Small Business Consultant Resume Samples

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LK
L Kulas
Liza
Kulas
9827 Aidan Manors
New York
NY
+1 (555) 965 6732
9827 Aidan Manors
New York
NY
Phone
p +1 (555) 965 6732
Experience Experience
Philadelphia, PA
Small Business Account Consultant
Philadelphia, PA
Graham-Sanford
Philadelphia, PA
Small Business Account Consultant
  • Timeliness and quality of support provided to management, customers, and brokers
  • Multi - department back - up in San Antonio; assisting the San Antonio Account Executives, Sales Operation Analyst and Account Advisors
  • Proficiently plan, coordinate and assist in client and member meetings, group wellness trainings, broker and employer trainings and health fairs
  • Multi-department back-up in Phoenix; assisting the Phoenix Account Executives, Sales Operation Analyst and Account Advisors
  • Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
  • Educate and consult with brokers and employers on enrollment, benefits and electronic service processes
  • Directly responsible for 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) Number and quality of open enrollment meetings 3) Number and quality of customer/broker training sessions delivered on eServices and business impact resulting from that training
Chicago, IL
Account Consultant, Small Business
Chicago, IL
Dietrich-Sanford
Chicago, IL
Account Consultant, Small Business
  • Influence, educate and train employer groups about UHCs online electronic services, tools, and technologies
  • Directly responsible for 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) Number and quality of open enrollment meetings 3) Number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
  • Subject matter expert for electronic services and customer enrollment
  • Lead, direct and conduct enrollment / benefit meetings and health fairs for assigned business
  • Prepares proposals for renewal and additional sales
  • Research, analyze and identify root causes of complex service issues for brokers and customers. Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
  • Lead, direct and conduct enrollment/benefit meetings and health fairs for assigned business
present
Los Angeles, CA
Small Business Renewal Account Consultant
Los Angeles, CA
Mueller Group
present
Los Angeles, CA
Small Business Renewal Account Consultant
present
  • Coordinate and influence superior customer service delivery by developing and maintaining strong intercompany relationships
  • Participates in special projects as requested by management
  • Recognized as a subject matter expert for products, service and technology aspects
  • Participates in all major finalist presentations and RFP(Request for Proposal) / NBEA(New Business Existing Account) situations
  • Leads, directs and conducts enrollment/benefit meetings and health fairs for assigned business
  • Forges relationships with key customers and consultants; acts as main contact for UnitedHealthcare
  • Use designated systems to track and report activity (i.e. Atlas)
Education Education
Bachelor’s Degree in Quantitative Disciplines
Bachelor’s Degree in Quantitative Disciplines
Georgia State University
Bachelor’s Degree in Quantitative Disciplines
Skills Skills
  • Strong business acumen and professional presence / communication skills
  • Ability to cultivate relationships with clients
  • Ability to present in a small group setting
  • Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
  • Working knowledge of small business products and services
  • Ability to build productive partnerships and working relationships
  • Experience with outbound phone sales
  • Experience with financial information, spreadsheets, and financial skills
  • Experience working with Small Business Clients
  • Proven sales track record
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8 Small Business Consultant resume templates

1

National Small Business Consultant Resume Examples & Samples

  • Understanding the client's business needs through a strong, ongoing relationship
  • Maximize the understanding and appreciation the client has for the Manulife "value proposition" to retain business
  • Work closely with Plan Sponsors and Producers/Advisors and Head Office to manage the installation of new business
  • Participating in on-going service improvements
  • Undergraduate degree (business, economics or finance preferred)
  • 3+ years progressive experience within finance within a large multi-national, organization
  • Highly developed written and oral communication skills; ability to present to all levels within the organization adapting messages accordingly
  • High level of conceptual skills and an ability to operate strategically
  • Strong influencing skill and ability to develop strong, collaborative global relationships for cross divisional efforts
  • Demonstrated ability to work effectively in diverse environments and cultures
  • Occasional travel required; flexibility to conference with various time zones also required
  • CEBS - RPA Designation to be completed within 18 months of being in role - training paid by Manulife
2

