Overview
Work History
Education
Skills
Accomplishments
Timeline
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Brittany Lucas

Fort Lauderdale,FL

Overview

7
7
years of professional experience

Work History

Medicare Specialist

UnitedHealthcare
06.2023 - Current

• Achieved 250% of AEP sales goals, earning Top Sales Performer and Circle of Excellence (Top 5%) recognition

• Partnered on project deliverables throughout Sales Development Program, encompassing process documentation, training content, and cross-functional presentations

• Contributed as a panelist and mentor to the Early-Career Development Program, highlighting leadership across a large matrixed organization

• Led client-facing consultations with Medicare members, assuring compliance and streamlining process efficiency

• Collaborated with internal teams in dynamic, Agile setting to optimize enrollment workflows and reporting

Implemented Salesforce, Genesys, and Rally to manage workflows, analyze performance, and ensure deliverable tracking.g

• Represented UnitedHealthcare at community events and provider meetings, supporting organizational goals and brand growth.

Account Executive

SurePayroll (Paychex)
08.2021 - 05.2023
  • Surpassed quotas by 120%, managing full-cycle sales for small business clients.
  • Created and presented client-facing project deliverables (presentations, onboarding materials, training documents) to facilitate payroll system integration.
  • Engaged with technology teams to optimize onboarding workflows, aligning processes with SDLC practices, and supporting successful adoption.
  • Facilitated cross-departmental collaboration within a matrixed, Agile-influenced environment to enhance process improvement and customer retention.
  • Conveyed system insights and deliverable outcomes to leadership and stakeholders, enhancing cross-functional communication

Office Manager

PolyLift USA
01.2019 - 08.2021
  • Generated $3M in new revenue through strategic territory expansion and client relationship management
  • Directed client proposals, managed multiple project deliverables, and oversaw pipeline reporting
  • Implemented process improvements to optimize workflows and documentation standards
  • Built and maintained long-term stakeholder relationships, driving repeat business, and continuous growth

Education

Bachelor of Science -

Florida State University
Tallahassee, FL
08-2021

Skills

Project & Product Management (Healthcare & Technology)

Process Improvement & Change Management

Agile / Scrum (Rally, JIRA, CA Agile)

Stakeholder Engagement & Client-Facing Work Streams

Deliverables Creation (Training Materials, Onboarding, Presentations)

Healthcare Compliance & Medicare Expertise

Salesforce, Genesys, Microsoft Office Suite

Large Matrixed Environment Experience Ability to Travel up to 25%

Accomplishments

  • Intern Mentor & Panelist
  • UnitedHealthcare Early-Career Development Program

Timeline

Medicare Specialist

UnitedHealthcare
06.2023 - Current

Account Executive

SurePayroll (Paychex)
08.2021 - 05.2023

Office Manager

PolyLift USA
01.2019 - 08.2021

Bachelor of Science -

Florida State University
Brittany Lucas