Account Manager/Account Executive
Resume:
Teri R. Sims
Long Beach, CA ***03
***********@*****.***
Account Manager/Account Executive
Employee Benefits
Summary
Employee Benefits Specialist seeking Account Manager or Account Executive position in an organization fostering integrity, growth and teamwork
Extensive employee benefits experience in the agency arena, with emphasis on mid and large group clients including BCBG, The Irvine Company, Fluidmaster, City of Irvine for health, dental, life, disability and voluntary products, fully insured and self-funded
Excellent communication, organizational, analytical and interpersonal skills
Posses California Life and Health License
Professional Experience
CAN Insurance Services, Los Angeles, CA 2008-2010
(Northern California-based agency owned by California Association of Non-profits)
Account Manager - Employee Benefits
Managed client relationships with 40 non-profit organizations
Improved agency presence in Southern California region via frequent on-site visits and making agency known to local representatives of potential benefit providers
Communicated industry and legislative updates to clients as needed
Prepared employee communication materials
Maintained follow-up schedules, files and documentation in client management system
Managed RFP process, analyzed proposals for competitiveness and appropriateness at renewal or in response to client or prospective client inquiry, often 5-6 per week
Prepared and presented annual renewal presentations, comparisons requested by clients
Negotiated benefits and premiums on behalf of clients with carriers including Aetna, Blue Shield, Blue Cross, CIGNA, Health Net, United Health Care and providers of ancillary and voluntary benefits
Conducted open enrollment meetings and administered account implementation, working with employers and 2-500 employees, including those with multiple sites
Reviewed coverage contracts and employee materials for accuracy in provisions
Brown & Brown of California, Orange, CA 2006-2007
Account Executive 2007
Account Manager 2006
Developed Quality Control procedures and instruction manuals, enabling agency to pass company-conducted audit
Supervised two assistants, delegating clerical tasks and more routine service issues
Assisted with planning and implementation of annual client health fair for over 1,000 employees
Prepared and presented ongoing reports such as utilization and claim funding
Participated in pre-renewal strategy planning and client meetings
Recommended products and services as indicated by current trends, helped clients to maintain a competitive advantage
Managed client relationships for 30 mid-to large clients, including national accounts, some independently and some in partnership with a producer or other team members
Teri R. Sims Page Two
***********@*****.***
562/438-1042
Andreini & Company, Irvine, CA 2004-2006
Account Coordinator
Expanded local carrier contacts for three growing offices in Southern California region
Developed marketing, documentation and client communication formats
Assisted with renewal and enrollment presentations, marketing and preparation of proposals for renewing and new business, training new team members
Dodge, Warren & Peters, Torrance, CA 2003-2004
White & Company, Santa Monica, CA 2000-2003
Account Manager
Conducted renewal presentations and open enrollment meetings for middle market
Managed client employer relationships and service issues (claims, billing, eligibility)
Marketed accounts and prepared proposals for new business and retention
Strengthened ongoing client contact via legislative and industry news reports
Aegis Risk Management, Torrance, CA 1998-2000
Account Executive
Developed American carrier contacts in Japanese agency (clients with ownership based in Japan), working closely with American counterpart in P&C area to “round out” larger accounts with growing United States locations
Assisted with education and training of new employees
Arthur J. Gallagher, Irvine, CA 1996-1998
Account Manager
Conducted renewal presentations and open enrollment meetings for middle market
Managed client employer relationships and service issues (claims, billing, eligibility)
Marketed accounts, prepared and presented renewal proposals
Prepared client communication materials, including seasonal newsletters, industry and regulatory updates
Computer Skills Word, Excel, Power Point, Outlook, AMS, TAM, Sales Logix
License California Life and Health
Education: B.A., Journalism, California State University, Long Beach
Graduate studies, Mass Communications, Cal State University, San Jose
Training: Pacific Gateway Workforce Investment Network, Long Beach, CA –
Career Enhancement
Andreini & Company - Excel and Power Point training
Dodge, Warren & Peters, Torrance, CA - Harassment Prevention
Professional Southern California Insurance Professionals,
Organizations: Insurance Professionals of America, Global Insurance Network
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