Client Success & Customer Satisfaction Account Manager

Associate-level Consultant acting as liaison between client, carrier, Account Manager, and sales team. Managed book of business of 20 mid-market accounts including building & maintaining client relationships and delivering data-driven strategic business plans

Mid-market Account Manager driving revenue and increasing carrier referrals by nurturing client relations, maximizing customer satisfaction, creating strategic key performance goals identifying client’s issues, and creating opportunities for improvement. Managed book of business of 10-20 clients that produced $1-$5 million in revenue.

Small-Market Account manager driving revenue and increasing carrier referrals by nurturing client relations, maximizing customer satisfaction, creating strategic key performance goals identifying client issues, and creating opportunities for improvement. Managed a book of business alongside a Corporate account manager of 5-10 clients producing $75M in revenue.

Mid-Market Provider specialist driving revenue and increasing provider referrals by nurturing provider relations, maximizing customer satisfaction, identifying provider issues, and creating opportunities for improvement.

Mid-Market Client Success Manager who fostered strong client relationships to ensure yearly contract renewals of marketing programs and took the initiative to understand the client’s marketing goals.