Small Business Account Consultant Resume Examples & Samples

  • Support renewal of existing business and increase the profitability of business through selling new business to current accounts
  • Supports sales efforts targeted at potential new and renewal accounts; determine appropriate product to position to brokers / customers on behalf of Account Executive
  • Prepares proposals for renewal and additional sales
  • Research, analyze and identify root causes of complex service issues for brokers and customers. Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps/issue resolution to ensure end to end resolution of the issues
  • Lead, direct and conduct enrollment / benefit meetings and health fairs for assigned business
  • Multisite responsibilities
  • Promotes and supports new service model
  • College degree or equivalent work experience in the managed health care industry
  • Minimum 3-5 years industry experience (preferably in benefit enrollment with account management or new business sales strongly preferred in a managed health care industry)
  • Strong problem solving and organizational skill
  • Requires underwriting, financial and analytical skills
  • State Life and Health Insurance License required
3

Account Consultant, Small Business Resume Examples & Samples

  • Educate and consult with brokers and employers on enrollment, benefits and electronic service processes
  • Influence, educate and train employer groups about UHCs online electronic services, tools, and technologies
  • Directly responsible for 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) Number and quality of open enrollment meetings 3) Number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
  • Subject matter expert for electronic services and customer enrollment
  • Participates in special projects as requested by management
  • Minimum 2 years of sales, account management or customer service experience in the insurance or financial services industry
  • Demonstrated knowledge of benefits
  • State Life and Health Insurance License must be obtained
  • Experience in benefit enrollment with account management or new business sales in a managed health care industry
4

Small Business Consultant Resume Examples & Samples

  • Bachelor's degree or two years related work experience post high school
  • One year retail sales experience
  • One year successful sales to business (corporate liable) customers including active prospecting, making cold calls and lead follow up
  • One year experience with funnel management and using SalesForce.com
5

Small Business Account Consultant Resume Examples & Samples

  • 2+ years in a Service related role, ie Customer Service, Broker Support, Operations
  • 2+ years in Healthcare, Insurance, or related field
  • Ability to problem solve and work effectively with many other departments within the organization
  • Experience working with external partners, ie broker, customers
  • Public speaking / presentation skills
  • Must be willing to work a flexible schedule
  • Ability to lift 25 lbs or more
6

Small Business Consultant Resume Examples & Samples

  • Responsible for the sales/service in the 1-100 NY Community market segment
  • Will conduct on site open enrollment meetings with employees
  • Need to be educated on both the new business and specialty products in NY/NJ/CT
  • Required local NY Metro Travel
  • Ability to Develop relationships with brokers/clients
  • This function includes Account Management positions used in the Commercial Market Group that are in sales bands
  • A profile for this position has not been established centrally. Descriptions for local use and/or for job postings should be created and held locally
  • Bachelor's Degree or High School Diploma/GED with 4+ years of Healthcare Insurance Sales or Client Service/Account Management experience
  • New York Life and Health License required or ability to obtain license within 60 days of hire
  • Proficiency with Microsoft Office
  • Ability to cultivate relationships with clients
  • Ability to present in a small group setting
7

Small Business Account Consultant Resume Examples & Samples

  • Influence, educate and train employer groups about UHC's online electronic services, tools, and technologies
  • Proficiently plan, coordinate and assist in client and member meetings, group wellness trainings, broker and employer trainings and health fairs
  • Present a professional, client-focused image in representing UnitedHealthcare to clients, brokers and members, generating a positive market image and supporting business growth
  • Multi-department back-up in Tucson and Phoenix; assisting the Tucson Account Executive, Sales Operation Specialist and Account Advisors, as well as Phoenix Account Consultants
  • Actively engage with a large block of clients to ensure their benefits are running properly and support with benefit, billing, claims and wellness questions
  • High School Diploma or Higher
  • 2+ years previous experience within a customer service environment
  • 6+ months previous experience with leading presentations
  • Proficient in Microsoft Word, Excel, Outlook
  • Current and active AZ Health and Life Insurance license or ability to obtain within 2 months of hire date
  • Bilingual (Spanish / English)
  • Previous experience as an account manager
8

Small Business Account Consultant Resume Examples & Samples

  • Support existing business and increase the profitability of business through sharing value added capabilities to current accounts
  • Educate and consult with brokers and employers on enrollment, benefits, value-added programs, and electronic service processes
  • Directly responsible for 1) Timeliness and quality of support provided to management, customers, and brokers 2) Number and quality of open enrollment and education meetings 3) Number and quality of customer and broker training sessions delivered on eServices and business impact resulting from that training
  • Subject matter expert for electronic services, customer benefits and wellness, and internal processes
  • Promotes and supports service model
  • College degree or equivalent work experience in a client service role
  • Minimum 3-5 years’ experience (preferably in benefits with account management)
  • Requires analytical skills
  • Excellent communication: written, verbal and listening skills
9

