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Skills

  • Team collaboration
  • Review of contracts
  • Territory management
  • C-suite stakeholder management
  • New business development
  • Cross-functional team leadership
  • CRM system enhancement and deployment
  • Analytical problem solver
  • Database management
  • Client retention strategy

Work Experiences

  • Organized sales meetings for the staff to talk about development strategy, best practices, and process improvements.
  • Cut 18 months spending by 4% by using SAP to create effective budgets.
  • Increased market penetration and sales figures by 3% by leveraging supplier relationships and personally overseeing negotiations.
  • Maintaining and applying current knowledge of sales, promotions, and policies regarding payments, exchanges, and security practices drove business success.
  • Increased profits by providing excellent customer service, adhering to established procedures, and thoroughly reviewing sales reports.
  • Increased the team's revenue by over $12 in sales.
  • Worked with upper management to implement continuous improvements and help the team achieve its objectives.
  • Efficiently resolved all vendor and account issues while exceeding sales quotas by 7%.
  • Achieved Excellence Award for customer excellence.
  • Implemented Power BI to streamline system procedures and standard tasks.

Summaries

  • Accomplished in reducing timeline delays; optimized onboarding and benefits implementation processes, generating 66% faster turnaround time in plan activation and improving client experiences.
  • Achieved 27% client satisfaction rates.
  • By providing support and attentive service, I am diligent in building and retaining accounts.
  • Strict Large Group Account Advisor with method supervisory experience of 6 years.
  • Detail-oriented and committed to creating efficient environments in which to provide excellent service.
  • Strategic and analytical, with a motivating leadership style and experience in forming new network connections, marketing products, and expanding territories.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Achieved reduction in administrative errors by 40%.
  • Accomplished Group Account Advisor.
  • Accomplished Large Group Account Advisor driven to lead sales teams to achieve record-setting revenue gains. Manage 12+ accounts, generating more than $10 in revenue per 18 months.

Accomplishments

  • Trained internal teams on market and product knowledge to increase cross-selling opportunities, resulting in a 71% year-on-year revenue increase.
  • Designed and customized employee benefits plans for organizations with more than 15 employees, leading to a 48% improvement in retention rates.
  • Collaborated with team of 8 in the development of procedure.
  • Managed contract negotiations with category, securing a multi-year deal that increased revenue by $13 within 6 months.
  • Collaborated with underwriters to design competitive pricing strategies for large organizations, resulting in 20% higher win rates on new business.
  • Increased annual revenue by $2 through targeted upsell strategies and superior negotiation in large group account renewals.
  • Drove a strategic initiative to increase referrals from existing large clients, growing the client portfolio by 80%.
  • Secured a 18 months-year partnership with a key client, driving 85% growth in the division's revenue.
  • Led successful negotiations that reduced group policy costs by $7 for a key client, ensuring contract renewal.
  • Influenced customer perceptions through meticulous client service analysis, growing retention rates by 34% annually.

Affiliations

  • Society of Human Resource Management
  • Lions Club
  • National Association of Health Underwriters (NAHU), Member 2021 – 2024
  • Association for Supply Chain Management (APICS)
  • Human Capital Management Institute (HCMI), Key Contributor
  • Client Relationship Management Institute (CRMI), Workshop Attendee
  • Jaycees
  • Leveraged Broker Forums, National Conference Attendee 2024
  • Health Care Compliance Association (HCCA), Attended workshops in 2023
  • International Association of Administrative Professionals

Certifications

  • Licensed Life & Health Insurance Agent North Carolina
  • Apple Certified Associate (ACA)
  • Certified in Healthcare Compliance (CHC)
  • Certified Long-Term Care (CLTC)
  • Certified Public Accountant
  • Chartered Healthcare Consultant (ChHC)
  • Professional, Academy for Healthcare Management (PAHM)
  • ServSafe
  • Project Management Professional (PMP)
  • Fundamentals of Large Group Underwriting Certification

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