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Skills

  • Group benefits trend forecasting
  • Risk mitigation strategies
  • C-suite stakeholder management
  • Extensive personal network
  • Team collaboration
  • Strategic planning
  • Project management
  • Client onboarding and transition management
  • Database management
  • Contractual negotiation

Work Experiences

  • Had weekly meetings with Large Group Account Advisors to figure out how to get around sales roadblocks.
  • Worked with the advertising department to ensure that advertising messages and retail incentives were consistent.
  • Worked with upper management to implement continuous improvements and help the team achieve its objectives.
  • Kept track of customer purchasing patterns, market conditions, and competitor actions in order to adjust strategies and meet sales targets.
  • Kept financial controls in place, planned business operations, and kept expenses under control while identifying and pursuing opportunities to expand business operations and increase profits.
  • Worked to resolve issues with high-profile customers in order to maintain relationships and increase the number of repeat customers.
  • Hired, supervised, and coached 8 employees on sales strategies to maximize performance.
  • Increased profits by providing excellent customer service, adhering to established procedures, and thoroughly reviewing sales reports.
  • Organized sales meetings for the staff to talk about development strategy, best practices, and process improvements.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.

Summaries

  • Exceptional at spotting and profiting from new market trends and revenue opportunities.
  • Within Miscellaneous, senior Large Group Account Advisor and outstanding performer in project management and performance reporting.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Skilled in strategic planning and capable of streamlining daily activities to increase productivity and sales.
  • Achieved portfolio growth of 19% or more.
  • Achieved measurable cost reductions.
  • Achieved portfolio growth.
  • Tenacious manager with a strategic and analytical approach to problem-solving, customer acquisition, and profit goals.
  • To achieve market penetration, expertise in marketing strategies, product promotion, and merchandising is required.
  • Sales Manager with over 2 years of experience building relationships and partnerships, servicing accounts, and increasing profits.

Accomplishments

  • Resolved product issue through consumer testing.
  • Created a scalable customer service framework that decreased issue resolution times by 28% and improved overall client satisfaction.
  • Increased annual revenue by $2 through targeted upsell strategies and superior negotiation in large group account renewals.
  • Negotiated a 18 months-year contract with a healthcare conglomerate, yielding $12 in revenue within the first the past year.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Analyzed claims data using Salesforce to identify trends and advise clients on plan modifications, reducing overall claims costs by 57%.
  • Managed contract negotiations with category, securing a multi-year deal that increased revenue by $13 within 6 months.
  • Facilitated contract pricing negotiations for large-scale group accounts, resulting in 18% savings for clients and 74% revenue growth.
  • Collaborated with HR departments of large corporations to design benefit packages that improved employee engagement and increased plan participation by 40%.
  • Led market trend analysis for Miscellaneous accounts, helping inform new product offerings, which contributed to 80% revenue growth.

Affiliations

  • Group Benefits Administrators Association, Advisory Board Member
  • Society for Human Resource Management (SHRM), Professional Member
  • Professional Insurance Agents (PIA), Regular Contributor
  • Association of General Agents and Managers, Founding Member
  • Client Relationship Management Institute (CRMI), Workshop Attendee
  • Health Plan Alliance, Strategic Partner 2023 – 2020
  • Employee Assistance Professionals Association (EAPA), Active Member
  • Benefit Advisors Network (BAN), Trusted Partner
  • Association for Supply Chain Management (APICS)
  • American Benefits Council (ABC), Conference Speaker 2020

Certifications

  • Certified Benefits and Wellness Advisor (CBWA)
  • Licensed Life & Health Insurance Agent North Carolina
  • Certified Corporate Wellness Specialist (CCWS)
  • HealthCare Consumerism Specialist (HCCS)
  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • Chartered Healthcare Consultant (ChHC)
  • Associate in Risk Management (ARM)
  • Accredited Advisor in Insurance (AAI)
  • Certified Professional, Life and Health Insurance (CPLHI)

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