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Skills

  • Policy renewals
  • Customer retention strategies
  • Benefit eligibility verification process
  • Customer service management strategies
  • Team building
  • Benefit package customization
  • Budgets
  • Property insurance
  • Vision and dental insurance
  • Business development through consultative selling

Work Experiences

  • Advocated for clients in disputes with healthcare providers, securing refunds totaling $15 within one year.
  • Championed improvements to the customer onboarding process.
  • Collaborated with product development and actuarial teams to create highly competitive plan options in the market, driving revenue growth of $9.
  • Analyzed member claims data for trends.
  • Achieved a 71% increase in satisfaction.
  • Aligned on plan renewal strategies.
  • Achieved a 64% annual increase in new coverage sign-ups.
  • Transported Tableau to several months customer locations.
  • Achieved a 85% reduction in employee absences due to illness.
  • Addressed complex claims issues.

Summaries

  • Clear understanding of workflow optimization and data analysis as well as project management training.
  • Dedicated to learning, growing, and succeeding in Fitness and Recreation.
  • Costs were consistently reduced while profits were increased.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Achieved 18% improvement in workforce wellbeing.
  • Assisted with long-term care and dental plans.
  • Authored educational content.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Achieved success through cross-team collaboration.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Leveraged Workday to track sales success metrics and refine advisor strategies, resulting in a marked improvement of 79% in conversion rates.
  • Collaborated with team of 5 in the development of procedure.
  • Streamlined claims resolution processes by implementing new procedures, reducing turnaround times by 38% and improving overall efficiency.
  • Led a team of 12 advisors in delivering comprehensive employee benefit presentations, improving engagement by 68% across multiple accounts.
  • Developed custom health insurance plans in alignment with client needs, boosting client retention rates by 34%.
  • Optimized the use of CRM systems to track health plan enrollment data, reducing administrative backlogs and improving response times by 36%.
  • Oversaw 11 corporate accounts, working directly with HR departments to deliver seminars on plan choice, triggering a 57% rise in new enrollments.
  • Managed escalations for individual members facing complex claim issues, resulting in a 26% decrease in resolution times.
  • Achieved 22% growth in private health plan enrollments by fostering consultative relationships with key clients and businesses.
  • Negotiated health plan terms with insurers on behalf of large employer clients, achieving overall savings of 39% in annual premiums.

Affiliations

  • Jaycees
  • American Medical Informatics Association
  • Association for Computing Machinery
  • The Institute for Healthcare Improvement (IHI)
  • Global Healthcare Workforce Council
  • American Marketing Association
  • Association for Corporate Health Risk Advisors (ACHRA)
  • National Association of Health Underwriters (NAHU)
  • Wellness Council of America (WELCOA)
  • Association for Supply Chain Management (APICS)

Certifications

  • Certificate in Health Plan Navigation Strategy - Harbor & Co.
  • Certified Health Insurance Specialist (CHS) - Cedar Works
  • Certified Healthcare Access Associate (CHAA) - National Association of Healthcare Access Management
  • Cisco Certified Internetwork Expert (CCIE)
  • Registered Health Underwriter (RHU) - Meridian
  • Certified in Healthcare Financial Management (CHFP) - Healthcare Financial Management Association
  • Certified Risk and Compliance Manager (CRCM) - Meridian
  • First Aid/CPR Certified
  • Certified in Healthcare Compliance (CHC) Summit Group
  • Certified HIPAA Professional (CHP) - Tableau 2018

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