Licenses & Certifications. Currently licensed in Life, Health and Accident Virginia, Maryland, North Carolina and South Carolina as well as Medicare Advantage Certified for Virginia 2012-currently Experienced Broker Sales Manager with over 21 years of experience in Insurance. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
44
44
years of professional experience
Work History
Mary Washington/ Riverside Medicare Advantage
Lumeris, Inc
Fredericksburg/ Newport News, VA
07.2019 - Current
Virginia Territories Washington and Riverside Medicare Advantages
Startup of Mary Washington Plan and in 2019 and Riverside plan in 2021
Providing agent oversight, training, motivation, on boarding and sales support for Mary Washington and Riverside MA plans with brokers and agents
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Surpassed sales goals through implementation of effective marketing strategies.
Provided onboarding and guidance to other sales representatives to meet sales goals while growing opportunities for Medicare business.
Responded proactively and positively to rapid change.
Trained new staff regarding company operations, policies and services.
Investigated and resolved customer inquiries and complaints quickly.
Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
Increased efficiency and performance by monitoring team member productivity and providing feedback.
Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
Communicated professionally with colleagues, brokers and agents.
Sales Development Manager
United Healthcare, NE National Territory
, VA
10.2017 - 07.2019
Provide DSNP Medicare Sales Expertise with all agent channels- ICA and EDC
Provide guidance, expertise, problem solving, training and motivation around product lines of Medicare, Medicaid (CCC+) and working with Care Coordinators and Community Outreach Reps for events, referrals and identifying potential sales opportunities
Establish and develop strong relationships with agents and brokers for stronger selling opportunities
Staff and review Walmart Staffing plans and agent compliance
Training all appointed agents in territory on Medicare, DSNP plans
Meeting and exceeding sales goals and matrixes since start in 2017
Managed 1/2 and then 1/3 Virginia state territory ending with approximately 480+ independent agents
Built diverse sales pipeline to exceed quota targets
Collaborated with sales, marketing and other internal teams to meet shared goals
Conducted market research to discover new leads, opportunities and messaging
Collaborated with upper management to implement continuous improvements and exceed team goals
Sales Executive
Humana, NE Territory, Virginia Based
, NJ, NH, RI, CT, NY, ME, MA, PA, MD, DC, VA, DE, VT
01.2012 - 10.2017
External Sales Channel oversight
Provide Sales Expertise with Direct Independent Agents in Medicare sales space
Provide guidance, expertise, problem solving, training and motivation around product lines of Medicare, Medicare Advantage, Part D Plans, Medicare Supplements, Individual Major Medical, Stand Alone Dental and Vision products as well as Financial Protection Products offered through Humana
Establish and develop relationships with agents and brokers for stronger selling opportunities
Staff and review Walmart Staffing plans and agent compliance
Training “Internal Career Agents” on non-Medicare products
Meeting and exceeding sales goals and matrixes 2012, 2013, 2015, 2016
Managing 13 state territory with 3300+ independent agents
Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close
Benefit Consultant
PIA Insurance Services
Richmond, VA
02.2011 - 10.2011
Provide expertise in Employee Benefit plan design for agents
Assist with Employee Benefit plan quoting
Provide knowledge base for any related Employee Benefit
Meet and assist agents with acquiring group employee benefit business
Develop growth of Life and Health Division at PIA
Screen and recommend carrier contracts for PIA Insurance Services
Sr. Account Executive
Premier Access Dental
, VA
01.2010 - 01.2011
Development of Broker/Agency base and product knowledge
Close development of new business market and review of renewals prior release to broker
Assist brokers in analyzing of current group dental plans and recommending equivalent plan(s) from Premier Access Dental portfolio
Acquire and process competitive data for market analysis and business footprint
Develop and maintain relationships with Territory new and assigned brokers
Entered new brokers and agencies into Salesforce (sales) system
Tracked new business potential sales and follow up on proposal quotes
Maintained broker contacts and communications within Outlook and also Excel spreadsheets.
Account Executive
Aetna, Inc
Richmond, VA
02.2008 - 01.2010
For Small Group (2-50)
Development of Broker base and product knowledge
Worked closely with broker community to process and submit new business cases
Assist brokers in analyzing of benefit plans and recommending equivalent plan(s) from Aetna portfolio
Acquire (from partner brokers) and process competitive data for market standing and business footprint
Drive broker business and work close with General Agent Partners
Maintained relationships with local brokers and established at least verbal dialog relationship with outlying brokers
Assist colleagues on team in product design for implementation in forthcoming portfolio for Virginia
Product line expertise includes: HSA, HRA, FSA, Long-Term Care, Medicare, Medicare Supplemental, Life, Group Health, Dental, Vision, Short & Long Term Disability Product Lines, EAP, Pharmacy benefits, COBRA, Voluntary Supplemental Insurance Products and Section 125 administration.
Membership Chairperson
Steel Horse Harley Owner’s Group
01.2019 - 12.2019
Generate reporting for membership.
Collect membership applications and verify national status
Monitor national member levels and remind members 30 days prior to expiration
Director, Steel Horse Harley Owners Group
HOG
, Local Chapter
01.2017 - 12.2017
Oversight of Chapter
Ran effective Directors Team of Volunteer officers
Implemented training schedule
Verified club treasury monies and oversight
Conducted monthly club general meetings
Staffed as volunteers multiple events handled by club
Drive member satisfaction around club events and rides
President
Virginia Association Of Health Underwriters
, State
07.2010 - 07.2011
Chapter President
Central Virginia Association Health Underwriters
07.2008 - 07.2009
Local Chapter President
Ran monthly directors meetings
Ran Budget meeting
Ran Monthly Chapter
Assistant Director
Business Network International, BNI
06.2005 - 04.2007
Tracked business metrics and made recommendations for proactive adjustments to policies and procedures.
Trained new officers in their roles in Chapters
Member
NAHU
09.2004 - Current
Military Veteran• Military Polieman
US Army
01.1982 - 06.1989
Supervised 24-hour police operation investigating civil disturbances on base.
Manned base entry points to provide 24/7 force protection, reviewing identifications, searching vehicles and verifying deliveries prior to entrance to secure areas.
Provided security presence by controlling CCTV, security lighting, gate systems and entry programs.
Guided and coordinated unit's force protection programs to meet fleet requirements.
Prepared cases for trial and appeared to testify in court as witness.
Documented and organized security information accurately and efficiently.
Directed logistical training procedures in accordance with military regulations.
Customer Service Supervisor at Cognizant Technologies Solutions - Lumeris ProjectCustomer Service Supervisor at Cognizant Technologies Solutions - Lumeris Project