KARLA SPELLICY
Summary
Problem solver, detailed oriented, ready to take on new challenges and responsibilities, utilizing skills, that have been developed over the years through my sales and retention work experience. Eager to go above and beyond to help others achieve organizational and individual goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Safety Net Retention Specialist
EXCELLUS BCBS
Syracuse, NY
02.2021 - Current
- Assist consumers with Marketplace Health Insurance enrollment applications, assessing needs and eligibility according to state guidelines.
- Stablish relationships with community members and leaders through several outreach events.
- Collaborate across teams to execute multiple initiatives maximizing resources available to increase retention, including automated touchpoints, lead referral channel, temporary staff support training.
- Develop approaches to boost team productivity and accuracy in day-to-day tasks, such as training materials, scripts, process document updates.
- Responsible for multiple retention monthly performance reports, sharing feedback as needed and collaborating with leadership to improve data accuracy and strategy.
- High performance overall rating. Consistently achieve and exceed enrollment metrics,
Product Implementation Specialist
EXCELLUS BCBS
Dewitt, NY
09.2019 - 01.2021
- Conducted research, data collection, analysis, and problem resolution as required.
- Implemented Benefit changes to community and experience rated group requests.
- Proactively identified system risks/issues as they occur and provided recommendations for remediation.
- Analyzed current benefit packages and rates, identified discrepancies.
- Proactively addressed risks on products before they became customer facing issues.
- Processed yearly commercial group coverage renewals.
- Maintained high accuracy rating as a processor for benefit changes.
Medicare Insurance Broker
HILL INSURANCE SERVICES
Syracuse, NY
06.2018 - 02.2021
- Researched and analyzed beneficial insurance options and compared multiple carrier options to and made recommendations to clients based on their specific needs.
- Implemented retention strategy that involved intentional touchpoints throughout the year to retain and expand book of business
- Interviewed prospective clients to gather information on medical needs and discuss existing coverage
- Analyzed customer needs and enrolled Medicare eligible individuals into Medicare Products such as HMO, PPO and supplement plans, upselling products and services
- Patiently explained coverage options to existing and new clients, answering any questions or concerns
- Gained knowledge and experience in compliance and CMS regulations
Bilingual Sales Interpreter
RMR INSURANCE
Blossvale, NY
01.2018 - 06.2018
- Demonstrated product expertise, enabling optimum service to inquiring Medicare customers.
- Scheduled appointments with interested Spanish speaking customers according to their insurance needs and eligibility.
- Educated existing customers about their coverage and state health assistance.
- Interpreted Spanish-English health insurance sales appointments.
- Coordinated sales agent schedules according with appointment requests.
- Increased Spanish speaking prospects closing rate by 20%.
Sales and Marketing Executive
CAPETILLO PRODUCCIONS MEXICO
Mexico City, CDMX
01.2015 - 11.2017
- Strengthened product branding initiatives by developing communication campaigns, promotional materials, market intelligence information and databases for Mexico City market to maximize outreach.
- Measured and reported on marketing campaign performance, gained insights and compared results against goals to identify strengths and weaknesses.
- Managed rebranding project, overseeing the execution of rebranding strategy that included company logo, social media, website, and sales materials design.
- Developed, maintained, and deepened strategic partnerships with agencies, vendors, and event leaders.
- Tested and optimized organic and paid channels, including content creation and curation, pay-per-click, event, social media, and lead generation campaigns.
- Managed marketing campaigns for a variety of private and public entertainment events organized by the agency.
Education
HIGH SCHOOL DIPLOMA -
06.2012
Business Administration - In progress
Utica University
Utica, NYSkills
- Product knowledge
- Leadership
- Relationship Building
- Sales
- Strategic planning
- Team training
- Microsoft proficiency
- Process improvement
Certification
Life Accident and Health Insurance License
Interests
ORGANIZATIONS
, Rotary International - youth international programs
Languages
Timeline
Safety Net Retention Specialist
EXCELLUS BCBS
02.2021 - Current
Product Implementation Specialist
EXCELLUS BCBS
09.2019 - 01.2021
Medicare Insurance Broker
HILL INSURANCE SERVICES
06.2018 - 02.2021
Bilingual Sales Interpreter
RMR INSURANCE
01.2018 - 06.2018
Sales and Marketing Executive
CAPETILLO PRODUCCIONS MEXICO
01.2015 - 11.2017
HIGH SCHOOL DIPLOMA -
Business Administration - In progress
Utica University
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<ul><li>Directed 5 locations generating $14.5M+ in annual sales.</li><li>Delivered highest company metrics, with measurable gains over previous years:</li><li>Top 2 highest grossing stores ($4.3M and $3.8M)</li><li>Gross margin: 48.7%, a 6% improvement over prior year</li><li>Net income: $2.5M; EBITDA: 17.2%, up 4.5% year-over-year</li><li>Oversaw recruiting, development, and coaching for 30+ managers and team leaders.</li><li>Implemented district-wide retention strategy, reducing turnover significantly.</li><li>Ensured all units passed federal/state audits and maintained 100% compliance.</li><li>Mentored future leaders, facilitating internal promotions and long-term career growth, including 1 General Manager promoted to District Manager, 3 Assistant General Managers promoted to General Managers in other districts, and 4 Shift Leads advanced to AGM roles.</li><li>Partnered with local schools to provide food during sporting events and teacher appreciation days.</li><li>Launched community-focused promotions including free breakfast sandwiches for educators and 5% lunch discounts for local hospital nurses.</li><li>Maintained an average Wendy’s Done Right Visit (WDRV) score of 96 across all locations.</li><li>Achieved an average score of 95 on ECO/FSA food safety assessments with zero critical violations across the district.</li></ul> at Wendy’s (Arizona Restaurant Co. LLC)<ul><li>Directed 5 locations generating $14.5M+ in annual sales.</li><li>Delivered highest company metrics, with measurable gains over previous years:</li><li>Top 2 highest grossing stores ($4.3M and $3.8M)</li><li>Gross margin: 48.7%, a 6% improvement over prior year</li><li>Net income: $2.5M; EBITDA: 17.2%, up 4.5% year-over-year</li><li>Oversaw recruiting, development, and coaching for 30+ managers and team leaders.</li><li>Implemented district-wide retention strategy, reducing turnover significantly.</li><li>Ensured all units passed federal/state audits and maintained 100% compliance.</li><li>Mentored future leaders, facilitating internal promotions and long-term career growth, including 1 General Manager promoted to District Manager, 3 Assistant General Managers promoted to General Managers in other districts, and 4 Shift Leads advanced to AGM roles.</li><li>Partnered with local schools to provide food during sporting events and teacher appreciation days.</li><li>Launched community-focused promotions including free breakfast sandwiches for educators and 5% lunch discounts for local hospital nurses.</li><li>Maintained an average Wendy’s Done Right Visit (WDRV) score of 96 across all locations.</li><li>Achieved an average score of 95 on ECO/FSA food safety assessments with zero critical violations across the district.</li></ul> at Wendy’s (Arizona Restaurant Co. LLC)