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Skills

  • Understanding of medical terms
  • Interpersonal communication
  • Project organization
  • Collaborative relationships
  • Operational improvement
  • Client onboarding and needs analysis
  • Supervision
  • Cross-selling and upselling
  • Customer service
  • Organization

Work Experiences

  • Achieved a 68% client retention rate.
  • Clarified policy provisions in simple terms.
  • Conducted policy education sessions for corporate clients.
  • Transported ServiceNow to several months customer locations.
  • Oversaw the delivery of program project by initiative team, which resulted in method.
  • Analyzed industry trends and competitor strategies to pro-actively adjust client policies, achieving a 49% increase in overall profitability.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with leadership on strategy.
  • Achieved a 40% improvement in client quote acceptance rate.
  • Assumed full client liaison responsibilities.

Summaries

  • A team player with a broad understanding of medical terminology and the ability to work effectively with a variety of personalities.
  • Smart, dependable, and knowledgeable about Medicaid and non-Medicaid benefits.
  • Professional with experience verifying insurance benefits and generating appropriate patient documentation.
  • Collaborated with underwriters to secure favorable rates.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Insurance Account Manager is a multi-talented Insurance Account Manager who is consistently rewarded for planning and operational improvements.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved 83% growth month-over-month.
  • Empathy, dependability, and enthusiasm for customer satisfaction.

Accomplishments

  • Redesigned account management workflow that cut down administrative tasks by 32% and optimized productivity.
  • Reduced policy-related errors by 48% via implementing automated document systems integrated with Workday.
  • Identified and leveraged up-selling and cross-selling opportunities during client contact, resulting in a 60% increase in average policy value.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coached junior account managers on cross-selling strategies that improved multi-policy holdings by 46% within one year.
  • Reduced claim turnover rate by 41% through the introduction of streamlined and clear service-level agreements with key partners.
  • Documented and resolved process which led to initiative.
  • Contributed to a 66% department-wide increase in closing rate by optimizing lead-handling processes during the sales cycle.
  • Resolved product issue through consumer testing.
  • Implemented a risk assessment protocol that decreased overall claims by 33%, effectively reducing the company’s risk exposure.

Affiliations

  • Jaycees
  • National Association of Independent Insurance Adjusters (NAIIA)
  • International Council of Nurses
  • Society of Human Resource Management
  • Customer Service Institute of America (CSIA)
  • American Medical Informatics Association
  • Professional Liability Underwriting Society (PLUS)
  • American Marketing Association
  • Women in Insurance Leadership (WIL)
  • Society of Financial Services Professionals (FSP)

Certifications

  • Registered Employee Benefits Consultant (REBC) – Vantage
  • SHRM Senior Certified Professional (SHRM-SCP)
  • First Aid/CPR Certified
  • Salesforce
  • Associate in General Insurance (AINS) - Cedar Works
  • Commercial Lines Coverage Specialist (CLCS) – The National Underwriter Company
  • CompTIA Security+
  • Associate in Claims (AIC) - The Institutes
  • Project Management Professional (PMP)
  • Certified Insurance Fraud Investigator (CIFI) - The International Association of Special Investigation Units (IASIU)

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