Small Business Account Consultant Resume Examples & Samples

  • Research, analyze and identify root causes of complex service issues for brokers and customers. Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
  • College degree or higher
  • State Life and Health Insurance License or ability to obtain within first 90 days of hire
  • 3+ years industry experience (preferably in benefit enrollment with account management or new business sales strongly preferred in a managed health care industry)
  • Excellent computer skills, PowerPoint knowledge
10

Renewal Account Consultant, Small Business Resume Examples & Samples

  • At least 51 percent of the time must be spent on taking full responsibility on the sale of 51-99 renewals for which he / she is assigned, including negotiating with Underwriting, positioning the renewal with the broker, and closing the sale
  • Renews existing business (51-99 life segment) and sells new business to existing accounts (NBEA)
  • Supports sales efforts targeted at potential new and renewal accounts; collaborate with Account Executive / Broker Account Executive to determine appropriate product(s) to position to brokers / customers
  • Leads, directs and conducts enrollment / benefit meetings and health fairs for assigned business
  • Oversees analysis and identification of root causes of complex service issues for brokers and customers; directs dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps to ensure end to end resolution of the issue
  • Superior customer service skills including a sense of urgency and ownership for resolving client issues
  • Excellent communication (written and verbal) and listening skills
  • Access to reliable transportation that will enable you to travel to client and / or patient sites within a designated area
  • 2+ years of experience (preferably in benefit enrollment) with account management or new business sales in a managed health care industry
  • Previous experience with Health, Dental, Vision, Life, and Disability products
11

Consultant, Small Business Credit Solutions Resume Examples & Samples

  • Consults and develops strategies for clients by bridging their needs to the business unit’s products, services, and capabilities
  • Prepares and presents information on the business unit’s products and services to current clients, prospective customers, and sales force
  • Works closely with Sales, Product, Operations and IT teams to identifies use cases, standardizes processes, and support product teams and marketing teams in creation of sales support/collateral materials
  • Solve client problems and diffuse escalated matters and document processes to ensure avoidance of future issues
  • Updates internal reporting to keep all stakeholders informed of industry market trends and status of various accounts
12

Small Business Account Consultant Resume Examples & Samples

  • Supports sales efforts targeted at potential new and renewal accounts; determine appropriate product to position to brokers / customers on behalf of Account Executives, renewal account consultants and renew account executives "during busy season"
  • Educate and consult with brokers and employers on enrollment, enrollments systems, benefits and electronic service processes
  • Multi-department back-up in Phoenix; assisting the Phoenix Account Executives, Sales Operation Analyst and Account Advisors
13

Small Business Account Consultant Resume Examples & Samples

  • Timeliness and quality of support provided to management, customers, and brokers
  • Promotes and supports customer service model
  • Bachelor's degree or 3+ years' equivalent experience in customer service role
  • 3+ years' experience servicing group medical plans at either with a carrier / TPA or brokerage agency
  • 3+ years' proficiency in Microsoft Word, Excel, PowerPoint and UnitedHealth Care eTools
  • 3+ years' experience using communications and interpersonal skills (internal / external)
  • Must Maintains a valid driver's license
  • Travel as required
  • Insurance license or willing to obtain within 90 days
14

Small Business Account Consultant Resume Examples & Samples

  • Educate and consult with brokers and employers on enrollment, benefits, value - added programs, and electronic service processes
  • 3+ years’ experience (preferably in benefits with account management)
  • Active and Current State Life and Health Insurance License
15

Small Business Account Consultant Resume Examples & Samples

  • Present a professional, client - focused image in representing UnitedHealthcare to clients, brokers and members, generating a positive market image and supporting business growth
  • Multi - department back - up in San Antonio; assisting the San Antonio Account Executives, Sales Operation Analyst and Account Advisors
  • Current and active State Health and Life Insurance license or ability to obtain within 2 months of hire date
16

