NANCY CONARD
Harrisonville,MO
Summary
Results-driven Lead Sales Analyst with a strong background, consistently exceeding revenue targets and enhancing team performance. Proficient in project workflow management and analytical problem-solving, leading to notable efficiency improvements. Expertise in team collaboration and exceptional communication skills has advanced sales support initiatives. Aiming to leverage these strengths for continued growth in a challenging sales environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Lead Sales Analyst
MUTUAL OF OMAHA
Kansas City, MO
01.2019 - Current
- Developed and implemented policies, procedures and processes to ensure the efficient operation of Sales Support department.
- Oversaw design of training curricula for sales analysts on innovative techniques.
- Managed project efforts of the sales support team, introducing techniques for better service delivery.
- Conducted interviews, onboarding, and training sessions for all new hires.
- Maintained strong relationships with vendors, suppliers and other external partners involved in Sales Support activities.
- Reviewed, underwrote, and provided quotes for various insurance cases with specific population limits.
- Ensured compliance with State Insurance Department regulations.
- Assisted with hiring, training, coaching, and evaluating new employees in the sales support department.
- Offered leadership and constructive feedback to enhance the performance of the sales support team.
- Developed detailed documentation of procedures related to the sales support process.
- Directed workflow activities by delegating tasks, setting priorities, and organizing schedules.
- Led proactive management of quotes and broker interactions to support sales objectives.
- Provided operational assistance to Sales team.
Senior Sales Analyst
MUTUAL OF OMAHA
Kansas City, MO
01.2015 - 01.2019
- Provided operational assistance to Sales team.
- Led proactive management of quotes and broker interactions to support sales objectives.
- Drafted proposals for review.
- Reviewed, underwrote, and provided quotes for various insurance cases with specific population limits.
- Collaborated with underwriting for rate determination and policy revisions.
- Coordinate necessary supplies and materials for voluntary case enrollments.
- Ensure accuracy of assembled booklets and materials for policyholder delivery.
- Ensured compliance with State Insurance Department regulations.
- Detected workflow activities by delegating tasks, setting priorities, and organizing schedules.
- Managed administrative duties such as scheduling meetings, coordinating travel plans, and maintaining office supplies.
Client Service Specialist
RELIANCE STANDARD LIFE INSURANCE
Overland Park, KS
01.2014 - 01.2015
- Manage case submission process within assigned office jurisdiction.
- Directed ongoing case management activities and addressed all service concerns.
- Collaborated with internal departments to ensure service delivery success.
- Directed new client submissions, implementation, billing setup and established protocols for successful onboarding.
- Facilitated client service and advocacy in coordination with home office functional areas.
- Ensured successful case renewals by collaborating closely with Sales, Renewal Specialist, Underwriter, and Broker.
- Managed and addressed incoming client service concerns efficiently.
- Proactively managed client concerns on urgent claim matters through close work with Claims Department.
- Collaborated with Sales and cross-functional teams to ensure seamless new client installations.
- Managed the distribution of updated contracts and booklets following policy adjustments.
- Monitored amendments movement, ensuring alignment with the Home Office.
Enrollment Specialist
POWER GROUP COMPANIES (TRUSS/ HUB)
Overland Park, KS
01.2009 - 01.2014
- Maintain comprehensive data on client eligibility.
- Maintain adherence to company policies and State, Federal regulations.
- Handled communication channels and office duties consistently.
- Managed diverse service inquiries such as claims handling, policy updates, billing resolutions, and payment processing.
- Oversaw processing and monitoring of business renewals and new hire communications.
- Utilized Benefits data management system for comprehensive electronic documentation of activities.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Education
Bachelor of Science - Management
BAKER UNIVERSITY
Overland Park, KS01.2011
Bachelor of Science - Elective Courses
MIDAMERICA NAZARENE UNIVERSITY
Olathe, KS01.2011
Associate of Arts -
METROPOLITAN COMMUNITY COLLEGE
Lee's Summit, MO01.2009
Skills
- Team Management Expertise
- Project Workflow Oversight
- Surpass Revenue Targets
- Analytical Problem Solving
- Team Collaboration Expertise
- Strong Interpersonal Communication
- Effective Conflict Resolution
- Versatile Work Adaptation
Certification
- Kansas and Missouri Health, Life, and Accident Insurance License
Accomplishments
- Received the School Literary Award for Best Essay Writing
- Shining Moment Certificate for outstanding responsiveness and superior customer service skills
- Who’s Who Among High School Students, 2000
Affiliations
- Volunteering Experience
Timeline
Lead Sales Analyst
MUTUAL OF OMAHA
01.2019 - Current
Senior Sales Analyst
MUTUAL OF OMAHA
01.2015 - 01.2019
Client Service Specialist
RELIANCE STANDARD LIFE INSURANCE
01.2014 - 01.2015
Enrollment Specialist
POWER GROUP COMPANIES (TRUSS/ HUB)
01.2009 - 01.2014
- Kansas and Missouri Health, Life, and Accident Insurance License
Bachelor of Science - Management
BAKER UNIVERSITY
Bachelor of Science - Elective Courses
MIDAMERICA NAZARENE UNIVERSITY
Associate of Arts -
METROPOLITAN COMMUNITY COLLEGE
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