Experience

Devoted Health

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

• Broker Manager South Carolina

  • Jun 2022 - Present

  South Carolina, United States



Oak Street Health

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

• Regional Partnership Manager

  • Mar 2020 - Jun 2022

  North Carolina, United States • Manage relationships with insurance carriers, agencies, and agents for North & South Carolina • Effectively identify the best fit agents for our model to engage with OSH patients and outreach teams • Conduct agent clinic tours, education, and training on OSH value proposition for Managed Care growth • Conduct webinars and training for carrier and agency partners to deliver to larger agent groups • Develop marketing co-op programs for agents to drive agent channel growth in our… Show more • Manage relationships with insurance carriers, agencies, and agents for North & South Carolina • Effectively identify the best fit agents for our model to engage with OSH patients and outreach teams • Conduct agent clinic tours, education, and training on OSH value proposition for Managed Care growth • Conduct webinars and training for carrier and agency partners to deliver to larger agent groups • Develop marketing co-op programs for agents to drive agent channel growth in our catchments • Maximize growth from agent channel by collaborating with regional leadership and outreach teams Show less



American National

• United States
• Insurance
• 700 & Above Employee

• Multiple Line Insurance Agency Owner

  • Feb 2016 - Mar 2020

  Easthampton, Massachusetts • Manage and grow an existing book of business earned through exceptional levels of production • Responsible for all agency client servicing, marketing, prospecting, renewals, and data analysis • Prospect and market directly to commercial accounts with a multi-line approach to gaining full accounts • Conduct annual renewal meetings with clients to review changing needs and cross-selling opportunities • Effectively negotiate with underwriters to ensure proper rating, experience… Show more • Manage and grow an existing book of business earned through exceptional levels of production • Responsible for all agency client servicing, marketing, prospecting, renewals, and data analysis • Prospect and market directly to commercial accounts with a multi-line approach to gaining full accounts • Conduct annual renewal meetings with clients to review changing needs and cross-selling opportunities • Effectively negotiate with underwriters to ensure proper rating, experience modification and retention • Maintain favorable loss ratios and adjust policy coverages/ratings for profitability within the book through experience modification, coverage changes or exclusions if necessary to retain business and reduce risk • Write business for primary companies of appointment as well as surplus line carriers for ineligible risks Show less



Health New England

• United States
• Insurance
• 200 - 300 Employee

• New Business Sales Executive

  • Jun 2012 - Jan 2016

  Hampden and Worcester County • Successfully built and maintained broker relationships to offer group health insurance to their clients • Enhanced broker and client relationships by leading enrollment meetings and health fairs for new accounts • Received and responded to RFP’s for broker clients while assisting presentations to decision-makers • Nominated as key contact for member, employer and broker e-portal education and servicing initiatives • Established alternative funding options and comprehensive… Show more • Successfully built and maintained broker relationships to offer group health insurance to their clients • Enhanced broker and client relationships by leading enrollment meetings and health fairs for new accounts • Received and responded to RFP’s for broker clients while assisting presentations to decision-makers • Nominated as key contact for member, employer and broker e-portal education and servicing initiatives • Established alternative funding options and comprehensive wellness programs to reduce claims experience • Worked closely with underwriters to offer competitive but accurate pricing to increase market penetration • Handled account management of new accounts for first 60 days to brokers, group contacts and employees until making a warm hand-off to their Existing Business Account Executive • Effectively resolved issues, assisted in plan transition, met employer and employee needs before the handoff • Nominated as OFI (Opportunity for Improvement) Champion in the Sales department for displaying proficiency in identifying ineffective processes and improving them

• Medicare Sales Specialist

  • Oct 2012 - Dec 2013

  Western Massachusetts • Conducted informational sessions at public venues within the community for Health New England Medicare plans during the Annual Enrollment Period • Assisted prospective members in finding a Medicare plan to best suit their needs • Visited prospective members by request to provide individualized service and information

• Community Outreach Leader

  • Jun 2012 - Sep 2013

  Berkshire County • Built and maintained relationships in the community to directly increase membership into HNE's Medicaid Managed Care Plan • Created and led presentations educate staff at medical provider offices, community agencies, and hospitals on plan benefits • Served as direct contact for prospective and existing members as well as community stakeholders



Community Health Programs

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Financial Counselor

  • Dec 2008 - Jun 2012

  Berkshire County, Massachusetts • Provided outreach and education to uninsured or under-insured population about state assistance programs available to them • Completed enrollments into state assistance programs at a local Community Health Center to ensure patients would be able to pay for their medical visits and prescriptions • Advised patients on other public assistance programs available to them and sent referrals based on existing relationships with community partners • Assisted doctors and patients with… Show more • Provided outreach and education to uninsured or under-insured population about state assistance programs available to them • Completed enrollments into state assistance programs at a local Community Health Center to ensure patients would be able to pay for their medical visits and prescriptions • Advised patients on other public assistance programs available to them and sent referrals based on existing relationships with community partners • Assisted doctors and patients with obtaining referrals and prior authorizations for medical services at other facilities Show less