Experience

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  Decisely

  • Alpharetta, Georgia, United States

  • Account Manager

    • Jul 2023 - Present
    • Alpharetta, Georgia, United States

    • Operationally oversee the DeciselyOne Sole Prop Program to include new association establishment and plan enrollment facilitation and member service within existing programs • Provide direct group clients with strategic consultative advice around the design, delivery, and ongoing management of their benefit programs• Plan and organize annual renewals for direct group clients and entire Sole Prop Program• Service, consult with, and retain existing clients through a consistent and high level of service• Manage relationship, tasks, and day to day communication with billing vendors to include monthly invoicing and reconciliation for key benefit plans and key client billing administered through Decisely

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  Decisely

  • United States
  • Human Resources Services
  • 1 - 100 Employee

  • Director, Client Onboarding

    • May 2021 - Dec 2022

    • Managed internal and external facing teams of Client Onboarding and Implementation Specialists responsible for client transition processes through post-sale service and enrollment of benefits through SaaS platform to health plan installation• Realigned departments' definition of success and implemented new key performance indicators to measure performance• Model best practices between cross-functional teams• Accountable for the development of Client Onboarding and Implementation Department process and performance strategy• Developed, monitored, and reported on actionable metrics designed to track process efficiency and scalability• Partnered with vendors, carriers, and clients to guide best practices and define success• Created product roadmap improvements for internal and external facing technology

  • Senior Implementation Specialist

    • Jul 2019 - Apr 2021

    • Program Lead for Multiple Key Client Program Groups• Worked as a part of a cross-functional team, coordinating with various departments, to obtain all necessary information required for system configuration for existing client benefit renewals and new client implementations.• Assisted clients, internal and external, with the successful set up of the Decisely platform for client use in employee recruiting, onboarding, and benefits administration. • Managed and validated data for consumption into the Decisely platform.• Responsible for troubleshooting system issues.• Responsible for creating and outlining development requirements and reviewing feature requests for use case scenarios.• Participated in feature and use case testing for product and feature releases.• Trained new and existing clients on platform functionality as needed.

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  GetInsured

  • United States
  • Insurance
  • 300 - 400 Employee

  • Senior Director, Carrier Relations and Compliance

    • Sep 2016 - Dec 2017

    • Developed and implemented companywide and fully CMS compliant Medicare Compliance Program. • In first year of Medicare Program launch, successfully onboarded 15 total Medicare carriers, exceeding carrier onboarding goal by 50%.• Responsible for prospecting and onboarding all new Medicare carriers, all product lines - Medicare Advantage, Medicare Supplement, and Prescription Drug Plans - as available, to include agency level contracting, downline sub-agent appointments and certifications, and fulfillment of delegated entity compliance requirements.• Successfully established strong relationships and trust with key United Healthcare contacts to gain lead carrier sponsorship for Medicare Advantage product sales and marketing material filings with CMS (Centers for Medicare & Medicaid Services).• In 6 months, successfully prospected and onboarded all key multi-state/national Medicare carriers to include AARP, Aetna, Anthem Blue Cross Blue Shield, Cigna, Humana, Mutual of Omaha, and United Healthcare.• Established and fostered all Medicare carrier relationships through the management of stakeholder communication and expectations.• Managed operations of the Compliance Department, including all daily operations with oversight of staff managing appointments, licensing, and call quality review.

  • Carrier Relations and Compliance Manager

    • Apr 2012 - Aug 2016

    • Key contributor to the growth of GetInsured’s partner supplied inventory from zero health care plans to 23,000 health care plans within 12 months of the commencement of ACA (Patient Protection and Affordable Care Act).• Responsible for all new carrier onboarding to include appointments, contracts, licensing, and plan integration on GetInsured’s sales platform. • Developed and fostered carrier partner relationships through the management of stakeholder communication and expectations.• First level contact for carrier partners and internal departments regarding plan benefit display, plan price quoting, and site content. • Prepared and conducted annual business reviews with carrier partners. • Key contributor to commission automation and policy reconciliation initiatives. • Developed, implemented, and managed companywide Call Quality Review Program, including management of small analyst team, agent coaching as necessary, and customer complaint resolution.

  • Call Center Sales Agent

    • Jul 2010 - Mar 2012

    • Consistently exceeded established sales goals.• Selected to participate in Cigna exclusive sales campaign based on sales achievements and adherence to company compliance guidelines.

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  Credit Union of Georgia

  • Woodstock, Georgia

  • Marketing and Business Development Manager

    • Jan 2008 - Jul 2010
    • Woodstock, Georgia

    • Managed all marketing vendor relationships.• Coordinated and lead participation in community and school events to raise credit union awareness and bolster public relations.• Created and administered advertising campaigns and promotions.• Designed and maintained all credit union website content.• Completed and filed community charters with local county governments to expand the credit union’s footprint and increase its book of business.

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  GM Planworks

  • Atlanta, Georgia

  • Broadcast Media Buyer Assistant

    • Jun 2006 - Dec 2007
    • Atlanta, Georgia

    • Responsible for area demographics research and the proposal of advertisement schedules for all GM (General Motors) brands within local markets. • Forged and fostered relationships with local radio and television station contacts to ensure advertising opportunity and fulfillment. • Purchased radio and television advertising air time within local markets for all GM brands.

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  Regions Financial Corporation

  • Greater Atlanta Area

  • New Accounts and Loan Officer

    • Jan 1999 - May 2006
    • Greater Atlanta Area

    • Opened new customer accounts and cross-sold appropriate ancillary products.• Processed loan applications. • Balanced branch vault transactions.