Hope Shea
Alexandria,VA
Summary
Highly motivated and result-driven insurance HCM sales with over 14 years of experience in the industry. Ability to build and maintain relationships with the clients and carriers. Detailed oriented, organized, driven and adaptable with excellent planning and problem-solving abilities.
Overview
19
19
years of professional experience
Work History
Director Brokerage Services
Deel
Remote
11.2024 - Current
- Maintain all corporate insurances license to comply with all insurance regulations.
- Led cross-functional teams to develop and implement strategic initiatives enhancing operational efficiency.
- Streamlined onboarding processes, reducing time-to-hire for new employees significantly.
- Facilitated training programs, mentoring staff to improve performance and engagement levels.
- Analyzed market trends to inform strategic decision-making and resource allocation.
- Collaborated with stakeholders to optimize project management workflows, increasing project delivery success rates.
- Led teams of up to 45 personnel, supervising daily performance as well as training and improvement plans.
- Fostered a culture of continuous improvement by encouraging staff to share innovative ideas and providing resources for professional development.
- Assisted senior leadership in managing all aspects of operations.
- Managed cross-functional teams for multiple large-scale projects, successfully completing each on time and within budget constraints.
- Spearheaded the implementation of new technology solutions, enhancing data management and reporting capabilities.
- Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
- Reviewed proposed regulatory changes and evaluated potential impacts on business operations.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Improved overall team efficiency by streamlining project management processes and implementing new collaboration tools.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Established team priorities, maintained schedules and monitored performance.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Defined clear targets and objectives and communicated to other team members.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Senior Account Manager
Brown & Brown
Virginia
05.2024 - 11.2024
- Led client relationship management, enhancing customer satisfaction and retention strategies.
- Developed tailored insurance solutions, addressing unique client needs and risk profiles.
- Collaborated with cross-functional teams to streamline account processes and improve service delivery.
- Mentored junior account managers, fostering professional growth and enhancing team performance.
- Managed complex accounts, ensuring compliance with industry regulations and internal policies.
- Analyzed market trends to inform strategic planning and client advisory services.
- Negotiated contracts and renewals, driving profitability while maintaining strong client relationships.
- Implemented process improvements that increased operational efficiency within the account management team.
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Provided extensive support in sales, technical and business areas to key accounts.
Account Manager
OneDigital
North Bethesda
08.2011 - 05.2024
- Managed and serviced a portfolio of clients ranging in size from 20-10,000 employees. Currently the largest client I work on is 2,500 employees.
- Coordinated day-to-day servicing and management of clients
- Meet with Clients to create multi-year strategies.
- Negotiate renewal and market policies for the clients best interest.
- Review and analyze TPA/Carrier reporting for the creation monthly reporting for self and level funded clients.
- Reviewing policies for accuracy and compliance.
- Assisting clients with implantation of HRIS systems including assisting with benefit buildouts, auditing of setup, assisting with establishing or updating carrier feeds and bill auditing against system.
- Creating client communication and presentations.
- Coordinating and attending open enrollment meetings and health fairs.
- Maintaining client records and insuring D365 is up to date.
- Preparing presentations and presenting to prospects.
- OneDigital acquired C.T. Hellmuth & Associates in 2017, was originally hired by C.T. Hellmuth & Associates in August 2001.
Executive Assistant
MK & Co.
Alexandria
07.2007 - 07.2011
- Reported the company president.
- Managed appointment and schedule.
- Reviewed and edited client deliverables.
- Coordinated events and functions with both the private sector and government officials.
- Audited all bills and payments received were being delegated to the correct contract.
- Attended and reported on hearing on Capital Hill.
- Mk & Co was a consulting firm in the energy sector.
Education
BA - Early Childhood Education, Legal Studies
George Mason University
Fairfax01.2006
Skills
- Detail Oriented
- Problem Solver
- Customer Service
- Claims Reporting
- Microsoft Office Proficient
- Data Management
- Communication
- Strong Work Ethic
- Multitasker
- Analytical Thinker
- Project management
- Strategic leadership
- Analytical thinking
- Coaching and mentoring
- Team collaboration and leadership
Timeline
Director Brokerage Services
Deel
11.2024 - Current
Senior Account Manager
Brown & Brown
05.2024 - 11.2024
Account Manager
OneDigital
08.2011 - 05.2024
Executive Assistant
MK & Co.
07.2007 - 07.2011
BA - Early Childhood Education, Legal Studies
George Mason University