Consumer & Small Business Consultant Resume Examples & Samples

  • Set yearly & quarterly financial targets and growth goals for SnP within Consumer & Small Business (CSB) segment globall
  • Category level forecasts by channel (i.e. CP&D, 3rd party, software)
  • Sets clear strategy and development direction with regional planning functions
  • Product recommendations and cycle planning for CSB
  • Sets clear development & expansion strategy for retail and Dell.com
  • Builds a clear offer strategy and executes offer initiatives to enable growth in CSB
  • Sets direction and runs global business management system to ensure project deliverables and overall business growth
  • Key POC between product group & regional go to market teams including merchandizing, marketing, online/offline direct & channel
  • Minimum bachelor degree, MBA preferred
  • 10 years of relevant experience in merchandizing, strategy or product management
  • Proven track record of successful revenue growth with either P&L ownership or project management
  • Experience presenting out to VP level executives
  • Experience at a major electronics retailer is preferred
17

Small Group Business Consultant Resume Examples & Samples

  • Lead, implement and coordinate the acquisition/retention process for assigned customers by collaborating with our stakeholders (Agents, Consultants, Broker’s) to drive profitable new sales and retention in their assigned business segment
  • Develop and execute an agency plan that creates opportunity to meet sales and retention goals for all assigned lines of business ie. Ancillary, Personal Spending Accounts
  • Require to develop strategies with agencies to performance manage measures
  • Meet all assigned sales/goals matrix activity
  • Establish and maintains positive relationships with internal and external strategy partners providing consultation and issue resolution
  • Mentor and provide work direction to colleagues and Account Specialists
  • Provide ongoing feedback to internal stakeholders by participating in interdepartmental committees, workgroups and focus groups
  • Provide education to external stakeholders (Agent, Consultants, Brokers) by leading training programs to enhance relationship and increase knowledge of Blue Cross product
  • Ensure compliance between the ACA and all policies within the organization
18

Small Business Consultant Resume Examples & Samples

  • Minimum of 3 years demonstrated sales experience OR minimum of 2 year sales experience as a sales representative to small businesses
  • Strong business acumen and professional presence / communication skills
  • Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
  • Proven sales track record
  • Ability to build productive partnerships and working relationships
  • Experience with outbound phone sales
19

Business Consultant, Small Group Resume Examples & Samples

  • Accountable for tracking and/or monitor and report for senior mgmt the results of actualization of benefits
  • Provides on-going project management and status reporting at all levels
  • Minimum five (5) years of experience in a relevant environment such as a healthcare environment
20

Small Business Account Consultant Resume Examples & Samples

  • 2+ years of sales, account management or customer service experience in the insurance or financial services industry
  • Experience in benefit enrollment with account management
  • State Life and Health Insurance License or willing to obtain within 30 days
  • New business sales in a managed health care industry
21

Small Business Renewal Account Consultant Resume Examples & Samples

  • Coordinate and influence superior customer service delivery by developing and maintaining strong intercompany relationships
  • Forges relationships with key customers and consultants; acts as main contact for UnitedHealthcare
  • Develop and monitor client financial performance including renewal planning, negotiation and profitability levels
  • Consistently exceeds objectives for profitability and persistency
  • Secure new business through marketing and effective product and service expansion
  • Participates in all major finalist presentations and RFP(Request for Proposal) / NBEA(New Business Existing Account) situations
  • Recognized as a subject matter expert for products, service and technology aspects
  • Demonstrate marketing and technical expertise through: Client, broker and consultant meetings. Assessment of approach, resources, and contacts needed to complete RFP's
  • Bachelor’s degree or equivalent experience in related field
  • 3+ years of account management experience in the insurance industry
  • Experience working with brokers and consultants, handling large client benefit offerings
  • Strong working knowledge of UHC's portfolio of products, marketing and managed care knowledge
  • Strong working knowledge of business planning and financial / underwriting acumen
  • Excellent communications and interpersonal skills (internal / external)
  • Solid influence, collaboration and listening skills
  • Proven ability to navigate an often ambiguous and complex organization to resolve customer issues
  • Solid negotiation and leadership skills
  • Ability to create a strategic vision and plan its implementation
  • Proficiency in Microsoft Word and PowerPoint
  • Superior verbal, written and presentation skills
  • Customer-focused; able to work with employers, consumers, consultants, brokers
  • Sales insurance license maintained by law or ability to obtain upon hire
  • Proven background in sales, employee benefits, and / or underwriting
22

