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M3 Insurance - Account Manager Resume Example

Jacob Jones
XXX XX XXXX XXXXXX, Wausau, WI 54401
Professional Summary

Licensed professional with valuable experience in account management and employee benefits administration. Accustomed to working in a fast-paced, results-driven environment, while working against dealines. Demonstrated success using strong time management and organizational skills.  Expertise in communication, both written and oral, with extensive presentation and client-facing experience. Strong  service realtionship with sales and other internal partners, as well as client relationships.

  • Customer and Personal Service
  • Complex Problem Solving
  • Independent Self-motivation
  • Time Management
  • Active Listening
  • Reading Comprehension
  • Public Speaking
  • Critical Thinking
  • Writing
  • Service Orientation
  • Client Administration
  • Clerical
  • Excel, Word, PowerPoint
Account Manager 07/2012 to Present M3 Insurance Wausau, WI Support and assist the sales staff in writing new business, and retaining and servicing commercial accounts with emphasis on maintaining positive client relationships through insurance knowledge and professional communication skills.  This includes: 
  • providing service on assigned books of business by organizing internal resources and delegating work utilizing appropriate resources
  • responding promptly and accurately to clients' service needs
  • building and maintaining strong relationships with clients and carriers
  • maintaing insurance knowledge and expertise, including WI Accident & Health and Life licensing.
  • responsibility for system documentation and communication with the Account Executive or supervisor for direction on occassion
  • processing new and renewal business, group proposal requests and system benefit changes
  • reviewing policies, amendments, and quotes for accuracy
  • processing terminating policies and customers in the system
  • assisting with special requests as needed, including the creation of client facing materials such as benefit booklets, client presentation materials, and Power Points/Brainsharks
  • meeting with customers as requested regarding policy renewal, enrollments or other issues at the request and direction of the Account Executive
  • preparing standard spreadsheets in accordance with deadlines relating to appointments and renewal dates for prospects and customers
Marketing Communications/Business Development 11/2005 to 07/2012 UMR Wausau, WI Marketing Communications March 2012 - July 2012
Develop powerpoint presentations for:
  • new client prospect meetings
  • current client employee meetings for benefits and new product rollout
  • client onsite visits
  • coordinate with graphics artists on design and development of slides

Schedule and organize client onsite meetings, including presentations, food and beverages, client gifts, and product materials
Proposal Development Analyst 2005 - March 2012

  • coordinate and respond to requests for proposals
  • develop and manage proposal responses and actions including drafting proposals for new and existing clients, gathering realted statistical and system-related reports, and directing the preparation of supporting documents and analyses
  • collaborate closely with sales, product, legal, pricing, and other functional areas to tailor contractual provisions to reflect the prospect's needs and interests
  • create and maintain presentation materials, including PowerPoint slide decks, agendas, site visit coordination and logistics
  • mentor new employees to encourage and help develop the needed skill sets for success in the Business Development unit

 Appeals Clinical Support Specialist 2004-2005

  • triage incoming correspondence into the department and complete data entry into the reporting and tracking systems
  • request independent reviews from outside vendors
  • maintain DOL guidelines

Customer Service Representative 2002-2004 

  • process medical claims, including clinical and hospital, while maintaining client and internal service relationships
  • respond to provider and customer phone inquiries
  • support position for bill review in claim consult
  • establish a strong rapport with fellow coworkers and other internal partners
  • maintain a high level of quality; consistently recognized and rewarded for achievements

BLX Data entry 2000 - 2002
Senior Claim Processor 2001 - 2002
Claim Processor 2000 - 2001

Licensed in Accident & Health, Life 01/2015 State of Wisconsin OCI Wausau, wi
Associate of Arts: Communications - Theatre and Music 05/1982 University of Wisconsin - Rock County Janesville, WI
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Resume Details

This is a real resume for a Account Manager in Wausau, Wisconsin with experience working for such companies as M3 Insurance, Umr. This is one of the hundreds of Account Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Account Manager resume.

Previous Companies:

  • M3 Insurance
  • UMR

Previous Job Positions:

  • Account Manager
  • Marketing Communications
  • Business Development


  • State of Wisconsin OCI
  • University of Wisconsin - Rock County

Level of Education:

  • Associate of Arts

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