Small Business Consultant Resume Samples

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L Kulas

Liza

Kulas

9827 Aidan Manors

New York

+1 (555) 965 6732

9827 Aidan Manors

New York

Phone

p +1 (555) 965 6732

Experience Experience

Philadelphia, PA

Small Business Account Consultant

Philadelphia, PA

Graham-Sanford

Philadelphia, PA

Small Business Account Consultant

Timeliness and quality of support provided to management, customers, and brokers
Multi - department back - up in San Antonio; assisting the San Antonio Account Executives, Sales Operation Analyst and Account Advisors
Proficiently plan, coordinate and assist in client and member meetings, group wellness trainings, broker and employer trainings and health fairs
Multi-department back-up in Phoenix; assisting the Phoenix Account Executives, Sales Operation Analyst and Account Advisors
Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
Educate and consult with brokers and employers on enrollment, benefits and electronic service processes
Directly responsible for 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) Number and quality of open enrollment meetings 3) Number and quality of customer/broker training sessions delivered on eServices and business impact resulting from that training

Chicago, IL

Account Consultant, Small Business

Chicago, IL

Dietrich-Sanford

Chicago, IL

Account Consultant, Small Business

Influence, educate and train employer groups about UHCs online electronic services, tools, and technologies
Directly responsible for 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) Number and quality of open enrollment meetings 3) Number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
Subject matter expert for electronic services and customer enrollment
Lead, direct and conduct enrollment / benefit meetings and health fairs for assigned business
Prepares proposals for renewal and additional sales
Research, analyze and identify root causes of complex service issues for brokers and customers. Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
Lead, direct and conduct enrollment/benefit meetings and health fairs for assigned business

present

Los Angeles, CA

Small Business Renewal Account Consultant

Los Angeles, CA

Mueller Group

present

Los Angeles, CA

Small Business Renewal Account Consultant

present

Coordinate and influence superior customer service delivery by developing and maintaining strong intercompany relationships
Participates in special projects as requested by management
Recognized as a subject matter expert for products, service and technology aspects
Participates in all major finalist presentations and RFP(Request for Proposal) / NBEA(New Business Existing Account) situations
Leads, directs and conducts enrollment/benefit meetings and health fairs for assigned business
Forges relationships with key customers and consultants; acts as main contact for UnitedHealthcare
Use designated systems to track and report activity (i.e. Atlas)

Education Education

Bachelor’s Degree in Quantitative Disciplines

Georgia State University

Bachelor’s Degree in Quantitative Disciplines

Skills Skills

Strong business acumen and professional presence / communication skills
Ability to cultivate relationships with clients
Ability to present in a small group setting
Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
Working knowledge of small business products and services
Ability to build productive partnerships and working relationships
Experience with outbound phone sales
Experience with financial information, spreadsheets, and financial skills
Experience working with Small Business Clients
Proven sales track record

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8 Small Business Consultant resume templates

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National Small Business Consultant Resume Examples & Samples

Understanding the client's business needs through a strong, ongoing relationship
Maximize the understanding and appreciation the client has for the Manulife "value proposition" to retain business
Work closely with Plan Sponsors and Producers/Advisors and Head Office to manage the installation of new business
Participating in on-going service improvements
Undergraduate degree (business, economics or finance preferred)
3+ years progressive experience within finance within a large multi-national, organization
Highly developed written and oral communication skills; ability to present to all levels within the organization adapting messages accordingly
High level of conceptual skills and an ability to operate strategically
Strong influencing skill and ability to develop strong, collaborative global relationships for cross divisional efforts
Demonstrated ability to work effectively in diverse environments and cultures
Occasional travel required; flexibility to conference with various time zones also required
CEBS - RPA Designation to be completed within 18 months of being in role - training paid by Manulife

