Summary
Overview
Work History
Education
Skills
References
Affiliations
Timeline
AssistantManager

Teresa Canales

Houston,TX

Summary

Outgoing professional with twenty years of operations and people experience. Fantastic collaborator with proven eye for detail and goal-oriented mindset. Known for executing a strategy to accomplish goals quickly and ensuring internal and external customer satisfaction.

Overview

17
17
years of professional experience

Work History

Independent Life and Health Insurance Agent

05.2023
  • Started Salud Insurance Agency, focused on community health
  • Working to enroll as many qualified members as possible into the ACA plans to the pursuit of improving the health of our communities.

Sr. Sales Director

Agility Insurance Services (FMO)
11.2022 - 04.2023
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Expanded market share with targeted prospecting and strategic partnership development.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.

Director of Sale & Marketing Operations

Friday Health Plans
06.2020 - 11.2022
  • Helped to Launch all market entrance events for the State
  • Liaison with Marketing department for media buys, marketing messaging for Latino community
  • Participated in focus group research with health plans members to understand what members want from their health plan
  • Coordinating and producing financial documents for advertising campaigns, such as budget, estimates, and contracts
  • Successfully launched the RGV market by recruiting and contracting agents in the market to sell Friday Health Plans – 300% market growth over projected numbers
  • As the Director of Sale Operations, I relaunched our CRM system for better data collection and relationship management
  • Project Manager for a couple of large projects like Risk Adjustment team, Ancillary products, and managed the Account Management team and small group installation.
  • Monitored and coordinated workflows to optimize resources.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Drove business expansion by identifying new markets, conducting research, and developing targeted marketing campaigns.
  • Assisted in recruiting, hiring and training of team members.
  • Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
  • Assisted with sales and marketing strategies to foster achievement of revenue goals.
  • Worked well in a team setting, providing support and guidance.

Independent Life and Health Insurance Agent

06.2017 - 06.2020
  • Organize and host monthly events for retirement community in an effort to educate and inform of seniors of their options
  • Enroll Medicare members into the plan that best fits their healthcare needs.

Development Intern

Interfaith Ministries
01.2017 - 05.2017
  • During my internship, I became proficient in Razor’s Edge software
  • I was a committee member for the Best Friend Brunch which raised twenty-five thousand dollars
  • I assisted the development team in follow up calls to donors for silent auction event for the Tapestry Gala
  • This effort resulted in an additional collection of twenty silent auction items which translated into an additional three thousand in silent auction revenue
  • Foundations: Research new foundations to apply for funding Conduct external research on IM’s key program priorities to use in writing proposals Copy and edit proposals and report Assisted in writing minor proposals and reports Events: Research and develop events in new fundraising markets Research event venues and caterers, and acquire quotes Depending on availability, provide assistant at key high profile event Work with development team to design invitations and event promotion Membership / Major Donors: Research potential donors Provide support in sending mailings and invitation
  • Provide current donors and members with information requests Help to maintain donor database records (Raiser’s Edge)

Sales Operations Manager

Memorial Hermann Healthcare System
01.2015 - 01.2017
  • Reduced new business on boarding from eight days to three days, increasing client satisfaction
  • Primary point of contact for Sales Team, External Customers and Internal Customer
  • Responsible for the Sales Support team who were responsible for inbound/outbound lead generation for new business sales to both new and existing customers
  • Responsible for sales forecasting, productivity, CRM maintenance and other sales support functions; responsible for the broker appointment process and RFP coordination
  • Responsible for the development and implementation of new processes and procedures for effective and efficient team operations.

Project Manager

Memorial Hermann Healthcare System
01.2013 - 01.2015
  • Responsible for completing RFP’s for the sales team
  • Under my tenure Health Plan successfully attained Port Authority of Houston
  • Increasing covered lives and premium dollars
  • I managed Special Projects for the Chief Operations Officer of the Health Plan
  • I was responsible for providing a range of services for the Health Plan leadership team focusing on strategy and business partnership, both internal/external business partners.

Sr. Executive Secretary

Memorial Hermann Healthcare System
01.2006 - 01.2013
  • Lead a Change Management Steering Committee to advise the Executive Team of operational impact of upcoming changes
  • This resulted in better communication between cross functional areas of the Health Plan, improved communication was expressed in employee satisfaction survey
  • I planned and executed forty thousand lives celebration, employee breakfast with CEO, holiday luncheon, and employee campaign
  • Manage calendars for CFO and COO multiple directors
  • Review and update department cost center
  • Help to forecast budgetary items for budget review
  • Supported the CFO, COO, and department in travel arrangements
  • Responsible for meeting minutes and facilitation of various committees’
  • Managed and update the organizational charts and directories for the entire senior leadership of Memorial Hermann
  • Process department expense reports and check request in accordance with accounting policy, while monitoring cost center budgets
  • Answer phones, schedule meetings, maintain meeting room’s calendars, and order supplies.

Education

B.S. in Psychology -

University of Houston Downtown
Houston, TX
05.2018

Associates Degree in Arts -

Houston Community College
Houston, TX
12.2012

Skills

  • Sales & Marketing Operations; Profit Revenue Optimization; Strategic Planning & Execution; Sales Growth and Analysis; Partnership Building with Internal Customers and External Customers; Grass Roots Engagement
  • Public Speaking
  • Sales closing
  • Lead prospecting
  • Service support
  • Client Relationship Management
  • Referral Coordination
  • Professional Networking

References

Available Upon Request

Affiliations

  • Lifetime member of Montrose Sogtball League

Timeline

Independent Life and Health Insurance Agent

05.2023

Sr. Sales Director

Agility Insurance Services (FMO)
11.2022 - 04.2023

Director of Sale & Marketing Operations

Friday Health Plans
06.2020 - 11.2022

Independent Life and Health Insurance Agent

06.2017 - 06.2020

Development Intern

Interfaith Ministries
01.2017 - 05.2017

Sales Operations Manager

Memorial Hermann Healthcare System
01.2015 - 01.2017

Project Manager

Memorial Hermann Healthcare System
01.2013 - 01.2015

Sr. Executive Secretary

Memorial Hermann Healthcare System
01.2006 - 01.2013

B.S. in Psychology -

University of Houston Downtown

Associates Degree in Arts -

Houston Community College

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