James Deviney
Strategic Transformational Sales Leader | Customer Success Executive | Building Scalable Solutions That Deliver Efficiency, Compliance & Long-Term Value
- Role
- Account Manager - Small to Large Businesses at Body-Borneman Insurance, Inc.
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About James Deviney
I am an Implementation & Customer Success Leader with 15+ years of experience…
Experience
Account Manager - Small to Large Businesses
Jan 2024 — Present · Boyertown, PA, US
Executed cross-selling and account growth strategies, utilizing property/casualty relationships to expand health & welfare product lines, driving a 30% portfolio increase and a 15% improvement in retention• Directed benefits communication and open enrollment campaigns, delivering tailored collateral that secured 95%+ employee participation and improved customer satisfaction scores by 18%• Provided consultative guidance on benefits plan design, regulatory compliance, and risk management, helping clients avoid $500K+ in penalties and improving audit preparedness by 15%• Led benefits administration, underwriting, and ERISA compliance oversight for self-funded health plans, achieving 100% compliance across multi-state clients and driving a 20% improvement in operational efficiency• Designed and deployed a customer analytics and segmentation solution that transformed marketing strategy, delivering a 35% boost in engagement, a 20% improvement in customer loyalty, and double-digit gains in revenue growth
Education
Penn State University
B.S.
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