Crystal Zanca
Williams
Summary
Results-oriented Client Services Manager with expertise in client education, account management, and team collaboration. Proven ability to enhance client success through effective communication and relationship building.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Services Manager
Towne Benefits
Williamsburg, VA
01.2022 - Current
- Worked within my team to write new Employer Group Business, while maintaining existing business to include marketing (Request for Proposal), Open Enrollment meetings to enhance employee education, ongoing enrollment change needs, claims and billing research and resolution.
- Utilized programs such as Excel, PowerPoint, and Adobe to prepare custom presentation materials.
- Facilitated communication with group benefit administrators to resolve concerns and support employee needs.
- Maintained and built compliance and Online Benefit Administration platforms such as Employee Navigator, Edge, Epic, and Agency Bloc.
- Engaged with a wide range of carrier partners to drive new business development and maintain high-quality client service.
- Achieved improved team cohesion by effectively managing personnel across three locations. Organized successful events that significantly boosted employee morale. Facilitated impactful one-on-one coaching and extensive training for all colleagues.
Associate Financial Representative
Northwestern Mutual
Williamsburg, VA
06.2014 - 05.2019
- Collaborated with financial advisors to streamline pre-sale implementation and enhance servicing processes.
- Identified referral opportunities and guided financial advisors in leveraging marketing strategies to enhance business growth.
- Guided members through post-sale application procedures, ensuring efficient completion and successful policy acceptance.
- Provided strategic insights to financial advisors regarding future sales opportunities during renewal discussions.
- Oversaw CRM database to maintain up-to-date records of member policies, scheduled activities, and commission information.
Education
Old Dominion University
Norfolk, VASkills
- Client relationships
- Excellent communication
- Relationship building
- Teamwork and collaboration
- Client education
- Sales support
- Account management
- Client retention
Accomplishments
- Supervised team of five staff members.
- Maintained and utilized a variety of programs including CRM, Edge, Employee Navigator, Epic, and Agency Bloc.
- Efficient application, submission, and retention processes, while maintaining existing client expectations.
- Thorough knowledge of systems including Excel, Adobe, and PowerPoint.
- Exceptional communication skills.
Certification
Life & Health
Timeline
Client Services Manager
Towne Benefits
01.2022 - Current
Associate Financial Representative
Northwestern Mutual
06.2014 - 05.2019
Old Dominion University