Michael Lovett
Long Beach,CA
Overview
15
15
years of professional experience
Work History
Senior Case Designer
The Hebets Company
01.2022 - 01.2023
- Worked both independently and collaboratively with to model presentations for prospective clients focusing on executive benefits, retirement planning, Bonus 162 plans, split-dollar policies, and deferred compensation.
- Maintained proficient understanding of constantly-changing industry regulations and product designs.
- Conducted market research and analysis to find financial products that best fit each client's unique needs.
- Tailored presentations to ensure clear understanding of potential benefits & risks associated with life insurance-driven retirement plans.
Process Improvement
Alignment Healthcare
09.2019 - 05.2021
- Executed HEDIS campaigns for Medicare STARS program, such as material development, member outreach, and verifying the performance of hundreds of Medicare providers during NCQA audit periods.
- Collected medical records to report on root-cause analysis for quality improvement purposes.
- Strictly adhered to all HIPAA regulations and company policies to ensure patient privacy.
Competition Desk Manager / Sales & Marketing Support
First Financial Resources
03.2015 - 07.2019
- Responsible for facilitating competitive case design & illustrations for over 200 financial advisors.
- Maintained all internal web files and kept advisors & home office staff informed of major product changes, underwriting niches, and confidential commission information for over twenty contracted carriers.
- Worked closely with our group's medical director when navigating challenging underwriting scenarios.
- Met frequently with carrier representatives to discuss marketing campaign and unique sales strategies.
- Collaborated with FFR’s marketing director when preparing monthly newsletters and carrier webinars.
Media Coordinator
KDOC-TV / Ellis Communications
04.2013 - 03.2015
- Processed all ad traffic instructions, revisions, station format changes, and verified for accuracy.
- Input program segment timing and ensured they, and all episode numbers, agreed with affiliate schedules.
- Facilitated communication between sales teams, outside media agencies, and dub houses.
- Employee of the Year, 2014.
Logistics Coordinator / Executive Assistant
Westridge Laboratories
01.2008 - 04.2011
- Negotiated rates and scheduled & tracked all daily inbound and outbound freight shipments.
- Created weekly analysis reports for inventory control and shipping conflicts.
- Served as interim Executive Assistant to company CEO/President.
- Coordinated various aspects of our involvement at trade shows and exhibitions.
Education
Associate of Arts - IGETC Bredth
Orange Coast College
Costa Mesa, CAHigh School Diploma -
Foothill High School
Santa Ana, CASkills
Word
Excel
Outlook
Teams
PowerPoint
SharePoint
WinFlex
iCloud
Timeline
Senior Case Designer
The Hebets Company
01.2022 - 01.2023
Process Improvement
Alignment Healthcare
09.2019 - 05.2021
Competition Desk Manager / Sales & Marketing Support
First Financial Resources
03.2015 - 07.2019
Media Coordinator
KDOC-TV / Ellis Communications
04.2013 - 03.2015
Logistics Coordinator / Executive Assistant
Westridge Laboratories
01.2008 - 04.2011
Associate of Arts - IGETC Bredth
Orange Coast College
High School Diploma -
Foothill High School
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