Tracy Watters
Pickerington,Ohio
Summary
Motivated individual with business acumen and willingness to take on challenging roles. Tech-savvy and quick learning with technical know-how, social media expertise and sales abilities to support and drive substantial growth.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Membership Growth Consultant
ChenMed
Columbus, OH
07.2019 - Current
- Revives inactive customers through active marketing campaigns to appropriately train prospects per the organizational value proposition and current healthcare model to propel new member growth
- Consistently recruits over 200 new patients annually
- Connects with new patients beyond their initial appointment and maintains healthy relationships with the enrolled as it helps to identify/resolve concerns and encourage impact retention
- Fosters, constructs and supports multiple associations to produce new patient possibilities all-year-round and collaborated with senior community officials to develop initiatives that will further drive growth
- Provided administrative guidance to a diverse workforce while facilitating with building a dedicated and cooperative project-oriented team
Financial Advisor
AIG Retirement Services
Columbus, OH
06.2018 - 07.2019
- Customize economic investment performance to obtain new relationships with clients, increase induction frequency and enhance overall brand awareness
- Consulted with clients to assess and meet short- and long-term financial goal.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Recommended strategies to clients to help achieve financial goals.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
Education Representative
Ohio Public Employee Retirement System (OPERS)
Columbus, OH
06.2010 - 11.2017
- Prepared compelling educative seminars that elucidated medical-care and retirement establishments and presented to an audience of 10K+ public employees
- Successfully executed and retained the efficient transition of 100+ plus retirees to a Medicare Exchange Program
- Maintained new and repeat clients, understanding financial needs for helpful solutions, and produce relevant documentation as per requirement
- Accomplished an Action Learning Project with distinction, as part of the Emerging Leadership Program.
Defined Contribution Counselor/Member Service Representative
Ohio Public Employee Retirement System (OPERS)
Columbus, OH
09.2004 - 09.2010
- Reorganized working strategies and operational procedures that facilitated a smooth workflow and enhanced task productivity
- Administered a wide range of customer service and executive tasks that resolved customer issues quickly and succeeded to achieve a
- Communicated the details of products and services to internal and external customers
- Cross-trained and provided back-up for other customer service representatives
Education
Bachelor of Science (B.S.) in Financial Planning -
Franklin University
Skills
- Training and Development
- Customer Service and Business Operations
- Functional Improvements and Plan Development
- Team management and Operational improvement
- Critical Thinking and Independent Problem Resolution
- Project Organization, Communications and Leadership Development
Certification
- Ohio Life, Accident, and Health Insurance License - 2018
- Series 7 and 66 Licenses - 2018
- Chartered Retirement Planning Counselor - 2013
- Instructor/Facilitator [please specify field] - 2010
- Certified Retirement Counselor - 2006
Professional Attributes
- Excellent at strengthening company position through market evaluation and reinforcing its position on the market
- Highly-organized and independent with the ability to effectively coordinate tasks and accomplish projects with relevance and creativity
- Expert ability to discover sales opportunities through consumer research and review of operational reports and records
- Proficient in promoting strong leadership, beneficial decision-making skills, and conducting conflict management to build strong working relationships with internal and external stakeholders
- Strong ability to establish communications with stakeholders required to set up and conduct multiple developments that follow best industry practices
Timeline
Membership Growth Consultant
ChenMed
07.2019 - Current
Financial Advisor
AIG Retirement Services
06.2018 - 07.2019
Education Representative
Ohio Public Employee Retirement System (OPERS)
06.2010 - 11.2017
Defined Contribution Counselor/Member Service Representative
Ohio Public Employee Retirement System (OPERS)
09.2004 - 09.2010
Bachelor of Science (B.S.) in Financial Planning -
Franklin University
Similar Profiles
Kayla CondraKayla Condra
Service Team Coordinator at ChenMedService Team Coordinator at ChenMed
Yaima LledoYaima Lledo
Senior Program Manager at ChenMedSenior Program Manager at ChenMed
Adriana CalderonAdriana Calderon
Manager, Performance Excellence at ChenMedManager, Performance Excellence at ChenMed
Molly McILroyMolly McILroy
Medical Administrative Assistant at ChenMedMedical Administrative Assistant at ChenMed
Randal WilsonRandal Wilson
Director, Architectural Precast Services at The Precast/Prestressed Concrete InstituteDirector, Architectural Precast Services at The Precast/Prestressed Concrete Institute