Experience

Devoted Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Broker Manager

  • May 2022 - Present



Dominion National

• United States
• Insurance
• 100 - 200 Employee

• Alliance Partner Account Manager

  • Nov 2016 - May 2022

  Portland, Oregon Area • Management of Products and Programs for Key Client; Over 35,000 Members; responsible for implementation and development of processes to assure client satisfaction • Partner with key decision makers in developing client-specific strategies; address client specific needs to improve team and organizations results • Monitor and analyze financial and quality metrics; report findings to leadership regarding performance in all areas • Conduct trainings with Client and internally; educate… Show more • Management of Products and Programs for Key Client; Over 35,000 Members; responsible for implementation and development of processes to assure client satisfaction • Partner with key decision makers in developing client-specific strategies; address client specific needs to improve team and organizations results • Monitor and analyze financial and quality metrics; report findings to leadership regarding performance in all areas • Conduct trainings with Client and internally; educate teams regarding changes to legislation, products, and procedures that will affect them Show less



Oregon's Health CO-OP

• Insurance
• 1 - 100 Employee

• Group Account Manager

  • Dec 2015 - Aug 2016

  Portland, Oregon Area • Developed and managed relationships with 29 agencies, 218 groups, 3 associations; responsible for all key accounts including associations; supported business growth and retention through relationship building • Collaborated with directors/key decision makers regarding complex service issues, development of process/procedures; assured efficiencies in workflow processes; created a quality customer experience • Facilitated renewal process; client meetings, census data, review of claims… Show more • Developed and managed relationships with 29 agencies, 218 groups, 3 associations; responsible for all key accounts including associations; supported business growth and retention through relationship building • Collaborated with directors/key decision makers regarding complex service issues, development of process/procedures; assured efficiencies in workflow processes; created a quality customer experience • Facilitated renewal process; client meetings, census data, review of claims experience, rate negotiations • Served as mentor and leader for the Sales/Account Management team; acted as point of contact for team, vendor partners and directors • Conducted billing reconciliations and claims audits; directed operations team on findings and corrective action; ensuring timeliness in resolution

• Group Sales and Account Management Coordinator

  • May 2015 - Dec 2015

  Portland, Oregon Area • Quickly established relationships with brokers, key decision makers, and members through the new group implementation process; delivering a positive CO-OP experience; promoting new business sales • Developed internal relationships with key members of the staff in multiple departments; enhanced member experience due to ability to quickly resolve escalated concerns • Trained brokers, and members in use of online quote/enrollment system; minimizing rework due to data entry errors, and… Show more • Quickly established relationships with brokers, key decision makers, and members through the new group implementation process; delivering a positive CO-OP experience; promoting new business sales • Developed internal relationships with key members of the staff in multiple departments; enhanced member experience due to ability to quickly resolve escalated concerns • Trained brokers, and members in use of online quote/enrollment system; minimizing rework due to data entry errors, and transactions that can be performed online • Supported Sales Executive; performed enrollment meetings; educating members on the use of CO-OP plans and services



Regence BlueCross BlueShield of Oregon

• United States
• Insurance
• 700 & Above Employee

• Underwriter II

  • Jan 2009 - Dec 2014

  Portland, Oregon Area • Assessed claims data to effectively evaluate risk/apply accurate rate; protected against losses • Developed and executed sales/renewal strategy with executives; assured attainment of monthly goals • Audited proposal against state guidelines and effectively worked with internal and external customers to ensure compliance • Adapted to rapid changes in health insurance regulatory guidelines, assuring groups and Regence maintains compliance • Trained staff with limited knowledge of… Show more • Assessed claims data to effectively evaluate risk/apply accurate rate; protected against losses • Developed and executed sales/renewal strategy with executives; assured attainment of monthly goals • Audited proposal against state guidelines and effectively worked with internal and external customers to ensure compliance • Adapted to rapid changes in health insurance regulatory guidelines, assuring groups and Regence maintains compliance • Trained staff with limited knowledge of health insurance industry to quickly add value to team during peak times; Included training on the use of Salesforce and Stepwise

• Sales Specialist III

  • 2005 - Jan 2009

  Portland, Oregon Area • Balanced both Sales Specialist role and Sales Technician role until technician role was filled; allowed team to remain focused on critical job tasks • Effectively trained new Sales Technicians to ensure efficiency and accuracy within team • Responded promptly to request from agents/customer regarding claims, policy information, and general inquires; ensuring customer satisfaction

• Sales Technician I

  • Dec 2005 - 2006

  Portland, Oregon • Developed relationships with agents and brokers; established level of confidence that allowed sales representative to focus on more critical concerns • Reviewed proposal requests for accuracy; researched and obtained missing information to provide underwriting data needed to effectively rate groups ; updated Salesforce • Coordinated with underwriting and sales force to ensure deadlines were met • Gained knowledge on Health, Dental, Vision, Life and Disability products; allowing me to… Show more • Developed relationships with agents and brokers; established level of confidence that allowed sales representative to focus on more critical concerns • Reviewed proposal requests for accuracy; researched and obtained missing information to provide underwriting data needed to effectively rate groups ; updated Salesforce • Coordinated with underwriting and sales force to ensure deadlines were met • Gained knowledge on Health, Dental, Vision, Life and Disability products; allowing me to effectively communicate with brokers and clients about the products



North Pacific Lumber

• Invoicer/Admin

  • 2000 - 2005

  Tigard, Oregon • Verified invoices with current purchases orders, to ensure that funds were being allocated correctly • Processed 300+ freight bills a month, assuring accounts were current, which allowed traders to have the transportation they needed to facilitate the job • Balanced and reconciled commissions and inventory, to assure traders were paid correctly and material were accounted for