Lil Garcia
Denver,CO
Summary
Results-driven with expertise in project management, data analysis, process optimization and strategy. Adept at managing a book of business alongside Account Executives, defining strategic direction to enhance client relationships and business growth. Skilled in evaluating policies to ensure compliance and resolving customer inquiries with effective communication. Proven ability to coordinate multiple projects, collaborate across teams, and drive operational efficiencies while maintaining confidentiality in sensitive business matters.
Professional with experience in management roles, prepared to drive organizational success. Known for strong team collaboration and adaptability to changing needs. Skilled in project management, strategic planning, and process optimization. Valued for reliability, problem-solving abilities, and results-driven approach.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Management Associate II
Kaiser Permanente
06.2023 - Current
- Managed a Book of Business with an Account Executive to create strategic direction
- Analyzed and optimized policies to maintain regulatory compliance.
- Utilized excellent communication skills to effectively resolve customer issues and inquiries.
- Built relationships by providing timely updates on project progress and results achieved.
- Leveraged strong organizational skills to coordinate multiple projects while meeting tight deadlines.
- Collaborated with cross-functional to achieve results.
- Maintained a high level of confidentiality regarding sensitive information related to the business.
Inside Sales Executive (Ancillary Products)
Humana
01.2020 - 01.2022
- Conducted 35-40 daily outbound calls to brokers, successfully identifying opportunities to expand business within the assigned territory.
- Managed a portfolio of brokers, strategically balancing client needs with business objectives to enhance account performance.
- Developed engaging presentations and training materials, simplifying complex product details for customers while optimizing communication timelines.
- Resolved broker concerns promptly, crafting renewal strategies and rate recommendations based on financial analysis to improve retention.
- Designed and maintained a centralized content site, streamlining access to frequently used materials and improving internal efficiency.
- Led initiatives to simplify the enrollment process, reducing friction in onboarding
- Licensed in over 10 states, including Colorado, ensuring compliance and expanding market reach.
- Cultivated strong broker and client relationships, delivering strategic solutions tailored to business needs.
Consumer Engagement Professional, GO365 Wellness Program
Humana
01.2018 - 01.2020
- Successfully promoted the GO365 program, demonstrating potential savings to C-suite executives and brokers—resulting in 7% or 15% of premiums paid back to clients.
- Introduced targeted reward incentives, launching a gift card program to encourage proactive engagement in wellness activities—boosting health awareness and contributing to claims reduction.
Community Health & Wellness Advocate
Centura Health
01.2016 - 01.2017
- Speaker at 2017 Public Health in the Rockies, presenting on the impact of food screening tools in primary care settings.
- Panelist for Jefferson County “Jeffco’s Food Future”, advocating for sustainable food access and health equity.
- Represented Centura Health at major community events, including the Jefferson County Diversity Summit, Golden Farmers Market, Civic Center Gala and Luncheon, and Golden Backpack Program.
Education
Bachelor of Science (B.S.) - Health and Wellness
Kaplan University
Davenport, IA06.2014
Skills
- Project Management & Process Optimization – Driving efficient workflows, resource allocation, and strategic execution
- Vendor Product Management - tracking product utilization, cost, and performance to ensure efficiency and profitability
- Organizational & Task Prioritization – Managing multiple responsibilities with precision and focus
- Presenting & Business Communication – Engaging stakeholders through compelling presentations and clear messaging
- Data-Driven Decision Making – Leveraging analytics to drive strategy and optimize business outcomes
- Sales & Client Relationships – Expertise in prospecting, lead generation, and relationship building to enhance revenue
- Innovation & Adaptability – Implementing creative solutions, embracing change, and thriving in dynamic environments
- Technology & Collaboration – Skilled in MS Office, fostering teamwork and cross-functional success
- Reliability & Leadership – Trusted to execute tasks with integrity, efficiency, and strategic foresight
- Relationship building
- Client relationships
- Business management
- Meeting facilitation
- Business communications
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Reliability
- Organizational skills
- Excellent communication
- Adaptability and flexibility
- Organizational management
Certification
- May 2018
- State of Colorado Resident Producers License
- Denver, Colorado
Timeline
Account Management Associate II
Kaiser Permanente
06.2023 - Current
Inside Sales Executive (Ancillary Products)
Humana
01.2020 - 01.2022
Consumer Engagement Professional, GO365 Wellness Program
Humana
01.2018 - 01.2020
Community Health & Wellness Advocate
Centura Health
01.2016 - 01.2017
Bachelor of Science (B.S.) - Health and Wellness
Kaplan University