Small Business Account Consultant Resume Examples & Samples

Support renewal of existing business and increase the profitability of business through selling new business to current accounts
Supports sales efforts targeted at potential new and renewal accounts; determine appropriate product to position to brokers / customers on behalf of Account Executive
Prepares proposals for renewal and additional sales
Research, analyze and identify root causes of complex service issues for brokers and customers. Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps/issue resolution to ensure end to end resolution of the issues
Lead, direct and conduct enrollment / benefit meetings and health fairs for assigned business
Multisite responsibilities
Promotes and supports new service model
College degree or equivalent work experience in the managed health care industry
Minimum 3-5 years industry experience (preferably in benefit enrollment with account management or new business sales strongly preferred in a managed health care industry)
Strong problem solving and organizational skill
Requires underwriting, financial and analytical skills
State Life and Health Insurance License required

Account Consultant, Small Business Resume Examples & Samples

Educate and consult with brokers and employers on enrollment, benefits and electronic service processes
Influence, educate and train employer groups about UHCs online electronic services, tools, and technologies
Directly responsible for 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) Number and quality of open enrollment meetings 3) Number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
Subject matter expert for electronic services and customer enrollment
Participates in special projects as requested by management
Minimum 2 years of sales, account management or customer service experience in the insurance or financial services industry
Demonstrated knowledge of benefits
State Life and Health Insurance License must be obtained
Experience in benefit enrollment with account management or new business sales in a managed health care industry

Small Business Consultant Resume Examples & Samples

Bachelor's degree or two years related work experience post high school
One year retail sales experience
One year successful sales to business (corporate liable) customers including active prospecting, making cold calls and lead follow up
One year experience with funnel management and using SalesForce.com

Small Business Account Consultant Resume Examples & Samples

2+ years in a Service related role, ie Customer Service, Broker Support, Operations
2+ years in Healthcare, Insurance, or related field
Ability to problem solve and work effectively with many other departments within the organization
Experience working with external partners, ie broker, customers
Public speaking / presentation skills
Must be willing to work a flexible schedule
Ability to lift 25 lbs or more

Small Business Consultant Resume Examples & Samples

Responsible for the sales/service in the 1-100 NY Community market segment
Will conduct on site open enrollment meetings with employees
Need to be educated on both the new business and specialty products in NY/NJ/CT
Required local NY Metro Travel
Ability to Develop relationships with brokers/clients
This function includes Account Management positions used in the Commercial Market Group that are in sales bands
A profile for this position has not been established centrally. Descriptions for local use and/or for job postings should be created and held locally
Bachelor's Degree or High School Diploma/GED with 4+ years of Healthcare Insurance Sales or Client Service/Account Management experience
New York Life and Health License required or ability to obtain license within 60 days of hire
Proficiency with Microsoft Office
Ability to cultivate relationships with clients
Ability to present in a small group setting

Small Business Account Consultant Resume Examples & Samples

Influence, educate and train employer groups about UHC's online electronic services, tools, and technologies
Proficiently plan, coordinate and assist in client and member meetings, group wellness trainings, broker and employer trainings and health fairs
Present a professional, client-focused image in representing UnitedHealthcare to clients, brokers and members, generating a positive market image and supporting business growth
Multi-department back-up in Tucson and Phoenix; assisting the Tucson Account Executive, Sales Operation Specialist and Account Advisors, as well as Phoenix Account Consultants
Actively engage with a large block of clients to ensure their benefits are running properly and support with benefit, billing, claims and wellness questions
High School Diploma or Higher
2+ years previous experience within a customer service environment
6+ months previous experience with leading presentations
Proficient in Microsoft Word, Excel, Outlook
Current and active AZ Health and Life Insurance license or ability to obtain within 2 months of hire date
Bilingual (Spanish / English)
Previous experience as an account manager

Small Business Account Consultant Resume Examples & Samples

Support existing business and increase the profitability of business through sharing value added capabilities to current accounts
Educate and consult with brokers and employers on enrollment, benefits, value-added programs, and electronic service processes
Directly responsible for 1) Timeliness and quality of support provided to management, customers, and brokers 2) Number and quality of open enrollment and education meetings 3) Number and quality of customer and broker training sessions delivered on eServices and business impact resulting from that training
Subject matter expert for electronic services, customer benefits and wellness, and internal processes
Promotes and supports service model
College degree or equivalent work experience in a client service role
Minimum 3-5 years’ experience (preferably in benefits with account management)
Requires analytical skills
Excellent communication: written, verbal and listening skills

