Kimberly Stenlake
Quakertown
Summary
Experienced and results-oriented Account Executive with a proven track record of retaining a multi-million-dollar block of group benefits business. Recognized for exceptional broker satisfaction, and frequently entrusted with new broker blocks due to strong relationship management and service excellence. Expert in resolving escalated service issues through strategic root cause analysis, and driving continuous improvements in client experience. Skilled in partnering with sales teams and brokers to expand client portfolios.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Implementation Manager
Equitable
05.2024 - Current
- Lead a team of six employees, providing mentorship, performance evaluations, and strategic direction.
- Lead team meetings to align project goals and deadlines, ensuring timely task completion.
- Established performance standards and provided constructive feedback to enhance team productivity.
- Identified and implemented process improvements to optimize operational efficiency.
- Partner with a third-party claims vendor to ensure the timeliness of claims adjudications.
- Extensive knowledge of the group benefits industry and ancillary insurance products, including life, voluntary life, dental, vision, disability, and worksite.
Account Executive
Principal Financial Group
07.2022 - 05.2024
- Responsible for retaining an $18.69 million block of business for group clients, ranging in size from 2 to 500 lives.
- Assisted in coaching, training, and mentoring new Account Executives.
- Highly rated broker feedback, and frequently sought after to service new broker blocks.
- Key point of contact for resolving escalated service issues, and analyzing root cause to enhance the client experience.
- Partner with sales representatives and brokers to sell new lines of business to current clients.
Internal Sales Specialist
Principal Financial Group
09.2020 - 07.2022
- Responsible for supporting sales representatives in pricing, and meeting their new business sales goals.
- Prepare daily proposal reviews to discuss with my sales team, and release quotes to brokers.
- Monitor and track the new business sales of my sales team, and ensure all cases are in good order and submitted to our installation team in a timely manner.
- Establish and maintain strong, trust-based partnerships with my sales team.
- In-depth understanding of underwriting guidelines, and the ability to provide pricing recommendations in order to secure a sale.
- Extensive product and provisions knowledge in the Group Benefits sector.
Account Coordinator
Principal Financial Group
08.2019 - 09.2020
- Excelled at ensuring successful new business implementations.
- Consistently exceeded production and quality goals.
- Trained peers on process efficiencies to ensure timely turnaround for clients and brokers.
Education
MBA - Business Administration
Delaware Valley University
Doylestown, PA08.2023
B.S. - Psychology
University of Pittsburgh
Pittsburgh, PA04.2019
Skills
- Team leadership
- Process improvement
- Strategic thinking
- Coaching and mentoring
- Customer service
- Account management
- Emotional intelligence
- Verbal and written communication
Certification
Life and Health License | October 2019
Timeline
Client Implementation Manager
Equitable
05.2024 - Current
Account Executive
Principal Financial Group
07.2022 - 05.2024
Internal Sales Specialist
Principal Financial Group
09.2020 - 07.2022
Account Coordinator
Principal Financial Group
08.2019 - 09.2020
B.S. - Psychology
University of Pittsburgh
MBA - Business Administration
Delaware Valley University