ACCOUNT MANAGER

Account Manager

QUALIFICATIONS PROFILE

Growth-focused, performance-driven, and dynamic professional, with comprehensive experience in leading all aspects of sales optimization, core business process, and corporate profitability. Expert at formulating innovative solutions to address complex problems as well as establishing cost-effective strategies to drive company productivity and revenue growth. Known for outstanding work ethic and unsurpassed dedication to consistently produce remarkable business results.

CORE COMPETENCIES

Product and Service Management

Client Retention and Relations

Key Account Development

Continuous Process Improvement

Promotional Product/Program Administration

Staff Collaboration and Training

PROFESSIONAL EXPERIENCE

Metropolitan Life Insurance Company – Aurora, IL

Senior Affinity Consultant 2009–Present

Provide hands-on support to the following business initiatives to attain set-forth goals:

-Account planning and renewal;

-Plan update and additional coverage;

-Benefit proposal presentation and finalist meetings participation;

-Underwriting with specialty market requests for proposal (RFPs).

Evaluate clients’ needs with MetLife capabilities and allocate resources, as necessary.

Closely coordinate with other departments regarding the specialty market business and reasons it differs from employer-based business.

Promptly address and respond to issues, while actively engaged in client meetings.

Effectively supervise over 500 customer implementations; and a five-member team accountable for completing monthly renewals for a block of business.

Facilitate in-depth discussions on complex policy/certificate issues with customer and their legal representatives.

Administered the annual average of 40 unions, professional employer organizations (PEO), associations, and specialty market business.

Direct and strategize contract development, review, and signoff, as well as the client deliverables, including product/marketing materials and broker commission agreements.

Deal with discrepancies on clients’ requirements and MetLife policy/certificate and contract language.

Interface with the Financial Team in ensuring exceptional service to customers; and with the Sales Team in addressing clients’ pre-sales administrative capabilities and process questions.

Keenly assess legal documents with customers, as well as third-party administrator (TPA) agreements with third-party administrators

Act as a consultant for the RACI Matrix for specialty market and regional market block business.

Preside over comprehensive training to new hires regarding their new roles in specialty market area.

Career Highlight

Made major contribution to the team’s project planning, a step-by-step document, detailing necessary details for a successful project implementation for new clients, thus reducing errors by 60% and leading to customer satisfaction and retention.

Trustmark Insurance Company – Lake Forest, IL

Client Manager 2002–2008

Served as a head of the Disaster Recovery Team, ensuring data integrity and security.

Capitalized on industry expertise in fulfilling the following tasks:

-Administration of new and existing fully insured and self-insured client accounts of up to 500 lives;

-Observation of regulatory compliance and implementation of Health Insurance Portability and Accountability Act (HIPAA);

-Resolution of high-level issues in line with customers’ requirements; and

-Facilitation of quarterly meetings with client groups and brokers, providing updates on utilizing benefits and suggesting alternative products.

Functioned as a member of the Product Implementation Committee in rendering seamless transition for new administrative procedures and products.

Career Highlights

Achieved 85% in client base and 2% in profitability development by arranging and submitting renewal packaging and offers to clients with strategic changes to plan benefits.

Improved business revenue by approximately 5% to 10% annually through inclusion of new products to client plans.

Boosted customer satisfaction and timely plan implementation by training a team of 10 full-time and contractual employees, including premium auditor, group contractor, employer service representative, underwriter, and claims specialists.

Received Letter of Appreciation from the vice president of client management for outstanding customer services.

Enhanced product offerings and sales by executing consumer-driven health plans (CDHP).

Earlier Positions Held:

Account Representative

Senior Staff Assistant

EARLIER CAREER

Coordinated Benefits Company – Deerfield, IL

Account Manager

EDUCATION

Coursework in Accounting

Oakton Community College – Des Plaines, IL

CERTIFICATION AND LICENSE

Consumer Driven Health Plans (CDHP) Certification

Producer Licensed in Health and Life in Illinois

TECHNICAL ACUMEN

Microsoft Office Applications (Word, Excel, PowerPoint, Outlook, and Access)

Insurance Proposal Systems Intuity Message Manager

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