Grace McClure Topete
Client Relationship Manager @ Helio Risk | Healthcare, Nonprofit, Higher Education Captive Management | Magnifying Impact at the Nexus of Business, Learning, & Nonprofit
- Role
- Client Relationship Manager at Helio Risk
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Grace McClure Topete
With over a decade of professional experience, I specialize in client relationship…
Experience
Client Relationship Manager
Aug 2024 — Present
Establish and maintain effective professional relationships with many different stakeholders to facilitate collaboration on behalf of a portfolio of nonprofit, healthcare, higher education, and banking clients- Contribute meaningfully to early-stage business development and prospecting for new clients resulting in doubled portfolio within the first year- Drive internal project management process improvement, coordinating across staff and platforms to deliver efficient and excellent service- Developing professional talks and conference submissions for staff and clients, promoting career development and highlighting the company\'s expertise and leadership in the field
Education
International Center for Captive Insurance Education (ICCIE)
Associate of Captive Insurance
2024
Nord-Trøndelag University College (HiNT)
Study Abroad
Southern Methodist University
Master of Education - MEd
The University of Texas at Dallas
Bachelor of Science (B.S.)
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