Keeshia Lasley
Spring
Summary
Results-driven Implementation Manager known for high productivity and efficient task completion. Specialize in project management, process optimization, and cross-functional team leadership. Excel at communication, problem-solving, and adaptability to ensure successful project outcomes and client satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Implementation Manager
Prudential Financial
04.2023 - Current
- Currently managing end-to-end implementation projects for assigned clients, ensuring all project milestones are met on time and within budget for core, absence management, and statutory plan designs.
- Facilitates with internal teams, clients, and third-party vendors to gather project requirements, create project plans, and solve implementation challenges.
- Authenticates critical administrative elements of a client's plan by utilizing the Digital Group Options Intake tool to set up Prudential's administrative systems accurately and efficiently.
- Directs regular status meetings with clients to provide project updates, address concerns, and ensure client satisfaction.
- Coaching new hire through the onboarding process and promoting knowledge sharing, resulting in 20% faster integration into the team.
Implementation Manager
The Standard
07.2020 - 04.2023
- Spearheaded cross-functional teams in the implementation of new business projects and systems for National Accounts.
- Led a team of subject matter experts to deliver high quality projects that meet or exceed client expectations.
- Designed and executed project plans, timelines, and budget to ensure successful project completion.
- Collaborated with stakeholders to identify requirements and provide solutions to meet business needs.
- Aligned with internal data analysts to manage project timeline and data exchange with external platform partners.
Implementation Enrollment Manager
Lincoln Financial Group
09.2015 - 02.2020
- Engineered and implemented enrollment strategies for regional market accounts, ensuring a successful onboarding and enrollment process.
- Orchestrated exceptional service to new/ existing customers by demonstrating knowledge of defined core and supplemental plans.
- Managed brokers, enrollment firms, and group administrators on behalf of the client thru the sold case process as well as obtaining and validating information to be submitted to internal partners for processing purposes.
- Served as a focal point for customer service inquiries, enrollment material requests, illustration, contract inquiries, plan design solution, and timely communication throughout new plan set-up.
- Furnished education material and employer portal trainings to customers, brokers, and plan administrators.
Enrollment Manager
Lincoln Financial Group
09.2014 - 09.2015
- Partnered with marketing representatives, brokers, and /or clients to coordinate benefit enrollment meetings requiring Lincoln Financial Group's support.
- Performed case level pre-briefings (products, technology, and logistics) to benefit counselors prior to all benefit enrollment events.
- Analyzed results of the managed enrollments to include benefit counselors' performance, participation percentages, and cost efficiencies.
- Aided in pre-sale process crafting and customizing enrollment material for open enrollment and/or benefit fairs.
- Provided mentorship and training to benefit counselors to assure strong participation results.
Education
Bachelor of Science - Business Management
Penn Foster College
Chandler, AZ12.2027
Skills
- Salesforce
- Microsoft Office
- API Integration
- SharePoint
- Project Management
- Leadership
- Enrollment Management
- Client Facing
- Project Scope
- Mentorship
- Oral/ Written Communication
- Data Analysis
- Client Relationship Management
- Financial Reporting
- Team Collaboration
- Business Analysis
- Data Migration
- Software Implementation
- Cross-functional Team Leadership
- Decision-making
- Vendor Management
- Analytical Thinking
Certification
Georgia Department of Insurance - Life Agent License
Professional Highlights
- Appointed as a new hire mentor, to train, guide, and support employee(s) at Prudential Financial.
- Nominated 'Top First Year Performer' for Implementation Management.
- Supported the 5th top Sales Representative in the country by implementing 2 million in sold case premium.
- Promoted to Implementation Enrollment Manager in 09/15 at Lincoln Financial Group.
- Promoted to Enrollment Manager in 09/14 at Lincoln Financial Group.
Timeline
Implementation Manager
Prudential Financial
04.2023 - Current
Implementation Manager
The Standard
07.2020 - 04.2023
Implementation Enrollment Manager
Lincoln Financial Group
09.2015 - 02.2020
Enrollment Manager
Lincoln Financial Group
09.2014 - 09.2015
Bachelor of Science - Business Management
Penn Foster College