Averi Shoaf
China Grove
Summary
Energetic and motivated sales and account management professional with extensive experience in healthcare, benefits administration, client onboarding, and relationship-driven sales environments. Skilled in communicating complex product information, driving adoption through training and education, and managing large books of business with a focus on retention and revenue growth. Adept at building trusted relationships with healthcare providers, brokers, HR leaders, and cross-functional teams. Recognized for adaptability, strong presentation skills, and consistently delivering above expectations in fast-paced, customer-focused settings. Seeking to transition into pharmaceutical or medical supply sales, leveraging strong interpersonal communication, product training expertise, and territory management experience.
Overview
7
7
years of professional experience
Work History
Implementation Manager
Delta Dental of North Carolina
01.2022 - 01.2023
- Served as primary liaison between sales, service teams, and employer groups to ensure smooth onboarding for new accounts.
- Delivered clear, effective training on eligibility, billing, and benefits platforms to diverse healthcare and administrative stakeholders.
- Generated and analyzed client reports to identify trends, support business planning, and strengthen retention strategy.
- Provided prompt resolution to customer issues, reinforcing trust and improving client satisfaction.
- Drove successful transitions from sales to service, ensuring a positive first-year experience for key accounts.
Large Market Client Specialist
Delta Dental of North Carolina
01.2019 - 01.2021
- Partnered with Sales and Retention teams to manage Western NC territory accounts and support renewal targets.
- Built strong client relationships through onsite presentations, benefit fairs, and product demonstrations.
- Facilitated training for healthcare clients, brokers, and HR leaders on online portal navigation and plan features.
- Prepared and analyzed renewal, monthly, and quarterly reports to support strategic sales activities.
- Supported retention initiatives and managed implementations for large market groups.
- Created new procedures to streamline internal workflows and improve client experience.
- Trained and mentored new team members on product knowledge and sales process best practices.
- Received National MVP Award (2021) for exceptional performance in sales and retention support.
Realtor
01.2018 - 01.2019
- Prospected and established new client relationships through networking, presentations, and community engagement.
- Applied consultative selling skills to match clients with appropriate property options and close sales.
- Supported open houses, property showings, and marketing activities to drive buyer interest.
New Client Implementation
Advisor HR
10.2017 - 12.2017
- Managed full-cycle onboarding for new employer groups, ensuring seamless transition to HR and benefit platforms.
- Delivered technical and product training to clients, increasing confidence and adoption.
- Partnered with Sales leadership to develop persuasive proposal presentations supporting new business wins.
- Maintained reporting for 401(k) and benefits administration to improve accuracy and compliance.
- Developed repeatable processes that improved team efficiency and implementation consistency.
Integration Coordinator
10.2016 - 09.2017
- Supported system integrations and benefit implementations for clients transitioning to new platforms.
- Resolved technical issues and collaborated with cross-functional teams to ensure successful client outcomes.
- Maintained detailed documentation and reports to support sales and customer service teams.
- Coordinated employee benefit enrollment meetings on-site with client companies, presenting benefit options clearly and addressing participant questions.
- Conducted quarterly client visits to ensure satisfaction and retention goals were met.
- Generated sales opportunities by performing in-person cold calling and prospecting, successfully building pipelines of potential clients.
- Managed a book of business for new and growing clients, strengthening customer retention and cross-sell opportunities.
- Developed and maintained product usage tracking documents, ensuring accurate reporting for client renewals and sales forecasting.
- Created new enrollment processes and documentation to increase efficiency and improve client experience.
Enrollment Coordinator
09.2015 - 09.2016
- Led employee benefit enrollment meetings onsite with employer groups, explaining plan options and answering participant questions.
- Conducted quarterly client visits to maintain relationships and support retention goals.
- Prospected new clients through in-person cold calling, generating qualified leads for the Sales team.
- Managed a growing book of business for a rapidly expanding company, supporting cross-sell opportunities.
- Created enrollment processes and tracking documentation to streamline workflows.
Education
Bachelor of Science - Marketing
Catawba College
01.2015
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UNC Charlotte
01.2013
Skills
- Account Management
- Strategic Planning
- Onboarding and Implementation
- Energetic Team Player
- Adaptability & Collaboration
- Communication & Presentation
- Presentation Delivery
- Territory Management
- Issue and Complaint Resolution
- Product Demonstrations
- Prospecting and Relationship Building
- Microsoft Office
- CRM
- Efficient and Detail-Oriented
- Account Retention
- Reports and Documentation
- Sales and Renewal Strategy & Execution
Timeline
Implementation Manager
Delta Dental of North Carolina
01.2022 - 01.2023
Large Market Client Specialist
Delta Dental of North Carolina
01.2019 - 01.2021
Realtor
01.2018 - 01.2019
New Client Implementation
Advisor HR
10.2017 - 12.2017
Integration Coordinator
10.2016 - 09.2017
Enrollment Coordinator
09.2015 - 09.2016
Bachelor of Science - Marketing
Catawba College
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UNC Charlotte