Robert Wheatley

Senior Account Manager @Stored Value Solutions (SVS)

Georgetown, IN, US
EMAILS
r••••••••@storedvalue.com
MOBILE NUMBERS
+18•••••••38

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WORK HISTORY

Jan 2012 — Present

Senior Account Manager @Stored Value Solutions (SVS)

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Development and execution of a client service delivery strategy for assigned clients around needs, contract specifications and cost components• Promotes up-sell and cross-sell opportunities; acts as lead generator for Account Executive• Responsible for understanding and managing contract expiration dates and presenting SVS solutions in advance to retain relationships• Monitors and manages the terms and conditions of a client contract• Conducts regularly scheduled calls, presentations and/or on-site client visits to review business performance including training and education• Proactively communicates service status and acts as an escalation point for service issues• Coordinates card production, implementation and reporting activities• Documents client interactions, issues and actions per departmental guidelines• Ensures a collaborative and partnered relationship with all internal and external stakeholders• Initiates and sustains extensive communication, coordination and business acumen across SVS business channels to partner with appropriate departments in the leadership of strategic account initiatives or resolution of client issues• Maintain up-to-date knowledge of SVS’ current product offerings, processes and strong awareness of industry developments/trends• Responsible for positively and assertively influencing other SVS groups to rally support for client issues• Performs other duties and special projects as assigned• Required to work outside of normal business hours

EDUCATION

1990 — 1993

Bellarmine University

Bachelor of Arts, Business Administration

SKILLS

Business DevelopmentNegotiationContract NegotiationBudgetsWorkers CompensationSales ManagementManaged CareFinancial AnalysisLoyalty ProgramsNew Business DevelopmentBusiness StrategyClaims ManagementSales PresentationsSubrogationRelationship ManagementProperty & Casualty InsuranceSolution SellingBusiness AnalysisGift Cards

ABOUT ROBERT WHEATLEY

23 years account management experience. 11 years of experience in the stored value…

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