Account Manager Marketing

Patricia Keefe

Suffield, CT *****

703-***-**** - *********@*******.***

Skills

Life, Annuity and Health Insurance

Property and Casualty Insurance

Quality Assurance

Affinity Group Marketing

Strategic Planning

Upper Management

Competitive Analysis

Client Acquisition

Individual and Group Sales

Client Relation Optimization

Cold Calling

Underwriting

Professional Summary

Results oriented Affinity Group Insurance Marketing Manager with ability to lead organizations to successful product launches and higher revenues. Strong expertise in developing client relations. Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.

Work History

06/2022 to 05/2024

Sr. Account Manager

Renaissance Insurance Co. – Ellicott City, MD

Developed long-lasting client relationships by providing exceptional customer service and support.

Enhanced communication between departments for more effective problem-solving and collaboration.

Coordinated efforts across teams to ensure seamless delivery of products and services to clients.

Provided extensive support in sales, technical and business areas to key accounts.

05/2015 to 04/2022

Insurance Broker

Mass Benefits Consultants/Underwriters Marketing Services

Sell tailored Professional Liability Insurance and Retirement Supplement Plan to Federal Government employees through convention attendance, electronic mail campaigns and participation in agency health fairs and seminars

Pursue leads for sale of individual Life and Long Term Care Insurance, Annuities, Disability Insurance and Medi-Gap policies

Meet with prospects to determine suitability of insurance and financial needs

Introduce, educate and recommend valuable, affordable programs commensurate with their personal needs and financial situation

Close sales including collection and submission of application and initial premium to insurance companies for underwriting, final approval and implementation

Deliver policies to clients and follow up at least quarterly with regard to satisfaction, administrative issues and renewal procedures

11/2013 to 02/2015

President of FedGuard- Mid Atlantic Subsidiary

Citadel Insurance Services – Washington, DC

Assisted in development of a Professional Liability program for Federal Government employees

Developed and implemented marketing and sales plan through association endorsements, attendance at conferences, media advertising and government agency meetings

Managed the satellite office in Washington, DC

09/2012 to 10/2013

Sr. Administrator and Consultant

Applied Proactive Technologies (now CleaResults)

Obtained sales leads for the Ct

Small Business Dept

Developed and implemented departmental procedures in the sales pipeline to increase sales by 75%

Consulted with the President and Executive level employees to expand company growth

01/2006 to 11/2010

MidAtlantic Marketing and Sales Executive

Stratus Insurance Co. (now Veracity)

Researched association prospects in the MidAtlantic region to offer specialized, voluntary liability programs

Obtained profile information from the prospects and submitted to various insurance companies for bid

Pursued and received program endorsements from executives of the associations

Created and implemented electronic marketing campaigns for association group members under the executive endorsement

01/2001 to 07/2006

President

Wright & Co. Insurance Brokers, Consultants and Administrators

Restructured firm and developed a business plan to successfully increase revenue from a deficit of $750,000 in net worth to a $1.2 million profit in less than 2 years

Restored, renewed and obtained company licenses required to perform sales, underwriting, claims adjudication and administrative functions in 50 states

Reduced overhead expenses by downsizing staff and eliminating unprofitable programs

Negotiated higher commissions on certain incumbent plans and seamlessly transferred the 3 largest plans to higher rated carriers resulting in increased revenues and enhanced member benefits

Negotiated Marketing fees with senior Executives of all insurance companies to subsidize mailing and internet campaigns, convention presence and charitable donations resulting in increased revenue for all parties

Managed a staff of 35 employees with direct reporting from 3 Executive level employees

01/1996 to 01/2000

Vice-President of Marketing and Operations

Wright & Co. Insurance Brokers, Consultants and Administrators

Managed 4 departments including 6 management and supervisory staff

Defined and implemented workflow procedures for the Claims, Administration and Systems Departments including billing and remittance of $15 million in premium through Federal Government payroll allotment system, direct bill, credit card and electronic funds transfer

Developed and managed Marketing campaigns via website solicitations, direct mail, speaking engagements, panel discussions and magazine/newspaper articles and ads

Created and managed the design and content of distribution materials

Maintained and enhanced carrier relations for current programs

Implemented client service procedures resulting in increased efficiency, timeliness and an additional 20% member retention

01/1987 to 01/1996

Account Executive

Wright & Co. Insurance Brokers, Consultants and Administrators

Worked closely with company executives to identify new business opportunities and routinely participated in the sales process

Obtained Association endorsements and implemented marketing campaigns

Serviced new and existing accounts

Presented voluntary insurance programs at Federal conventions, health fairs and seminars

01/1984 to 01/1987

Account Executive

Dental Benefit Providers

Serviced and maintained large policyholder accounts and dental facilities

Trained and supervised staff of 6 employees

01/1981 to 01/1984

Benefits Administrator

CIGNA Corporation

Developed Group Insurance policies and certificates for large, sophisticated accounts

Trained and supervised entry level employees

Education

05/1980

Bachelor Of Arts: English

Fairfield University - Fairfield, CT

Certifications

Ct. Life, Health and Annuities

Ct. Property and Casualty

Accomplishments

Rebuilt an Insurance Agency/TPA with a negative deficit to a 1.2 million dollar profit in a 2 year period

Created new voluntary Group Insurance products and successfully marketed them to Affinity Groups in the Federal Government marketplace.

Trained and managed upper management and executive level employees.

Sold and serviced innovative, competitive Individual insurance products

Affiliations

National Association of Professional Agents, Member, 2017-Present

March of Dimes, Volunteer, 2011-Present

St. Gertrude Church Rectory, Assistant and Graphics Coordinator, 2011-2012

Federal Employees Education Assistance Association, Volunteer, 1997-2017

Greater Washington Society of Association Executives, Member, 1987-1997

Fairfield University Alumni Club, President, 1985-2000

Career focus

Results oriented Affinity Group Insurance Marketing Manager with ability to lead organizations to successful product launches and higher revenues. Strong expertise in developing client relations.

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