Dynamic professional with a proven track record in client relationship management and strategic planning. Recognized for enhancing retention through effective negotiation and performance monitoring. Adept at mentoring teams and driving process improvements, leveraging strong analytical skills and critical thinking to achieve outstanding results.
2006-2010:
Initial Position- Customer Service Representative
-Added position of claims processor
-Updated position to Employee Benefits specialist and head of broker hotline in customer service department.
2010 to current:
- Promoted to Account Manager specializing in 2-50 size cases with a sprinkle of 51+ self insured cases.
- Manage Delaware and Maryland brokers book of business building relationships with in person meetings, phone conversations, and email communications.
- Negotiated renewal book with underwriting prior to release for best projected outcome of retention.
- In person employee enrollment meetings during renewal
- Awarded Presidents Council 2011
-Awarded Gold Circle (Aetna migration) 2013
- Assist management with report review of retention projections.
-Assist team with general knowledge questions among processes and systems including Springboard, Ebusiness, ESW, EE Navigator, initial claim review, and broker responses.
-Assist with team positive engagements for meetings.
- Collaborating with multiple internal teams to promote effectiveness and enhancing systems and processes.
- Mentoring new hires while advising of effective traits for success.