Kate Allan

Account Director @Aetna, A Cvs Health Company

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2025 — Present

Account Director @Aetna, A Cvs Health Company

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Philadelphia, PA, US

Manage a $25M global book of business for multinational employer groups with complex international benefits needs.Promoted to Senior Account Executive in May 2025 for strategic relationship leadership, business growth, and consistent 100% retention.Lead renewal strategy, vendor partnerships, financial negotiations, and end‑to‑end client experience.Drive cross-functional collaboration with underwriting, clinical, network, and operations teams.Strengthen broker partnerships to capture client expansion and revenue opportunities.

EDUCATION

2002 — 2006

Wilkes University

Bachelor of Arts (B.A.), International Studies and Spanish (double major)

SKILLS

Process ImprovementManagementInternational RelationsSales ProcessSpanishBusiness DevelopmentSecurity ManagementAccount ManagementService DeliveryStrategic PlanningSafety ManagementRisk MitigationCross-Functional Team LeadershipProduct ManagementTraining DeliveryCrisis ManagementLatin AmericaInternational Business DevelopmentClient ServicesImplementation of PoliciesSales PresentationsCustomer FocusSalesforce.comSales SupportRisk ManagementOperationsInternational SalesSecurity OperationsSales OperationsTrainingNew Business DevelopmentSalesEmergency ManagementSecuritySales ManagementPortugueseStrategyLeadership

ABOUT KATE ALLAN

Solution-oriented, award-winning global benefits leader with 18+ years of experience driving client success, retention, and revenue growth across international health, global mobility, SaaS-adjacent services, and high‑complexity employer groups. Known for delivering 100% retention across multiple roles, building and scaling high-performing teams, and serving as a trusted advisor to executive stakeholders.I excel in environments where strategy meets execution — leading organizations through growth, transformation, and operational optimization. With deep expertise in global benefits, client success leadership, international operations, and broker/channel partnerships, I bring a unique blend of strategic insight, empathy, and executional rigor.Recently promoted to Senior Account Executive at Aetna International for strong strategic stewardship of a $25M global book of business, consistent retention, and exceptional growth outcomes. I’m passionate about elevating client experience, building scalable teams and processes, and driving measurable results.

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Kate Allan — Account Director at Aetna, A Cvs Health Company in Philadelphia, PA, US | Unifers