KELLEY L. MAYER

SOUTHERN, NJ / ad1xks@r.postjobfree.com / 856-***-**** /HTTPS://WWW.LINKEDIN.COM/IN/KELLEYMAYER/ Client & Account Proficiencies

I am an insurance professional with a strong track record of securing, managing, and growing major healthcare and financial accounts. Recognized by senior management for strong work ethic and ability to resolve complex client relations issues. Solution-focused and team-oriented. Developed and trained on the One-Stop Shop sales and account management concept for two major corporations (IBC and Geo-Blue). Associates Degree in Business with a Bachelor's degree equivalent through extended education. Proven success in client management leading customer implementations and ongoing account management and growth. Familiarity with performance metrics, a strong ability to influence, present and communicate effectively and a Licensed Life and Health Producer for over 25 years.

Skill Set

Account Management

Sales Support

Staff Training & Development

Interpersonal Skills Training

Word/Excel/PowerPoint

Project Management

New Business Development

Compliance & Operations

Collaborative Teamwork

MS Office 365/One Note

Client/Broker Relations

Request for Proposals (RFPs)

Market Share Expansion

Sales Force CRM

WebEx/MS Team/SharePoint

Professional Experience

Account Manager IMG-International Medical Group Indianapolis, IN 2022 – 2023

Exclusively managed companies largest brokered book through MHG Insurance including negotiating International Marine Yachts and Cruise Lines renewals

Serve as primary day-to-day liaison with assigned clients and maintain positive ongoing relationships

Coordinated all renewal and service efforts for IMG’s GEO, iTeach and iTravel groups, consisting of approximately 45 accounts total; gross revenue of $1.2M

Worked directly with all department management teams to include underwriting, group administration, enrollment, claims, vendor provider management and executive sales in maintaining account retention

Collaborated with account management teams on service escalations and resolutions

Delivered weekly reporting of all day-to-day operations and account escalations XBS Order Processing Specialist A+ Consulting, Inc. Rochester, NY 2022

Managed largest TD Bank account day-to-day operations including senior management client relationships

Processed shipping and receiving for TD Bank and Xerox small business accounts

Developed training handbook for entire processing protocol

Collaborated with clients and sales staff alike on execution and delivery of all jobs

Provided reporting to direct management and VP of Production routinely Account Manager Geo-Blue Radnor, PA 2002 – 2020

Overall responsibility for overseeing the renewal gathering process, building insurance submission, reviewing quotes, negotiating pricing and terms, presenting renewal proposal.

Responsible for retention of book of business and upselling any new lines of coverage.

Remain in regular contact with clients to understand and meet their needs.

Review insurance provisions of contracts and make recommendations for changes.

Partner with internal claims/risk control resources to coordinate quarterly claims and risk management meetings with insureds.

Work with key accounts to implement product solutions, develop and increase business

Facilitated RFP’s with an award win rate of 98%

KELLEY L. MAYER / ad1xks@r.postjobfree.com / 856-***-**** PAGE 2 Compliance/Insurance Administrator Capital Management Systems, Inc. Philadelphia PA 1999 – 2002

Collaborated with underwriters and compliance on agent reporting, certification and continuing education requirements

Managed and maintained all aspects of insurance contracting, licensing and appointments for principal agents and staff

Assisted compliance officer for banking and NASD regulatory functions including investor note financing, capital calling and employee finger-printing

Maintained client investment fund documents; prepared client subscription materials and bank deposits Early Career Summary

TPA/Self-Insurance Specialist, Insurance Administrators of America, Mt. Laurel, NJ (1/98 – 8/99)

• Sales support and service for director and management level staff

• Cross service and support functionality for all Corporate Group and TPA business Sales Support Specialist/Account Administrator, BCBS of New Jersey, Mt. Laurel, NJ (7/94 - 12/97)

• Supported entire sales team of 13 staff and management including top sales producers and brokers for all business

• Produced proposals for all clients, brokers and sales staff Human Resources Specialist, Price Waterhouse, Philadelphia, PA (6/92 – 6/94)

• Supported Human Resource Director administratively

• Standard Human Resource functions and compliance for all partners and employees Sales Support Specialist, Independence Blue Cross, Philadelphia, PA (8/86 – 5/92)

• Human Resources Specialist

• Sales Support Specialist for director of sales and team of five sales associates Education

Associates of Science, Business: Marketing/Management / HARCUM COLLEGE, Bryn Mawr, PA Continued Education / RUTGERS UNIVERSITY, Camden, NJ / ROWEN STATE UNIVERSITY, Glassboro, NJ