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Norristown, PA Street Address EMAIL AVAILABLE PHONE NUMBER AVAILABLESENIOR-LEVEL ACCOUNT MANAGERAward-winning and Performing Account Manager with Street Address + years of success as a trusted partner, consultant, and service driver with a reputation for "meeting clients where they are" and helping them propel to the next level. Demonstrate goal-surpassing results in account management, benefits administration, people engagement, sales management, and customer service.Benchmarks, Milestones & AccomplishmentsA natural communicator with high-level integrity and character, respected for empowering, inspiring, and motivating a high-performing team to achieve sales and account development objectives. History of maintaining 100% account retention.Reputed as a top performer exceeding sales and growth targets and entrusted to steward multiple sales markets, drive a robust business pipeline, and align core revenue and service goals.Recognize unique business opportunities, transform leads into long-lasting business relationships, and execute winningclient-focused strategies. A results-focused leader in the healthcare service space with securing and growing healthcare accounts. Effective in communicating value and product benefits to prospects.Demonstrate a keen understanding of healthcare operations and services, managing complex business issues, and controlling internal and external sales processes; familiar with Medicare, Medicare Advantage, and Medicaid MCO.Success leveraging the consultative approach to drive client acquisition, build C-Suite relationships, collaborate with prospective clients, manage internal operational relationships, and recommend practical solutions to clients.PROFESSIONAL EXPERIENCESTATE FARM AGENCY East Norriton, PAAgent/Account Management (01/2022 current)Accountable for growing an existing and new book of business through value-based conversations and remarkable customer experience. Use a customer-focused, needs-based review process to educate customers about insurance options. Meet marketing goals set by the agency. Meet customer service goals and assist with marketing goals as directed by the agent. Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverages, policy changes, transfers, claims submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marketing opportunities as appropriate. NONSTOP ADMINISTRATION AND INSURANCE SERVICES Concord, CA Account Executive (02/2022 07/2023)Leveraged sales, people management, account management, and project management excellence to develop and manage a portfolio of employee benefits clients. Went above and beyond to deliver exceptional client satisfaction by promptly addressing their needs and maintaining/strengthening client relationships. Played a strategic role in developing innovative sales strategies to drive engagement while identifying, expanding, and establishing new opportunities. Designed and presented customized benefit solutions aligned with client objectives, increasing client satisfaction and retention. Stayed updated on industry trends and regulatory changes related to employee benefits and educated clients accordingly, ensuring compliance and maximizing the value of our services. Prepared and delivered presentations, proposals, and reports to clients, highlighting the value of our services, and effectively communicating the benefits of working with our company. Ensured smooth implementation and ongoing management of client benefit programs in collaboration with internal teams, resulting in streamlined processes and improved client experience. Monitored client satisfaction, promptly addressed any concerns or issues, and maintained high client retention, leading to long-term partnerships and increased revenue. Enabled effective communication, personalized service, and efficient decision-making by maintaining accurate and up-to-date client information in the CRM system. Maintained proficiency in competitor offerings and market trends to provide strategic insights, enabling the company to stay competitive and make informed business decisions. HEALTH ADVOCATE Plymouth Meeting, PAAccount Manager (06/2016 02/2022)Brought on and assigned to take over, turnaround, and upsell vulnerable accounts. Demonstrated excellence by sourcing, contacting, and building critical client relationships with key decision-makers for health and wellness products and services. Recommended and upsold additional health and wellness products/services, outlining benefits, pricing, and implementation processes. Achieved aggressive milestones, including managing a multi-million-dollar book of business. Exceeded sales quotas by 119% and 148% for 2019 and 2020, respectively. Employed excellence in communication and interpersonal interactions to contact prospects to generate new sales, maintain strong relationships with existing customers, and continually seek ways to expand profitable business volume. Built excellent rapport and enhanced satisfaction with a diverse client base, responded to, and participated in quote development, resolved customer issues, and maintained knowledge of current product and service trends.IRON MOUNTAIN Collegeville, PAAccount Manager (10/2010 03/2016 )Account growth catalyst and visionary in charge of overseeing and managing relationships with healthcare customers to help guarantee satisfaction. Successfully positioned services and programs for account growth and developed and executed tailored plans to drive account acquisition and retention. Secured victory in multiple sales contests, including Wow contests, the Wowy End of Year contest, and Team Referral contests, displaying exceptional sales mastery. Surpassed 100% for new revenue growth, demonstrating an unwavering commitment to exceeding targets. Skillfully managed multimillion-dollar books of business, entrusted with high-value, at-risk accounts that were successfully rescued and upsold. Spearheaded robust relationships with healthcare clients, ensuring their utmost satisfaction; strategically positioned services and programs to fuel account expansion; and formulated comprehensive business strategies for acquiring and expanding new accounts. Applied a consultative, solution-driven sales methodology, fostering collaboration with clients to deeply understand and fulfill their unique requirements. Discovered, evaluated, and capitalized on lucrative market opportunities; collaborated on preparing Request for Proposals (RFPs); and meticulously nurtured a portfolio of 1,000 healthcare accounts, facilitating their growth and retention.ADDITIONAL CAREER HISTORYMarketing Representative, Crossroads Hospice of Philadelphia, Horsham, PA Senior Benefits Administrator, Benefits Headquarters Division, Willis, NA, Inc., Radnor, PA Account Manager/Licensed Agent, Pennsylvania Insurance Services, Blue Bell, PA Account Manager, Verizon Information Systems, Bensalem, PA Account Manager/Office Manager, HealthAxis.com, Norristown, PA Benefit Services Representative, The Hartford, Fort Washington, PA Provider Relations Representative, US Healthcare, Blue Bell, PA EDUCATION AND CREDENTIALSCertifications & LicensesPennsylvania Resident Producer License/ Life, Accident & Health Insurance/Property and Casualty |