Summary
Overview
Work History
Skills
Certification
ADDRESS
PHONE
EMAIL
Timeline
Generic

Shane Freeman

Clovis

Summary

Exceptionally focused and detailed oriented Account Executive with a proven track record for client success.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Client Account Executive

Collective Health
06.2025 - Current
  • Communicate with clients daily to understand needs and explain product value.
  • Collected and analyzed data to learn more about consumer behavior.
  • Built rapport with customers and maintained loyalty by providing fast, knowledgeable service.

CLIENT MANAGER

EPIC Insurance Brokers & Consultants
05.2022 - 06.2025
  • May 2022-October 2023, July 2024 -June 2025
  • Create a strategic retention and growth plan for each client
  • Oversee the renewal process, open enrollment presentations and client financial reporting.
  • RFP for new vendors and negotiating with existing vendors for client renewals.
  • Manage team of Assistant Account Managers and Benefit Analysts.
  • Manage a large book of business as the day-to-day contact and renewal specialist.

SENIOR ACCOUNT EXECUTIVE

The Big Plan ICHRA Company
10.2023 - 07.2024
  • Financial reporting and ICHRA compliance lead.
  • Onboarding of new clients and implementation of renewals.
  • Managed a large book of business in various fields.

CLIENT SERVICES ACCOUNT MANAGER

Delta Health Systems
05.2021 - 05.2022
  • Day-to-day primary client contact for all departments.
  • Utilized data analytics to provide actionable direction for client success.
  • Cross selling products and solutions.

ACCOUNT MANAGER – ELIGIBILITY & BENEFIT ADVISOR

HealthComp Third Party Administrators
02.2016 - 05.2021
  • Direct Liaison for multiple large labor trust organizations.
  • Prepared financial statements, COBRA administration and compliance documents.

Skills

  • Project & Program Management
  • Implementation
  • Self-Funding
  • Business Analytics

Certification

  • Insurance Agent, Accident, Health, Life Only Agent - 2021
  • Certified Self-Funding Specialist (CSFS) - 2021

ADDRESS

  • 4237 Sierra Madre Ave
  • Clovis, CA 93619

PHONE

559.903.4366

EMAIL

Shanefreeman15@yahoo.com

Timeline

Client Account Executive

Collective Health
06.2025 - Current

SENIOR ACCOUNT EXECUTIVE

The Big Plan ICHRA Company
10.2023 - 07.2024

CLIENT MANAGER

EPIC Insurance Brokers & Consultants
05.2022 - 06.2025

CLIENT SERVICES ACCOUNT MANAGER

Delta Health Systems
05.2021 - 05.2022

ACCOUNT MANAGER – ELIGIBILITY & BENEFIT ADVISOR

HealthComp Third Party Administrators
02.2016 - 05.2021
Shane Freeman