Denise Perry
Langley,British Columbia
Summary
QUALIFICATION SUMMARY :
Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
42
42
years of professional experience
Work History
Senior Consultant
Canada Life
10.2023 - Current
- Work Collaboratively with the Account Executive on National Accounts
- Troubleshot issues by understanding issue, diagnosing root cause and coming up with effective solutions.
- Developed custom solutions based upon clients' strict requirements.
- Evaluated clients' needs and created plan of action to provide solutions.
- Identified key areas in need of improvement and implemented plans to rectify issues.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
- Developed effective improvement plans in alignment with goals and specifications.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Devised and implemented processes and procedures to streamline operations.
Account Manager-Group Benefit
Eagle Bay Financial Services /Calla Financial
06.2020 - 10.2023
- Regular contact with client base to maintain persistency and ongoing servicing
- Review claims reports regularly and relay information to Plan Administrators of any issues effecting rate increases
- Discuss cost containment when necessary. Also responsible for plan amendments and offer other benefits like Critical Illness (CI), Employee Family Assistance Program (EFAP), Directors (Chief and Council) coverage, etc.
- Attend roll-out sessions for new plans/amendments with clients in coordination with co-workers
- Assist in elevated issues with clients when needed
- Regular reviews of plan and working with client to update plan design to clients' needs
- Work closely with clients to set appointments for training and education to Plan Administrators and work closely with co-workers to do the same education and training either semi-annually or annually
- Work and assist where needed in quoting process should client request marketing then prepare presentation packages for presentation.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Developed and implemented strategies to increase client retention.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Built relationships with customers and community to promote long term business growth.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Senior Group Benefit-Client Services
Rise People
01.2019 - 06.2020
- Assisted HR professionals shift their focus from HR, benefits and payroll-related administration to empowering their employees with a rewarding experience. Helped Canadian businesses reduce administration, and improve their employee experience.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
Group Benefit Coordinator
Dehoney Financial Group
03.2018 - 01.2019
- Audited benefit programs and agreements to optimize service delivery.
- Oversaw open enrollment processes
- Assessed client requirements and developed targeted benefits solutions to the Account Manager
Senior Group Benefit Account Manager
Manulife Financial
02.2013 - 03.2018
- To service existing and new Group Benefit accounts, service inclusive but not limited to processing changes-adding new divisions, terminations, benefit changes that require amendments to existing contracts, inquiry and problem solving claims issues, billing issues, eligibility issues, commissions, pricing changes to the plan that require working directly with the Underwriters.
- Conducting Plan Member sessions and training Plan Administrators on Secure website. Presenting at Finalist Presentations along with developing and managing relationships with Advisors.
- Assisted with design and implementation of various employee benefits programs.
- Worked effectively in fast-paced environments.
- Worked well in a team setting, providing support and guidance.
Public Relations Marketing Specialist
American Income Life Insurance Company
01.2011 - 01.2013
- To develop relationships with Unions, Associations, Credit Unions and Small to Medium size business for the purpose of branding the company products
- Meet with Business Managers
- Presidents, CFO's, Executive Board Members to present the benefits of American Income Life
- Insurance Company in order to develop sales leads
- Attend conferences, conventions; develop initiatives that will enhance their membership and employees
- Union member of UFCW 1518
Supplemental Product Manager
AON Corporation, Sterling Life Insurance Co.
01.2009 - 01.2011
- Responsible for product filing and compliance review of Supplemental Benefits plans (Long Term Care, Cancer, Critical Condition and Life)
- Collaborated with legal department/actuarial services/graphic design/training to develop policy language (as stipulated by NAIC state regulations), competitive pricing, brochures, training material, and vendor contracts
- Developed policy forms based on regulatory requirements
- Respond to Department of Insurance inquires and approve "to market" documents
- Provided customer service to contracted administrators.
Competitive Intelligence Analyst
AON Corporation- Sterling Life Insurance Co.
01.2005 - 01.2011
- Analyze, track, and communicate with executive leadership in the analysis and approval/denial of sales markets
- Analyzed open-source intelligence data to identify potential threats and vulnerabilities.
- Produced multi-source intelligence reports and products for different agency customers.
- Examine and analyze statistical data and market trends for new and existing markets
- Assisted in creating high-level intelligence briefs for senior-level personnel.
