Sarai Morales
Riverview,FL
Summary
Over 20+ years of experience in the insurance industry. Expert in delivering business growth, managing key client accounts, retention, and growth of assigned market. Ability to maintain high levels of client retention along with building strong relationships with clients and brokers. Fluent Spanish.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Regional Sales Director
Cigna
Tampa, FL
08.2022 - Current
- Responsible for proactive and consultative outreach into the local markets to increase institutional knowledge on our AI, CI & HC products.
- Participate in finalist presentations to effectively convey strengths of our product offering and commitment.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Established sales objectives by forecasting and developing annual sales quotas for assigned territory.
- Built relationships with customers and industry professionals to establish long-term business growth.
- Built sales forecasts and schedules to reflect desired productivity targets.
National Implementation Manager
Cigna
Tampa, FL
11.2021 - 08.2022
- Managed the National new business processes during pre-sale and throughout the sold case installation of new customers for AI, CI & HC products.
- Participated in finalist presentations with the Sales Team to effectively convey strengths of our implementation process and commitment.
- Managed full project lifecycles beginning at inception and ending with customer-facing deployments.
- Ensured that all team members involved in the implementation process had access to the resources they needed in order to complete their tasks efficiently.
- Conducted training sessions for staff members on how to use newly implemented systems effectively.
- Develop, track, and monitor project timelines with priorities, milestones, and tasks.
- Act as the subject matter expert for brokers, clients, and sales team
- Collaborated closely with broker and sales team to understand objectives and goals during implementation.
Implementation Manager
Cigna
Tampa, FL
05.2020 - 11.2021
Regional Account Manager
Cigna Group Insurance
Bethlehem, PA
04.2013 - 05.2020
- Cultivated strategic client relationships to manage, maintain, and grow book of business for Group Life, AD&D, STD, LTD, FML, AI, CI & HC products.
- Drive the renewal process, cross-sell products, and support book of business growth.
- Develop and execute comprehensive book of business strategy initiative related to profitability persistency targets, and individual customer needs.
- Resolved customer complaints regarding account set up, delivery timelines, or service issues.
Senior Account Service Representative
Cigna Group Insurance
Bethlehem, PA
04.2008 - 04.2013
- Supported account management by acting as the first line of support for clients and/or producers.
- Reviewed and de-escalated complex account issues.
- Reviewed claims process, eligibility, and overall administration of policies.
- Instrumental in the training and development of new staff members in addition to acting as a Mentor for junior team members.
Account Consultant
Horizon Blue Cross Blue Shield of New Jersey
Newark, NJ
11.2006 - 04.2007
- Strategize with sales and underwriting to retain business during account renewals, generate RFPs for clients, and consistently exceed individual sales targets.
- Handle customer education on administrative services, guidelines, and system reporting.
- Work with internal partners to resolve escalated issues and request need on plan design changes.
- Provide consultative assistance on issues related to customer benefit plans.
Client Representative
Cigna Group Insurance
Bethlehem, PA
10.2003 - 11.2006
- Provided guidance on best practices for resolving customer issues quickly and efficiently.
- Reviewed claims process, eligibility, and overall administration of plans with client and broker.
- Maintain knowledge and expertise in all products, programs, services, and enrollment activity.
Education
MBA -
University of South Florida
05.2023
B.S. - Finance
DeSales University
05.2016
B.A. - International Business
DeSales University
05.2016
Skills
- Sales Management
- Business Strategy
- Strategic Planning
- Account Management
- Client Retention
- Sales Forecasting
- New Hire Coaching/Training
- Sales Target Setting
- Customer Relationship Management
- Goal Setting
- Pipeline Development
- Sales Strategy Development
Certification
FL Producer License, Life, Accident and Health
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Regional Sales Director
Cigna
08.2022 - Current
National Implementation Manager
Cigna
11.2021 - 08.2022
Implementation Manager
Cigna
05.2020 - 11.2021
Regional Account Manager
Cigna Group Insurance
04.2013 - 05.2020
Senior Account Service Representative
Cigna Group Insurance
04.2008 - 04.2013
Account Consultant
Horizon Blue Cross Blue Shield of New Jersey
11.2006 - 04.2007
Client Representative
Cigna Group Insurance
10.2003 - 11.2006
MBA -
University of South Florida
B.S. - Finance
DeSales University
B.A. - International Business
DeSales University
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