Small Business Account Consultant Resume Examples & Samples

Research, analyze and identify root causes of complex service issues for brokers and customers. Direct dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps / issue resolution to ensure end to end resolution of the issues
College degree or higher
State Life and Health Insurance License or ability to obtain within first 90 days of hire
3+ years industry experience (preferably in benefit enrollment with account management or new business sales strongly preferred in a managed health care industry)
Excellent computer skills, PowerPoint knowledge

Renewal Account Consultant, Small Business Resume Examples & Samples

At least 51 percent of the time must be spent on taking full responsibility on the sale of 51-99 renewals for which he / she is assigned, including negotiating with Underwriting, positioning the renewal with the broker, and closing the sale
Renews existing business (51-99 life segment) and sells new business to existing accounts (NBEA)
Supports sales efforts targeted at potential new and renewal accounts; collaborate with Account Executive / Broker Account Executive to determine appropriate product(s) to position to brokers / customers
Leads, directs and conducts enrollment / benefit meetings and health fairs for assigned business
Oversees analysis and identification of root causes of complex service issues for brokers and customers; directs dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps to ensure end to end resolution of the issue
Superior customer service skills including a sense of urgency and ownership for resolving client issues
Excellent communication (written and verbal) and listening skills
Access to reliable transportation that will enable you to travel to client and / or patient sites within a designated area
2+ years of experience (preferably in benefit enrollment) with account management or new business sales in a managed health care industry
Previous experience with Health, Dental, Vision, Life, and Disability products

Consultant, Small Business Credit Solutions Resume Examples & Samples

Consults and develops strategies for clients by bridging their needs to the business unit’s products, services, and capabilities
Prepares and presents information on the business unit’s products and services to current clients, prospective customers, and sales force
Works closely with Sales, Product, Operations and IT teams to identifies use cases, standardizes processes, and support product teams and marketing teams in creation of sales support/collateral materials
Solve client problems and diffuse escalated matters and document processes to ensure avoidance of future issues
Updates internal reporting to keep all stakeholders informed of industry market trends and status of various accounts

Small Business Account Consultant Resume Examples & Samples

Supports sales efforts targeted at potential new and renewal accounts; determine appropriate product to position to brokers / customers on behalf of Account Executives, renewal account consultants and renew account executives "during busy season"
Educate and consult with brokers and employers on enrollment, enrollments systems, benefits and electronic service processes
Multi-department back-up in Phoenix; assisting the Phoenix Account Executives, Sales Operation Analyst and Account Advisors

Small Business Account Consultant Resume Examples & Samples

Timeliness and quality of support provided to management, customers, and brokers
Promotes and supports customer service model
Bachelor's degree or 3+ years' equivalent experience in customer service role
3+ years' experience servicing group medical plans at either with a carrier / TPA or brokerage agency
3+ years' proficiency in Microsoft Word, Excel, PowerPoint and UnitedHealth Care eTools
3+ years' experience using communications and interpersonal skills (internal / external)
Must Maintains a valid driver's license
Travel as required
Insurance license or willing to obtain within 90 days

Small Business Account Consultant Resume Examples & Samples

Educate and consult with brokers and employers on enrollment, benefits, value - added programs, and electronic service processes
3+ years’ experience (preferably in benefits with account management)
Active and Current State Life and Health Insurance License

Small Business Account Consultant Resume Examples & Samples

Present a professional, client - focused image in representing UnitedHealthcare to clients, brokers and members, generating a positive market image and supporting business growth
Multi - department back - up in San Antonio; assisting the San Antonio Account Executives, Sales Operation Analyst and Account Advisors
Current and active State Health and Life Insurance license or ability to obtain within 2 months of hire date