Consultant, Small Business Marketing Resume Examples & Samples

  • Pursuing marketing-based and operational opportunities with Card member engagement in order to optimize the experience and drive the overall profitability of the segment
  • Collaborating with CSE, Risk, Creative Services, e-Business, Analytics, Legal and other key partners to maximize post-booking engagement and experience
  • Working with credit risk, analytics and finance to manage profitability on an ongoing basis
  • Working with analytics, technology and modelers to build best-in-class data approach, roadmaps and models to support product growth
  • Managing creative process with internal or external agencies for delivering any new or revised creative assets to implement these efforts
  • Maintaining a cross-functional project/enhancement list for all post-booking opportunities and lead a monthly checkpoint meeting with key partners to cover updates and project prioritization
  • Consolidating information and help develop presentations and other documents for business partner updates, management socialization, and approvals
  • Promoting a risk-aware culture, ensuring efficient and effective risk and compliance management practices by adhering to require standards and processes
  • 8+ years of Credit card marketing or consumer packaged goods marketing; Small business experience a plus
  • Proven track record of successfully developing, launching and leading new products
  • Strong background in new customer acquisition marketing including digital expertise – SEO, content, display, social, advocacy programs
  • Strong analytical and consumer insight skills, ability to grasp complex business issues and lead decision making in an analytical and data-intensive environment
  • Excellent interpersonal skills and team orientation, strong project management skills with demonstrated track record
  • Results-oriented with demonstrated ability to design and launch innovative marketing programs
  • Ability to apply creative/strategic solutions to solve business challenges, develop new ideas and gain broad organizational advocacy
  • Excellent oral, written, and presentation skills, and comfort in dealing with all levels of an organization
  • Bachelors degree or equivalent combination of education and experience required; MBA preferred
23

Small Business Consultant Resume Examples & Samples

  • Experience with financial information, spreadsheets, and financial skills
  • Experience working with Small Business Clients
  • Working knowledge of small business products and services
  • Bilingual skills
24

Consultant Credit Risk, Small Business Card Resume Examples & Samples

  • Initiate, develop and manage acquisition risk strategies and policies for prime card underwriting, including effective usage of advanced verification
  • Partner with Marketing to understand and manage the interaction of targeting decisions with risk policies
  • Create and run an effective range of test and control programs in a fully controlled environment in support of targeting and strategy enhancement
  • Identify, research, and analyze emerging trends in the acquisition performance and the impact these trends will have on the portfolio. Monitor performance trends to anticipate necessary adjustments to strategies. Complete business modifications as appropriate based on findings of analysis
  • Establish appropriate profitability trade-offs using various tools to maximize business return on the business exposure ensuring that key business factors are understood and measured e.g. impact on usage, revenue and risk
  • Drive value-based principles into the day-to-day credit risk activities to maximize profit for the business overall
  • Develop an account level decision framework to support business strategies working closely with a broad range of business partners. Identify and explore new approaches and data sources to support improvements to existing and new programs
  • Provide risk leadership in respect of new card product or feature developments
  • Demonstrate an understanding of the various consumer finance products and the credit risk function. Candidates will be expected to have a proven track record of credit risk management (3-5 years experience,) and must have a background in the effective application of analytic tools to business problems
  • Exhibit high levels of personal and business credibility combined with influencing skills to gain agreement to compelling arguments and concepts
25

Small Business Renewal Account Consultant Resume Examples & Samples

  • At least 51% of the time must be spent on taking full responsibility on the sale of 51 - 99 renewals for which he/she is assigned, including negotiating with Underwriting, positioning the renewal with the broker, and closing the sale
  • Renews existing business (51 - 99 life segment) and sells new business to existing accounts (NBEA)
  • Conducts end to end customer experience which will include an organized series of proactive touch points direct to client / group
  • Use designated systems to track and report activity (i.e. Atlas)
  • Leads, directs and conducts enrollment/benefit meetings and health fairs for assigned business
  • Trains and consults with brokers and employers on enrollment, benefits and electronic service processes
  • Influences, demonstrates and trains employer groups about UnitedHealthcare's online electronic services, tools, and technologies
  • Coaches and supports Account Consultants in managing: 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
  • Oversees analysis and identification of root causes of complex service issues for brokers and customers. Directs dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps to ensure end to end resolution of the issue
  • High School Diploma / GED
  • State Life and Health Insurance License
  • Must be able to 25% of the time within the state of CA
  • 2+ years of Sales, Account Management or Customer Service experience in the Insurance or Financial Services Industry
  • Experience in Benefit Enrollment with Account Management or new business sales in a Managed Healthcare Industry
  • Bilingual fluency in English and Spanish