CLBx-80

Licensed in Health and Life Insurance

B.S. in Business Administration 

Summit Award – 2012 Top Service Professional

Account Executive                                                                Assisting clients with billing issues with resolution

• Assist with all claims issues including appeals with NY
• Quarterly Educational Meetings
• Constructed formal request for proposals and bidding for proposals, renewal negotiations, underwriting, problem solving, developing plans for clients needs
• Marketing for all ancillary and medical upon renewal and spreadsheet presentations
• Excel spreadsheets, assist and provide client with employee contributions
• Implementing new business
• Client presentations
• Assessed clients needs and requirements
• Proof reading of contracts and summaries
• Scheduling appointments
• Assessed potential business opportunities and closed deals
• Managed the relationships with established and new clients
• Problem solving
• Highly motivated, goal oriented and a skilled negotiator
• Analyzes the customer business performance to identify growth, up-sell or cross-sell and new business opportunities
• Ability to take initiatives and aptitude to build strong relations with clients
• Knack of handling stressful situations and deadline pressures well
• Troubleshoot and resolve service issues allowing sales to increase retention of active accounts.
• Proficient in Microsoft Office, Third Party enrollment and billing systems such as GIS and Zywave

For additional information or to obtain a  on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.ne