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Work Background
Milliman IntelliScriptSenior Client Relationship Manager
Sep. 2023Milwaukee, Wisconsin, United States-Develop and maintain strong relationships with key clients.
-Understand client needs and customize existing business programs to meet their needs.
-Provide client support and handle client communications effectively.
-Manage and solve conflicts with clients.
-Collaborate with the sales team to maximize profit by up-selling or cross-selling.
-Plan and present reports on account progress, goals, and quarterly initiatives to share with team members, stakeholders, and possible use in future case studies or company training.
-Meet all client needs and deliverables according to proposed timelines.
-Analyze client data to provide customer relationship management.
Milliman IntelliScriptClient Relationship Manager
Nov. 2021 - Sep. 2023
Lincoln Financial GroupVendor Management
Dec. 2014 - Oct. 2021Greensboro/Winston-Salem, North Carolina AreaResponsible for working closely with assigned vendors and internal customers to build and enhance relationships that help the department remain Industry Leading. I also execute department contracts, work with IT Security to complete Assessments, handle customer service inquiries, research and develop new products and services, staty up to date on competitive intelligence, and provide reports and analysis to customers and management. Strong focus on developing and enhancing Risk Management practices.
Toastmasters InternationalPresident of Lincoln Financial Toastmasters
Jan. 2012 - Jan. 2013The President serves as the Club's Chief Executive office, responsible for general supervision and operation of the Club. The President presides at each meeting and directs the club in a way which meets the educational growth and leadership needs of its members. In cooperation with the Executive Leadership team, the President establishes long-term and short-term plans for Club growth.
Lincoln Financial GroupSenior Training Specialist
Oct. 2005 - Dec. 2014Greensboro/Winston-Salem, North Carolina Area• Apply the principles of adult learning theory so that training is interactive and directly applicable on-the-job.
• A go-to resource for developing effective training materials and job aids.
• Assist in the writing and updating of new business procedures, ensuring all information is current, pertinent and easily accessible to our clients.
• Recommends and oversees updates to existing training material for continuous improvement.
• Resourcefulness in independently finding the answers to new business systems and processing questions. Act as a go-to resource for team members seeking answers
• Proven ability to manage multiple and complex projects
• Have strong customer relationships through positive interaction with all levels of the department.
American Children's HomeResident Counselor
Apr. 2005 - Oct. 2005Reviewed cases to make sure they meet all compliance and procedural guidelines prior to placing them inforce by careful review of paperwork received.
Served as a Subject Matter Expert to assist when other processing staff have questions on procedures and processing.
Participated on the Executive Dashboard project to help get business information regarding pipeline work online so that management and external agents as well as internal wholesalers will be able to see our turn around time and service level agreements.
Served on projects as determined by management including New Business University Inbox project as well as development of an Electronic Application project.; Resident Counselor
Work with on site social workers to plan and implement daily activities for adolescent residents in a children's residential home setting.
Assist with teaching valuable life skills such as cooking, cleaning, budgeting, etc. Ensuring that adolescent residents meet all social service and court mandated guidelines in hopes of family reunification or placement in foster care.
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