Corey March Email & Phone Number
Strategic Account Manger @ Birch Benefits
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Corey March Location
- Collegeville, PA, US
Corey March Work
- Strategic Account Manger @ (March 2025 - Present)
- Client Experience Manager @ (March 2022 - March 2025)
- Client Relationship Administrator @ (October 2020 - March 2022)
- Problem Resolution Associate @ (June 2018 - October 2020)
- Retirement Plan Specialist, Specialized Services @ (March 2017 - December 2018)
Corey March Skills
- 401(k) Retirement Savings Plans
- Account Management
- Agile Project Management
- Analytical Skills
- Attention to Detail
- Business Development
- Business-to-Business (B2B)
- Client Relations
- Client Retention Programs
- Communication
- Consultative Selling
- Customer Engagement
- Customer Experience
- Customer Onboarding
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction
- Customer Service
- Customer Success
- Customer-Focused Service
- Decision-Making
- ERISA
- Finance
- Financial Management
- Financial Services
- Finra Series 6
- Finra Series 63
- Insurance
- Insurance Brokerage
- Interpersonal Skills
- Investments
- Key Performance Indicators
- Leadership
- Manage Complex Projects
- Microsoft Excel
- Onboarding
- Oracle Financials
- Oral Communication
- Problem Solving
- Project Management
- Renewals
- Resolving Issues
- Retirement
- Retirement Planning
- Return on Investment
- Sales
- Salesforce.com
- Series 6
- Software as a Service (SaaS)
- Statements of Work (SOW)
- Strategic Thinking
- Task Execution
- Time Management
- Voice of the Customer
- Written Communication
Corey March Summary
- Corey March, based in Collegeville, PA, US, is currently a Strategic Account Manger at Birch Benefits. Corey March brings experience from previous roles at Sequoia Consulting Group, Infosys BPM and Vanguard. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Agile Project Management, Analytical Skills, Attention to Detail and more. Corey March has 1 emails and 1 mobile phone numbers on RocketReach.
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