Jacqueline Clause
Carlsbad
Summary
Account management professional specialized in client success, enhancing customer loyalty through strong relationship building and effective problem-solving. Skilled in identifying client needs and delivering consistent communication to ensure a seamless experience. Recognized for proactive engagement and a commitment to client satisfaction.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Employee Health & Benefits (EH&B) Trainer
Marsh & McLennan Agency
San Diego
08.2022 - 10.2025
- Partnered with EH&B department leaders to assess training needs and enhance employee skills and industry knowledge.
- Facilitated new-hire training and upselling programs to increase employee readiness and engagement.
- Mentored trainees by providing guidance and adapting instruction to diverse learning styles, aligning with organizational goals.
- Coordinated training events, managing logistics and resources across teams for effective execution.
Account Manager Client Manager Relationship Specialist
Marsh & McLennan Agency
San Diego
04.2018 - 08.2022
- Oversaw high-volume portfolio with proactive outreach and follow-up, strengthening client engagement and fostering long-term loyalty.
- Cultivated strong client relationships as trusted contact for program information and issue resolution, improving client satisfaction.
- Collaborated with internal teams to ensure seamless service delivery, enhancing overall client experience and satisfaction.
- Educated clients on available programs and resources through presentations and workshops, ensuring informed decision-making.
Senior Account Manager (Small Group Market)
Morrison Insurance Services, Inc.
Carlsbad
03.2013 - 03.2018
- Managed $3.5M book of business, acting as escalation point for complex client needs and ensuring effective service coordination.
- Fostered strong client relationships through consistent outreach and proactive communication, enhancing client satisfaction.
- Delivered presentations and educational sessions to engage stakeholders and improve understanding of services.
Account Manager / Client Service Manager
Intercare Insurance Solutions (HUB International)
San Diego
01.2012 - 01.2013
- Served as primary contact for clients, ensuring clear communication and support across channels to enhance client satisfaction.
- Created customized benefit analyses and recommendations for employee benefit programs, aligning solutions with client needs.
- Coordinated projects from presentation to document review, streamlining enrollment processes to improve client experience.
Account Manager Client Services Manager
FAS-EBA (HUB International)
San Diego
08.2010 - 01.2012
- Managed project phases from presentation to implementation, achieving seamless client enrollment.
- Delivered comprehensive customer service through consultative approach, effectively identifying and addressing client needs.
- Developed marketing materials and coordinated RFP processes, aligning solutions with diverse client requirements.
Account Manager Client Services Manager
Douglas Capital Strategies
Encinitas
02.2006 - 07.2010
- Managed client health insurance benefit plans, overseeing enrollment eligibility and resolving claims to support client satisfaction.
- Coordinated enrollment lifecycle for 75 client groups, ensuring timely execution and adherence to client needs.
- Developed customized benefit enrollment packets to enhance communication of plan options for clients.
Education
Master of Arts - Counseling Psychology
National University
La Jolla, CALa Jolla, CA
Bachelor of Arts - Sociology
California State University, San Marcos
San Marcos, CASan Marcos, CA
Skills
Certification
- California Department of Insurance Life & Health license, 0g94238
- Health Insurance Professional (HIP)
Technology Skills
- Microsoft Office Suite
- CRM: BenefitPoint, Proprietary CRM to Morrison Insurance Services
- Online Enrollment Systems: BeneTrac, Ease, Paylocity, PlanSource
- AI Tools: 365 Copilot, Proprietary Marsh McLennan Agency
Timeline
Employee Health & Benefits (EH&B) Trainer
Marsh & McLennan Agency
08.2022 - 10.2025
Account Manager Client Manager Relationship Specialist
Marsh & McLennan Agency
04.2018 - 08.2022
Senior Account Manager (Small Group Market)
Morrison Insurance Services, Inc.
03.2013 - 03.2018
Account Manager / Client Service Manager
Intercare Insurance Solutions (HUB International)
01.2012 - 01.2013
Account Manager Client Services Manager
FAS-EBA (HUB International)
08.2010 - 01.2012
Account Manager Client Services Manager
Douglas Capital Strategies
02.2006 - 07.2010
Master of Arts - Counseling Psychology
National University
Bachelor of Arts - Sociology
California State University, San Marcos