Jocelyn Karp

Support sales teams and the Center of Excellence teams across all segments with the growth and retainment of both commercial and specialty businesses through executive summaries, capabilities and finalist presentations, microsites, brochures, placemats and special projects. Primary duties:

· Serve as a leader to internal SSE team members and external business partners by providing strategic direction on assignments and CCC initiatives.

· Manage the development of high-quality and customer-facing projects including:

o Conducting extensive research on each assignment.

o Leading kick-off call discussions for each initiative with appropriate sales teams and subject matter experts.

o Responsible for understanding and executing overall strategy of the assignment. Ensuring the strategy is alive and present in the marketing piece being developed.

o Communicating clearly and confidently with the sales team to ensure timelines and deliverables are met accordingly.

o Active listening with the ability to drive conversation to a strategic place by asking pointed questions.

o Liaison between sales, business units within CVS Health and Aetna and the internal SSE team.

o Guiding the team through the solution development process by demonstrating proficiencies, a big picture perspective and successful sales practices.

o Strong understanding of each market segment, program and service availability and industry acumen.

o Completed CVS Health® Writers’ Workshop (April 2021) and certified QCC/Proofreader (April 2022).

· Special projects include:

o Executed the colleague engagement survey initiative for the management team (February 2022).

o Presenting a mock pitch to the President and CEO and the rest of the leadership team (March 2022).

o Planning the UPS 100-year anniversary dinner hosted in Atlanta, GA (October 2022).

o Develop and implementation of a short meeting brochure for all sales segments to use in face-to-face meetings creating an opportunity for open dialogue and quick navigation to each conversation topic during the meeting (May 2023).

· Maintain and update 6 CCC presentation modules. Responsibilities include:

o Demonstrating advanced knowledge of CCC assets that differentiate CVS Health and Aetna in the marketplace.

o Coordinating monthly updates with business partners to ensure copy and proofpoints are up to date and proper messaging is woven throughout the module.

o Articulate overall strategy to creative team to execute visuals and overall content story based on details shared by business partners.

o Manages and completes all strategy, internal review, QCC, legal and compliance reviews and SME updates.

o Maintains proofpoints in library.

o Lead the writer/designer through the creation of new slides if the deck or module requires it.

· Coordinate onboard training and mentoring efforts for new team members.

· Consistently promote process improvement initiatives to optimize team performance.

· Received 22 Heart at Work recognitions in 2022 and awarded 7 to other peers. Jocelyn is particularly strong at Joining Forces, Inspiring Trust and Rising to the Challenge.

· 2023 YTD received 9 Heart at Work recognitions from colleagues and teammates.

Provide leadership to department with an emphasis on employee development, mentoring, training, process improvement and best practices. Assist directors with sales and proposal activity, in addition to overall team management activities. Serve as a resource to all team members and entire organization by providing direction and support to increase sales, revenue, and membership targets. Primary duties:

· Partnered with the sales team to develop and set strategy to ensure a consistent message is being conveyed throughout the proposal response.

· Managed RFP Inbox for Public and Labor Sales Support and maintained the tracking database.

· Qualified and assigned incoming RFPs/RFIs.

· Co-managed the Sales Support team responsible for responding to RFPs from the West and Southeast Territories.

· Completed preliminary & final risk evaluation of submitted RFI’s/RFP’s/proactive bids.

· Managed 1,001 RFPs to date as a sales director.

· Reviewed all documents before publication and enforced best practices.

· Fostered relationships with sales team, brokers, consultants and business partners during the proposal process.

· Appropriately applied extensive business acumen and guided proposal team through all issues.

· Mentored and developed junior consultants to ensure overall success.

· Served as a liaison between team members and senior management.

· Collaborated with internal and external business partners to ensure deadlines were met.

Responsible for creating strategically positioned proposal materials that present Aetna’s capabilities in a manner that differentiates us from the competition. Primary duties:

· Efficiently and effectively responded to 212 RFPs.

· Independently project managed each RFP & facilitated all strategic discussions with senior leadership and various internal business partners.

· Engaged during financial conversations with field and underwriting counterparts using her self-funded pricing experience and provided insights on medical, pharmacy and dental product offerings.

· Created customized answers for complex questionnaires, drafted benefit designs and completed network analysis requests

· Participated in the recruitment process including: selection, interviewing and hiring of candidates.

Generated profitable revenue, customer, and membership growth by providing quality sales support for National Account (3,000+ lives) prospects and existing customers. Primary duties:

· Successfully responded to 166 business proposals during tenure within the department.

· Provided overall project management, strategic responses to financial exhibits, answered complex questionnaires, drafted benefit designs and completed network analysis requests to illustrate Aetna’s high-quality services and capabilities.

· Developed competitive pricing strategies for self-funded medical, pharmacy and dental customers.

· Assisted the sales organization with finals meetings and preparation of customer-centric sales presentations.

Coordinated proposal opportunities for National Account (3,000+ lives) prospects and existing customers. Primary duties:

· Managed multiple work assignments in a fast-paced deadline-driven environment and participated in strategy development discussions.

· Calculated service fees, made pricing recommendations that are consistent with case strategy, and prepared financial-related documents.