Oregon Food Bank, Medical Teams International, Habitat for Humanity, SOLV volunteer
Ingrid Shimek
Portland,USA
Summary
Award-winning health insurance professional with 25+ years of success executing channel strategy, broker engagement, sales and retention initiatives across large group fully insured, self-funded, association and Medicare markets. Recognized for sophisticated solutioning and consultative account management and sales, delivering tailored strategies that increase broker trust, client satisfaction, and membership growth. Skilled at translating complex benefit, financial, and operational data into clear actionable insights that drive business outcomes. Adept at collaborating across sales, marketing, product, and operations to implement effective go-to-market solutions and strengthen broker affinity. Known as a top seller, transforming broker and prospect discussions into strategic opportunities through authenticity, humor, and a consultative approach.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Strategic Account Executive
Providence Health Plan
Portland, OR
10.2018 - Current
- Effectively managed pipeline and identified acquisition tactics that resulted in 95% close ratio of targeted prospects for January of 2026.
- Developed high touch implementation strategy with business partners including, co-developing customized communications, building 1:1 member touch points and personalized HR support reducing member friction and easing group transition.
- Curate and execute 5-10 relationship building volunteer events with brokers annually with Oregon Food Bank, Medical Teams International, and Habitat for Humanity deepening partnerships and enabling pre-sale discussions about key prospects.
- Leverage broker incentive programs by analyzing data and sharing results in tandem with key prospect opportunities to ensure brokers are aware of financial bonus impact of RFPs under negotiation if sold.
- Led organization's first large scale sale and implementation of a new Association Health Plan (AHP). Created strategy and growth tactics for both new business and renewals that achieved the highest growth two years in a row, adding 4,000 new members, significantly expanding Providence Health Plan's small-to-midsize group market share.
- Developed and led AHP management processes with a structured weekly cadence to review prospects, renewals, and overall risk — improving performance, reducing risk and establishing best practices adopted by other Providence AHP teams that followed.
- Created and executed sophisticated sales strategies, in partnership with health system leaders, including win themes and co-branded materials that secured two marquee accounts — George Fox University and Columbia Distributing, adding 4,500 members.
- Led multi-year strategy and pre-sale tactics to win and implement the largest self-funded account sold in six years (2024), growing the self-funded segment by 3,400 members.
- One of only two presenters selected to deliver a strong value story and market education, due to public speaking talent and authentic approach, of new behavioral health program that positioned Providence as carrier of choice for in Oregon for behavioral health care. My presentation was then emulated by competitors, due to high broker favorability.
- Represent Providence Health Plan as an engaging public speaker at broker and association events - delivering over 100 roadshow presentations ensuring key go to market initiatives are understood by broker community.
- Excellent broker relationship building skills evidenced by record sales, 600 new members, in new territory after trusted account executive retirement.
- Energetic mission committee member focused on creating and implementing employee engagement opportunities to continue the legacy of community service and served as department cultural leader responsible for delivering 3 team building events annually for entire department, from ideation, to vendor selection, catering and activities.
Account Manager
Providence Health Plan
Portland, OR
01.2007 - 10.2018
- Successfully managed portfolio of 100 + employer groups, including large accounts up to 5,000 members, maintaining a consistent 95 % + retention rate through proactive broker collaboration and consultative service.
- Identify and capitalize on cross selling opportunities with current customers leading to membership growth, new territories and sale of first PBM only account with 10,000 members.
- Ideation partner with customers on out of the box wellness solutioning resulting in creation and execution of custom wellness incentive programs, resulting in 100% retention of key accounts with 3,500 members.
- Mentored new team members, sharing best practices and consistent service standards for customers resulting in continued retention.
- Selected for the OEBB Open Enrollment Tiger Team, largest sale in recent history, contributing to a successful campaign that increased member enrollment through in person second sale activities.
- Led a cross-functional team from Providence Health Plan and Providence Medical Group (PMG) to open the first PMG-managed onsite employer clinic in partnership with SAIF Corporation.
- Presented sophisticated performance and experience reports to large employer group stakeholders, providing consultative recommendations that informed targeted interventions and campaigns improving population health.
- Successfully managed transitions from fully insured to self-insured arrangements, deepening broker trust and strengthening strategic relationships, to retain the business.
- Repositioned 10 employer groups to consolidate carriers, achieving sole-carrier status for Providence Health Plan and driving membership and revenue growth.
Education
Bachelor of Science - Psychology
University of Oregon
Eugene, OR, USAHuman Resources Certification - undefined
Portland State University
Portland, OR, USASkills
- Proficient Public Speaker
- Consultative Selling
- Pipeline Management
- Strategic Broker & Consultant Engagement
- Results-Driven Go-to-Market Plans
- Collaborative Cross-Functional Partnership
- Analytical KPI Tracking & Performance Data Evaluation
- Trusted Stakeholder Relationship Building
Awards
First-Ever Sales Department "Rockstar" award recipient - Providence Health Plan
Carrier Partner of the Year - The Partners Group
Two-time "MOJO - Making Our Jobs Otherwise Easier" award winner - Woodruff-Sawyer Company
Certification
NABIP Oregon State Convention Committee Member
PAHU (Portland Association of Underwriters) Secretary
Licensed Health Agent – OR & WA
Interests
Timeline
Strategic Account Executive
Providence Health Plan
10.2018 - Current
Account Manager
Providence Health Plan
01.2007 - 10.2018
Human Resources Certification - undefined
Portland State University
Bachelor of Science - Psychology
University of Oregon