Open to opportunities

Yancy P

@yancyp

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Senior Account Executive skilled in referral-driven growth, strategic account management, and client satisfaction.

United States

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What I'm looking for

I’m looking for a Senior Account Executive role where I can drive growth through referral networks, execute a clear sales plan, and deliver exceptional client support—while partnering with teams that value strategy, communication, and measurable results.

I’m a results-driven Account Executive with over 7 years of experience across sales, marketing, and client relationship management. I build long-term business by cultivating referral source relationships, developing strategic growth plans, and consistently exceeding sales targets.

In my current account-focused role, I nurture community referral sources to enhance brand visibility and attract new clients. I also respond quickly to prospective inquiries, conduct assessments that address questions head-on, and use a clear plan of action (POA) to expand territory, operations, and client base.

Earlier, I worked as a Marketing Manager developing partnerships with Physicians, social workers, and Pharmacies to identify new opportunities and increase traffic to communities. I also served as a Health Insurance Specialist, where I generated leads through relationships with providers and community organizations, met or exceeded quotas, and maintained compliance with CMS and NYDOH guidelines.

Experience

Work history, roles, and key accomplishments

Current

Account Manager

Current

HCS of NY

Dec 2022 - Present (3 years 6 months)

Cultivated referral-source relationships to increase brand visibility and attract new clients, while ensuring ongoing satisfaction to maintain long-term partnerships. Managed prospective inquiries and conducted client assessments, implementing sales strategy and POA to grow territory and the client base.

Referral Marketing Client Relationship Management Account Management Sales Strategy CRM Software Lead Generation Stakeholder Management

Marketing Manager

C&T Home Care

Jan 2022 - Oct 2022 (9 months)

Developed partnerships with physicians, social workers, and pharmacies to identify and capture new business opportunities. Created marketing plans to drive community traffic, supported member requests, and improved retention through relationship management and team coaching.

Strategic Partnerships Lead Generation Customer Support Member Retention Sales Enablement Client Communication

Health Insurance Specialist

United Healthcare

Jan 2017 - Jan 2022 (5 years)

Sold and serviced health insurance policies, generating leads through strategic relationships with providers, community leaders, and organizations. Maintained CMS and NYDOH compliance while collaborating with the sales team to meet or exceed personal quotas.

Insurance Sales Medicare Compliance Lead Generation Compliance Management Client Relationship Management Customer Service Quota Attainment

Equity Trade Support

Oppenheimer & Co

Jan 2006 - Jan 2017 (11 years)

Supported daily equity trading activities by monitoring and resolving complex trading strategy issues and trade discrepancies. Served as a primary contact for brokers and market exchanges, managing client services, back-office operations, account activation, and P&L reconciliations while adhering to regulatory procedures.