Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Traci Stumbo

Adel,Iowa

Summary

An accomplished marketing and relationship management professional with an outstanding reputation for building and enhancing relationships. Over twenty years of relationship building as an analyst and sales consultant. Ability to quickly establish rapport and credibility with diverse groups and deliver market-driven solutions supporting profitable growth. An efficient and dedicated learner with a strong commitment to excellence.

Overview

32
32
years of professional experience
1
1
Certification

Work History

CONTRACT - VP Business Development

Kindly Human
07.2024 - Current
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Cultivated company-wide culture of innovation and collaboration.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Launched new products or services in various markets by conducting comprehensive market research studies and tailoring offerings based on customer needs analysis.

CONTRACT Director of Business Development Midwest

PES Benefits
01.2024 - 07.2024
  • Developed customized solutions tailored specifically to individual client needs, leading to an increase in repeat business engagements.
  • Increased client base by developing and implementing effective business development strategies.
  • Enhanced company''s market presence through targeted networking events and relationship building.
  • Presented persuasive presentations at industry conferences showcasing company expertise, generating interest from potential new clients.

Regional Vice President

freshbenies
04.2022 - 10.2023
  • Selling/delivering cost-containment tools to equip brokers and employers to cut healthcare costs and confusion - while equipping employees to get the most out of their benefits package
  • Consult with Brokers across the country in the benefits space
  • To date freshbenies has saved 100 million in unnecessary claims and confusion that comes with it
  • Increased regional sales by developing and implementing strategic sales plans.
  • Negotiated strategic partnerships with vendors to secure favorable terms and pricing for products or services.

CONTRACT - PEO Sales in Iowa Market

Oasis @ Paychex Company
03.2021 - 04.2022
  • Selling PEO products and services by developing new clients and increasing the client base to increase profits in the PEO Sales organization
  • Prospecting for new clients and new referral sources outside of the Paychex base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management
  • Analyzing the prospects' needs and interests, determining which products are appropriate and referring to the correct sales partner to ensure client satisfaction
  • Onboard PEO clients

Sales Account Executive and Business Manager

Employee Family Resources
05.2015 - 03.2021
  • Create pipeline through direct contact and alliances to sell EAP and wellness services in the United States
  • Implementation from start, to handoff to account manager
  • Works directly with Brokers, Employers and vendors
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes.
  • Managed sales cycle to maintain solid customer base.
  • Conducted regular sales presentations to showcase company offerings and demonstrate product value.
  • Negotiated pricing, contracts, and terms with key clients to secure new business deals.
  • Optimized CRM data utilization by keeping accurate records of all client interactions.
  • Trained, coached, and mentored new sales associates for maximum performance.

CONTRACT -Director Client Service and Sales

Tristar Insurance Group (TPA)
07.2018 - 10.2019
  • Generate leads, develop new business and close sales of employee benefits in the United States
  • Develop Rapport and credibility with clients and industry consultants to enhance revenue growth activities
  • Develop and facilitate sales presentations
  • Worked directly with Brokers, Employers and vendors

CONTRACT - VP of Business Development

Predictive Health Partners
02.2017 - 07.2018
  • Predicting Health Care cost by analyzing claims, pharmacy and other data, to help clients and their employees save money and get healthy
  • . Conducted regular assessments of competitor activities to inform strategic planning efforts.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
  • Start up

CONTRACT - Training Director

CoOportunity Health
01.2013 - 01.2015
  • Project Management, Design, document, develop and execute test scripts during iterative development, system testing, regression testing, and post production testing
  • Train over 2000 Health brokers on the tool and how to Shop
  • Quote, Apply and Enroll with CoOportunity Health

Principal Financial Group

Principal Financial Group
01.1993 - 01.2013

Client Service Manager

Account Manager - Medical

Marketing Strategist/Relationship Manager

Marketing Associate

Executive Training Consultant

Project Administrator

Purchasing/Vendor Consultant


Education

Bachelor of Science - Marketing

Iowa State University
Ames, IA

Skills

  • Relationship building
  • Account management
  • Negotiation and persuasion
  • Presentations
  • Industry best practices
  • Partnerships and affiliations
  • Forecasting
  • Recruiting and hiring
  • Lead generation
  • Decision-making
  • Critical thinking
  • Client relationship building
  • Strategic planning
  • Business development

Certification

Life & Health License

Timeline

CONTRACT - VP Business Development

Kindly Human
07.2024 - Current

CONTRACT Director of Business Development Midwest

PES Benefits
01.2024 - 07.2024

Regional Vice President

freshbenies
04.2022 - 10.2023

CONTRACT - PEO Sales in Iowa Market

Oasis @ Paychex Company
03.2021 - 04.2022

CONTRACT -Director Client Service and Sales

Tristar Insurance Group (TPA)
07.2018 - 10.2019

CONTRACT - VP of Business Development

Predictive Health Partners
02.2017 - 07.2018

Sales Account Executive and Business Manager

Employee Family Resources
05.2015 - 03.2021

CONTRACT - Training Director

CoOportunity Health
01.2013 - 01.2015

Principal Financial Group

Principal Financial Group
01.1993 - 01.2013

Bachelor of Science - Marketing

Iowa State University
Traci Stumbo