
Results-driven leader with a strong background in benefits consulting, digital healthcare, and sales and customer success. Proven track record of growing revenue, developing growth strategies, driving efficiency, optimizing processes, managing change, and building high-performance teams. Skilled at navigating complex challenges and delivering exceptional business results through a focus on relationships, effective communication, and data-driven decision-making.
Provided strategic and operational leadership and vision for a $25 million book of business with 650 clients nationwide
As the senior operational leader, drove efforts resulting in an impressive 92% logo retention rate and market-leading Net Promoter Score of +64. Optimized efficiency by revising KPIs, transforming the organizational structure and operating model, and enhancing the customer engagement framework. Simultaneously led the recruitment of 30 new consulting team members.
Led benefits strategy and operations, as well as digital health customer delivery, for a multi-million dollar customer portfolio across the US and Canada.
Optimized operating model, managed vendor relationships, and nurtured key strategic customer relationships to support team scalability and achieving 97% customer retention.
Led senior level management for a benefits consulting portfolio valued at $15 million, while servicing over 500 clients.
As the operational leader, I enhanced client retention and drove new business revenue growth through strategic restructuring. I diversified revenue streams with a Medicare agency acquisition and integration, and built a unique partnership with Cerner Corporation to deliver robust analytics capabilities to employer-sponsored benefit programs.
Implemented a consultative and relationship-driven sales strategy, surpassing targets for new business sales.
Established fruitful strategic consulting partnerships, successfully positioning UnitedHealthcare product solutions to exceed new business sales goals by 10%. Managed the entire lifecycle of broker-sourced deals, including proposal preparation, contract signing, and meticulous monitoring of broker compensation.
Managed the design and execution of benefit program strategy and service for large self-insured employers, achieving 100% retention.
Achieved 100% customer retention by implementing focused, solution-based strategies for large employers with self-insured benefit programs. Developed high-impact relationships with national benefit brokerage firms to tailor individualized approaches for each client, resulting in exceptional satisfaction and retention.
Provided benefit program service and support to a portfolio of small group employers with award-winning results.
Developed and implemented benefit program strategies that provided robust support to a portfolio of small business clients, generating significant annual revenue and exceeding customer retention targets, earning the title of Top Performer in the Midwest in 2015.
Enhanced customer implementation and onboarding through process improvement efforts.
Implemented and managed the onboarding of new client employee benefit programs while improving client engagement.