Consumer & Small Business Consultant Resume Examples & Samples

Set yearly & quarterly financial targets and growth goals for SnP within Consumer & Small Business (CSB) segment globall
Category level forecasts by channel (i.e. CP&D, 3rd party, software)
Sets clear strategy and development direction with regional planning functions
Product recommendations and cycle planning for CSB
Sets clear development & expansion strategy for retail and Dell.com
Builds a clear offer strategy and executes offer initiatives to enable growth in CSB
Sets direction and runs global business management system to ensure project deliverables and overall business growth
Key POC between product group & regional go to market teams including merchandizing, marketing, online/offline direct & channel
Minimum bachelor degree, MBA preferred
10 years of relevant experience in merchandizing, strategy or product management
Proven track record of successful revenue growth with either P&L ownership or project management
Experience presenting out to VP level executives
Experience at a major electronics retailer is preferred

Small Group Business Consultant Resume Examples & Samples

Lead, implement and coordinate the acquisition/retention process for assigned customers by collaborating with our stakeholders (Agents, Consultants, Broker’s) to drive profitable new sales and retention in their assigned business segment
Develop and execute an agency plan that creates opportunity to meet sales and retention goals for all assigned lines of business ie. Ancillary, Personal Spending Accounts
Require to develop strategies with agencies to performance manage measures
Meet all assigned sales/goals matrix activity
Establish and maintains positive relationships with internal and external strategy partners providing consultation and issue resolution
Mentor and provide work direction to colleagues and Account Specialists
Provide ongoing feedback to internal stakeholders by participating in interdepartmental committees, workgroups and focus groups
Provide education to external stakeholders (Agent, Consultants, Brokers) by leading training programs to enhance relationship and increase knowledge of Blue Cross product
Ensure compliance between the ACA and all policies within the organization

Small Business Consultant Resume Examples & Samples

Minimum of 3 years demonstrated sales experience OR minimum of 2 year sales experience as a sales representative to small businesses
Strong business acumen and professional presence / communication skills
Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
Proven sales track record
Ability to build productive partnerships and working relationships
Experience with outbound phone sales

Business Consultant, Small Group Resume Examples & Samples

Accountable for tracking and/or monitor and report for senior mgmt the results of actualization of benefits
Provides on-going project management and status reporting at all levels
Minimum five (5) years of experience in a relevant environment such as a healthcare environment

Small Business Account Consultant Resume Examples & Samples

2+ years of sales, account management or customer service experience in the insurance or financial services industry
Experience in benefit enrollment with account management
State Life and Health Insurance License or willing to obtain within 30 days
New business sales in a managed health care industry

Small Business Renewal Account Consultant Resume Examples & Samples

Coordinate and influence superior customer service delivery by developing and maintaining strong intercompany relationships
Forges relationships with key customers and consultants; acts as main contact for UnitedHealthcare
Develop and monitor client financial performance including renewal planning, negotiation and profitability levels
Consistently exceeds objectives for profitability and persistency
Secure new business through marketing and effective product and service expansion
Participates in all major finalist presentations and RFP(Request for Proposal) / NBEA(New Business Existing Account) situations
Recognized as a subject matter expert for products, service and technology aspects
Demonstrate marketing and technical expertise through: Client, broker and consultant meetings. Assessment of approach, resources, and contacts needed to complete RFP's
Bachelor’s degree or equivalent experience in related field
3+ years of account management experience in the insurance industry
Experience working with brokers and consultants, handling large client benefit offerings
Strong working knowledge of UHC's portfolio of products, marketing and managed care knowledge
Strong working knowledge of business planning and financial / underwriting acumen
Excellent communications and interpersonal skills (internal / external)
Solid influence, collaboration and listening skills
Proven ability to navigate an often ambiguous and complex organization to resolve customer issues
Solid negotiation and leadership skills
Ability to create a strategic vision and plan its implementation
Proficiency in Microsoft Word and PowerPoint
Superior verbal, written and presentation skills
Customer-focused; able to work with employers, consumers, consultants, brokers
Sales insurance license maintained by law or ability to obtain upon hire
Proven background in sales, employee benefits, and / or underwriting

