Krissy Rogers

Unified Group Services is a full-service third-party administrator (TPA) for self-funded group health plans. Primary responsibilities in this position are SaaS sales and management for digital health platforms. Data mining & analytics to identify relevant population health trends for our customer groups and present relevant product opportunities to reduce claims cost long-term to the betterment of our customer's bottom line.

• Built and established highly effective relationships with broker partners and customers leading to increased customer satisfaction and to drive growth.
• Communicated directly with customers and broker partners to build strong business networks and relationships.
• Delivered presentations at industry conferences, broker partner lunch and learns, and customer member populations raising company profile and attracting potential clients.
• Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
• Built from scratch a CRM sales pipeline by consistently identifying, qualifying, and nurturing leads through various outreach methods.
• Assisted marketing department in creating targeted campaigns that effectively communicated the value proposition of our products/services to potential customers.
• Streamlined internal processes for efficiency, implementing new CRM processes and reducing redundancies.
• Built and Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
• Managed and optimized a portfolio of 7 digital wellness platforms, led the vetting and implementation of 2 new product offerings, ensuring seamless integration and user adoption internally and with new customers.
• Ensured HIPAA and data security compliance, minimizing risks associated with SaaS-based healthcare applications.

• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
• Brought in 25+ new prospective clients nationwide.
• Served as a liaison and client advocate to retain clientele for future projects.
• Expanded subcontractor relationships beyond state borders.
• Assisted the Estimating Department and took on Estimating Assistant duties for three months.
• Implemented, managed, and administered a new CRM system.
• Attended networking events to grow market recognition and generate new business.

• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
• Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
• Managed a book of business with 800+ clients through cold calling, warm calling, and relationship management.
• Acquired 20+ new clients within the first year.
• Developed checklists and alert programs for client touchpoints, job follow-ups, and lead forecasting.
• Maintained and improved the CRM system for accurate tracking and team collaboration.
• Exceeded Q1 2020 sales goals with over $119,800 in total sales, surpassing the goal by nearly $30,000.

• Strengthened client relationships with regular follow-ups, ensuring timely renewals and upselling opportunities.
• Established long-term partnerships with key industry influencers that further strengthened the company''s position within the market.
• Managed finance duties for the North America team, tracking expenses and sales team out-of-pocket costs.
• Maintained and updated Salesforce CRM with client interactions and data.
• Generated reports on direct and consultant pipelines for portfolio companies each quarter.
• Compiled notes on prospective clients, companies, and investment details for sales team meetings.

• Completed special actions like account transfers, stop payments and dispute investigations.
• Collaborated with team members to develop cohesive marketing plans, driving overall revenue growth.
• Contributed to branch success by supporting team members in their roles, fostering a collaborative atmosphere that emphasized the importance of shared goals and collective accomplishments.
• Increased branch sales by identifying customer needs and recommending appropriate products and services.
• Effectively managed customer transactions by adhering to Federal Regulations and PNC policies and procedures.
• Responsible for monitoring and servicing the ATM, including cash in, cash out, check deposits, weekly balancing, and updating the appropriate information for audit purposes.
• Assisted customers with account opening, loan applications, credit card issuance, and other financial transactions as needed.

• Sold over $39,000 worth of Cutco Cutlery products.
• Established strong client relationships through consistent communication and excellent customer service.
• Maintained a $380 average order with a 75% sales ratio.
• Top 25 Sales Representative at the Mid-West Summer Sales Conference with $13,222 in personal sales.
• Top 10 Sales Representative at the Mid-West Conference of Champions with $4,494 in personal sales.
• Finished second in sales at the Mid-West Olean Classic Leadership Conference with over $4,000 in personal sales.