Bilingual, experienced, and self-motivated licensed marketing professional with exceptional operational management and sales skills as well extensive expertise in Medicare, Medicaid, healthcare sales, and community outreach
Overview
24
24
years of professional experience
1
1
Certification
Work History
Sr. Manager of Sales Operations & Agent Engagement
Assurance IQ
06.2020 - Current
Developed , implemented and managed operational procedures, onboarding & sales performance of independent agents on the Assurance Platform
Improved team performance by providing comprehensive training and fostering collaborative work environment.
Implemented and developed operational standards, policies, and procedures tailored to specific roles and focus areas of each team.
Provided strong leadership to enhance team productivity and morale.
Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Achieved operational excellence by streamlining processes and implementing best practices while enhancing team productivity .
Develop training materials and strategies to increase agent utilization and performance on the platform
Leverage marketing and sales tools to identify training solutions to support agents
Worked with reporting tools from Salesforce, Looker, AirCall (or similar BI tools) to help monitor overall team performance.
Territory Relations Manager
OrthoNOW
03.2019 - 01.2020
Developed and implemented strategies to enhance patient traffic across multiple centers
Contributed to the development and final approval of bilingual marketing collateral and materials
Developed and implemented business strategies to achieve business goals and stay competitive.
Collaborated with physician practices, healthcare clinics, and relevant organizations, as well as general urgent care clinics, employer groups, schools, and other specific referral sources for orthopedic patients.
Recorded comprehensive activity logs in the CRM database to monitor and track progress towards company objectives and initiatives.
Cultivated robust relationships with current referral sources and identified new opportunities for growth
Planned, coordinated, and executed local events to raise awareness of the OrthoNOW brand and services.
Director, Optimum Aging Program
Compass Health Systems
10.2017 - 03.2019
Established, managed, and coordinated the daily operations of the program by implementing an organizational structure
Developed and managed schedules for physicians / NPs/ PAs, within their designated territories and made necessary adjustments to improve efficiency and productivity
Ensured adequate levels of clinical and support staff supervision and delegated duties as required
Enforced organizational and departmental policies, including compliance with all behavioral and ethical expectations
Established strong relationships with existing skilled nursing facilities and assisted living facilities to create new growth opportunities
Ensured all Medical and DEA licenses were current
Trained staff to make sure daily procedures adhere to CMS compliance regulations.
Worked closely with organizational leadership and board of directors to guide operational strategy.
Membership Development Manager
Chen Neighborhood Medical Centers
02.2015 - 08.2017
Consistently surpassed productivity targets and increased new member growth, resulting in being recognized as the top agent for two consecutive years
Cultivated business-to-business partnerships to gain new members year-round
Planned, coordinated, and managed local events within the community to reach the target market
Fostered strong relationships with insurance agents and case workers
Collaborated with community officials, businesses, and senior outreach programs to develop initiatives driving new patient growth
Effectively communicated the company's value proposition at all community events
Established new distribution channels and arrangements to support new patient growth
Worked with sales leadership to enhance partner engagements' effectiveness
Built trusting relationships with brokers, insurance agents, case workers, and third-party vendors associated with seniors
Developed and executed specific broker and delegated partner strategies and plans
Cultural & Community Outreach Specialist
Chen Neighborhood Medical Centers
01.2014 - 02.2015
Oversaw all logistical aspects of local events across all Medical Centers in the tri-county area.
Contributed to the development of the marketing strategy.
Collaborated with community officials, businesses, and senior outreach programs to spearhead initiatives driving new patient growth effectively.
Cultivated solid relationships with brokers, insurance agents, case workers, and third-party vendors associated with seniors through trust-building efforts.
Devised penetration plans and strategic initiatives for key target markets.
Provided supervision for event support staff while maintaining adequate inventory levels of marketing materials and promotional items.
Developed comprehensive marketing plans to promote community events, resulting in increased attendance and participation.
Managed budgets for multiple outreach programs, ensuring responsible allocation of funds while maximizing impact on the community.
Community Relations & Marketing Manager
Preferred Medical Plan
07.2013 - 12.2014
Led a successful sales team by providing motivational coaching and performance-based incentives.
Encouraged the sales team and community relations team to meet annual enrollment targets.
Assisted in the development of health plan;s Marketing Strategy
Increased awareness of the health plan's presence in the community by the creation and implementation of outreach activities, events and presentations
Developed marketing opportunities for the sales team
Supervised administrative functions of the sales team including submission of enrollment forms, evaluations, training, and mentoring.
Increased sales revenue by developing and implementing effective sales strategies.
Led a successful sales team by providing motivational coaching and performance-based incentives.
Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
Community Relations Specialist
Coventry Health Care of Florida
10.2010 - 07.2013
Developed opportunities for local marketing by the creation of community events, educational activities and sales presentations
Oversaw event logistics and setup as part of my responsibilities.
Managed inventory of marketing materials and promotional items with precision.
Fostered robust relationships with health plan providers to drive referrals.
Delivered comprehensive marketing assistance to brokers, from conceptualizing events to distributing sales materials.
Established productive connections with various city departments and organizations at all levels.
Acted as the liaison between program manager and worksite supervisors to address administrative and operational needs.
Sr. Marketing Specialist
WellCare Health Plans
02.2005 - 10.2010
Responsible for developing and implementing marketing strategies for events as well as community programs throughout the service area with the assistance of the Marketing Specialists
Identified target organizations based on population served
Coordinated all event activities from registration and payment, to event set-up and break-down
Accurately documented all program activities regarding the effectiveness of the programs
Ensure necessary inventory levels of the marketing and educational materials are maintained, including organizing and compiling marketing and educational packets and all giveaway and promotional items.
Sales Agent
Universal Brokers & Financial Services
09.2001 - 12.2003
Visit Medicare recipients
Create presentations to potential prospects by explaining the different products currently available in the market
Assist with the enrollment process by filling out membership applications and providing benefit packages
Generate new leads through referrals and provide customer service to newly enrolled members.
Benefit Consultant
Beacon Health Plans
03.2000 - 08.2001
Visited Medicaid recipients
Made sales presentations explaining benefit information
Completed enrollment application and assist the patient with the entire enrollment process
Worked closely with providers and assist them with member enrollment and customer service issues
Generated new leads through referrals by participating in sales events.
Education
Project Manager Certificate -
International Association of Professional Careers
11.2023
0240 Health Insurance License Course
Doral School of Insurance
Doral, FL
06.2021
Skills
Sales Experience in HMO/Managed Healthcare and Insurance Industry
Proficient in Microsoft Windows, Word, Excel, Outlook, PowerPoint, Salesforce
Strategic Planning
Cross-Functional Collaboration
Operations Management
Cross-functional Team Coordination
Troubleshooting and problem resolution
Documentation And Reporting
Teamwork and Collaboration
Process Improvement
Training and Development
Certification
AHIP
FFM
HIPPA Privacy & Security
Medicare Part C & D Compliance
Awards
2006 Community Service Award, Wellcare Health Plans
Timeline
Sr. Manager of Sales Operations & Agent Engagement
Director Business Development Latin America & Caribbean at Intelligent Security Systems Inc. (ISS)Director Business Development Latin America & Caribbean at Intelligent Security Systems Inc. (ISS)