Experience

Healthcare2U

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

• Account Executive

  • Apr 2021 - Present

  HEALTHCARE IS BROKEN....We’re here to redefine its delivery Healthcare2U is an integrated, hybrid direct primary care organization. Healthcare2U understands the challenges surrounding healthcare for organizations and their employees. We are here to solve the problem by redefining the delivery of primary care to our partners. We know to address the barriers to healthcare, we must solve primary care and provide essential services with comprehensive benefits such as preventative, chronic, and urgent care. Show less



Watkins Insurance Group

• United States
• Insurance
• 100 - 200 Employee

• Benefit Account Advisor / Account Manager

  • Aug 2020 - Mar 2021

  Overall Client Management: Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution. Escalate issues to the appropriate level if necessary. Manage and coordinate the pre-renewal and renewal process. Assess and determine client needs for opportunities to increase sales of agency services. Organize and participate as needed with client presentations, to include employee enrollment meetings. Lead the process for plan enrollment including employee communication, case submission and plan implementation and follow up to a successful conclusion. Serve as resource to clients for current market conditions and ongoing benefit regulation changes. Serve as a resource on current markets, industry information, and underwriting. Work closely with Account Executives on ongoing issues. Technology: Maintain documentation and system updates necessary for ongoing record keeping and client management. Licensing: Maintain a Texas Life and Health Insurance license and participate in seminars and other training to maintain required license for knowledge and skill development. Show less



OneDigital

• United States
• Business Consulting and Services
• 700 & Above Employee

• Benefits Technology and Enrollment Specialist / AM

  • Jul 2017 - Jul 2020

  Primary responsibility included implementing and maintaining benefit administration systems and payroll systems for use by clients’ employees. Worked collaboratively with the Account Management and Sales team to create marketing pieces that educate clients’ employees on their benefit plans. This included presentations, booklets, flyers, video campaigns, onsite hands on training, etc. Ensured all renewal paperwork is completed and eligibility submitted during open enrollment. Maintain a thorough understanding of HR and Benefits Technology/Payroll. Consult with the clients to determine the appropriate benefit system or payroll provider for their and work to implement that software and educate their company employees to use appropriately. Managed renewal enrollment submissions to insurance carriers. Managed employer data within CRM. Worked closely with various departments to ensure internal data is accurately documented Create online videos and presentations and provide at enrollment meetings. Worked with the carriers and client for renewal rates each plan year. Provided regular surveys electronically to clients to receive real time follow up on areas of improvement in the process. Currently hold a Texas Life, Health, & Disability License, exp. 2022 Show less



SimplyWell is now Virgin Pulse

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Client Relationship Managment -Wellness

  • Jan 2014 - Jun 2017

  Perform relevant, in-depth, client, industry, competitor and market research to provide strategic planning and analysis for high revenue clients to achieve the goal of healthcare cost containment. SaaS company in Corporate Wellness Frequently recommend and sell additional products based on results from member program and participation. Critical priority identification and SLA/ROI analysis. Client satisfaction goals exceeded specific to CRM role and overall perception of the company. Turnaround strategy and restructuring support provided when necessary. Lead departmental Training Team. Recruited, created, implemented New Hire training and annual Certification training to all Client Services positions. Participate in recurring client meetings and site visits while interacting with top-level executive management and shareholders. Produce and present strategies verbally, visually, and in writing with PowerPoint or Webinars and written proposals. Manages multiple tasks, prioritizing time and communicating potential conflicts to upper management when appropriate. Demonstrates flexibility and takes responsibility for getting things done. Use various software tools as designated. Fluent in Microsoft including CRM. Show less



HCA Healthcare

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

• Patient Access Director

  • Feb 2004 - Aug 2013

  Managed a staff of 75+ employees in front-office and Emergency Department operations for 3 of the 6 St. David's Hospitals during my 10 years with the company. Led a multi-facility medical campus. Implemented multiple Free Standing Emergency Centers and Urgent Care. Full strength in Operations and Project Managment. Oversaw the migration of 35+ software/tool implementations in final three years. Identified gaps in current processes, and implemented standardized protocol across the hospital. Created policies and procedures where needed. Managed HR responsibilities for current location and drove highest Employee Satisfaction. Increased upfront collections year over year. Interviewed, Hired, Terminated, Coached, Counseled, Employees as needed. Developed employees to promote to high level management positions. Led frequent meetings with cross functional teams to frequently include executive level attendees. Primary contact for Billing and Revenue process/concerns. Fluent in ACA, JCAHO, HCAPS, Billing, Revenue Cycle, Collections. Completed inter company Leadership Training (13 courses). Show less



Dr. Office Group

• 1 - 100 Employee

• Office Manager

  • Nov 1999 - Dec 2003

  Busy Neurology Practice in Middle Tennessee. Five locations; traveled to one each weekday. Medically trained as Physician's Assistant for procedure and basic medical office practices. Managed entire staff and schedules. Recruited, Interviewed, Terminated Employees as needed. Worked to create Marketing plans for all five counties and helped open 3 of the five locations. Busy Neurology Practice in Middle Tennessee. Five locations; traveled to one each weekday. Medically trained as Physician's Assistant for procedure and basic medical office practices. Managed entire staff and schedules. Recruited, Interviewed, Terminated Employees as needed. Worked to create Marketing plans for all five counties and helped open 3 of the five locations.