Krista Forys

• Responsible for effectively and professionally representing financial products (Core, ancillary, worksite, etc) in all enrollment activities for all product offerings, which require a purchasing decision on behalf of the eligible employee and/or family member
• Has in depth knowledge and understanding of all Employer Paid and Employee Paid offerings to enroll in offered products
• Provide complete on-site enrollment services to eligible employees and/or family members on site of the employer
• Engages customer on phone, webinar, call center or at place of employment to educate, inform, and enroll employees
• Conduct business on behalf of enrollment firm in a manner that supports a positive company image
• Works independently and exercises discretion to offer creative employer on-site solutions
• Delivers benefit presentations to diverse employee groups as well as presenting in a one on one method while collecting enrollment data

• Online sales trainer and coach
• Making Static presentations Dynamic
• Enrollment Coordinator and enroller Training Specialist (local and nation-wide)
• Support and deliver sales, sales coaching, learning, and organizational assessment services, help build businesses by assisting with projects, from product development and systems/process improvement to many others
• Sales - 82% close in 2021, 83% close in 2022, 86% close in 2023
• Collection/analysis of data to support and drive client solutions
• Assurance of quality and client satisfaction
• Project Leadership: Organize, maintain, and drive details around client projects
• Managed up to 16 people on a sales team
• Managed a book of 20+ brokers- assisting clients with enrollments, claims, program design, EE education and roll out
• Self-funding, ACO- direct - to - employer plans, network design, plan design and implementation
• Define, create, and implement strategies for the execution of new/existing products to producers, employees, customers, and industry leaders
• Work across the company to support the development and implementation of other business
• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

January 2006- July 2006 - Independent sales representative/producer

• July 1, 2006 - District Sales Coordinator Responsible for a $650,000 annual sales quota- exceeded the goal in 2006, 2007, and 2008
• Hit 96% in 2009 Responsible for training new associates (averaged 2 new associates per month) in: health care, products knowledge, sales techniques, marketing (cold calling and warm markets), writing policies, claims, policy holder services, follow up procedures, closing skills
• Responsible for maintaining a veteran base of associates to include: health care policies and procedures, account maintenance, policy holder services, client services, training new products and services
• Led, trained and coached a team of 12-16 associates
• January 2010 - December 2013 - Producer working with brokers 5 Wrote $120,000 + in annual premium
• Established and grew broker market- worked with 4 Michigan broker houses: weekly communication with producers, monthly training on new products and services
• January 2014 - Aflac Broker Sales Representative in Reno/Carson City area Responsible for $625,000 in annual sales
• Maintain and grow broker market with a sales goal of $1 Established 12 new broker relationships during the 6 months in the position and hit FAME (Founders Award Management Excellence) mful quarter in the position
• Hit/exceeded Quarterly sales quote both quarters in the position
• October 2014- Worked with a single broker to create and implement a unique medical plan partnered with voluntary products
• Marketing to 460 groups soliciting appointments, quotes and business plans to ensure they are prepared for Health Care Reform in the upcoming years
• Responsible for closing, selling and maintaining clients

• Increased Hospital participation in Narrow Network plan design from 1 hospital (Scripps) to 3 (Scripps, Tri-City and UCSD)
• Increased participating Physicians from 254 to nearly 1100
• Generated 17 RFPs for July 2017- Dec 2017
• Readied the program to be moved to a CA based TPA
• Developed and Educated a Self-Funded 101 playbook for employers and brokers
• Solicit and Manage RFPs from multiple brokerage firms on a daily basis; determining product fit, strategy to present rate stabilization options, as well as wellness programs
• Responsible for maintaining and developing broker relationships with in the mid and large market segment (50-10,000) as well as direct business-to-business sales to introduce a specialized medical plan within San Diego County
• Develop new markets- Phoenix, Orange County, Reno, NV (and surrounding areas), MI, etc

• Extensive knowledge of employee benefits design and sales
• Expert in working within employers' benefits to create unique solutions for brokers, employers and employees
• Experience in coordinating with multiple departments to accomplish shared goals
• Team leadership and management skills
• Offer unique enrollment capabilities including Assurant's proprietary iPad enrollment technology, personalized enrollment materials, and a dedicated enrollment coordinator to address each group's open enrollment needs
• Develop mutually beneficial relationships and acquire new business through broker distribution channel
• Educate brokers, agents and customers on a regular basis
• Target case size is 15-10,000, with the ability to sell larger groups on a case by case basis
• Products include: Employee paid benefits including: Cancer, Accident, Critical Illness, GAP, Vision, Life and AD&D, and STD
• As well as collaboration sales of dental, LTD/STD, life, and vision

• Successfully reached my $625,000 annual fund raising goal July 1, 2002 and 2003
• Successfully assisted in completing a Capital Campaign of $12 million July 2003
• Increased phon-a-thon donations Fall of 2001, 2002 and 2003
• Responsible for annual budget of the Annual Fund department
• Managed 2 interns year-round as well as a combined group of student callers each year
• Ran Corporate Campaign- which consisted of local business owners donating $1000 or more/ year
• Planned and organized President's Club dinner ($1000+ donors), Scholarship Fund luncheon and assisted with Alumni weekend
• Traveled locally each month and nationally 4-6 times per year to reach donors and Alumni
• Responsible for personally asking for monetary donations up to $5,000
• Accomplishments: Reached 4 of 4 first-year sales goals established by AFLAC headquarters
• FAME- Founders Award for Management Excellence- 6 quarters
• Multiple sales trips awarded for exceeding goals