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
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