Strategic Account Executive
Resume:
Jon Potter
McKinney, TX *****
***************@*****.***
PROFILE
Employer Group Insurance Professional with 13 years experience between 2 organizations seeking long-term strategic selling position within the benefits industry. EXPERIENCE
Strategic Account Executive, Blue Cross Blue Shield of Texas Ancillary; Richardson, TX — 2015-2019
• Strategically managed a Blue Cross Blue Shield Ancillary book-of-business within the National Accounts market segment (500-20,000) lives. Both private and public sector customers.
• Managed $32 million of business, with persistency resulting exceeding 95% annually.
• Notable customers include City of Austin, Harris County, Rush Enterprises, City of San Antonio, and Oncor Electric. References can be provided.
• Honored to receive 2018 organizational recognition as Strategic Account Executive that achieved the highest additional revenue generation within current book of clients by adding $2.5 million dollars in revenue.
• Honored to present at Health Care Service Corporations Innovation day in 2018 with an idea of driving positive clinical outcomes around diabetes, cancer, and heart disease to reduce spend in the healthcare system while improving the health of our members.
• Technical day-to-day activities include finalist presentations, customer renewal strategy, client utilization reviews, inter-departmental engagement for client resolution, full-engagement during client implementation, and enrollment meetings as needed.
Strategic Account Executive, UnitedHealthcare; Plano, TX — 2009-2014
• Strategically managed a UnitedHealthcare book-of-business of medical, pharmacy, dental, vision, life, and disability customers within Key Accounts segment (100-3,000) lives.
• Honored as a UnitedHealthcare Pinnacle Award recipient in 2012 and 2013; Sales and Account Management most prestigious recognition
• Exceeded all annual persistency and cross-sell goals
• Facilitated customer utilization, pre-renewal, renewal, and strategic wellness reviews
• Project managed customer implementation with an emphasis on self-funded customers; serving as direct customer contact during on-boarding phase
• Facilitated weekly status calls with internal departments that include banking, billing, claims, contracts, and ID cards to ensure customer timeline adherence.
• Attended Finalist presentations as needed.
Implementation Manager, UnitedHealthcare; Plano, TX — 2006-2009
• Owned the new and renewal customer implementation experience with a focus on large self-funded clients in the 1,000 employee plus segment. Products include medical, pharmacy, dental, vision, life, and disability.
• Project managed the customer timeline to ensure timeliness and accuracy of installed products and facilitated weekly customer follow-up status calls.
• Project managed UnitedHealthcare internal departments for successful customer installation from point of sale to member ID card and group contract issuance, while meeting internal quality scoring via opportunity to defect measurements.
• Attended finalist presentations as needed to demonstrate the customer Implementation experience.
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