Faby Jauregui
Concord,CA
Summary
Senior Sales Executive with over 20 years of experience in total rewards benefit sales and client development, specializing in strategic market relationships and organizational growth. Bilingual in Spanish, adept at leveraging strong emotionally intelligent communication skills to enhance and maintain client and vendor partnerships. Proven track record in business development, planning, account management, and leadership coaching, driving high efficiency in sales production and service delivery. Committed to empowering clients with tailored benefits solutions that maximize employee satisfaction and engagement through modern and innovative best in class industry solutions.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Employee Benefits Principal
EPIC Insurance Brokers & Consultants
San Ramon, CA
05.2023 - Current
- Develop specialized health and benefits strategies for distinct industry sectors.
- Collaborated with various sectors including technology, manufacturing, and healthcare to assess specific needs.
- Developed benefits plans that met compliance regulations and boosted employee contentment.
- Utilized expertise in health care trends and market dynamics to guide clients.
- Collaborated with diverse stakeholders to execute strategies enhancing organizational goals.
- Evaluated industry trends and recommended changes as appropriate to keep abreast of current industry practices.
- Monitored legislation affecting employer-sponsored health plans and other employee benefit programs.
- Lead negotiations with vendors for new or revised contracts for insurance products and services.
- Performed analysis on benefit programs to uncover and address inefficiencies.
Health and Benefits Sales Professional
Mercer
San Francisco, CA
07.2021 - 05.2023
- Consulted with long-term, new, and prospective customers to understand needs and propose ideal solutions.
- Elevated new business opportunities by implementing aggressive industry networking strategies. Gained customer base by identifying needs to deliver relevant product solutions that achieve client needs.
- Negotiated contracts with vendors and suppliers to secure favorable terms and pricing.
- Prepared and delivered appropriate presentations on products and services.
- Increased sales and sales agent volume by executing effective scripting, problem-solving and strategic planning. Developed marketing campaigns and initiatives to drive new business acquisition. Generated leads through cold-calling, networking, email campaigns.
- Proactively identified and solved complex strategy problems impacting sales management and business direction.
- Streamlined operational efficiencies by tracking weekly sales to develop reports used by executives for corrective action planning.
Sales Executive – Regional Fully Insured HMO
Western Health Advantage
San Francisco, CA
01.2017 - 05.2020
- Develop regional business plan and monitor annual sales, revenue and membership projections
- Conduct broker and/or prospect sales calls and meetings according to established strategies and tactics
- Cultivate relationships with assigned regional brokers; report and/or resolve broker, employer, and member needs and concerns on an ongoing basis
- Develop and present proposals to brokers and prospective groups with analytical application; negotiate and manage key group renewals
- Provide assistance and direction to all employer groups regarding selected plan
- Maintain contact with community and industry leaders by participating in civic and business related organizations, events and/or tradeshows
- Conduct market research, planning and program development for the Sales and Marketing Departments
- Key Accomplishments: Sold $1.5M in revenue of new business in CA in 2018-2019
- Manage a BOB of 350 Mid to Large groups and maintain over 23 separate large regional and national broker/consultant agency relationships in the region
Sales Executive – West Coast Self Insured Clients
Pomco, Inc
San Francisco, CA
01.2014 - 01.2017
- Managed a disciplined account development and engagement process for self-insured BOB on the West Coast
- Responsible for acquisition and retention of existing customers by assuming role of strategic and proactive consultative partner of our customers and/or Brokers
- Develop new business opportunities thru deep broker relationships and current client referrals
- Responsible for developing a cross-selling plan for each assigned account with defined objectives
- Execute Benefit Plan merger efforts for government entities
- Plan and organize client board and executive meetings to help benefit negotiations for the union of employee groups to a single strategic benefit program
- Recruit, train, mentored and managed three onsite Benefit Liaisons who offer a customized service model to serve each client on a day to day basis
