Portland, Oregon, United States
Account Manager with over 10 years of progressive experience at Kaiser Permanente specializing in Large Group health insurance sales, retention, and renewals. Proven success in managing complex employer accounts, driving measurable growth, and delivering strategic solutions that align with client goals. Recognized for strong broker and consultant relationships, mentoring peers, and advancing Kaiser's market competitiveness through data-driven strategies and customer-centric service.
Implement and execute sales and retention strategies for large employer groups, leveraging financial, clinical, and utilization data to exceed revenue and growth targets. Manage a portfolio of 56+ Large Group accounts. Build and maintain strategic relationships with brokers, consultants, and clients, providing expert product guidance and resolving complex issues with high satisfaction scores. Lead end-to-end renewals, including negotiation, presentation, and benefit validation; ensure contracts and pricing align with negotiated terms. Partner cross-functionally with engagement and wellness teams to deliver tailored health programs that increase C-suite engagement and participation among targeted employer groups. Identify and execute cross-sell and up-sell opportunities to expand product adoption and improve retention. Mentor peers on best practices and data utilization.
Served as team lead and mentor for Associate Account Managers, onboarding and training new hires to ensure consistent performance and process alignment. Collaborated with Account Managers and internal departments to streamline operations, resulting a reduction in turnaround time for renewals and reports. Supported sales and retention goals by analyzing data, preparing client reports, and identifying new opportunities within existing accounts. Drove resolution of escalated issues across departments, improving client response time and satisfaction. Coordinated high-value client meetings, open enrollment presentations, and wellness events to strengthen relationships and drive engagement.
Primary liaison for top employer groups, brokers, and consultants; ensured contract accuracy and timely renewal processing. Supported retention and growth through proactive client engagement and personalized service. Organized and led open enrollment meetings and health fairs to enhance brand visibility and trust. Developed onboarding and training materials adopted department-wide to streamline associate ramp-up.
• Assisted the Sales Team and Account Managers in servicing and retaining over 6,000 policies • Managed daily tasks which included billing clients, processing certificates and Acord applications, soliciting renewals, obtaining quotes, endorsements, audits, premium breakdowns and communicating with clients and underwriters directly and in a timely manner • Helped facilitate agency consolidation efforts by working with insurance carriers to bundle and place policies with extended service teams • Worked closely with the bonds department to support the Small Commercial team as the bond specialist • Performed day to day essential functions and met service standards and Best Practices developed by USI • Maintained client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows and procedures. Maintained a high degree of accuracy in agency management and document management systems
• Responsible for accurately providing customers the most favorable home, auto or liability insurance policies • Directly sold insurance coverage to customers from a portfolio of providers • Maintained policies throughout their terms and efficiently managed all underwriting issues
• Procured favorable press in opportune media outlets to drive greater awareness of brand and services resulting in a 40% increase in revenue in the first year • United BHP/IMTCA with high-profile, charitable organizations and events that aligned with philanthropic purpose • Consulted on logo, website & social media platforms to create consistent, high-quality branding • Formulated, guided and utilized public opinion in order to expand and enhance BHP/IMTCA’s reputation thereby increasing positive exposure among the industry and public and Wall Street analysts to ultimately contribute to the investment performance of the firm
• Collaborated with a team of six financial advisors to formulate investment strategies, construct portfolios and determine appropriate asset allocations for high net worth individuals • Maximized client relationships by offering creative solutions, education and support in order to gain buy-in and agreement • Assisted in implementing an automated trading program executing $45m in trades per month • Conducted fundamental research through communication with management teams, industry experts, and Wall Street analysts to ultimately contribute to the investment performance of the firm