Senior Account Manager, Absence
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A business executive with extensive experience as principal of corporate accounts. Relationship builder with C-suite executives. Proficient at service delivery, strategy, financial evaluations, plan design, renewal, benchmarking and other like deliverables.
Well-organized with strong attention to detail and skillful at meeting tight deadlines in a fast-paced environment. Facilitated best practices and trainings with HR/Benefits teams. Reinforced ROI, meeting SLAs and culmination of RFP processes.
Ambitious multi-faceted project manager, yet also a team player. "Go getter."
Senior Account Manager, Absence - ComPsych Corporation - Chicago, IL
(2020-08 - 2026-04)
Presided over the retention of client base equal to $5 million in revenue. Key leadership role and Subject Matter Expert to strengthen and maximize utilization of services, including upsell opportunities to fit client's needs and solidify relationship. Thorough understanding of clients' business, human capital and disability benefits, as they relate to the Absence process.
Trouble shoot: Investigate, track and resolve client concerns. Prepare and present, annual analytical/trend reporting including evaluations or recommendations for improvements to program. Extremely knowledgeable on compliance of state and federal Leave regulations, ie Family Medical Leave Act (FMLA), American Disabilities Act (ADA), Uniformed Services Employment and Reemployment Rights Act (USERRA) and state Paid Family Medical Leave (PFML), including and not limited to select Employer sponsored Leaves.
Senior Account Manager - Connected Benefits (brokerage agency), Division of GoHealth - Chicago, IL
(2018-05 - 2020-07)
Responsible for full spectrum of client benefit portfolio from implementation to annual plan renewals.
Key focus: drives renewal process by negotiating rates, client specific strategies and proactive solutions. Prepares materials and conducts Employee Open Enrollment meetings and online trainings. Initiates contract and benefit plan reviews with internal and external partners for accuracy. Builds influential relationships for results and deliverables. Ensures account profitability.
Support team on client resolutions. Updates client information in Salesforce/CRM systems for sustainability. Educates client on government compliance/regulations as appropriate. Third party vendor liaison.
Associate Director of Business Development - Harken Health (subsidiary of UnitedHealthcare) - Chicago, IL
(2017-02 - 2017-06)
Self-starter role with a primary focus on project management and developing the account management team. Critical input for organizational structure, procedural enhancements and reporting practices. Relationship manager to broker community. Sales support to sales team and account liaison to Care Team at the Health Centers.
Account Manager - Benefit Administrative Services/BAS (TPA) - Homewood, IL
(2014-09 - 2017-01)
Managed cross-industry self-funded client base and broker relationships. Significant understanding and interpretation of benefit (HSA/HRA/Flex/Stop Loss) plan objectives for mid to large market accounts. Well versed in ERISA, ACA and other compliance regulations.
High level healthcare industry knowledge. Conducted employee Open Enrollment/educational meetings, along with Benefit Fairs, as applicable. Audited and reviewed billing to reconcile issues. Trained and conducted online portal demonstrations.
Partnered with Sales Team to prepare and participate in Finalists presentations for new business, as well as renewals. Established valuable vendor relationships with PBMs, wellness, telemedicine and referenced-based pricing organizations.
Voluntary Enrollment Specialist - Cigna Insurance - Chicago, IL
(2013-09 - 2014-08)
Created successful enrollments strategies at the employer level for newly sold Accidental Injury and Critical Illness products to drive employee enrollment. Influenced the education, awareness and communication to employees via various enrollment methods. Coordinated enrollment execution through multiple team partnerships, both internal and external. Ensured overall customer satisfaction for the enrollment experience. Integrated project management skills to create positive enrollment events.
Account Manager - Sun Life Financial - Chicago, IL
(2009-07 - 2013-08)
Answerable for a client base of over $50 million in premium/revenue. Serviced the relationship between customers/brokers from pre-sale, through establishment of employee group ancillary (Life, STD, LTD, CI, AI and Dental) benefits. Managed the installation process of all new accounts, which included website training, administrative processes and enrollment strategies. Responded expeditiously to customer/broker concerns or inquiries with immediate resolution. Completed projects, met deadlines and translated results to higher level management teams.
Enrollments and Benefit Fairs as requested. Collaborated with sales representatives on Finalist presentations, as well as identified enhancements and upsell opportunities.
National Accounts Manager - First Health/Coventry Health Care - Downers Grove, IL
(2004-08 - 2008-08)
Overall coordination of client relationship with executive level decision makers with over $12 million in revenue for employee group health and dental benefits. Monitored actual vs projected forecast monthly to evaluate product performance. Accountable for all client implementation processes, communications and resolutions.
Conducted on-site presentations to educate clients and upsell additional products and/or services. Effective analytical skills; strong organizational proficiencies and maintenance of proposals/contracts/RFPs. Traveled both domestically and internationally.
Team leader.
Bachelor of Science - Illinois State University
Masters of Human Resources - University of Illinois - Springfield