- Manipulate databases containing primary and secondary demographic data to determine and identify fixed points or boundaries, and prepare maps for legal and design purposes
- Manipulate databases containing sales, enrollment, Medicare eligible, and competitor data to track and analyze activity in new product development
- Develop presentations on industry competitors for Executive Leadership Team
Market Analyst
Olympic Health Management Systems Inc
01.1999 - 01.2005
- Analyze Medicare market for various factors such as risk activity, supplement insurer competition, plan designs, mergers, lead dispositions, and general healthcare environment for purpose of determining sales forecast
- Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
- Examine and analyze statistical data and market trends for new and existing markets
- Gather and examine intelligence data on Medicare Advantage and Supplement plans.
Advertising Sales Representative
Business Journal
01.1998 - 01.1999
- Identify client needs and develop comprehensive ad campaigns-Write ad copy, sketch layout for artist
- Build ads using Quark and PageMaker for Macintosh-cold call, prospect, establish and maintain customer base
- Key player in successfully establishing first business publication in Everett, while creating a strong network with local agencies and within the community.
Market Analyst
SAFECO Life Insurance Company
01.1988 - 01.1998
- Public liaison between life agents and corporate offices
- Managed Compensation activity for all life agents nationwide
- Served as resource to department on life insurance products
- Planned administration for agent incentive programs and new product launches
- Provided ongoing customer support to field offices
- Participated in product development/implementation researched markets, analyzed statistics collaborated with actuaries/legal counsel/ upper management on pricing, language, compliance, etc..
- Worked jointly with Life/Health legal counsel on bankruptcy and collection procedures and product negotiations
- Provided training to department processors
- Licensed Life/Health Agent, Series& 63.
Sales Representative
State Farm Insurance Company
01.1983 - 01.1988
- Sold insurance, including auto, fire, home, health and life
- Prepared/presented insuranceproposals to prospective clients
- Converted existing term life policies to universal lifepolicies
- Provided customer services to clients and agents
- Client prospecting
- Licensed
- Life/Health Agent, Series 6 & 63.
Education
Additional Educational Courses:
Insurance Council of BC - Insurance And Risk Management
Business Career College
2011
Real Estate Course - Real Estate
Sauder School of Business-University of British Columbia
2009
Washington Ethics Course - Business Administration
University of Puget Sound
1984
Associate Degree - Business Administration
Pierce College
1981
Skills
- Analytical and Critical Thinking
- Written Communication
- Teamwork and Collaboration
- Organization and Time Management
- Attention to Detail
- Self-Motivated
- Training and Development
- Flexible and Adaptable
- Excellent Communication
Accomplishments
- Vancouver District Labour Council Delegate for UFCW 1518
- Toastmaster-Public Speaking
- The Art of Negotiating-Harvard Business School (online)
- Motivational Techniques
- Train the Trainer
- Mastering the Sale
- Effective Presentations
- Dale Carnegie-Secrets of Success in the Digital Age
- How to communicate with Diplomacy and Tactfulness
- GBA Courses
Timeline
Senior Consultant
Canada Life
10.2023 - Current
Account Manager-Group Benefit
Eagle Bay Financial Services /Calla Financial
06.2020 - 10.2023
Senior Group Benefit-Client Services
Rise People
01.2019 - 06.2020
Group Benefit Coordinator
Dehoney Financial Group
03.2018 - 01.2019
Senior Group Benefit Account Manager
Manulife Financial
02.2013 - 03.2018
Public Relations Marketing Specialist
American Income Life Insurance Company
01.2011 - 01.2013
Supplemental Product Manager
AON Corporation, Sterling Life Insurance Co.
01.2009 - 01.2011
Competitive Intelligence Analyst
AON Corporation- Sterling Life Insurance Co.
01.2005 - 01.2011
Market Analyst
Olympic Health Management Systems Inc
01.1999 - 01.2005
Advertising Sales Representative
Business Journal
01.1998 - 01.1999
Market Analyst
SAFECO Life Insurance Company
01.1988 - 01.1998
Sales Representative
State Farm Insurance Company
01.1983 - 01.1988
Additional Educational Courses:
Insurance Council of BC - Insurance And Risk Management
Business Career College
Real Estate Course - Real Estate
Sauder School of Business-University of British Columbia
Washington Ethics Course - Business Administration
University of Puget Sound
Associate Degree - Business Administration
Pierce College
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