Results-oriented professional who consistently surpasses expectations and delivers outcomes that exceed the requirements of the role. Bringing over 8 years’ experience in administration with a diverse skill set spanning underwriting, sales, and client relationship management. Committed leader who strives for excellence, with a proactive approach eager to help reach team and organizational goals.
Overview
15
15
years of professional experience
Work History
Director of Underwriting and Account Management
Cypress Dental Insurance Company Of CA
07.2015 - Current
Streamlined underwriting processes for increased efficiency and customer satisfaction.
Enhanced underwriting profitability by implementing refined risk selection strategies and guidelines.
Developed comprehensive training programs for new underwriters, and account managers improving team performance and expertise.
Collaborate with actuary to refine pricing models, to ensure accurate premium calculations and competitive products.
Achieved 90% persistency on $14 million block of insurance business in 2023 calendar year.
Led team of 5 and achieved 98% client satisfaction rating.
Owned Salesforce migration project: vendor acquisition and negotiation, implementation, and staff training.
Planned and executed bi-annual Sales Summit: agenda, venue, activities, training.
Executed Annual Broker's Appreciation Golf Tournament: marketing and swag, decor, activities, and awards
Sr. Account Manager
Cypress Dental Insurance Company Of CA
07.2015 - 06.2021
Inside sales support for CEO and SVP Sales & Marketing
Single point of contact and concierge service for healthcare producers and large group clients
Managed portfolio of 1200 group accounts, supporting over 100 broker offices
Relationship owner for top broker and group accounts to drive benefit renewal, retention, and company growth through strategic up-sell opportunities
Established renewal/retention program to maintain high-profile accounts worth up to $2 million in annualized premium
Liaised between account holders to resolve issues and maintain customer satisfaction of over 80k healthcare members
Insurance Benefits Specialist
Therapeutic Pathways
12.2013 - 07.2015
Streamlined insurance intake process, resulting in reduction of prior authorization denials
Facilitate communication with insurance carrier, provide documentation, and request prior authorizations for outpatient mental health services
Proofread clinical report drafts for proper composition, formatting, and grammar
Managed over 40 benefit verifications daily to complete financial documentation
Patient record maintenance, electronic billing and claims processing
Developed and maintained database of existing and potential patients
Marketing Campaign Manager
Therapeutic Research Center
12.2008 - 11.2013
Provide full administrative support to Director of Marketing.
Produced marketing campaign deliverables including audience, content, design, and analytics across web and print channels.
Collaborated with internal and external contractors, vendors to complete marketing initiatives
Engaged marketing, sales, and customer services on key campaign initiatives, ensure all priorities aligned
Juggled multiple competing priorities, successfully managed in high demand, high pressure environment
Education
Currently Enrolled - Business
San Joaquin Delta College
Stockton, CA
High School Diploma -
A. A Stagg High School
Stockton, CA
06.2002
Skills
Time management
Cross-functional collaboration
Leadership skills
Strategic planning
Effective written and verbal communication
Initiative and innovative team collaboration
Client satisfaction
Google: Drive, Gmail, Calendar, Docs, Sheets, Slides
Microsoft: Excel (pivots, lookups), Outlook, PowerPoint, Word, OneNote, OneDrive
CRM: Salesforce, SkyGen
Other: RingCentral, Skype, TeamViewer, Zoom
Timeline
Director of Underwriting and Account Management
Cypress Dental Insurance Company Of CA
07.2015 - Current
Sr. Account Manager
Cypress Dental Insurance Company Of CA
07.2015 - 06.2021
Insurance Benefits Specialist
Therapeutic Pathways
12.2013 - 07.2015
Marketing Campaign Manager
Therapeutic Research Center
12.2008 - 11.2013
Currently Enrolled - Business
San Joaquin Delta College
High School Diploma -
A. A Stagg High School
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