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DAVID H. ADAMS6 Ivanhoe Court
Lebanon, NJ 08833908-448-7199
PROFESSIONAL EXPERIENCEGallagher Bollinger, Short Hills, NJ5/2014 to 1/2015 Benefits Analyst
Coordinate all services provided to clients, including implementation of new plans, confirming overall needs and meeting internal service requirements to ensure customer satisfaction.
Deliver all renewal rates and funding projections, fee increases, annual accountings and banking reconciliation reporting required by clients.
Work directly with clients for long-term, strategic planning. Provide guidance on benefit design; legislative developments and requirements; Web-based
initiatives; and account structure. Coordinate installation of new accounts or new products to existing accounts. Key contact in
team approach to account installation. Manage internal project teams to meet client needs.
Summit Drilling, Bridgewater, NJ10/2010 to 5/2014 Operations Manager
Primary point of contact for clients and consultants Provide cost analysis, and pricing on proposed scopes of work Educate clients on company resources, and abilities Consult with clients on technique and equipment to successfully accomplish project goals Schedule crews and equipment daily to address scheduled work Consult with field crews and clients daily to address any changes in scope or needs Track paperwork to ensure quick and accurate invoicing of completed work Ensure adherence to state regulations and client specific safety requirements Participate in job site safety reviews Represent company at trade shows and industry meetings
Hackett Valine & MacDonald, South Burlington, VT1/04 to 10/2010 Account Executive
Coordinate all services provided to clients, including implementation of new plans, confirming overall needs and meeting internal service requirements to ensure customer satisfaction.
Deliver all renewal rates and funding projections, fee increases, annual accountings and banking reconciliation reporting required by clients.
Work directly with clients for long-term, strategic planning. Provide guidance on benefit design; legislative developments and requirements; consumer-
directed health plans; Web-based initiatives; and account structure. Coordinate installation of new accounts or new products to existing accounts. Key contact in
team approach to account installation. Manage internal project teams to meet client needs. Identification and acquisition of new clients.
Aetna, Purchase, NY10/1999 to 1/2004 National Account Executive
Coordinate all services provided to customers, including implementation of new plans, confirming overall needs and meeting internal service requirements to ensure customer satisfaction.
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David H. Adams Deliver all renewal rates and funding projections, fee increases, annual accountings and
banking reconciliation reporting required by customers. Work directly with customers and their consultants for long term, strategic planning. Maintain revenue and profitability targets for controlled book of business. Establish performance guarantees and financial rewards/penalties. Report performance to
customer and ensure compliance. Realize new revenue opportunities for customer base using consultative sales strategies to
develop and implement a sales plan. Potential sales found in customer mergers and acquisitions, consumer-directed health plans or ancillary products.
Provide guidance on benefit design; legislative developments and requirements; consumer-directed health plans; Web-based initiatives; and account structure.
Coordinate installation of new National Accounts or new products to existing National Accounts. Key contact in team approach to account installation.
Manage internal project teams to meet customer needs.
Prudential HealthCare, Livingston N.J.10/1995 to 10/1999 Account Manager
Main point of contact for several national accounts. Respond to client’s benefits questions: coordinate billing and eligibility issues. Work with underwriters to calculate pricing and create benefit briefs. Install new benefit plans and coordinate enrollment activities. Assist in training and supervision of new team members.
The Prudential Insurance Company of America (Various Locations Throughout New Jersey)6/1994 to 10/1995 Account Manager, Managed Specialty Products
Respond to proposals for managed mental and behavioral health programs on a carve-out basis.
Provide support to marketing areas for in-force clients.
8/1992 to 6/1994 Account Consultant, Regional Account Organization Main point of contact for three large accounts. Coordinate response to proposals for new benefits. Manage the installation of new benefit plans. Assist in training new team members.
7/1991 to 8/1992 Group Sales Representative, New Jersey Group Sales Office Sale of new accounts. Service and expansion of existing accounts.
8/1989 to 7/1991 Account Consultant, New Jersey Group Sales Office Service in-force accounts. Assist group representatives in new case sales.
10/1987 to 8/1989 Membership Services Coordinator, Assistant Medical Data Analyst, Group Insurance Marketing Liaison Conduct enrollment meetings. Respond to managed-care questions Provide reports to senior management on current utilization trends.
EDUCATION
1990 to Present Employee Benefit and Sales Training Insurance Producers License (No. 311123)
Vermont Department of Banking, Insurance & Health Care Administration
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David H. Adams National Accounts Financial Assimilation Training
Aetna Inc. Effective Sales Communicating
Decker Communications, Inc. Winning & Keeping Clients
Tuckerman Advanced Communication Seminars
1977 – 1982 Cook College, Rutgers -The State University of New Jersey, New Brunswick, N.J.B.S. Environmental Planning and Design
ORGANIZATIONS AND ACTIVITIES
Leadership Champlain Class of 2004-2005 United Way Allocations Committee 2006 United Way Account Ambassador 2006 - 2008 Birds of Vermont Museum, Board of Directors, 2006 - 2009
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