Megan Surgan
Oakdale,New York
Summary
Dynamic sales manager with a track record of driving revenue growth and improving client satisfaction through strategic planning and effective team leadership. Leadership style focuses on setting clear expectations and fostering accountability while creating a supportive team environment. Empowering team members to excel enhances overall performance and success. Strong communication skills facilitate collaboration and increase team effectiveness.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Existing Business Sales Manager
Cigna Healthcare
New York, New York
02.2023 - Current
- Lead a team of 8 account executives in NY/NJ managing over 1,000 accounts and 160,000 members, generating $170 million in revenue.
- Drive revenue growth and retention through strategic planning and expansion initiatives.
- Collaborate cross-functionally to deliver effective customer solutions and ensure seamless service delivery.
- Maintain top regional ranking as #1 of 19 markets for three consecutive years.
O500 Senior Client Manager
Cigna Healthcare
New York, New York
02.2022 - 02.2023
- Managed portfolio 20 accounts with with 500 to 3,000 employees.
- Negotiated annual renewals and pricing strategies with underwriting to enhance account profitability.
- Mentored new hires and colleagues, leveraging industry expertise to foster team development.
U500 Client Manager
Cigna Healthcare
New York, New York
08.2018 - 02.2022
- Oversaw 75 accounts for employers with 50 to 500 employees, driving retention and satisfaction.
- Established strong broker relationships to support long-term growth initiatives.
- Received 2019 Gold Circle Award for outstanding performance in account management.
National Account Manager
Cigna
Bloomfield, CT
03.2016 - 08.2018
- Executed operational strategies for employer groups with over 5,000 employees.
- Collaborated with national account executive on sales execution for renewals and new business.
- Implemented strategies to enhance account satisfaction, retention, and profitability.
- Generated utilization reports to identify trends and leverage solutions for positive outcomes.
U500 Client Manager
Cigna
Tampa, FL
03.2014 - 03.2016
- Managed a book of business representing 60 employers with revenues of approximately $15 Million
- Worked with employer groups ranging from 50-250 employees in overseeing their self-funded and fully insured health plans
- Analyzed utilization trends to strategically implement plan design changes that aligned with client benefit strategy, met financial goals which retained business and kept Cigna as the healthcare partner of choice
- Exceeded plan goals and executed a strong persistency rate
Client Service Consultant
Cigna
Jersey City, NJ
08.2012 - 03.2014
- Supported Sales team to manage client and broker relationships to ensure service needs were met
- Effectively resolved complex service inquiries
- Structured and facilitated onsite client meetings to educate employees on benefit plans and wellness resources
Education
Bachelor of Science - Public Health
Rutgers–New Brunswick
2012
Skills
- Research expertise
- Salesforce proficiency
- Organizational skills
- Attentiveness and detail orientation
- Strategic planning
- Revenue growth strategies
- Customer relationship management
- Market analysis
- Sales forecasting
- Team leadership
- Cross-functional collaboration
- Performance metrics analysis
- Problem solving
- Territory sales management
- Profit generation strategies
- Staff management
Affiliations
Junior League of Stamford - Fundraising Committee Chair
- Arranged Fundraising events, hosted monthly meetings, and supported community volunteer and improvement efforts
Certification
NY Producer License: LA-1493164 ( Ex. 7/11/27)
Timeline
Existing Business Sales Manager
Cigna Healthcare
02.2023 - Current
O500 Senior Client Manager
Cigna Healthcare
02.2022 - 02.2023
U500 Client Manager
Cigna Healthcare
08.2018 - 02.2022
National Account Manager
Cigna
03.2016 - 08.2018
U500 Client Manager
Cigna
03.2014 - 03.2016
Client Service Consultant
Cigna
08.2012 - 03.2014
Bachelor of Science - Public Health
Rutgers–New Brunswick