Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Community Service
Career Focus
References
Timeline
Generic
Danielle Perry

Danielle Perry

Casa Grande,AZ

Summary

Experienced and Motivated Sales, Operations and Call Center Management Professional with over 18 years in the Medicare insurance industry. Ability to adapt to an ever-changing market and provide strong leadership skills to focus on short- and long-term goals. Strong background in startup Medicare insurance divisions as well as ground up Medicare call center builds, expansions, and re-organizations. Versatility and background in coordinating diverse teams and managing complex projects. Skilled in strategic planning, operational improvement, and fostering collaborative environments. Demonstrated ability to enhance efficiency and productivity while maintaining high standards of quality. Successfully implemented innovative solutions that resulted in positive organizational changes.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Sr Director, Medicare Sales (Chief Sales Officer)

Banner Health
Phoenix, AZ
10.2024 - Current
  • Developed and implemented comprehensive sales strategies to increase revenue.
  • Led strategic planning and execution to enhance profitability and company growth.
  • Provided regular reports on sales performance metrics such as ROI, conversion rates.
  • Trained and mentored junior sales representatives and team members.
  • Created an incentive program for top-performing sales staff members.
  • Resolved escalated customer service issues in a timely manner.
  • Established policies and procedures for effective account management practices.
  • Reviewed customer surveys and provided feedback on areas of improvement.
  • Coached and mentored a team of sales representatives to exceed monthly goals.
  • Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
  • Utilized CRM software to manage customer interactions and sales processes efficiently.
  • Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging industry trends.
  • Delivered sales presentations to high-level executives and decision-makers.
  • Negotiated contracts with potential customers, vendors, and partners.
  • Collaborated with the marketing department on promotional activities to maximize product visibility.
  • Provided detailed and accurate sales forecasts to senior management.
  • Executed on-time, under-budget project management to adhere to project road map.
  • Developed and implemented strategic sales plans to achieve corporate objectives.
  • Managed budgeting processes related to sales operations.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Developed relationships with key stakeholders in order to expand customer base.
  • Identified key areas for improvement within the organization's sales procedures.
  • Set and monitored sales targets for individual team members and the team as a whole.
  • Built and maintained strong, long-lasting customer relationships to ensure high levels of customer satisfaction.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Sr. Director, Medicare Operations

Banner Health
Phoenix, AZ
11.2021 - 10.2024
  • Oversees directors, managers, and professional staff.
  • Mentored and inspired team members to reach targets.
  • Utilizes extensive background in healthcare operations to meet financial goals.
  • Directed financial management for sizable and detailed initiatives.
  • Leads and participates in task forces to plan, implement, coordinate facility activities.
  • Held responsibility for overseeing functional performance across various processes.
  • Directed decision-making processes based on functional business plans impacting services, technology, and processes.
  • Executes comprehensive assessments to uncover root problems and formulate effective remedies.
  • Anticipates complex problems and implements effective solutions.
  • Oversees resources to address conflicting objectives and priorities within the area.
  • Directs development and implementation of company-wide infrastructure for Medicare Lines of Business.
  • Spearheaded initiatives shaping organizational frameworks.
  • Ensures contractual adherence with federal and state regulations, as well as established organizational policies and procedures.
  • Establishes and deploys programs aligned with federal, state, and local regulations.
  • Collaborated with compliance and audit team to pinpoint risk areas for unethical conduct.
  • Created and led training sessions to enhance understanding of compliance requirements.
  • Cultivates positive relationships with providers, employees, members, families, regulatory agencies, contractors, and relevant entities.
  • Spearheaded the creation and execution of strategic, tactical, programmatic and operational plans.
  • Leveraged planning strategies to outline functional requirements aligned with stakeholder priorities.
  • Manages the operations budget according to corporate targets.
  • Responsible for divisional oversight of Medicare departments within organization.
  • Established key performance indicators to track progress towards goals.
  • Recruited top talent from various sources in order to meet staffing requirements.
  • Lead cross-functional teams in developing creative solutions to challenging problems.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Spearheaded the development and launch of new products or services.
  • Managed crisis situations to minimize impact on operations and reputation.
  • Developed and implemented strategic plans to maximize organizational efficiency, effectiveness, and profitability.
  • Partnered with staff to create professional development plans to support personal and business growth.
  • Facilitated meetings between internal teams to ensure alignment on initiatives.
  • Promoted a culture of innovation and encouraged staff to contribute ideas.
  • Enhanced customer satisfaction through the development of service improvement initiatives.
  • Oversaw budgeting processes and ensured fiscal responsibility was maintained throughout the year.
  • Provided guidance on best practices in project management to ensure successful outcomes.
  • Assessed current organizational systems and infrastructure, recommending changes as needed.
  • Analyzed data to inform decision-making and strategic direction.
  • Coordinated with stakeholders across multiple departments to develop innovative strategies for problem solving.
  • Managed multiple projects simultaneously while ensuring deadlines were met.
  • Oversaw strategic planning and implementation to ensure organizational goals were met.
  • Created policies and procedures to improve operational efficiencies within the organization.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Implemented new technologies to streamline processes and enhance productivity.
  • Built relationships with external partners, vendors, and customers in order to foster collaboration.
  • Monitored industry trends and made recommendations on how they could be leveraged by the organization.
  • Represented the organization at industry events, conferences, and public meetings.
  • Collaborated with executive leadership team to develop long-term objectives that would drive success.
  • Led cross-functional teams to drive project completion within budget and deadlines.
  • Negotiated contracts with vendors to secure favorable terms and pricing.
  • Facilitated professional development programs to build a high-performing team.
  • Coordinated with regulatory bodies to ensure compliance with laws and standards.

