Customer Success Manager

• Jun 2023 - Present

Medicare Business Consultant

• Oct 2021 - Jun 2023

Responsible for partnering in the building of Wellmark’s Group strategy to capture retirees as they age in and/or enroll in Medicare. Serves as the subject matter expert in providing group retiree solutions products and Individual solutions products to their retirees. Thoroughly consults and collaborates with account managers, agency relationship managers, external partners to facilitate and deliver on the Wellmark Medicare product offerings. Collaborates with executive level decision makers to provide retiree solutions and advice for employers over 65 population. Show less

Sr. Account Service Rep

• Feb 2018 - Oct 2021

Client Operations Lead

• May 2015 - Feb 2018

• Accountable for managing and growing the ongoing operations of 16 clients bringing in over $2 million in annual revenue. • Responsible for daily direction and oversight of team of 4 employees, who assist in the day-to-day operations of the same book of business. • Solely responsible for managing multiple simultaneous projects including ongoing, annual enrollment, and acquisition projects during the course of business cycle. • Train new team members on technical aspect, relationship building and overall training experience. • Provide strategic insight and leadership to HR partners regarding financial and benefits related budgetary planning and benefits administration. • Manage client billing and payroll, ensuring consistent and accurate payroll and billing practices in addition to the management of Active, COBRA and LOA/Direct Bill populations. • Responsible for overhauling time management system utilized across the organization to align with roles from entry-level positions to the VP level. • Provide support to ongoing implementation projects to assist and ease client transition to Businessolver. • Represent Businessolver in a sales capacity by supporting 4 finalist meetings in 2017 and attending various company sponsored client events. Show less

Field Sales Development Associate

• Mar 2013 - Jan 2015

• Performed a variety of Finance and Sales roles during my time in this accelerated development program. Specifically developing my financial analysis and decision-making skills evaluating Agricultural and Construction credit applications up to $1.5 million. Spent six months performing dealer and customer sales visits across the country in an effort to maintain strong relationships.• Responsible for telephone based agribusiness sales calls and dealer support questions. Built timely lease quotes and provided dealer training regarding JDF financing offers both in person and via telephone. Learned to effectively leverage resources across the organization to best serve dealers and customers. Show less

Revolving Specialist

• Jan 2010 - Mar 2013

• Managed JDF Collection efforts on large revolving accounts across a 6 state territory. Dealt with large ag input financing options and was able to develop strong working relationships with many of our larger producers. Demonstrated an ability to comprehensively analyze the income potential and timeline of a large AG producer to develop an individualized collection strategy. Effectively provided a strong customer experience despite an occasionally contentious collection process.