Daniel P. Clark
Denver, CO 80203
Professional Experience
Account Manager
Gemini Group, Inc. – Denver, CO
January 2006-April 2008
• Servicing client issues including claims, billing, and training on plan designs
• Complete facilitation of the renewal process
• Public relations with clients and carriers
• Responsible for accurately documenting all communications in ACT, the database
• Responsible for book of business that includes over 250 companies
• Provides support to sales representatives, including relationship building with clients and carriers
• Continuous communication with clients carriers, via phone and email
• Composing detailed, accurate spreadsheet presentations for clients and sales representatives featuring all aspects of renewal; current rates vs. renewal rates, and alternate options with current carriers and alternate carriers
• Responsible for enrollment, billing, claims assistance
Account Manager
Digital Insurance – Atlanta, GA
September 2004-December 2005
• Responsible for a block of business that includes over 200 small groups
• Complete facilitator of renewal process from beginning to end
• Continuous communication with clients and broker partners, including quarterly service calls
• Responsible for enrollment, billing, claims assistance; also cultivating new lines of business for existing clients
• Licensed in Life, Accident & Health
• Responsible for event management; especially product fairs and fundraising
• Up selling additional products; sales of several different insurance products
• Building and maintaining lasting, solid relationships with carriers, clients, and broker partners
• Promoted to Team Leader, a role in which I provided leadership and assistance to six Account Managers in two territories; maintained my role as Account Manager
Sales Support Specialist/Customer Service
MBS, My Benefit Source (an H&R Block Company) - Alpharetta, GA
February 2002-January 2004
• Responsible for acquiring census information from clients and presenting that information to carriers for medical, dental, disability, and life insurance quotes, and analyzing the premium and experience figures as necessary
• Processing final quotes into a cumulative comparison for clients'; process included checking paperwork, requesting outstanding information, following-up, submission, and tracking through underwriting
• Communicating to carriers the outcome of negotiated discounts, rates, medical problems, and plan exceptions with underwriting
• Processing and obtaining quotes for renewal cases
• Completing worker's compensation audits
• Responsible for negotiating discounts and rates with underwriting in the pre-sale of health insurance
• Laid off due to outsourcing benefits department (to another brokerage firm) and downsizing
Marketing Support Representative/Customer Service Rep.
Blue Cross Blue Shield of Georgia - Atlanta, GA December 1998-August 2001
• Prepared proposals, marketing plans, and re-enrollment materials for sales manager, account executives, service representatives, and agents
• Provided insurance rate quotes for brokers seeking employee coverage
• Maintained departmental sales database ("Telemagic")
• Provided administrative support for manager, supervisor, and sales staff
• Published monthly sales activity reports
Additional Skills
• Excellent computer skills
• Maintained part-time work as server/caterer since July, 2001, at a local restaurant
Education
Bachelor of Arts in Business Marketing and English
Olivet Nazarene University - Chicago, Illinois