TERA HAUGLID
Sioux Falls,SD
Summary
Collaborative leader with 15 years of experience in the Insurance industry. Accomplished, hard-working and dependable professional offering a background in benefit consulting and account management. In depth knowledge of Insurance markets and benefit enrollment processes. Results-driven management professional with 5+ years of experience in managing operations, organizational development, and team building.
Overview
15
15
years of professional experience
Work History
Account Manager
HealthPartners
Sioux Falls, SD
06.2023 - Current
- Responsible for on-going service, consultation, and implementation of collaborative health solutions that are specifically tailored to meet the customer’s unique goals for their health and dental plans.
- Accountable for the successful management of a block of business consisting of fully and self-insured large groups (51+) that supports the western region service area (North Dakota, South Dakota, and Western Minnesota).
- Collaborate with our key clients to set overall strategic direction and establish relationships with key decision-makers and their brokers.
- Collaborate with colleagues in underwriting to maximize revenue and membership growth.
- Be the point person for key customers to resolve complex and sometimes sticky business issues and make alternative recommendations.
- Gather input from client and broker, analyze it, and make strategic recommendations to clients that provide real health solutions to our client’s problems.
- Negotiate with the broker and customer through an evaluation of existing claims data to arrive at a fair renewal that supports a trusting, long-term partnership that is mutually beneficial to both HealthPartners and the client.
- Sell ancillary lines of business such as dental, health and well-being and worksite health to our existing customers.
- Manage implementation of new and renewal sales, including system completion, member and group contract distribution, open enrollment communication pieces, monitoring of employer utilization reports, and requests for ad hoc reporting.
Client Service Consultant
Holmes Murphy
Sioux Falls, SD
05.2022 - 04.2023
- Educate clients on account services and resolve client inquiries regarding statement information and account balances
- Draft and deliver client presentations and communications specific for each client's employee population
- Request and review health plan renewals from insurance carriers for each client
- Monitor financials/budgeting status on a monthly basis; review and deliver appropriate reporting to clients
- Draft complex Request for Proposals (RFPs) for review
- Provide timely, accurate, courteous, and appropriate responses to co- workers, clients, and insurance carriers
- Use tact, diplomacy and appropriate confidentiality in handling sensitive client or insurance carrier situations and/or complaints
- Assist clients in meeting HIPAA, ERISA, PPACA and all other employee benefit-related compliance regulations
- Monitor Helpline performance and issues, providing up-to-date information and assisting with meetings/trainings (dependent upon client).
Manager, Applications Support
Sanford Health
Sioux Falls, SD
08.2009 - 05.2022
- Managed the implementation, operation, support, and maintenance of application components that supported Sanford Health business needs
- Drove business value in compliance with internal and external policies and procedures
- Provided subject matter expertise for governing bodies to ensure high quality service delivery, ongoing strategic partnership, and support
- Worked with business partners to support and inform the financial and strategic management used to enable the enhanced performance
- Developed and maintained all budgetary items
- Was responsible for oversight of vendor management, contracts, and support agreements
- Was responsible for statement of work review related to project leadership
- Was responsible for the interviewing, hiring, discipline of employees and any other personnel issues that arose
Manager
Sanford Health Plan
Sioux Falls, SD
- Enrollment
- Onboarded new employees with training and new hire documentation
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground
- Maximized performance by monitoring daily activities and mentoring team members
- Managed all enrollment-processing activities through delegation to staff
- Accountable for timely and accurate processing of enrollment in accordance with contractual benefits
- Worked with IT and Performance Excellence leadership to implement services that support strategies for growth and optimization
- Proactively identified opportunities and participated in the design solutions that increased automation and resolved system deficiencies, as defined by department needs
- Executed operational business plans for the department, including planning of the enrollment department budget.
Operational \ Technical Enrollment Analyst
Sanford Health Plan
Sioux Falls, SD
- Organized and assisted in planning and coordinating a systematic approach to improving operational function
- Focused on end-to-end process efficiency driving the operation of the business to ensure transactions were processed in a timely accurate manner
- Assisted in formulating and defining requirements, designs, testing, implementation, training and support through research and fact-finding, combined with a basic understanding of business systems and business unit requirements
- Provided support in the development and maintenance of data files and contracts used for department functionality
- Was responsible for assisting and training new and existing team members on all departmental system design
- Provided accurate and timely project status reporting to ensure compliance with established timeliness to department leadership
- Provided support in the development and maintenance of data file parameters used for claims, billing, member data, or other data needed for department functionality.
Education
Associates Degree - Financial Services
Southeast Technical University
Skills
- Account Management
- Membership Renewals
- Upselling Products and Services
- Portfolio Management Understanding
- Efficient and Detail-Oriented
- Systems Implementation
- Staff Training and Development
- Budget Development and Management
- Policies and Procedures Implementation
- Workflow Optimization
Additional Information
- Certifications and Licenses , South Dakota Insurance Producer License - Accident & Health or Sickness, Life
Timeline
Account Manager
HealthPartners
06.2023 - Current
Client Service Consultant
Holmes Murphy
05.2022 - 04.2023
Manager, Applications Support
Sanford Health
08.2009 - 05.2022
Manager
Sanford Health Plan
Operational \ Technical Enrollment Analyst
Sanford Health Plan
Associates Degree - Financial Services
Southeast Technical University
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