Shane Veal
Boise
Summary
Client-focused account management and sales professional with experience overseeing large territories, building strategic client relationships, and driving retention and product growth. Proven success in both public and private sectors, including health insurance and SaaS. Skilled in cross-functional collaboration, presentations, and aligning customer needs with impactful solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Manager
KIZEN
09.2025 - Current
- Serve as the primary CRM expert and point of contact for large national insurance distribution partners (FMO’s), driving adoption and maximizing workflow efficiency across their organizations.
- Lead high-impact trainings, onboarding programs, and enablement sessions that help FMO leadership, agents, and operations teams fully leverage Kizen’s CRM to improve productivity and growth.
- Analyze usage metrics and adoption trends within enterprise FMO accounts to identify gaps, recommend improvements, and develop targeted strategies to increase platform utilization.
- Act as a trusted advisor to FMO executives, gathering feedback, aligning CRM capabilities with their business needs, and collaborating with Product and Tech teams to implement enhancements.
- Represent Kizen in enterprise demos, quarterly business reviews, and strategic planning sessions, showcasing CRM ROI, best practices, and opportunities for deeper integration.
Federal Employee Program (FEP) Specialist
Blue Cross of Idaho
03.2024 - 09.2025
- Acted as a primary account manager for over 400 federal agency clients, supporting nearly 35,000 members.
- Achieved 99% client retention and 3.5% YoY growth in medical plan enrollment through strategic service and engagement.
- Delivered in-person and virtual presentations to agency leadership and employees to drive plan awareness.
- Oversaw the planning and execution of multiple community and military engagement events, fostering strong relationships, and enhancing organizational outreach.
- Hosted 40+ on-site agency benefit presentations during open enrollment season, educating employees on plan options and maximizing participation rates.
Business Development Coordinator
Blue Cross of Idaho
05.2023 - 03.2024
- Sold a diverse portfolio of health insurance products, including Medicare Advantage, Medicare Supplement, Affordable Care Act plans, and Individual and Family Plans, to meet client needs across various demographics.
- Guided individuals through complex health plan options, including Medicare dual eligibles and marketplace subsidies, improving access to care and customer satisfaction.
- Licensed in Life and Health Insurance; maintained up-to-date training in CMS compliance, ACA regulations, and plan carrier updates.
Client Service Analyst - Strategic Accounts
Clearwater Analytics
07.2021 - 07.2022
Education
B.A. - Business Administration - Finance
Boise State University
Boise, ID01.2021
Skills
- Account and relationship management
- Client retention and growth strategy
- Public speaking and client education
- Cross-selling and upselling
- CRM (Salesforce) and workflow tools
- Health insurance and SaaS support
Certification
- Life Insurance Producer License
- Health & Accident Insurance Producer License
Timeline
Account Manager
KIZEN
09.2025 - Current
Federal Employee Program (FEP) Specialist
Blue Cross of Idaho
03.2024 - 09.2025
Business Development Coordinator
Blue Cross of Idaho
05.2023 - 03.2024
Client Service Analyst - Strategic Accounts
Clearwater Analytics
07.2021 - 07.2022
B.A. - Business Administration - Finance
Boise State University