Katy, Texas, United States
Effective client manager within employee benefits administration who is experienced as a sales professional in healthcare, pharmaceuticals and business solutions. Interested in opportunities with unlimited growth potential and companies with a culture of innovation and developing leaders. Specialties: Account Management, Building relationships, New Business Development, Benefit administration
As Client Service Manager I am accountable for the client satisfaction, relationship, financial goals and resources for aligned clients including accountabilities for all aspects of benefits administration delivery both internally and externally. As a people manager, I directly manage aligned Business Analysts and guide them through career progression. Primary Responsibilities: Ongoing/Existing Client Responsibilities • Build and manage client partnership and satisfaction • Create and manage client Open Items List, Project Plan, Open Enrollment • Project manage integration of administrative and Shared Services teams (COBRA, FSA, Service Center) • Ensures delivery of services as indicated in the client’s Statement of Work • Manage and hold accountability for client Profit & Loss results • Manage premium payment processing • Conduct audits of coverage • Initiate and manage client status meetings • Create, interpret and review 834 and flat file requirements and processing • Manage compliance projects including ACA and ARPA guidelines • Work with Director with identification and collection of out of scope revenue • Manages client resource needs and escalate staffing shortages to senior management • Directly manage aligned Business Analysts and is accountable for the performance, growth, and engagement of aligned direct reports • Hold aligned resources accountable for behaviors that support Empyrean’s policies and procedures and company goals Implementation Responsibilities • Responsible for the testing of all new functionality, including creation of test plans, test population identification and execution of test plans are completed successfully by the aligned resource team • Reviews and ensures that the client specific processing guides are available by the go live date • Coordinate’s with the finance department on all financial set up and administration for the client
Accountable for managing the client relationship and delivery of services for aligned clients.
Sell Paychex Agency Employee Benefits Administration & Software to new and existing Paychex clients Generate sales revenue to meet and exceed sales quotas Achieve technical, competitive and sales skill knowledge Make calls and presentations to C-Level prospects and owners Develop internal and external relationships to assist in increasing the client base Develop strategies of employee benefit solutions Execute business related presentations and value-based consultative sales techniques Develop communication materials regarding financial responsibilities for newly acquired groups Guide customers through sales processes Assist with the development of sales agents and administrative staff
Acted as a dedicated account manager, licensed broker, and internal liaison for a book of business that was based on revenue and/or market segment Met & exceeded set expectations around customer service delivery and client retention goals Provided clients with consultative and service experience including on-boarding, renewal analysis to ensure plan design meets the client's cost and benefit objectives. Initiated regularly scheduled calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs including Affordable Care Act (ACA), COBRA, & Employer Shared Responsibility (ESR) Initiated consultative meeting with clients to assess underwriting exposures and opportunities prior to policy renewal Up sold and/or resells ancillary products to meet client benefit goals Responsible for meeting basic service level goals including response time and quality standards. Identified and coordinated solutions for client issues including payroll, PEO transitions, 401K, human resource planning Developed and maintained knowledge of related human capital management products including HRO, BeneTrac, Section125, COBRA and Workers Compensation Developed and maintained expert knowledge of industry trends, product offerings, and legislative and compliance changes Assisted with the development of administrative staff Manage employee benefits for mid-large market employer groups.
Focused on new business sales through benefit consultants and employer groups. As a sales consultant I was able to contribute to corporate enrollment objectives and promote HAP's value to our customer base. Some of my accomplishments include: 4th quarter Sales Leader 2008 4th quarter Sales Leader 2009 Average 10% Direct Business to Business sales
Manage existing business accounts while developing new business opportunities.