Travis Cavazos
Colorado Springs,CO
Summary
Experienced Financial Services Consultant and proven leader skilled in building vibrant businesses through developing new prospects and accounts, and effectively managing customer relationships to achieve sales goals. Committed to generating customer goodwill and loyalty by cultivating key relationships with decision-makers. Leveraging a strong network of customer contacts, enhancing understanding of customer needs and implementing effective business growth strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Representative
Mutual Of Omaha Advisors
05.2024 - Current
- Conducted regular portfolio reviews with clients to assess progress toward goals and adjust strategies as needed.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Independent Insurance Agent
Symmetry Financial Group
01.2023 - 05.2024
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
- Implemented innovative marketing strategies to attract new clients and expand market presence within the community.
- Utilized data-driven insights to inform decision-making processes regarding target markets and growth strategies.
Regional Contracting Director
Optum Behavioral Health Solutions/UHC
03.2022 - 01.2023
- Provides leadership and direction to the Provider contracting functions for all facility and outpatient providers in the Central Region
- Leads and drives the development and execution of comprehensive provider strategies that support health plans, healthcare providers, and healthcare vendors
- Develops and maintains key strategic relationships and partnerships with regional providers to achieve key business objectives.
Director, Network Clinical Program
Ontrak, Inc
07.2019 - 11.2021
- Responsible for developing and managing the provider network clinical program strategy and content, implementation, maintenance, and monitoring
- Lead network development efforts in identifying providers and ensuring identified providers and internal staff are educated to program
- Collaborate with Chief Medical Officer, Medical Director, and Care Community on clinical integration and evidence-based program strategy, content, and delivery
- Identify and recruit providers to participate in cost effective, high quality provider integration initiatives and evidence-based program while maintaining the quality and outcomes
- Execute a complicated clinical strategy and network while obtaining business results in a highly matrixed organization
- Bridging and leading clinical, financial, and administrative priorities to develop technology business strategies.
Director of Business Development/Interim CEO
Strategic Behavioral Health
09.2018 - 07.2019
- As a member of the executive management team, provide facility-wide strategic planning, leadership in positioning the hospital with a distinct competitive advantage, and direct supervision of the Business Development and Assessment & Referral Departments
- Serve as the interim Chief Executive Officer, in the absence of the CEO, and manage the day-to-day operations of the hospital
- Implements & directs the philosophy, policies and procedures and systems for business development, communication to referral sources and customer service; Maintains and utilizes ongoing market analysis to establish an effective customer base; Coaches the Community Liaison Team to a high level of effectiveness in targeting the cultivation of business relationships and achieving desirable indicators
- Develops and implements marketing programs, promotions, and internal/external communications
- Establishes and sustains a professional rapport with physicians, clinicians, community/professional organizations, commercial insurance companies, public officials and other health / human services provider; Bridges industry knowledge to competitively advantage the facility’s service structure; Possess a detailed understanding of the community’s mental health needs, compliment of services available and post-treatment outcomes achieved; Coordinates the administrative functions related to managed care activities and Business development and marketing initiatives are facilitated with an attentiveness to Health Insurance Portability and Accountability Act (HIPAA) and other confidentiality considerations.
Provider Relations Manager - Account Management
Beacon Health Options
03.2018 - 09.2018
- Support and execute provider relations & contracting/reimbursement aspects of the provider strategy for existing business as set forth by Regional Operations and Partnerships leadership
- Direct provider relations and contract negotiation activities to maintain and enhance the regional provider network for existing clients
- Recruit and build a network of providers for Medicaid, Medicare, and Commercial lines of business
- Support and participate in the Network Management Department’s process improvement and transformational initiatives to drive completion and successful outcomes
- Responsible for geographic access analysis to identify gaps in the provider network for existing clients
- Responsible for reimbursement functions including drafting and submitting provider and financial reports to the State and other outside entities
- Execute recruitment plans to address any gaps
- Collaborate with the Network Development team to transition new business to ongoing operations.
Provider Relations - Account Management
Passport Health Plan
06.2017 - 03.2018
- Responsible for the end-to-end cycle of managing participating providers within a designated territory
- Ensure network adequacy through provider (physician, hospital, specialist) contracting, contract negotiation, recruitment, and retention
- Responsible for implementation and/or increased utilization strategies for electronic provider resources, electronic claims submissions, and online authorizations
- Responsible for hospital and physician network, contract negotiation, development, and management
- Assures provider contracting is consistent with claim payment methodologies, policies and procedures and adheres to standard contract provisions.
Behavior Clinician/Program Director
ResCare, Inc
08.2014 - 04.2015
- Provide behavioral and trauma-informed therapeutic support services to youth Medicaid and waiver consumers
- This includes assessment, evaluation, training and education, program development, support services and clinical services to youth consumers and families
- Developed, marketed, and directed the trauma-informed youth prevention program while supervising 4 house managers and 50+ direct care associates
- Provided behavioral evaluations, act as liaison for psychiatric supports, participated in on-going assessments, developed, and monitored behavioral intervention plans, met with consumers and their families, responded to emergencies, prepared and submitted written reports regularly, maintain caseload files, and participated as a member of multi-disciplinary and professional teams.
Provider Relations/Account Management
WellCare Health Plans of Kentucky
08.2011 - 01.2013
- Manage healthcare provider network in new market startup by contracting and negotiating contracts, as well as developing and maintaining relationships to drive new business results within a specific geographic area
- Provide service and education of Medicaid and Medicare utilization, policies, and claims to network physicians/providers, home health, hospitals, psychologists, and psychiatrists, etc
- Achieve company targets through implementation of Network Improvement plans and Healthcare Quality Improvement initiatives
- Responsible for budget, fiscal management/accountability for designated region.
Education
Master of Science -
Lipscomb University
Nashville, TN05.2010
Skills
- Customer Service
- Relationship Building
- Selling techniques
- Continuous professional development
- Sales expertise
- Account Management
- Financial reviews
- Excellent Communication
- Critical Thinking
- Strategic Planning
Certification
Life, Health, Accident (CO, ID, WY, TX, TN, KY, IN)
Timeline
Financial Representative
Mutual Of Omaha Advisors
05.2024 - Current
Independent Insurance Agent
Symmetry Financial Group
01.2023 - 05.2024
Regional Contracting Director
Optum Behavioral Health Solutions/UHC
03.2022 - 01.2023
Director, Network Clinical Program
Ontrak, Inc
07.2019 - 11.2021
Director of Business Development/Interim CEO
Strategic Behavioral Health
09.2018 - 07.2019
Provider Relations Manager - Account Management
Beacon Health Options
03.2018 - 09.2018
Provider Relations - Account Management
Passport Health Plan
06.2017 - 03.2018
Behavior Clinician/Program Director
ResCare, Inc
08.2014 - 04.2015
Provider Relations/Account Management
WellCare Health Plans of Kentucky
08.2011 - 01.2013
Master of Science -
Lipscomb University
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