Account Executive

Location:

Salary:

$65,000

Posted:

June 16, 2011

KEITH M. CREAVEN

***********@*****.***

EXPERIENCE

Ashton Benefits New York, NY

Account Manager 08/04- Present

• Manage over 130 existing clients

• Oversee all required paperwork and documents for new business setup

• Perform open enrollment meetings for new and existing clients

• Submit new business applications and follow up with General Agent/Carrier on new business case installation

• Manage, build, and maintain relationships with clients through renewal retention

• Constant communication through e-mails, phone, and face-to-face meetings with clients

• Quote alternative health plans for clients through Health Connect.

• Cross sell existing book of business ( all lines of coverage)

• Service the client with employee add-ons/change/terminations

• Client Problem Solving ( Billing, Eligibility, and Claim issues)

• Provide on-line billing invoices for 50+ clients on carrier websites.

• Update database (Saleslogix) with client’s current plan/rate information

Dascit/White & Winston New York, NY

Sales Representative 02/96 – 08/04

• Responsible for all aspects of sales and case management for several large Prudential Agency’s in the NY/NJ areas.

• Conducted seminar/meetings for Brokers/Agents and Clients

• Communicated daily with brokers regarding any changes involving product, laws and underwriting guidelines

• Preparation of Large Group Cases ( 50+ fully-insured and self funded)

Chubb LifeAmerica New York, NY

Group Administrator 02/90 – 12/95

• Ran all Health Quotes for Group Representatives

• Processed New Case Submissions over to carriers

• Communicate daily with Brokers/Clients on Insurance Products.

• Updated all computers with Chubb LifeAmerica Rates/Products

COMPUTER SKILLS

• Windows NT, Windows XP

• Microsoft Outlook, Word,

• Saleslogix

EDUCATION

• United States Navy (Honorable Discharge)

• Briarcliff College ( Computer Program/Business Administration)