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Robert Marcus

@robertmarcus

I build trusted client relationships and resolve complex account needs across stakeholders.

United States
Message

What I'm looking for

I'm looking to lead client relationships, coordinate cross-functional stakeholders, and resolve complex account needs in a software, technology, or client services environment.

I'm the primary relationship owner at Word & Brown, connecting brokers, carriers, clients, and partner health plans to coordinate service needs and complex account requests. I work across Sales, Underwriting, Compliance, and Finance to remove blockers and resolve billing, claims, eligibility, and COBRA issues.

Previously at NextGen / Planet DDS, I managed assigned accounts through business reviews, calls, and written communication, while coordinating sales opportunities and product implementations. I owned escalations from intake through resolution and kept clients informed on status, next steps, and outcomes.

My earlier Quality Assurance Analyst work at CompuGroup Medical built my foundation in web and desktop applications, software testing, Agile/Scrum delivery, JIRA, and the SDLC. I use that technical context to communicate effectively with Product, Development, and other technical stakeholders.

Experience

Work history, roles, and key accomplishments

WB
Current

Account Manager

Word & Brown

Jun 2023 - Present (3 years 3 months)

Serve as the primary relationship owner connecting brokers, carriers, clients and partner health plans, coordinating service needs and complex account requests. Build and maintain agency relationships through responsive communication and issue ownership.

Education

Degrees, certifications, and relevant coursework

California State University, Fullerton logoCF

California State University, Fullerton

Bachelor of Arts, Communications

2004 - 2007

Bachelor of Arts in Communications from California State University, Fullerton.

Tech stack

Software and tools used professionally

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