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Customer Service Account Manager

Location:
Grayson, GA
Posted:
September 23, 2023

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Resume:

adzwb5@r.postjobfree.com

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Anthony Flack

Professional Summary

Detail-oriented and diligent professional coordinating claims processes in compliance with regulatory requirements to reach fair and equitable settlements. Adept at determining proper course of action for coverage and disposition of claims through effective judgment, analytical, and decision-making skills. Skilled in delivering high-quality customer service while building profitable relationships.

Achievements & Accolades

● Licensed Adjuster in seven (8) states including Georgia, Texas, Mississippi, Alabama, North Carolina, South

Carolina, Kentucky and Louisiana

● Investigation of claims made by insureds and claimants

● Quick and effective communications and settlement negotiations

● Strictly adhere to all claims best practices and operate within set authority level

● Critical thinking skills and the ability to manage multiple tasks at one time

● Strong written and verbal communication skills

● Drafted by the Dallas Cowboys in 10th round

● All-S.E.C. Conference Football team at UGA

Professional Experience:

HUMANA, Inc., Atlanta, GA

Medicare Advisor July 2022 – Present

Primarily self-directed grass-roots prospecting for new clients through setting up marketing events at senior centers, medical facilities, retail locations and food pantries.

Responsible for monthly production of a minimum of eight new monthly enrollments.

Maintaining and retaining client base through high quality customer service and relationship building.

Currently performing at 115% of monthly enrollment goals.

Building trusting relationships with my clients and other business partners throughout the community.

ZMC & Associates, Lilburn, GA

Relationship Manager II April 2019 – June 2022

Primarily self-directed prospecting for new clients through cold-calling, networking and attending industry events.

Responsible for increasing firms quarterly revenues in the areas of tax planning, tax preparation and retirement planning.

To actively engage in business acquisition activities to acquire new tax and accounting clients.

Preparing executive level proposals for annual tax planning and tax preparation for prospective clients.

Maintaining client retention of large commercial accounts consisting mainly of transportation clients.

Responsible for making presentations to Executive-level decision makers.

Business to business sales and prospecting to identify new clients within targeted commercial space.

Access to Capital for Entrepreneurs, Atlanta, GA

Commercial Loan Officer August 2015 – April 2019

●Responsible for preparing, structuring and fulfilling credit proposals for commercial clients with Revenues between $250K to $5MM.

●Managing and servicing of all clients credit relationships including loan closings, clearing exceptions and problem loan/asset management.

●Developing revenue growth through the generation of loans, fee income and cross-selling all applicable services.

●SBA 7a Lending Specialist producing over $6M annually focused on start-up’s in various industries.

●Meeting or exceeding annual lending goal of $5M.

PNC Bank, Tucker, GA

Vice President, Business Banker June 2013 – July 2015

●Responsible for growing profitability of small business client portfolios with annual revenue of $1M - $10MM.

●Analyze client’s cash flow cycle to identify and recommend financial solutions to address client’s financial goals.

Bank of America, Conyers, GA

Vice President, Business Banking November 2011 – May 2013

●Develop and utilize a formal calling plan to target new Small Business with revenues between $1MM to $10MM.

●Prospecting 80% of the time to establish new bank relationships.

●Prospecting for new Small Business opportunities to drive sales revenues equating to increased Business Banking achieving its goals and objectives.

Equifax, Atlanta, GA January 2006 – November 2011

Sales Supervisor

●Providing credit bureau service and credit marketing intel to Credit Unions and Mortgage lenders.

●Responsibilities include developing sales strategies and developing action plans prior to contacting customer.

●Research and review market trends, obtain firm understanding of specific customer needs and revenue performance.

Other Experience:

TV One, Sr. Account Manager Oct 2003 – December 2005

A&E Television – Account Manager June 1996 - September 2003

First Union National Bank – Branch Manager March 1992 - May 1996

First Citizens Bank – Branch Manager September 1986 - March 1992

Education

University of Georgia, Athens, GA May 1986

Bachelor of Science in Business, Concentration: Marketing

Additional Banking Specific Training and Skills

Lending 101, 102 and 103 Sponsored by PNC

Topics included:

●Cash Flow Analysis

●Asset Management

●Extensions and Renewals

●Tax Returns reviews

●Working Capital assessment

●Rate/Term Structuring

●Collateral Requirements

Proficient in Microsoft Office Suite and many Microsoft based environments

Efficient with Client Management systems Oracle and Goldmine.

Groups and Affiliations

Member of Kappa Alpha Psi Fraternity

Atlanta Business League

DeKalb Chamber of Commerce

Empire Board of Realist



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