Jake Lee
Draper
Summary
Dynamic Electronic Eligibility Consultant skilled in enhancing operational efficiency and team productivity. Proven track record in mentoring teams and refining workflows to achieve superior project outcomes.
Overview
23
23
years of professional experience
Work History
Electronic Eligibility Consultant
Aetna, a CVS Health Care Company
Sandy, UT
12.2021 - Current
- Provided strategic mentorship to junior consultants, focusing on effective project execution and application of best practices.
- Engage with brokers, TPAs, plan sponsors and internal sales teams to assess requirements and deliver effective recommendations.
- Refined operational workflows with cross-functional teams to enhance team productivity and achieve superior results.
- Administer electronic client data to ensure accurate records and streamline operations across multiple platforms such as Employee Navigator, Springboard, EDI, and Benefit Focus.
Sr. Communication Specialist II
Coventry Health Care
Sandy, UT
05.2011 - 12.2021
- Analyzed and managed multifaceted problems concerning HRAs, FSAs, and HSAs through direct engagement with brokers, plan sponsors, providers, and members.
- Engaged with cross-functional teams to effectively tackle intricate customer challenges and enhance service delivery.
- Cultivated teamwork and exceptional service delivery by mentoring junior staff.
- Addressed and resolved disputes effectively in high-stress scenarios, upholding professionalism and promoting constructive dialogue.
- Oversaw accounts receivable reconciliation for provider refunds resulting from claim reprocessing.
Sales Consultant / Sr. Investment Director
Real Estate Investing Institute
Sandy, UT
12.2002 - 04.2011
- Executed database management and developed a robust client base for real estate mentoring and educational packages through effective cold calling of leads sourced from the internet.
- Achieved team success through effective training of new sales consultants. Crafted and executed client-specific development strategies. Delivered engaging presentations via phone to enhance client relationships. Maximized team performance to consistently meet and exceed company goals.
- Drove sales success by closing over $3M, maintaining a top 3 ranking among consultants in both dollar per lead and total sales.
- Cultivated strong client relationships to maintain top retention rate, supporting overall company reputation and satisfaction levels.
- Collaborated with management to devise new marketing strategies aimed at acquiring more qualified leads.
Education
General Studies
Salt Lake Community College
Salt Lake City, UTComputer Engineering
Advanced Technical Center
Salt Lake City, UT05-2001
High School Diploma -
Taylorsville High School
Taylorsville, UT06-1999
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
Timeline
Electronic Eligibility Consultant
Aetna, a CVS Health Care Company
12.2021 - Current
Sr. Communication Specialist II
Coventry Health Care
05.2011 - 12.2021
Sales Consultant / Sr. Investment Director
Real Estate Investing Institute
12.2002 - 04.2011
General Studies
Salt Lake Community College
Computer Engineering
Advanced Technical Center
High School Diploma -
Taylorsville High School