Strategic Sales Professional bringing 10 plus years of experience in account acquisition and relationship building to enhance dynamic team. Accustomed to cultivating partnerships and growing profit channels. Self-motivated with proficiency in expanding network connections, introducing products and pricing models and developing pipeline and territory to drive revenue.
Overview
3
3
Certifications
2
2
years of post-secondary education
18
18
years of professional experience
Work History
Director of Business Development
Benefit Intelligence/Daisy.Health Marketplace
Gilbert, AZ
04.2021 - Current
Coordinated and facilitated all client meetings, in person
or online and prepared materials, agendas and
presentations.
Developed strong partnerships with brokers, consultants, and other channel partners.
Key Account Manager for all day-to-day administrative
service support .
Assisted with the strategic planning and launch of start up Daisy
Health Marketplace in May 2022. https://daisy.health/
Onboarded more than 200 agencies on our Daisy Health
Platform.
Performed zooms for all agencies that utilized the Daisy
Health Platform.
Managed more than 280 accounts that were created in
the Daisy Health Platform.
Managed all RFP's that come from insurance agents for
all product lines in Daisy Health .
Managed all accounts and onboarding of our over 10 health and wellness carriers in the Daisy Health Marketplace.
Benefits Manager/Contractor
Arizona Small Business Association
Scottsdale, AZ
01.2019 - Current
Benefits Advisor to small business owners and their associates.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize ASBA's reputation.
Upsold additional products and services after identifying customer needs and requirements.
Took care of all RFP from business owners and created side by side quotes from all insurance carriers.
National Account Sales Manager
Insurance Services Of America
Gilbert, AZ
04.2012 - 10.2019
Product lines consisted of medicare bridge plans, short term medical, dental, international travel medical, ancillary and home health plans
Guided and managed over 3,500 active insurance agents and brokers
Grew the brokerage from 550 insurance agents to 3,500 agents.
Revenue for the agency grew due to increasing the amount of agents contracted with our agency. Agency revenue grew from 2 million in 2013 to 9 million in 2017.
Formed and launched all marketing programs
Provided training to agents on all product lines. Conducted weekly webinars for the agents
Drafted proposals for agents to increase sales and productivity
Assisted agents in putting together all enrollment links , proposals, underwriting and trained them in all of the carriers back office systems
Outside Sales Account Executive
Mountainside Fitness
Tempe, AZ
02.2011 - 03.2012
Managed client portfolio of 50 direct clients
Grew revenues by over 300% in first year
Designed brand identity and brand management for all clients
Developed and sold effective marketing strategies for clients wishing to advertise in the fitness clubs and in Mountainside Fitness Magazine
Managed relationships with established clients and created new lead streams by networking with local governmental and civic organizations
Developed fund raising for Arizona Urbanathalon race
Personally raised 30K in partnerships for Arizona Urbanathalon
New Business Development: Supported the sales process to bring in new accounts, including scoping, pricing and negotiations
Designed online media and magazine advertising for new accounts
Created and presented media and advertising packages to prospective customers
Used consultative sales techniques to pinpoint customers' advertising needs and close on short-term and long-term sales contracts
Property Manager and Leasing
World Holdings LLC
Mesa, AZ
06.2006 - 09.2008
Managed a luxury portfolio consisting of 30+ residential properties
Executed monthly direct reporting to board of investors
Created marketing plan, budget, and strategy keep all rentals at 100% rented.
Managed sourcing, negotiating, and contracting for over 40 suppliers providing repair, maintenance, and tenant services
Implemented standard Arizona Multi-housing based tenant agreements
Managed design and deployment of company website and associated e- marketing materials; including lead tracking and sales conversion via online channel
Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects
Introduced prospective tenants to types of units available and performed tours of premises
Education
Bachelor of Science - Exercise Physiology
Arizona State University
Tempe, AZ
08.2008 - 2010.12
Skills
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Certification
Arizona Life and Health Insurance License. #19001673
Executive Assistant at Arizona Licensed Beverage Association, Arizona Business Council, Lori DelosExecutive Assistant at Arizona Licensed Beverage Association, Arizona Business Council, Lori Delos