Sara Levine
Client Manager at Reliance Matrix
Based in Fair Lawn, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Fair Lawn
Industry
Insurance
Company size
2.7K
Contact information
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s•••••••@reliancematrix.com
Phone
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Background
About Sara Levine
Develop and manage all aspects of the implementation process. Build and strengthen relationships with new and existing clients. Support and coordinate activities necessary to deliver initial and add on services. Work closely with sales to identify up sell opportunities and increase revenue. Exceeded expected results for targeted marketing campaigns. Participate in resolution of cross functional issues. Provide business advice to enhance program participation on average 5%. Prepare and execute client invoicing and follow up of payment. Point Person responsible for implementing and coordinating group plans. Maintained ownership of over fifty accounts including accountability for largest accounts. Developed strategies for future marketing efforts, consistently increased plan participation. Coordinated program requirements with other business units throughout the organization to ensure smooth installation. Partnered with Marketing to develop effective communication plans, including budget & enrollment strategies. Participated at Finalist Presentations to acquire new business. Planned and organized educational seminars. Trained account managers and enrollers on process and product. Educated client’s Human Resources staff about their plan and effective administration.Specialties: Proficient with Microsoft Windows, Outlook Word, PowerPoint, Excel, Adobe Acrobat, Documentum, Lotus Notes, and Access
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