Carolyn Garner
Sacramento
Summary
Dynamic professional with a proven track record at Blue Shield of California, excelling in account management and client onboarding. Skilled in delivering impactful product presentations and fostering strong relationships, consistently surpassing retention goals. Adept at market analysis and interdepartmental collaboration, driving strategic initiatives that enhance service standards and client satisfaction.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Consultant Account Service Representative
Blue Shield of California
Sacramento
05.2021 - Current
- Successfully earned trust from brokers by providing accurate and timely correspondence
- Delivers presentations/demos of digital point solutions, including wellness platforms, value-based care solutions, care management, etc.
- Demonstrated ability to exceed retention and upsell goals, year over year
- Partners with Sales Executive on new business pipeline and Finalist Meetings to secure a new sale
- Works with implementation team while onboarding a new client
- Delivers exceptional service to both client and broker partners
- Manages all service, including escalations and c-suite level inquiries for a large book of business, predominantly represented by top tier brokers/firms
- Develops and maintains service standards in accordance with Account Executive strategies and business plan
Consultant Implementation Manager
Blue Shield of California
Sacramento
04.2018 - 05.2021
- Earned trust from brokers through accurate, timely correspondence.
- Delivered presentations on digital solutions, including wellness and value-based care platforms.
- Exceeded retention and upsell goals consistently each year.
- Partnered with Sales and Account Executive to secure new sales during Finalist Meetings.
- Collaborated with Implementation team to onboard new clients effectively.
- Provided exceptional service to clients and broker partners, enhancing relationships.
- Managed all client services, including escalations and inquiries from C-suite executives.
- Developed service standards aligned with Account Executive strategies and business objectives.
Product Strategy Consultant
Blue Shield of California
Rancho Cordova
01.2012 - 04.2018
- Developed product strategies aligning with company goals and market needs.
- Conducted market research to identify trends and consumer preferences.
- Collaborated with cross-functional teams to enhance product offerings.
- Analyzed competitor products for strategic positioning and improvement opportunities.
Education
Associate of Arts - Business
Sierra College
Rocklin, CA06-1986
Skills
- Account management and client onboarding
- Product presentations and solution delivery
- Market analysis and customer relationship management
- Market analysis
- Interdepartmental collaboration
- Team leadership
- Effective communication
- Retention strategy
- Upselling techniques
- Product life cycle management
References
Available upon request
License Information
Carolyn E. Garner, Resident Insurance Producer, Accident and Health Agent, 4223202, Life-Only Agent, 4223202
Additional Work Experience
Upon Request
Certification
CA Life Insurance #4223202
Timeline
Consultant Account Service Representative
Blue Shield of California
05.2021 - Current
Consultant Implementation Manager
Blue Shield of California
04.2018 - 05.2021
Product Strategy Consultant
Blue Shield of California
01.2012 - 04.2018
Associate of Arts - Business
Sierra College