Lindsay Andrea
Phoenix,AZ
Summary
Results-driven Senior Vice President with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Vice President of Client Service
Lockton Companies
04.2013 - Current
- Maintained consistent revenue growth year-over-year
- Delivered a consistent talent recruitment and promotion strategy consisting of high performers and diversity
- Consulted and managed a complex book of business primarily made up of Arizona hospital systems creating multi-year strategic plans, fostering long-term partnerships of trust and collaboration and maintaining and monitoring annual trend increases below market norms.
- Negotiated complex renewal and marketing positions on behalf of the entire book of business where needed.
- Protected and maintained a 97% retention rate of both clientele and team associates.
- Assisted with sales and marketing strategies to foster achievement of revenue goals including adding over $2M in new business revenue tied to my personal relationships.
- Developed and implemented strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Developed measurement tools, dashboards and reports to track metrics on adoption and effectiveness of initiatives.
- Managed daily operations to foster increased profitability and provided corrective feedback to achieve daily and long-term goals.
- Monitored and coordinated workflows to optimize resources.
- Established departmental performance goals and provided feedback for underperforming areas.
- Formed strategic partnerships in the market including employers, hospital systems, insurance carriers, point solution vendors, consultants and producers to drive business development.
Vice President, Client Services
Willis
02.2012 - 04.2013
- Created a task force to re-engineer the client service model including the allocation, management and deployment of internal resources.
- Led development of strategic marketing plans to drive sales growth and support the client service team.
- Delivered outstanding service to client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Developed new employees, established performance and service goals and held associates accountable for individual performance.
- Achieved high staff morale and retention through effective communication, prompt problem resolution, proactive supervisory practices and facilitation of proactive work environment.
- Identified opportunities to improve business process flows and productivity.
Senior Account Manager
Mayo Clinic
06.2010 - 02.2012
- Provided extensive support in sales, technical and business areas to key accounts.
- Worked with customers to develop strategic business and account plans.
- Contributed to annual revenue goals by selling new services and developing new accounts.
- Developed deep knowledge of customer businesses and relationship to company objectives.
- Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Educated clients on new products or services to increase customer engagement with brand.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Negotiated renewals and prices for products to improve growth revenue and financial goals.
Senior Account Manager
Willis
11.2007 - 06.2010
- Consulted and managed key accounts including several large healthcare systems.
- Worked with customers to develop strategic business and account plans.
- Researched emerging industry trends to consult and create long-term strategic initiatives with clients.
- Prepared client financials, budgets and marketing results.
- Prepared annual client service plans, stewardship reports and conducted quarterly planning meetings.
- Negotiated renewal and marketing proposals with insurance carriers.
- Analyzed and consulted on direct complex underwriting and funding strategies with clients.
- Participated in recruitment, interviewing and hiring of associates.
- Prepared situational and annual benefit communications and supported annual open enrollment meetings.
- Developed mutually beneficial relationships with insurance carriers and administrators to generate optimum results for clients, including competitive costs with renewals and expedient problem resolution.
Stop Loss Analyst
Arizona Benefit Plans
01.1997 - 11.2010
- Assessed clients' financial data to determine risk, competitiveness and suitability.
- Worked with Symetra underwriting teams to lock in rates and contractual provisions of the stop loss contracts.
- Updated reports, managed accounts, and generated reports for company database.
- Maintained relationships with third-party administrators and brokers.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Reported to senior management on organizational performance and progress toward goals.
- Delivered performance reviews, recommending additional training or advancements.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Managed senior-level personnel working in marketing and sales capacities.
Education
No Degree - Accounting And Business Management
Maricopa Community Colleges - Glendale Community College
Glendale, AZSkills
- Strategic Business Initiatives
- Organizational Leadership
- Mission and Vision
- People and Culture
- Operational Efficiency
- Leadership and People Development
- Adaptable and Flexible
- Revenue Growth
- Process Improvement
Accomplishments
- Increased growth in revenue and improved market branding of the Lockton People Solutions Team in Arizona growing from $1M to $15M in revenue and taking the team from 4 to 30 associates.
Certification
- Arizona Health & Life License
Timeline
Senior Vice President of Client Service
Lockton Companies
04.2013 - Current
Vice President, Client Services
Willis
02.2012 - 04.2013
Senior Account Manager
Mayo Clinic
06.2010 - 02.2012
Senior Account Manager
Willis
11.2007 - 06.2010
Stop Loss Analyst
Arizona Benefit Plans
01.1997 - 11.2010
No Degree - Accounting And Business Management
Maricopa Community Colleges - Glendale Community College
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