Kelly A. Friel
Painesville,OH
Summary
Detail-oriented, organized, and meticulous employee. Works at fast pace to meet tight deadlines. Enthusiastic team player ready to contribute to company success.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Proposal Development Analyst, Client Support Team
OPTUM RX
10.2020 - Current
- Supported the growth and retention efforts of the TPA and Health Plan teams by handling 127 requests in 2025
- Coordinated Client Support proposal development activities including drafting pharmacy proposals for customers (e.g., employers, government)
- Worked closely with account management, product, legal, underwriting, and other internal areas to tailor responses to reflect customer’s needs
- Responsible for submitting formulary and network disruption analysis requests related to new business cases
- Experienced user of the Responsive database
Senior Proposal Writer, National Proposal Services
UNITEDHEALTHCARE
02.2011 - 10.2020
- Responsible for writing, editing, and reviewing highly complex employer bids for UnitedHealthcare’s Employer & Individual market
- Delivered customized responses tailored to customer-specific needs (medical, pharmacy, dental, vision, financial protection, etc.)
- Consistently delivered high-quality work under sustained periods of tight deadlines
- Participated in special projects and meetings for quality development initiatives
- Assisted with training/mentoring to help acclimate new writers
- Experienced user of the Qvidian database
Field Account Manager (FAM)
UNITEDHEALTHCARE
03.2008 - 02.2011
- Provided critical account management support, focusing on data analysis and trending information, designed to ensure a strategic business relationship with our customers was achieved
- Facilitated in the resolution of all elevated customer service requests by working with the service team, and conducting customer consultations as required
- Established and maintained strong relationships with customers and brokers to maintain persistency
- Supported business by participating in finalist presentations to represent expected service experience
- Conducted open enrollment meetings, customer-sponsored health fairs, and presentations
Strategic Sales Consultant, Public Sector
UNITEDHEALTHCARE
01.2006 - 03.2008
- Reported directly to the Vice President (VP) of Public Sector
- Functioned as project lead to effectively oversee proposal process, editing, packaging, and delivery
- Worked directly with the Proposal Team ensuring customized responses to bid specifications
- Prepared the VP for finalist meetings and presentations
- Responsible for post mortem data gathering process to evaluate the competitiveness of the final proposal
Senior Sales Specialist
JEFFERSON PILOT FINANCIAL
11.2005 - 01.2006
- Collected RFPs, experience, applications, census, and other pertinent materials from all parties and reviewed information for completeness
- Performed various quoting activities including: determined plan design(s), screened for eligibility, completed data entry, applied strategic discounts, and generate rates based on underwriting guidelines
- Ensured that the application and all forms submitted were in compliance with state and federal regulations, underwriting guidelines, and company policies & procedures
- Communicated and interacted with internal and external customers in support of selling activities
- Customized benefit summaries and customized enrollment forms, as needed, for enrollment meetings
Senior Proposal Specialist
MEDICAL MUTUAL OF OHIO
06.1996 - 11.2005
- Coordinated responses to extensive large group health questionnaires including: the State of Ohio, First Energy, General Motors, and Ford
- Created and managed all records in Pragmatech’s RFP Machine database
- Worked simultaneously as a Business Development Manager (BDM) and Proposal Writer gathering and critically reviewing department-specific information, technical writing, and preparing customized marketing packages tailored to individual customer’s needs
- Specialized in project management, marketing, and business development
- Demonstrated ability to break-through organizational barriers, utilize limited resources and manage multiple projects to deliver timely and quality end products
- Experience utilizing the following vendor websites: IE-Engine, Hewitt Health Resource, ProposalTech and Benefit Point
Senior Provider Registration/Credentialing Specialist
MEDICAL MUTUAL OF OHIO
12.1997 - 06.1999
- Updated payment schedules and contractual reimbursement data for physicians, hospitals, and other medical providers in accordance with corporate policies and procedures
- Constructed institutional, professional, and ancillary reimbursement/pricing models (i.e., DRG, APG, perdiem, and capitation) for all lines of business in order to coordinate claim payment systems
- Performed analysis/audits of provider data to ensure accuracy and consistency of information in computer files, directories, and other published information
- Utilized DB2 queries to audit claims inventory, gather provider information and resolve pended claims
Income Maintenance Worker #3
LAKE COUNTY DEPARTMENT OF HUMAN SERVICES
11.1996 - 12.1997
- Determined initial and ongoing eligibility for all forms of public assistance including: Food Stamps, ADC/TANF, Healthy Start and Medicaid
- Strengthened public relations conducting interactive face-to-face and phone interviews assessing clients’ needs, strengths, and goals
- Researched and verified employment history, income, and assets
- Functioned as a liaison between applicants and other charitable organizations researching alternative sources of assistance
Education
Bachelor of Business Administration - Marketing and Management
Ohio University
Athens, OhioSkills
- Insurance industry experience with a focus on proposal writing and account management
- National Account and Public Sector proposal efficiency
- Excellent interpersonal and relationship building skills
- Strong navigation of large complex distribution channels
- Proficient presentation skills in small and large groups
Websites
Certification
- Ohio Agent’s Life, Sickness and Accident, and Variable products Insurance License - Ohio Department of Insurance – 2000 - 2014
- Managed Healthcare Professional (MHP) Designation - Health Insurance Association of America (HIAA) - 2002
Timeline
Proposal Development Analyst, Client Support Team
OPTUM RX
10.2020 - Current
Senior Proposal Writer, National Proposal Services
UNITEDHEALTHCARE
02.2011 - 10.2020
Field Account Manager (FAM)
UNITEDHEALTHCARE
03.2008 - 02.2011
Strategic Sales Consultant, Public Sector
UNITEDHEALTHCARE
01.2006 - 03.2008
Senior Sales Specialist
JEFFERSON PILOT FINANCIAL
11.2005 - 01.2006
Senior Provider Registration/Credentialing Specialist
MEDICAL MUTUAL OF OHIO
12.1997 - 06.1999
Income Maintenance Worker #3
LAKE COUNTY DEPARTMENT OF HUMAN SERVICES
11.1996 - 12.1997
Senior Proposal Specialist
MEDICAL MUTUAL OF OHIO
06.1996 - 11.2005
Bachelor of Business Administration - Marketing and Management
Ohio University