Summary
Overview
Work History
Education
Skills
Timeline
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HEATHER ROBB

Summary

Results-driven, highly motivated, and versatile executive, with profound strategic and tactical marketing experience. Equipped with knowledge and skills in translating business goals and customer needs to effectively target marketing programs across multiple channels, driving customer awareness, sales, and retention. Extremely reliable, passionate, and dedicated to work; committed to rendering outstanding job performance using multitasking skills while ensuring timely completion of workload. Highly commended for being a “stabilizing force” on a team as well as providing new and innovative ideas. Expert at forging top-producing relationships with customers and business partners through outstanding presentation, negotiation, and communication capabilities. Accustomed to providing first-rate client service as well as handling responsibilities in order to meet diverse customer needs. Currently hold Texas Health and Life Lines Producer license and CE Exempt.

Overview

22
22
years of professional experience

Work History

Senior Benefits Consultant

OneDigital
10.2014 - Current
  • Day-to-day contact with primarily small group clients (groups ranging from 2-250+ employees) in the Texas market, responsible for renewals, cross-sales, retention, and problem resolution both at the employee and employer level
  • Work with broker partners, clients and/or carriers/vendors to analyze existing benefit portfolios and recommend adjustments or additions as warranted or necessary
  • Enlist the help of various units within OneDigital (CAC, MST, HR Solutions, Legal/compliance, Wealth & Retirement, P&C, etc.,) to ensure smooth transitions and a well-balanced benefit offering
  • Training new hires to the OneDigital way, including systems, best known methods and time management for both the state of Texas, and the nation as well
  • Streamlined annual open enrollment period for my block by creating user-friendly online platforms for employees to select their preferred benefit options.
  • Reduced benefits costs for the company by negotiating with insurance providers and optimizing plan offerings.
  • Served as a trusted resource for senior management regarding complex benefits-related issues or questions requiring specialized expertise.
  • President's Club qualifier for fiscal year 2020
  • Founded our company-wide remote cooking classes in 2019
  • Co-chair of our Remote Employee Resource Group - The Gathering Place
  • Beta Tester for new programs and systems
  • 1 in cross-sales for the 2020 fiscal year, #3 for 2021, #1 for 2022 at over 1800%, and #1 for 2023 at over 500%
  • 1 In retention for 2022 at 126% and #1 for 2023 at 109%
  • Consistently met or exceeded retention and sales goals for the past 8+ years
  • Requested by management to participate in Client Services Advisory Team
  • Team lead for 2018 and 2020 Strategic Team

Account Executive

HealthSmart Benefit Solutions
02.2013 - 10.2014
  • Primary customer contact for self-insured clients, responsible for renewals, upsells, and managing day to day issues and concerns through each step, from implementation through run-out
  • Consult with brokers and groups to install the most effective products and services to help reduce overall medical spend
  • Help to design and implement incentive programs for employees to increase participation in health-related awareness and education programs
  • Attend enrollment meetings and present benefits as necessary
  • Client size ranges from 10-1000+ lives
  • First employee nationwide to implement Early Insight program.
  • Contributed to team objectives in fast-paced environment.
  • Selected correct products based on customer needs, product specifications and applicable regulations.

Account Manager

HMS Inc.
02.2012 - 03.2013
  • Manage install-based clients consisting of public entities, municipalities, unions, private sector employers and association type groups, both self-funded and fully insured ranging from 150-50,000+ employees
  • Develop rapport with past clients and market new and enhanced healthcare cost-containment options
  • Grow new business sales footprint in various assigned states through a wide variety of marketing techniques
  • Act as liaison for and manage relationship with American Hospital Association (AHA) and American Association of School Administrators (AASA), and attend national and local conferences as necessary
  • Develop new marketing strategies and increase production division-wide with the use of Google AdWords
  • Selected to participate in the 2012-2013 Irving-Las Colinas Leadership Program and graduated as valedictorian
  • Met 75% of annual sales goal in less than 6 months.
  • Coordinated cross-departmental efforts to execute successful marketing campaigns for key accounts.
  • Kept detailed records of daily activities through online customer database.

Account Executive

Humana Inc.
03.2009 - 11.2011
  • Provide keen oversight to the existing block of health, dental, vision, life, LTD/STD, and WVB business for cases with 2-99 enrolled lives in the DFW market
  • Collaborate with groups in administering service-related issues and maintaining good rapport to support renewal and add-on sales
  • Discuss and disperse Medicare referrals
  • Inducted into the President's Club in 2009
  • Consistently ranked in top 10% nationwide on an annual basis out of approximately 200 similarly positioned sales representatives
  • Thrived in surpassing retention goals and sales requirements
  • Attained 500% of goal for vision membership
  • Selected to instruct a Junior Achievement program at a local junior high

Inside Sales Representative

Humana Inc.
07.2005 - 03.2009
  • Oversaw existing agent base of almost 1000 health/life agents specifically in the state of Texas, as well as assumed responsibility in marketing small group health, life, and dental products
  • Encouraged new agents to achieve sales goals both on individual and market basis
  • Earned commendation as second in dental sales and first in medical sales in 2008.

Telesales Account Executive

Humana Inc.
07.2003 - 07.2005
  • Directed agent base of approximately 850 health/life agents nationwide, and supported the marketing of different individual health, life, and Medicare products
  • Medicare Subject Matter Expert
  • Recruited new agents at a progression of 30/month
  • Achieved and surpassed sales goals both on an individual and market basis
  • Recognized as Top Sales Representative in the Telesales Department in 2004.

Client Specialist

Humana Inc.
07.2002 - 07.2003
  • Managed the telemarketing of individual major medical, including dental and life products
  • Prepared quotations over the phone for customers, and guided them in completing the application process
  • Executed various customer service tasks and other clerical and reporting duties
  • Coordinated with supervisors in training new associates as well as establishing and implementing best-known methods
  • Elected to oversee the United Way campaign that raised more than $15K in two weeks.

Education

Bachelor of Arts in Political Science -

University of Wisconsin
Whitewater
05.2002

Skills

  • Channel Marketing
  • Inbound/Outbound Marketing
  • Marketing Communications
  • Sales and Profitability Maximization
  • Project Management
  • Operational Streamlining
  • Market Trend Analysis and Forecasting
  • Strategic Planning and Execution
  • Verbal and written communication
  • Attention to Detail
  • Relationship Building
  • Benefits Explanation
  • Proficient in Microsoft Office, CRM Dynamics 365
  • Benefits Administration
  • Healthcare Industry Knowledge
  • Troubleshooting
  • Teamwork and Collaboration

Timeline

Senior Benefits Consultant

OneDigital
10.2014 - Current

Account Executive

HealthSmart Benefit Solutions
02.2013 - 10.2014

Account Manager

HMS Inc.
02.2012 - 03.2013

Account Executive

Humana Inc.
03.2009 - 11.2011

Inside Sales Representative

Humana Inc.
07.2005 - 03.2009

Telesales Account Executive

Humana Inc.
07.2003 - 07.2005

Client Specialist

Humana Inc.
07.2002 - 07.2003

Bachelor of Arts in Political Science -

University of Wisconsin

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HEATHER ROBB