Julie Choi
Downingtown,PA
Summary
Enthusiastic Account Manager with over 20 years of experience in the EAP and wellbeing field. Offering expertise in building partnerships, retaining key accounts and enhancing profit. Strong leader with proficiency in growing professional network, influencing decision-makers, and devising successful strategies. Collaborative team player who works well with colleagues, administrative support staff, and managers at all levels.
Overview
17
17
years of professional experience
Work History
Global Account Manager
Workplace Options
09.2021 - Current
- Managing a large book of business with six premiere clients bringing in nearly $5,000,000 annually
- Increased revenue for the company through strategic upselling and cross-selling initiatives, hitting goal of $400,00 annually
- Developed long-lasting client relationships by providing exceptional customer service and support
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Mentored and led team of four junior account managers while immediate supervisor was on parental leave for six months
Executive Account Manager
Carebridge Corporation
05.2012 - 09.2021
- Managed 60 business clients that generated more than two million dollars of revenue
- Built partnerships with diverse internal departments including sales, finance, and operations to implement new client companies
- Ensured client satisfaction and contract renewals by exceeding hr and benefit teams expectations
- Addressed and resolved client complaints or issues to ensure satisfaction of service provided
- Retained updated knowledge of market competition and related offerings to suggest enhancements to EAP product
- Mentored junior account managers and assisted in onboarding of new employees
Proposals Director
Carebridge Corporation
05.2007 - 07.2018
- Attended trade shows and seminars to promote products and learn about industry developments
- Worked with benefit brokers to fulfill detailed requests for proposals (RFP) in an efficient and timely manner
- Responded to broker and client company questions regarding rates and EAP Services while distinguishing from competitors
- Analyzed marketing data, including market trends, competitor performance and product strengths
Education
Bachelor of Arts - Communications, Valedictorian
Penn State University
State College, PA 05.1992
Skills
- Clear and effective communication to external key contacts and internal colleagues and department heads
- Delivering top-notch customer support including responsiveness and empathic listening when services fall short of expectations
- Analyzing utilization, identifying trends, and strategizing on promotional and upsell opportunities
- Learning quickly while also assertively asking for support when additional expertise is needed
Community Service
- Stewardship Ministry Member/Form Board of Trustee at Wellsprings Unitarian Universalist Congregation
- Frequent American Red Cross blood and platelet donor
- Poll worker in Uwchlan Township, Chester County, PA
- Past president of Arbordayle Home Owners Association
- Past president of Uwchlan Hills and Lionville Middle School Home and School Association
Timeline
Global Account Manager
Workplace Options
09.2021 - Current
Executive Account Manager
Carebridge Corporation
05.2012 - 09.2021
Proposals Director
Carebridge Corporation
05.2007 - 07.2018
Bachelor of Arts - Communications, Valedictorian
Penn State University
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