Consultant, Small Business Marketing Resume Examples & Samples

Pursuing marketing-based and operational opportunities with Card member engagement in order to optimize the experience and drive the overall profitability of the segment
Collaborating with CSE, Risk, Creative Services, e-Business, Analytics, Legal and other key partners to maximize post-booking engagement and experience
Working with credit risk, analytics and finance to manage profitability on an ongoing basis
Working with analytics, technology and modelers to build best-in-class data approach, roadmaps and models to support product growth
Managing creative process with internal or external agencies for delivering any new or revised creative assets to implement these efforts
Maintaining a cross-functional project/enhancement list for all post-booking opportunities and lead a monthly checkpoint meeting with key partners to cover updates and project prioritization
Consolidating information and help develop presentations and other documents for business partner updates, management socialization, and approvals
Promoting a risk-aware culture, ensuring efficient and effective risk and compliance management practices by adhering to require standards and processes
8+ years of Credit card marketing or consumer packaged goods marketing; Small business experience a plus
Proven track record of successfully developing, launching and leading new products
Strong background in new customer acquisition marketing including digital expertise – SEO, content, display, social, advocacy programs
Strong analytical and consumer insight skills, ability to grasp complex business issues and lead decision making in an analytical and data-intensive environment
Excellent interpersonal skills and team orientation, strong project management skills with demonstrated track record
Results-oriented with demonstrated ability to design and launch innovative marketing programs
Ability to apply creative/strategic solutions to solve business challenges, develop new ideas and gain broad organizational advocacy
Excellent oral, written, and presentation skills, and comfort in dealing with all levels of an organization
Bachelors degree or equivalent combination of education and experience required; MBA preferred

Small Business Consultant Resume Examples & Samples

Experience with financial information, spreadsheets, and financial skills
Experience working with Small Business Clients
Working knowledge of small business products and services
Bilingual skills

Consultant Credit Risk, Small Business Card Resume Examples & Samples

Initiate, develop and manage acquisition risk strategies and policies for prime card underwriting, including effective usage of advanced verification
Partner with Marketing to understand and manage the interaction of targeting decisions with risk policies
Create and run an effective range of test and control programs in a fully controlled environment in support of targeting and strategy enhancement
Identify, research, and analyze emerging trends in the acquisition performance and the impact these trends will have on the portfolio. Monitor performance trends to anticipate necessary adjustments to strategies. Complete business modifications as appropriate based on findings of analysis
Establish appropriate profitability trade-offs using various tools to maximize business return on the business exposure ensuring that key business factors are understood and measured e.g. impact on usage, revenue and risk
Drive value-based principles into the day-to-day credit risk activities to maximize profit for the business overall
Develop an account level decision framework to support business strategies working closely with a broad range of business partners. Identify and explore new approaches and data sources to support improvements to existing and new programs
Provide risk leadership in respect of new card product or feature developments
Demonstrate an understanding of the various consumer finance products and the credit risk function. Candidates will be expected to have a proven track record of credit risk management (3-5 years experience,) and must have a background in the effective application of analytic tools to business problems
Exhibit high levels of personal and business credibility combined with influencing skills to gain agreement to compelling arguments and concepts

Small Business Renewal Account Consultant Resume Examples & Samples

At least 51% of the time must be spent on taking full responsibility on the sale of 51 - 99 renewals for which he/she is assigned, including negotiating with Underwriting, positioning the renewal with the broker, and closing the sale
Renews existing business (51 - 99 life segment) and sells new business to existing accounts (NBEA)
Conducts end to end customer experience which will include an organized series of proactive touch points direct to client / group
Use designated systems to track and report activity (i.e. Atlas)
Leads, directs and conducts enrollment/benefit meetings and health fairs for assigned business
Trains and consults with brokers and employers on enrollment, benefits and electronic service processes
Influences, demonstrates and trains employer groups about UnitedHealthcare's online electronic services, tools, and technologies
Coaches and supports Account Consultants in managing: 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
Oversees analysis and identification of root causes of complex service issues for brokers and customers. Directs dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps to ensure end to end resolution of the issue
High School Diploma / GED
State Life and Health Insurance License
Must be able to 25% of the time within the state of CA
2+ years of Sales, Account Management or Customer Service experience in the Insurance or Financial Services Industry
Experience in Benefit Enrollment with Account Management or new business sales in a Managed Healthcare Industry
Bilingual fluency in English and Spanish