Sheila Conticello
Burlington,CT
Summary
22 Years in the Stop Loss industry in an Account Representative role with extensive knowledge of the product, plan designs and reporting. Strengths in analyzing data and relationship building with a reputation for consistently meeting deadlines and working collaboratively with teams to accomplish goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Sales Support Analyst
HM Insurance Group
08.2010 - Current
- Provide account management support for the New England territory for Stop Loss insurance sales
- Develop and maintain strong relationships with Insurance Brokers, Third Party Administrators (TPAs), and Clients
- Serve as the primary contact for case implementation, billing inquiries, and any and all questions pertaining to the clients Stop Loss insurance coverage
- Review incoming RFP’s, ensuring all required information is included to provide a proposal
- Analyze census, aggregate reports, and large claim data to confirm the information meets company underwriting guidelines
- Utilize an internal tracking system as well as Salesforce.com to record and monitor all requests for proposals
- Negotiate with underwriting to get the best pricing for customers to sell new business and renew existing accounts
- Develop reports from internal case tracking system for underwriting case load, sold business detail, accounts due for renewal and premium accounting
- Responsible for requesting data on all renewal accounts
- Analyze each account by reviewing paid claims, paid loss ratios, changes in enrollment and ongoing issues for negotiations with underwriting, senior management and Brokers or TPA’s to renew existing accounts
- Reconcile monthly premium received on all accounts to confirm accounts are paid and posted enabling broker commissions can be processed
- Communicate directly with clients when their account has an overdue balance or a premium discrepancy to discuss payment options to ensure case remains active
- Installation of sold business accounts to include claim file set up and policy release
- Supervise and mentor the Sales Support Analyst on proper business etiquette, computer skills, and information regarding the business of Stop Loss Insurance sales.
Senior Regional Account Representative
R. E. Moulton, Inc.
06.2002 - 08.2009
- Provided account management support for the Mid-Atlantic territory for Stop Loss insurance sales
- Developed and maintained strong relationships with Insurance Brokers and Third Party Administrators (TPAs), as primary contact, and negotiated with underwriters to get the best prices for customers
- Reviewed all incoming RFP’s, ensuring all required information was included to provide a proposal
- Analyzed census, aggregate reports, and large claim data to confirm the information meets company underwriting guidelines
- Produced reports from internal case tracking system for underwriting case load, sold business detail, accounts due for renewal, premium accounting and pending and paid claims information
- Responsible for requesting data on all renewal cases and working with underwriting, senior management and Brokers or TPA’s to renew existing accounts
- Prepared monthly expense reports and managed the office budget, ensuring travel and office costs were within budget
- Trained and supervised the Regional Marketing Administrator and part time clerks on all aspects of the business, details of responsibilities, and computer skills
- Selected as primary office for testing system changes and upgrades due to solid understanding of systems, processes and goals.
Education
Bachelor of Science - Finance
Central Connecticut State University
New Britain, CTSkills
- Microsoft Excel
- Customer Service
- Negotiation
- Industry Expertise
- Competitive Analysis
- Relationship Building
- Organizational Skills
- Flexible and Adaptable
- Team building
- Microsoft Word
Certification
- Life & Health Insurance License, State of Connecticut Department of Insurance, Hartford, CT
Timeline
Senior Sales Support Analyst
HM Insurance Group
08.2010 - Current
Senior Regional Account Representative
R. E. Moulton, Inc.
06.2002 - 08.2009
Bachelor of Science - Finance
Central Connecticut State University
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