Vice President, Call Center Operations

Berwick Insurance Group
Tucson, AZ
05.2020 - 11.2021
  • Responsible for a brand-new build out of a call center facility
  • Worked with Medicare carriers to implement contracts for call center agents to sell products
  • Implemented a phone system & CRM to ensure CMS compliance and reporting needs are met
  • Created policies and procedures for call center operations to include staffing design, compensation packages, day to day operations, training, and CMS required documentation
  • Responsible for hiring and training
  • Worked with the team to ensure lead flow is implemented, reported on and profitable
  • Designing future strategies to ensure call center profitability and long-term progress

Senior Manager- Medicare Sales & Operations, Government Programs

Blue Cross Blue Shield of Arizona
Phoenix, AZ
02.2013 - 05.2020
  • Oversee and manage the departments responsible for facilitating contracting for new and existing Medicare brokers, General Agents, and sub agents
  • This department is also responsible for processing MAPD enrollments during AEP
  • Responsible for Medicare Sales Strategy, budget adherence, senior level leadership of Medicare sales team, and operational strategies in this role
  • Oversee and manage the Sales Support team that is dedicated to our call center and broker channels
  • This team consists of licensed representatives that can answer questions on product, enrollment status, supply orders, etc
  • Oversee and manage the Sales team that is dedicated to our call center and broker channels
  • This team consists of licensed and trained sales representatives that are responsible for specified sales goals by channel
  • Developed and implemented quality monitoring processes for contracted and certified BCBSAZ brokers to ensure CMS and BCBSAZ’s Salesperson’s standards of conduct requirements are being met
  • Responsible for development and implementation of General Agent contract for MAPD product line
  • Worked directly with Executive Leadership to gain approval and legal to draft and implement contract
  • Responsible for all broker communications/alerts that are sent to Generals Agents and direct distribution channels
  • Developed and implemented corporate policy and procedures for overseeing BCBSAZ’s Medicare programs
  • Manage external call center relationships
  • Implemented daily electronic file transfers, reporting metrics, hiring expectations, budget requirements, and daily operations management
  • Lead the RFP process to change call center vendors
  • Design, test, implement, and coordinate new processes to improve efficiencies within the Medicare department
  • Responsible for all project management for operational improvements related to Medicare
  • Exceeded goal by 213%
  • Expected 10K sales and achieved over 23k in sales in one AEP
  • Ability to process and operationalize during unexpected growth

Director- Sales, Operations & Quality & Compliance

Longevity Alliance Inc.
Chandler, AZ
06.2010 - 02.2013
  • Responsible for the oversight of Sales, Operations and Quality & Compliance Departments
  • Managed over 200 employees across two locations across the country
  • Designed, developed, and implemented process and documentation procedures for multiple departments within the company, including the training and guidelines for the Personal Health Plan Advisors, Sales Coordinators, and administrative teams
  • Oversee daily operation through call monitoring, phone reporting, and routine management implementation
  • Ensure quality and compliance controls are being adhered to; identifying, correcting, and counseling agents, sales coordinators, and administrative employees on performance issues to ensure CMS/DOI regulations are upheld as well as company integrity
  • Design, test, and implement new processes and procedures that will increase efficiencies
  • Perform regular and routine system audits to confirm compliance with documentation standards to ensure data integrity
  • Maintain comprehensive knowledge of all products offered by the carriers the company contracts with and ensure the employees are professionally trained and knowledgeable; provide additional training and coaching as needed
  • Work closely with Carrier Compliance departments on Agent's CMS complaints
  • Responsible for implementing corrective action plans when necessary

