Account Manager and Account Executive

Stanley A. McPherson

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M: 503-***-**** E: *************@*****.***

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Professional Summary and Qualification

Brown & Brown

Employee Benefits Account Manager

**/**** – Present

• Conducting the renewal process including pre-renewal, renewal & renewal

administration, leading the open enrollment process to create marketing

materials, system trainings, onsite set up & client trouble shooting, building

strong relationships and providing customer centric solutions quickly and

creatively, advising and directing clients on claims issues, administration,

benefit plans and federal/state laws such as: COBRA, HIPAA, FMLA,

ERISA, creating, preparing and presenting client benefit presentations,

answering customer and carrier questions through all means of

communication (calls, personal meetings, seminars, emails etc.),

discussing various funding mechanism options with customers, such as

level funding, self-funding, or full insurance, advocating for customers on

employee claim issues and carrier relations, logging activities and

documenting work flows, engaging in new customer onboarding processes

including sending BORs to carriers and compliance paperwork to new

customers, reviewing carrier certificates/policies/SPDs for accuracy,

completing contract review checklists and identifying opportunities to

round out accounts with additional lines of coverage.

American Fidelity Educational Services

Account Manager

01/2022 – 12/2023

Coordinated worksite insurance products and services for K-12 school

accounts of up to 1200 lives, and built strong relationships with customers,

union officials, and teaching association executives. Developed

customized employee benefits packages through annual benefit

enrollments and group presentations, acted as a subject matter expert on

OEBB benefit plan-related questions, ensured compliance with regulations

and reporting requirements, managed the annual enrollment process,

prepared benefit and wellness-related communications, and facilitated

required benefit audits, Evaluated internal processes to reduce costs and

increase efficiency, acted as an escalation contact for plan participants,

HR, and American Fidelity, and used data to ensure specifications

adherence.

m5 Impact Inc.

Senior Account Development Manager

02/2012 – 08/2024

Aflac/ Colonial Life & Accident

Conducted market research to identify selling possibilities and evaluated

customer needs, created detailed business plans to facilitate the

attainment of goals and quotas, sought new sales opportunities through

networking and cold calling, recruited and developed up to eleven new

associates at a time, positioned meetings with potential clients and

listened to their needs and concerns, creaed reviews and reports with

sales and financial data, participated on behalf of the company in

exhibitions and conferences, collaborated with team members to achieve

consistent annual growth of 30%+

, managed the entire sales cycle from

finding clients to post-enrollment, prepared and delivered presentations on

products and services to groups up to 500 lives, renegotiated annual

agreements with groups, resolved all complaints or objections, developed

long term partnerships, explained insurance products to prospective

employers and employees, provided professional after-sales support to

enhance the customers’ loyalty, maintained frequent contact with the

clients in order to understand their needs, responded to clients to

maximize customer contentment.

Skills

Strong knowledge of Salesforce CRM, Windows and Mac based environments, and an intermediate skill level with the Microsoft Suite of software.

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