Rae Hallbeck
Houston,TX
Summary
Experienced employee benefits professional with over 25 years of sales success, known for surpassing targets through effective communication, and negotiation. Acknowledged for robust analytical skills and comprehensive product knowledge, facilitating the development of tailored solutions, and leading to improved sales performance.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Employee Benefits Consultant
The Greensage Group
Tomball, Texas
01.2021 - 09.2025
- Established stronger vendor and carrier relationships, leading to a 4% overall reduction in renewal rates, and an 8% boost in client satisfaction.
- Provided strategic advice to employers on optimizing health and welfare coverage costs through the use of benchmarking data.
- Ensured compliance with all applicable laws, enhancing firm's compliance score from 78% to 91% in six months.
- Collaborated with HR leaders and executives to review benefits packages and identify improvement areas.
- Constructed detailed cost projection models for multiple benefits package options.
- Delivered informative presentations to executives about comparative benefits offerings and best practices.
New Business Key Account Sales Executive
UnitedHealthcare
Houston, Texas
03.2009 - 01.2018
- Surpassed sales targets consistently, driving revenue growth across key accounts, and qualifying for Pinnacle 5 out of 8 eligible years.
- Realized increased sales through strategic prospecting of the pipeline, combined with proactive negotiations with internal partners in both underwriting and management.
- Established strong relationships with brokers by addressing their needs in a timely manner, and becoming a trusted and reliable resource.
- Pioneered a cultivation initiative targeting one of Houston's top consulting houses, growing their UHC BOB from 3 key account clients to more than 30 within 4 years.
- Negotiated pricing and contract terms to meet client needs, while simultaneously satisfying company goals.
- Utilized CRM tools to efficiently manage the sales pipeline and to ensure that the necessary follow-up activities were carried out.
- Actively participated in weekly team meetings to assess overall performance, and to collaborate on how to improve sales results.
New Business Sales Executive
Cigna/Great West Life
Houston, Texas
05.1996 - 03.2009
- Actively managed the sales pipeline through CRM software to track upcoming, targeted prospects, and to document the steps necessary to win the business.
- Effectively delivered new products and services, using active prospects to educate broker partners. This tactic successfully educated while also illustrating a unique product offering for their client, giving Cigna/Great West leverage, and favorable positioning to win the business.
- Successfully qualified for the highly sought-after annual sales conference 9 out of 12 eligible years.
- Collaborated with internal teams to create tailored insurance solutions.
- Negotiated agreeable contract terms and the best pricing to effectively close sales while maintaining company profitability targets.
- Identified key decision-makers in targeted consulting houses, and worked ferociously to cultivate winning relationships with them. This strategy resulted in surpassing assigned sales targets 9 out of 12 years, while meeting expectations in the remaining 3 years.
- Analyzed sales data from prior years to obtain an understanding of why the sale was not realized, and effectively adjusted strategies to close.
- Prepared informative reports for weekly sales meetings to discuss progress, and to collaborate on steps or necessary adjustments to increase sales.
- Advocated for cross-selling products and services to prospective clients during the closing process, in order to maximize revenue. Averaged more than 70% in cross-sold business, year over year.
- Strived to resolve customer inquiries promptly, ensuring high levels of satisfaction and loyalty. Averaged 85% or better in retention every year due to great customer service metrics.
Education
Bachelor of Science - Accounting And Finance
University of Texas At Austin
Austin, TXSkills
- Cultivating relationships
- Strategic analysis
- Expertise in industry
- Proficient communication
- Solutions-focused mindset
- Tactics for negotiation
- Analytical skills set
- ASO specialization
Certification
- Group 1 General Lines: Life, Accident & Health license
Websites
Timeline
Employee Benefits Consultant
The Greensage Group
01.2021 - 09.2025
New Business Key Account Sales Executive
UnitedHealthcare
03.2009 - 01.2018
New Business Sales Executive
Cigna/Great West Life
05.1996 - 03.2009
Bachelor of Science - Accounting And Finance
University of Texas At Austin
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