Cher T. Gambale
Green Bay,WI
Summary
Dedicated legal professional with experience in drafting memorandums, pleadings, and transcriptions while utilizing legal research platforms such as Westlaw and LexisNexis. Proven expertise in conducting thorough legal research and case law analysis, complemented by active membership in the American Bar Association. Recognized for a results-oriented approach and the ability to deliver innovative solutions in dynamic environments. Committed to leveraging analytical skills to enhance legal services for clients and attorneys alike.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mid Market EB Account Manager
USI Insurance Services
08.2023 - 03.2025
- Manage book of business consisting of Fully Insured, Level Funded and Self Funded clients;
- Act as primary contact between the clients and insurance carriers;
- Prepare OE meetings by providing OE materials such as a Benefit Guide, Briansharks, and PPT presentations.
- Educate, advise, and aid clients on all Compliance topics such as ERISA, COBRA, and SPD dissemination requirements
- Facilitate Post-Renewal meetings, work closely with assigned Senior Account Rep to collaborate on Part D Disclaimer notices, Rx notices as well as other pertinent compliance disclosures to ensure timelines of State and Federal Compliance regulations;
- Set up new group insurance contracts for new and existing clients;
- Manage the renewal process including preparation of necessary contractual changes;
- Implement and manage programs (i.e., Mineral, HR Hotline, Wellness, etc.).
- Prepare client application for review;
- Provide analytical approach as well as compare carrier quotes and coverages;
- Developed alternate strategies in plan modeling by running Benchmark analyses
- Acted as main point of contact in matters relating to client concerns and needs.
Employee Benefits Account Manager
Insurance Offices of America
01.2022 - 04.2023
- Experienced in sales and service of Fully Insured small group employer benefits from group size ranging from 02 - 20 consisting of answering policy inquiries and adjusting coverage levels as needed;
- Generated quotes via multiple carrier platforms that consisted of Medical, Dental, Vision, Life, STD/LTD products;
- Prepared renewal analysis to prepare groups for open enrollment and yearly renewals;
- Conducted employer and employee OE meetings;
- Worked closely with the assigned Account Coordinator for additional service inquiries (i.e.; ID card requests, billing issues, enrollment challenges, etc)
- Worked closely with and built successful relationships with General Agents to offer quoting assistance as needed;
- Assisted and provided educational support to new groups to meet participation, set upfront expectations on processing time, contribution requirements and pertinent documents needed for seamless implementation;
- Generated Employer Audit emails via Carrier requirements in an effort to meet Carrier deadlines;
- Effectively managed and serviced over 300 small groups with little supervision
Accounts & Marketing Consultant
SBA FREEDOM HEALTH PLANS
10.2021 - 01.2022
- Participated in business development meetings to discuss innovative growth strategies;
- Managed outbound and inbound telesales campaigns to drive sales growth;
- Implemented seminars to prospective and current brokers in an effort to help achieve additional sales revenue; Serviced new and existing client inquiries and provided benefit explanations
Sales Manager, Retiree Health Solutions
AON
09.2020 - 12.2020
- Hired for the Annual Enrollment Period from Oct - Dec 5th to assist in managing a team of 20 Inside Sales Representatives;
- Drove incremental sales growth through tracking daily, weekly and monthly performances;
- Coached and mentored team members to help improve call quality, handle time and overall professionalism;
- Consistently achieved sales goals by managing revenue performance against individual team sales quotas;
- Calibrated individual performances to ensure that the sales agents used proven sales techniques;
- Worked in conjunction with Quality Assurance to ensure overall accuracy and earned evaluation scores of 90%;
- Ensured Sales Agents were accountable to all individual and overall team operational metrics;
- Executed performance indicators that included workflows, productivity metrics, QA and call handle time
Group Health Sales Executive
HealthPartners
09.2019 - 07.2020
- Proactively cultivated broker relationships through educational seminars, face to face introductory meetings and carrier programs;
- Worked closely with the Underwriters in small group (2-50) benefits to ensure timely new group and renewal submissions;
- Monitored the competition by gathering marketplace data on pricing, products details and sales techniques;
- Authored and delivered final Master Group proposals resulting in a total of 800 new small groups for year-end numbers;
- Conducted employer/employee meetings in collaboration with the representing broker to bring awareness and raise value to the products being presented;
- Further aided in broker education on new small group business requirements and product information;
- Prospected non-appointed brokers by inventing a casual virtual meet to build a trusting foundation and gain the relationship for future sales in Q4;
- Collaborated with the small business enrollment department to improve seamless new group submissions
Medicare/Medicaid Field Sales Agent
ANTHEM BCBS
10.2018 - 09.2019
- Worked as a field Medicare/Medicaid Field Sales Agent by preparing and participating in Medicare Seminars for AEP;
- Prepared off-season Grass Roots Events for those that are Dual Eligibles for Medicare and Medicaid coverage;
- Met prospective clients in a 1:1 meeting primarily at place of residences for convenient accessibility due to limited transportation and ensuring timely applications for coverage;
- Met monthly sales goals by implementing strategic territory development plans;
- Executed direct sales efforts to grow partnerships and boosts lead referral sources;
- Sold and Serviced all Medicare/Medicaid products;
- Achieved a 96% customer retention rate via client engagement and satisfaction program;
- Provided extensive customer service and claim assistance to further aid in client Retention
Education
Associate of Arts - Paralegal Studies
Keiser College of Sarasota
Sarasota, FL01.2004
Some College (No Degree) - Legal Writing And Communication Certificate
Cornell University
Ithaca, NYSkills
- Needs analysis
- Preparing contracts
- Documentation and reporting
- Client relationship building
- Multi-task management
- Customer relationship management (CRM)
- Customer needs assessment
- Excellent communication skills
- Coordinating documents
- Legal research
- Microsoft office
- Document filing
- Legal research and writing
- Legal writing
- File organization
- Task prioritization
- Legal terminology
- Correspondence
- Cross-functional communication
- Transcription
- Administrative assistance
- Organizational efficiency
- Relationship building
- Legal compliance
Certification
WI Resident Life, Health and Accident Producer License, #8816662, 06/20/23, 01/21/26
References
Available Upon Request
Accomplishments
- Dean's List
- Honor Roll
Timeline
Mid Market EB Account Manager
USI Insurance Services
08.2023 - 03.2025
Employee Benefits Account Manager
Insurance Offices of America
01.2022 - 04.2023
Accounts & Marketing Consultant
SBA FREEDOM HEALTH PLANS
10.2021 - 01.2022
Sales Manager, Retiree Health Solutions
AON
09.2020 - 12.2020
Group Health Sales Executive
HealthPartners
09.2019 - 07.2020
Medicare/Medicaid Field Sales Agent
ANTHEM BCBS
10.2018 - 09.2019
Associate of Arts - Paralegal Studies
Keiser College of Sarasota
Some College (No Degree) - Legal Writing And Communication Certificate
Cornell University
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