- Key Accomplishments: Sold $2.5M in revenue of new business in CA thru strong broker and sales constituent relationships
Sr. Client Services Manager, Self-Insured Clients
Filice Insurance Services
Walnut Creek, CA
01.2012 - 01.2014
- Serviced Regional self funded accounts and specialized in ASO TPA Clients
- Monitored, reviewed, analyzed and presented claims data and renewal reports to customer HR teams
- Coordinated and planned all quarterly carrier service meetings
- Completed compliance and consulting around all carrier and TPA programs, providing complete day-to-day account and strategic management support of all plans for employees and customer HR teams
- Key Accomplishments: Developed onsite care clinics for large Self Insured client
- Successfully reviewed and implemented TPA programs with self-insured clients
Client Relationship Manager, International Sector
Hanna Global Solutions
Concord, CA
01.2009 - 01.2012
- Managed $7 million BOB consisting of International IT companies with 5,000 or more employees
- Trained and coached the global call center team and outsourcing team to develop customized service models for each client
- Strategized with CFOs during annual renewal period to find cost effective benefit solutions
- Implemented HR online systems and created communication strategies for the employee population
- Key Accomplishments: Developed a portfolio of customized employee communication online tools, printable material and presentations for all Global Clients to use for employee HR education and benefit offering
- Coordinated the outsourcing effort by transferring ongoing client activities to the Global service team in India
Client Consultant, Government Sector
Alliant Insurance Services Inc.
San Francisco, CA
01.2007 - 01.2009
- Worked with carriers to resolve government agency, client HR and benefit related issues
- Assisted in the preparation of financial renewal and benefit marketing reports for Board of Trustees
- Coordinated daily interactions with government agency client, vendors and third party associates
- Worked closely with the Underwriting team and producer on developing viable client benefit strategies
- Key Accomplishments: Collaborated with cities and counties in developing educational bilingual seminars and workshops for employees to learn about their benefit program and HR services
Account Manager, National Accounts
Aetna, Inc.
San Francisco, CA
01.2004 - 01.2007
- Participated in E. Cammack Group School 2004, a prestigious six-week sales training program that dates back to 1924 designed to fully immerse new Sales Account Managers into Aetna’s sales and marketing organization
- Coordinated internal operations with respect to service, monitoring efficiency, open enrollment seasonal time frame, escalated medical claims and billing issues, etc
- Coordinated and conducted Open Enrollment meetings nationwide for book of business customers in Spanish and English
- Delivered reporting packages, accounting packages and renewal documents to customers
- Key Accomplishments: 100% retention of customers in BOB in 2004, generating revenue of $1.4 million
- 100% year-to-date delivery to service plans for 2005
Education
Masters in Organizational Leadership -
Saint Mary’s College of California
01.2011
BA - International Business, Minor in Italian Studies
Saint Mary’s College of California
01.2004
Skills
- Sales Business Development
- Marketing & Prospecting
- Client Development
- Strategic Operations
- Emotional Intelligence
- CRM Platforms
- Project management
- Account Management
- Benefits Consulting
- Strategy Developer
- Organizational Development
- Benefits administration
Certification
Life only; Accident and Health CA license
Affiliations
- Gardening
- Peloton rider
- St. Francis of Assisi School - Parent Board Secretary
- Navy Wives- East Bay Chapter representative
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Employee Benefits Principal
EPIC Insurance Brokers & Consultants
05.2023 - Current
Health and Benefits Sales Professional
Mercer
07.2021 - 05.2023
Sales Executive – Regional Fully Insured HMO
Western Health Advantage
01.2017 - 05.2020
Sales Executive – West Coast Self Insured Clients
Pomco, Inc
01.2014 - 01.2017
Sr. Client Services Manager, Self-Insured Clients
Filice Insurance Services
01.2012 - 01.2014
Client Relationship Manager, International Sector
Hanna Global Solutions
01.2009 - 01.2012
Client Consultant, Government Sector
Alliant Insurance Services Inc.
01.2007 - 01.2009
Account Manager, National Accounts
Aetna, Inc.
01.2004 - 01.2007
Life only; Accident and Health CA license
Masters in Organizational Leadership -
Saint Mary’s College of California
BA - International Business, Minor in Italian Studies
Saint Mary’s College of California
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