Consuela Potts
Account Manager - Emerging Markets at Henderson Brothers, Inc. | Greater Pittsburgh Region
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As the Senior Small Market Account Manager at UPMC Health Plan, Consuela Potts leverages over 13 years of industry experience to expertly navigate the complexities of group insurance for small to mid-sized businesses. With a robust portfolio of more than 1,800 accounts, Consuela excels in maintaining strong relationships with clients and brokers alike, ensuring that their needs are met with precision and care. Her commitment to client satisfaction is evident in her impressive retention rate of 95-98%, consistently surpassing company benchmarks and setting a standard for excellence within the organization.
In her role, Consuela is not only responsible for the day-to-day management of client accounts but also plays a pivotal role in facilitating communication and collaboration among stakeholders. Her analytical skills enable her to identify trends and insights that drive strategic decision-making, while her proficiency in Customer Relationship Management (CRM) tools enhances her ability to deliver personalized service. Consuela's expertise in health insurance and direct sales empowers her to craft tailored solutions that resonate with her clients, turning them into enthusiastic advocates for UPMC Health Plan.
Key projects that highlight her impact include the implementation of streamlined processes for account management, which have resulted in improved operational efficiency and enhanced customer experience. By fostering teamwork and leveraging her skills in Microsoft Excel, Consuela has developed comprehensive reporting systems that provide valuable insights into client engagement and satisfaction. As a dedicated professional in the small and middle-market commercial sector, Consuela Potts continues to build bridges and drive success for both her clients and UPMC Health Plan.
Account Manager - Emerging Markets at Henderson Brothers, Inc. in November 2024 to Present
Senior Small Market Account Manager at UPMC Health Plan in July 2014 to November 2024
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Peirce College, Bachelor of Science - BS
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Problem Identifier and Solver
Handle Multiple Priorities
Group Insurance
Customer Retention
Microsoft Office
Salesforce.com
Customer Interaction
Analytical Skills
Customer Experience
Customer Support
Direct Sales
Interpersonal Skills
Workload Prioritization
Embraces Change
Client Services
Building Long-term Relationships
Brokerage
Consultative Approach
Support Services
Client Orientation
Problem Solving
Attention to Detail
Client Relations
Teamwork
Follow-through Skills
Communication
Customer Relationship Management (CRM)
Health Insurance
Account Management
Sales
Individual Health Insurance
Project Management
Process Improvement
Sales Management
Strategic Planning
New Business Development
Training
Leadership
Outlook
Managed Care
Medicare
Customer Service
Insurance
Employee Benefits
Commercial Insurance
Brokers
Customer Satisfaction
Healthcare
Microsoft Excel
Working with Brokers
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Discover more about Henderson Brothers, Inc.What is Consuela Potts email address?
Email Consuela Potts at [email protected] and [email protected]. This email is the most updated Consuela Potts's email found in 2026.
How to contact Consuela Potts?
To contact Consuela Potts send an email to [email protected] or [email protected]. (updated on August 31, 2024)
What company does Consuela Potts work for?
Consuela Potts works for Henderson Brothers, Inc.
What is Consuela Potts's role at Henderson Brothers, Inc.?
Consuela Potts is Account Manager - Emerging Markets
What is Consuela Potts's Phone Number?
Consuela Potts's phone (**) *** *** 236
What industry does Consuela Potts work in?
Consuela Potts works in the Insurance industry.
Consuela Potts Email Addresses
Consuela Potts Phone Numbers
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