Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Lisa Brock

Summary

Performance-oriented Sales Leader offering exceptional record of achievement over a 30 year career. Active contributor within most recent organization, a Fortune 500 company in regard to best practices on a national level. Strong and loyal client relationships. Very self motivated requiring minimal direction. I bring a valuable combination of acute clinical background combined with many years in the insurance industry that has made for successful & enjoyable career.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Senior Sales Account Manager

Optum Health
05.2014 - 06.2023
  • Senior Sales Account Manager specializing in Institutional Special Needs Plans. Medicare Account Mgt for Long Term Care communities and Assisted Living Communities.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Met with clients, delivering presentations, and educating on product, compliance and service features and offerings.
  • Established and cultivated solid business relationships with new or existing customers.
  • Consistently for almost decade with Optum United Health Care exceeded monthly and annual sales targets for the Colorado market. Contributed nationally to other markets when called upon.
  • Licensed insurance agent in multiple states.

Hospice Social Worker

Catholic Charities Of The Northeast
04.2012 - 04.2013
  • Maintained detailed records of patient progress, documentation of services and case notes.
  • Collaborated with healthcare providers to drive continuity of care.
  • Conducted in home visits as well as long term care visits to provide supportive services.
  • Assisted patients in accessing housing, financial assistance and other community resources.
  • Public speaking presentations regarding hospice education

Acute Care Hospital Case Manager

St Joseph Medical Center
06.2000 - 05.2008
  • Furnished insurer with information to approve payment for hospitalization and worked to prevent insurance claim denials.
  • Mitigated patient discharge delays by coordinating tests, therapy and other treatments.
  • Assessed patient health insurance plan and worked with insurer and providers to deliver best care with least financial burden.
  • Arranged for patient home visits from visiting nurse or intensive rehabilitation from inpatient facility after discharge from hospital.
  • Covered all acute areas of the hospital setting ER, Orthopedic, Oncology, Cardiac, ICU, Renal, and Med Surgical.

Sales and Community Relations Representative

Integrated Health Services
04.1994 - 01.2000
  • Community liaison for multiple long term care communities in transitioning individuals from an acute setting to long term care/rehab setting.
  • Represented trade shows/public speaking


Education

Bachelor of Science - Social Work

University of Kansas
Lawrence
05.1987

Skills

  • Persuasive Negotiations
  • Onboarding/Mentoring of new sales account managers on a national level
  • Goals and Performance
  • Product Knowledge
  • Active Insurance Licensed in Multiple States

Certification

AHIP certification

Licensed Insurance Agent in multiple states

Timeline

Senior Sales Account Manager

Optum Health
05.2014 - 06.2023

Hospice Social Worker

Catholic Charities Of The Northeast
04.2012 - 04.2013

Acute Care Hospital Case Manager

St Joseph Medical Center
06.2000 - 05.2008

Sales and Community Relations Representative

Integrated Health Services
04.1994 - 01.2000

Bachelor of Science - Social Work

University of Kansas

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Lisa Brock