Thomas Clark
Nampa
Summary
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
10
10
years of professional experience
Work History
Account Manager
Meridian Technical Sales
11.2021 - Current
- Main point of contact for both customers and manufactures
- Foster robust connections within each existing account
- Proactively identify new opportunities for growth
- Routinely manage success goals; MBR & QBR
- Monitor and track key account metrics
- Strong and collaborative relationship with inside sales
- Routinely prospect for new accounts
- Attends annual industry events and seminars
Mortgage Closing Coordinator / Trainer
U.S. Bank
01.2019 - 11.2021
- Responsible for closing 50-80 mortgage loans per month
- Proficient in record management
- Effectively identify and resolve loan-closing issues
- Continuously updated borrowers on status timelines
- Maintained a high level of quality assurance and accuracy
- Implemented advanced operational practices
- Conducted training programs for new hires' onboarding
Pension Coordinator Lead
BeneSys Administrators
01.2016 - 01.2019
- Primary lead on two local funds
- Managed both DB and DC accounts
- Implemented enrollment and eligibility qualifications
- Managed quality assurance program including on-site evaluations, internal audits, and customer surveys
- Effectively de-escalated member complaints and issues
- Reviewed member letter of appeals and provided evidence to Plan Management to present to the BOT
- Improved quality processes for increased efficiency and effectiveness
- Led company-wide project migrating HIPAA documentation internally (BenefitDriven to OnBase)
Plan Associate
BeneSys Administrators
01.2015 - 01.2016
- Project Management
- Assisted Plan Manager in the administration of various employee benefit plans
- Interpreted plan documents, SPDs, and other governing documents
- Proofread forms, minutes, letters, and reports
- Prepared monthly and annual mass mailings
- Reviewed and analyzed monthly financial statements
- Maintained and prepared meeting materials
- Continuously monitored and updated participant websites as needed
- Attended on-site and off-site fund meetings
- Uploaded all paper files electronically to offsite storage
Education
High School Diploma -
Discovery High
Port Orchard, WA06-2011
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Strategic planning
- Goal oriented
- Relationship building and management
- Sales development
- Goals and performance
- Documentation and reporting
- Customer relationship management (CRM)
- Operations
Timeline
Account Manager
Meridian Technical Sales
11.2021 - Current
Mortgage Closing Coordinator / Trainer
U.S. Bank
01.2019 - 11.2021
Pension Coordinator Lead
BeneSys Administrators
01.2016 - 01.2019
Plan Associate
BeneSys Administrators
01.2015 - 01.2016
High School Diploma -
Discovery High
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