Education

High School Diploma -

Chippewa Hills High School
Remus, MI
01.1999

Some College (No Degree) - Communications

Central Michigan University
Mt. Pleasant, MI

Some College (No Degree) - Communications

Mid-Michigan Community College
Mt. Pleasant, MI

Skills

  • Account management
  • Sales strategy
  • Sales performance
  • Customer relationship management
  • Contract negotiation
  • Stakeholder engagement
  • Vendor relationship management
  • Team management
  • Staff development
  • Coaching and mentoring
  • Project coordination
  • Negotiation and conflict resolution
  • Collaborative leadership
  • Excellent communication
  • Process improvement
  • Task prioritization
  • Program development
  • Product development
  • Marketing
  • Business development
  • Contract and vendor management
  • Key performance indicators
  • Problem-solving abilities
  • Performance management
  • Web-Based Reporting Tools
  • Negotiation skills
  • Needs Assessments
  • Project Management
  • Product Development
  • Carrier Lead for CMS Partnerships
  • Strategic partnerships
  • Process development
  • Operations analysis
  • Conflict resolution
  • Complex problem resolution
  • Strategic planning
  • Conference Speaker/Subject Matter Expert
  • Competitive analysis
  • Call Center Implementation and Oversight

Certification

  • AZ Life & Health Licensed, Active, Current
  • Lean Six Sigma Black Belt, 2017, BCBSAZ
  • Situation Leadership Certification, 2018, BCBCAZ
  • Banner Rising Leadership program, 2024, Banner Health

Accomplishments

Establish project/product plans to ensure goals are aligned with company objectives. This would include management of financial budgets, vendor accountability, as well as managing the ongoing strategy to ensure successful relationships., Researched and implemented alternative solutions within multiple projects to reduce costs to the company., Developed and implemented process and procedure manuals for sales and operations departments., Created a Quality and Compliance program to ensure all employees and General Agencies were following CMS guidelines and that it is documented in the event of an audit., Streamlined paper processes into electronic processes in order to save time and money on Administrative Costs as well as reducing error rates., Responsible for developing reporting for both the Sales and Operation divisions to give a daily snapshot of each employee’s performance. These reports are also run-on monthly intervals to communicate to Executive Leadership., Developed carrier production dashboard reports to communicate across the organization. Responsible for developing workgroups to ensure reporting across the organization is clean and accurate., Developed necessary CMS call center reporting for internal Compliance Officer, Responsible for developing and implementing all training programs for the Sales and Operations divisions of the company., Require monthly ongoing training for all Sales and Operations teams. Subjects such as compliance, ethics, closing a sale, streamlining process, etc are discussed., Manage the oversight/vendor relationship of 3 direct call centers with 100+ employees, Build from the ground up call center operations in two different companies., Managed call center vendor relationship from the RFP process through implementation and launch periods, creating a profitable relationship., Ability to work with internal teams (compliance, legal, analytics, product development, sales, etc) to develop RFP contracts, project plans, and successful outcomes., Supervised multiple ongoing strategies/plans to ensured sales/operations were working together to accomplish the goals, Direct and Manage a Sales Team of 15 direct reports., Direct and Manage an Operations Team of 8 direct reports. Developed and implemented key performance indicators for the entire sales and operations organziation to ensure success across the organization.

Community Service

  • St. Vincent de Paul Annual Golf Charity Event, ongoing yearly event
  • Ronald McDonald House Annual Charity Gala Event, ongoing
  • Big Brother Big Sister participant, Michigan, 1999-2009

Career Focus

Experienced and Motivated Sales, Operations and Call Center Management Professional with over 18 years in the Medicare insurance industry. Ability to adapt to an ever-changing market and provide strong leadership skills to focus on short- and long-term goals. Strong background in startup Medicare insurance divisions as well as ground up Medicare call center builds, expansions, and re-organizations.

References

References available upon request.

Timeline

Sr Director, Medicare Sales (Chief Sales Officer)

Banner Health
10.2024 - Current

Sr. Director, Medicare Operations

Banner Health
11.2021 - 10.2024

Vice President, Call Center Operations

Berwick Insurance Group
05.2020 - 11.2021

Senior Manager- Medicare Sales & Operations, Government Programs

Blue Cross Blue Shield of Arizona
02.2013 - 05.2020

Director- Sales, Operations & Quality & Compliance

Longevity Alliance Inc.
06.2010 - 02.2013

High School Diploma -

Chippewa Hills High School

Some College (No Degree) - Communications

Central Michigan University

Some College (No Degree) - Communications

Mid-Michigan Community College