Account Manager Project Management

Stanley A. McPherson

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M: 503-***-**** E: ad2c97@r.postjobfree.com

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Professional Summary and Qualification

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American Fidelity Educational Services – Account manager 01/21-12/2023 Tigard, OR 97023

Focused on growing and maintaining existing K-12 School accounts by coordinating worksite insurance products and services for educational clients, Built strong relationships with customers, union officials and teaching association executives, Developed customized needs-based employee benefit packages through annual benefit enrollments and group presentations, Served as the subject matter expert on OEBB benefit plan-related questions and issues addressing eligibility, compliance, and annual requirements, Met with new employees to review benefit options, policies, and procedures, Managed the invoice reconciliation process, including the review of enrollment and termination data, Acted as a key point of contact during the annual enrollment process, including project management, user acceptance testing, and communications, Ensured compliance with ACA, COBRA, HIPAA, ERISA, and IRS regulations and other required reporting, Prepared benefit and wellness-related communications and presentations, Prepared and facilitated required benefit audits, Understood and used qualitative/quantitative measurement to evaluate and advise on internal processes to reduce costs and increase efficiency, Acted as an escalation contact for plan participants, HR, and American Fidelity, Used data to build project plans and ensure schedule and specifications adherence.

m5 Impact Inc. – Owner

Colonial Life & Accident - Agency Development Manager 12/17– Present Lake Oswego, OR 97035

Conduct market research to identify selling possibilities and evaluate customer needs, Create detailed business plans to facilitate the attainment of goals and quotas, Actively seek out new sales opportunities through cold calling, working with clients and networking to train associates in a live atmosphere, Developing and training up to eleven insurance professionals to continually improve and increase their results, Set up meetings with potential clients and listening to their wishes and concerns, Create frequent reviews and reports with sales and financial data, Participate on behalf of the company in exhibitions or conferences, Collaborate with team members to achieve the greatest possible results. m5 Impact Inc. - Owner

AFLAC - Associate 2/12 - present

Tigard, OR 97223

Managed the entire sales cycle from finding a client to securing a contract, Prepared and delivered appropriate presentations on products and services, Negotiated/closed deals and handled complaints or objections, Unearthed new sales opportunities through networking, Developed and built long term partnerships, Presented insurance products to prospective employers and employees, Provide professional after-sales support to enhance the customers’ loyalty, Maintain frequent contact with the clients in order to understand their needs, Respond to complaints and resolve issues to maximize customer contentment, and the preservation of the company’s reputation, Negotiate agreements and kept records of sales.

Skills

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