Happy Marie Newton
Insurance
Austin,TX
Summary
Insightful Insurance professional bringing 15 years of insurance product and policy management expertise to growing organizations. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
17
17
years of professional experience
Work History
Broker Liason/ HICS SME
Guardian Life Insurance
04.2022 - Current
- Created best practices work flow to locate Unappointed Brokers with Active policies. Guided 2 team members through finding over 7k email addresses. Worked with compliance on approved letter, and work flow.
- Identified urgent need to update EIS logic to resolve on going gap where broker information was dropped/mislabeled if they were not currently in OTTO. Critical step in solving Unappointed Broker issue.
- Bridged the communication gap between: PMM, Broker Services, Partnership Team and AC&L. example: Appointment Tracker excel.
- Identified errors in "Appointment Kit" working with compliance to correct.
- Currently working to adopt use of Saleforce to track retail brokers from first contact, appointment process, associated agencies, number of policies, license dates/states, appointments and general contact information. This will enable all Retail Departments to efficiently add information to 1 source. This will reduce duplicate efforts, create ability to run accurate reports.
- Attends weekly CMS Meetings: Enrollment Issuer Call Series. As well as monthly meetings with CMS to discuss HICS cases and best practices. Excellent history of compliance with HICS cases.
Licensed Insurance Medicare Benefits Specialist
Molina Health Care
North Idaho (previously WA Region 2014-2017), ID
07.2019 - 04.2021
- Enroll new members in Molina's Medicare Options Plus HMO SNP plan.
- Create relationships with care based organizations (women's shelters, food banks, etc.) educate staff on benefits of Molina, open gateway to referrals. Often give group presentations.
- Find new and creative locations to hold informal events: Bus Plaza kiosk, Assisted Living Facilities, neighborhood events, food & clothing banks. To gain new members through self generated leads.
- Enrolled duals (Medicare & Medicaid) answered questions about Molina and services usually in their own homes.
- Partner with providers to encourage referrals. Listen to and address their issues.
- Assist members resolve post-enrollment issues.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Licensed Insurance Producer
Serenity Group Insurance
Spokane, WA
09.2018 - 07.2019
- Quote auto & renters insurance to high risk drivers in 47 states.
- Utilizing targeted marketing efforts to people needing SR22 policies, primarily cold calling individuals who completed information online. Averaging 50-85 outbound calls per day.
- Provided coverage information to assist clients in understanding SR22, protecting assets and working with the courts/DMV.
- High volume of policies, I consistently write 18-26 policies a week.
Licensed Insurance Sales Consultant
State Farm Insurance
Spokane, WA
01.2013 - 02.2014
- Primary goal was to show traditional agents that potential clients who started quotes on-line were a valuable source future of personal lines insurance sales. My project expected conversion rate 10%-14%, my actual yearly average was 34%. My results were rolled out in Pacific Northwest, and Mid-West, then used to determine which independent agencies received online completed quotes. Primarily Business to Business contact.
- Sell all types of personal lines: auto, home, life and disability thru needs assessment and education.
- Educating clients on gaps in their insurance profile: PAF, Life, Short Term Disability and Medicare Supplements.
- Present my project results monthly to my direct manager by diligently tracking, logging supporting documentation daily. On demand presenting results to local agencies. Discuss perceived road blocks.
Licensed Insurance Sales Consultant
Traveler's Insurance
Spokane, WA
08.2007 - 06.2011
- Consistently exceeded monthly sales goal by an average of 25% each month.
- Chosen to help pilot NetQuote outbound program based on my ability to adapt, create positive rapport and engage callers.
- Create interactive discussion with potential customers, with goal of selling more on value and fit rather than price.
- 2010 close rate 1 per every 3.34 calls.
- Co-chair of sale's focus group meetings, participate in live publish group committee.
Skills
- Self-motivated
- Team leadership
- Strong verbal communication
- Project management
- Conflict resolution
- Process implementation
Licenses
Active WA State: Property& Casualty, Life & Disability
Timeline
Broker Liason/ HICS SME
Guardian Life Insurance
04.2022 - Current
Licensed Insurance Medicare Benefits Specialist
Molina Health Care
07.2019 - 04.2021
Licensed Insurance Producer
Serenity Group Insurance
09.2018 - 07.2019
Licensed Insurance Sales Consultant
State Farm Insurance
01.2013 - 02.2014
Licensed Insurance Sales Consultant
Traveler's Insurance
08.2007 - 06.2011