Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dawn Bradley

Edmond,OK

Summary

Dedicated Medicare professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the company brand.

Overview

13
13
years of professional experience

Work History

Broker Manager Oklahoma

Aetna CVS
03.2024 - Current
  • Manage 900+ brokers, consistent training schedule, weekly communications, and in-person training opportunities.
  • Share with leadership the competitive landscape, contracting needs, and growth opportunities.
  • Share with leadership the competitive landscape, contracting needs, and growth opportunities.
  • Utilize tools and resources to document broker and community engagement.
  • Enhanced client satisfaction by providing exceptional customer service and addressing their needs promptly.
  • Organized educational seminars training on OKLAHOMA products, tools, and resources.
  • Managed a team of brokers, ensuring consistent performance and adhering to company policies and procedures.
  • Expand market share within assigned territory by identifying growth opportunities and collaborating with sales brokers.
  • Collaborate with Value-Based-Providers hosting Medicare 101s
  • Participated in industry conferences, staying up-to-date on the latest trends and developments to provide Medicare changes to agents/agencies.
  • Mentoring brokers, and guiding best practices that contributed to their professional growth and success in Medicare sales.
  • Developed strategic plans with brokers to grow in assigned territory.

Government Operations Manager NY

Aetna CVS
01.2023 - 03.2024
  • Analyzed and reported on key performance metrics to senior management.
  • Developed and implemented strategies to maximize customer satisfaction.(call centers)
  • Reduced operational risks while organizing data to forecast performance trends.
  • Collaborated with other departments to align training programs with organizational goals and objectives.
  • Streamlined data entry processes for increased efficiency with HMPS submissions.
  • Located and corrected data entry errors and reported to management.
  • Ensured accuracy in recordkeeping through meticulous data entry and verification procedures. 38 plan 1800 lines per plan.
  • Handled all dental claims, contracting, and Q&A per coverage
  • Data analysis. competitive data and provider data

Broker Manager Upstate NY

Aetna CVS
09.2020 - 01.2023
  • Managed 1000+ brokers, consistent training schedule, weekly communications, and in-person training opportunities.
  • Expanded market share within assigned territory by identifying growth opportunities and collaborating with sales brokers.
  • Exceeded Sales and Retention goals for all product lines.
  • Generated detailed sales reports and forecasts to analyze performance and track progress.
  • Executed successful promotional events and trade shows.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built relationships with Brokers and Agencies to establish long-term business growth.
  • Organized promotional events and interacted with sales brokers to increase sales volume.
  • Created a positive candidate experience by maintaining transparent communication and providing timely feedback throughout recruitment.
  • Collaborated with other departments to align training programs with organizational goals.
  • Achieved significant improvement in training engagement by structuring training tailored to agents/agencies selling niche.
  • Enhanced team productivity by implementing training strategies that catered to products per territory.

Medicare Broker

Medicare Health Plans
06.2016 - 09.2020
  • Serve as Medicare expert, with full understanding of how Medicare and/ Medicaid/Medicare works in specific market, with deep knowledge of relationship-based marketing/selling
  • Generated recruitment pool for Medicare Sales agent opportunities through job boards, marketing events and cold calling, conducting initial interviews and pre-screening assessments, initiated contracting and RTS processes.
  • Developed individualized business plans to help agents reach learning, marketing and sales goals within predetermined timelines.
  • Coached and maintained updated knowledge of CMS regulations to adjust business operations accordingly.
  • Study and communicate Carrier Portfolio of products to maximize sales and retention efforts.
  • Directed marketing projects at all stages, including planning, schedule management and final implementation.
  • Supervised and coached Sales Agents on strategies to optimize Phone blitz results.
  • Conduct regular one-on-one meetings to review sales results/activities and provide feedback/coaching on opportunities for improvement
  • Coached agents on how to compliantly engage, hold and set up community marketing events.
  • Generated sponsorships with community leaders to promote sales marketing events.
  • Coached agents on effective sells and retention during Pandemic.
  • Utilized target audience statistics to effectively and appropriately market products.
  • Developed Sales leads through development of targeted advertisements and direct mailer response program.
  • Generated reports detailing campaign performance, customer engagement and sales trends.
  • Opened successful Medicare sales office during pandemic in new territory and produced high volume of sales.
  • Handled 10 calls per to address customer inquiries and concerns about Joe Nameth commercials,

Agent Manager

United Healthcare Group
11.2011 - 06.2016
  • · Serve as Medicare expert, with full understanding of how Medicare and/ Medicaid/Medicare works in specific market, with deep knowledge of relationship-based marketing/selling
  • · Managed captive sales broker, Career 1099 broker and External Field sales brokers.
  • · Partner with recruitment team to source and select candidates to ensure continual pipeline and sufficient base of staff to meet assigned sales/membership growth targets
  • · Provide structured certification process, training processes and available systems tools
  • · Organize involvement in formal and on-job training to ensure accurate understanding of products, compliance/policy requirements, sales processes, brand and value proposition messages and sales systems
  • · Strategize on innovative ways to continuously recruit and engage agents to sell DSNP/CSNP continuously throughout year
  • · Partner with Sales, Outreach and Marketing teams to identify and develop relationships with individuals and organizations that influence buying behavior of target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations)
  • · Collaborate with local sales, marketing, and outreach management team to organize activities, leads and territories to ensure effective and efficient coordination across territory in order to help drive self-generated DSNP/CSNP Sales
  • · Act as liaison between Agents and UHG sales process owners to ensure agents are appropriately set up and supported across their lifecycle. This includes, contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc.
  • · Partner with M&R Sales leadership on joint trainings, roll-outs, product kick-offs and collaboration meetings to ensure DSNP is covered and agents are certifying to sell the product.
  • · Coach, develop and manage performance of selected Agents
  • · Manage day-to-day time and activities of selected Agents to ensure they are headed in direction of success and expected sales results.
  • · Monitor sales results, trends and hold representatives accountable for achieving targets. Understand, analyze and build action plans off data.
  • · Conduct ride-along to observe sales techniques and ensure alignment with expectations and compliance with CMS regulations and UHG policies & procedures
  • · Conduct regular one-on-one meetings to review sales results/activities and provide feedback/coaching on opportunities for improvement
  • · Understand strengths and weaknesses of each organization and how it impacts marketplace
  • · Facilitate engagement of CAs/ EDCs in executing these plans and ensure that EDCs appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • · Achieve assigned sales targets: Achieve assigned sales / membership growth targets through territory, with minimum of 65% of sales derived via community based leads and referrals
  • · Ensure Compliance: Ensure agents adhere to sales and marketing guidelines associated with Medicare regulations, partner expectations (e.g.; AARP) and company policies and procedures

Education

Associate of Arts - Basics

Tarrant County College District
Fort Worth, TX
04.1998

Skills

  • Project Coordination
  • Proficient in Microsoft Systems
  • Effective Communication Techniques
  • Strong Organizational Abilities
  • Effective Written Communication
  • Strategic Growth Initiatives
  • Strategic Development
  • Industry Analysis Expertise
  • Sales Team Management
  • Relationship Management
  • Performance Measurement
  • Integrated Marketing Planning
  • Team building
  • Operations management

Timeline

Broker Manager Oklahoma

Aetna CVS
03.2024 - Current

Government Operations Manager NY

Aetna CVS
01.2023 - 03.2024

Broker Manager Upstate NY

Aetna CVS
09.2020 - 01.2023

Medicare Broker

Medicare Health Plans
06.2016 - 09.2020

Agent Manager

United Healthcare Group
11.2011 - 06.2016

Associate of Arts - Basics

Tarrant County College District

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Dawn Bradley