Sales

Ameriflex Inc Cherry Hill, NJ 2015-present

Provided dedicated, competent and excellent customer service, responsible for day to day account management of complex client accounts.

Point of contact for all client concerns, servicing 300 clients, renewals, enrollments, claims, cross-selling.

Work closely with Sales team to manage and ensure smooth and effective new client installations.

Maintained positive relationships with Plan Administrators, Brokers, and Groups to ensure retention and business growth.

Proactively identify cross sell opportunities (additional lines of business) to existing clients.

Ensured open enrollment success by partnering with each customer to develop actionable steps with assigned owners, timelines and measurements while anticipating and removing roadblocks.

Stay current with partnerships, products, and market changes within the market.

Account Executive

Dergalis Associates, LLC Marlton, NJ 2014-2015

Supported Brokers during the sales phase of the business; then once the account is acquired, assumed complete responsibility of maintaining an extremely positive relationship with the clients. Maintained Client Retention and successful Cross sales.

Barbara Boylan Page 2

Managed accounts including implementation and renewals.

Processed renewals, liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.

Client/Customer Service Manager

Abel HR Services Cranbury, NJ 2009-2014

Worked collaboratively with In-House Broker/Managing Director, sales team and benefits/payroll department to support the analysis, design, develop and implementation of new benefit programs, program changes and program enhancements to maintain and grow client base.

Managed an assigned book of business and builds, expands, and solidifies relationships with existing clients.

Ran non-qualified deferred compensation reports, prepare & upload files.

Compiled client data (census, plan design, etc.), complete RFP's and generate quotes. Comparison spreadsheets for client quotes.

Reviewed 401k enrollment forms, set up employee deductions, run 401k reports, and complete tie-out spreadsheets.

Handled all customer/client issues, complaints and claims.

Underwriter- Life, LTD, STD, Dental, Vision

American International Group (A.I.G.) Neptune, NJ 1998-2009

Responsible for determining acceptability of insurance risks and appropriate premium rates for renewal and prospect employer groups in accordance with corporate underwriting guidelines.

Reviewed, evaluated and recommend modifications to underwriting guidelines. growth.

Researched and analyze industry trends based on experience, demographics and industry while retaining clients and maintaining expected profit level.

Was responsible for managing and growing existing and new blocks of business, including identifying cross-selling

Developed and maintain relationships with internal resources to ensure delivery of all related services to select clients.

Prior to working as an Underwriter, also worked in claims and proposals departments.

Training/Certification

Agent/Broker Individual & SHOP Marketplace Curriculum Certification

Contact this candidate