Senior Director of Higher Education

• Jun 2023 - Present

Vice President of Sales

• Dec 2022 - Jun 2023

*Working with the marketing department to design print and online promotional materials for the company's products and services. *Identifying where improvements can be made and developing sales plans and strategies to achieve sales goals. *Outlining and managing sales budgets. *Setting quarterly and annual sales goals and motivating the sales teams to achieve their goals. *Monitoring the market and competitor products and activities and providing detailed sales… Show more *Working with the marketing department to design print and online promotional materials for the company's products and services. *Identifying where improvements can be made and developing sales plans and strategies to achieve sales goals. *Outlining and managing sales budgets. *Setting quarterly and annual sales goals and motivating the sales teams to achieve their goals. *Monitoring the market and competitor products and activities and providing detailed sales forecasting. *Reviewing customer activity, anticipating consumer needs, and improving customer satisfaction. *Creating sales reports and providing feedback to the leadership team at company meetings. *Establishing and maintaining key customer relationships. *Set sales goals and quotas *Assess sales pipeline, activity and forecasts to determine sales progress and areas for refinement and improvement *Develop proven and new strategies to further penetrate accounts and reinforce process and steps designed to deliver value at enterprise scale to insurance plans and carriers *Own sales forecasts and product level revenue *Research the market and competitors to build our competitive strategy *Hire, train, mentor and motivate the sales team *Build relationships with customers *Identify and support opportunities for training as well as career diversification and growth across the team Show less *Working with the marketing department to design print and online promotional materials for the company's products and services. *Identifying where improvements can be made and developing sales plans and strategies to achieve sales goals. *Outlining and managing sales budgets. *Setting quarterly and annual sales goals and motivating the sales teams to achieve their goals. *Monitoring the market and competitor products and activities and providing detailed sales… Show more *Working with the marketing department to design print and online promotional materials for the company's products and services. *Identifying where improvements can be made and developing sales plans and strategies to achieve sales goals. *Outlining and managing sales budgets. *Setting quarterly and annual sales goals and motivating the sales teams to achieve their goals. *Monitoring the market and competitor products and activities and providing detailed sales forecasting. *Reviewing customer activity, anticipating consumer needs, and improving customer satisfaction. *Creating sales reports and providing feedback to the leadership team at company meetings. *Establishing and maintaining key customer relationships. *Set sales goals and quotas *Assess sales pipeline, activity and forecasts to determine sales progress and areas for refinement and improvement *Develop proven and new strategies to further penetrate accounts and reinforce process and steps designed to deliver value at enterprise scale to insurance plans and carriers *Own sales forecasts and product level revenue *Research the market and competitors to build our competitive strategy *Hire, train, mentor and motivate the sales team *Build relationships with customers *Identify and support opportunities for training as well as career diversification and growth across the team Show less

Assistant Vice President of Medicare Sales

• Apr 2022 - Dec 2022

Serve as primary contact for external Medicare distribution partners and third-party marketing organizations to support sales strategies, agent onboarding, training, and ongoing partner sales performance. Fully understand the structure, business and Medicare requirements for FMO, telebroker third-party-marketing organizations, direct and downline contracts, then utilize to ensure effective agency and agent contracting and ready-to-sell requirements. Serve as a pivotal… Show more Serve as primary contact for external Medicare distribution partners and third-party marketing organizations to support sales strategies, agent onboarding, training, and ongoing partner sales performance. Fully understand the structure, business and Medicare requirements for FMO, telebroker third-party-marketing organizations, direct and downline contracts, then utilize to ensure effective agency and agent contracting and ready-to-sell requirements. Serve as a pivotal manager/leader/member of the Medicare Sales organization as an enabler of effective and compliant sales growth, and a trusted partner of the Sales Operations/Broker Services team in support of business goals. Utilize knowledge and direct experience with state and federal agent requirements for agents and agencies, Medicare commission structure and implementation, multiple enrollment platforms and agent onboarding third-party software to drive sales enablement. Leverage relationship, account and sales experience to offer a well-informed, productive and mutually beneficial partnership with external distribution partners, to include effective forecasting of agent capacity and sales volume. Through organizational tools and resources, offer meaningful daily and ongoing reporting to both internal and external constituents to ensure support sales enablement and production. Earn position as trusted internal and external partner for agent onboarding, sales leadership and account management. Show less Serve as primary contact for external Medicare distribution partners and third-party marketing organizations to support sales strategies, agent onboarding, training, and ongoing partner sales performance. Fully understand the structure, business and Medicare requirements for FMO, telebroker third-party-marketing organizations, direct and downline contracts, then utilize to ensure effective agency and agent contracting and ready-to-sell requirements. Serve as a pivotal… Show more Serve as primary contact for external Medicare distribution partners and third-party marketing organizations to support sales strategies, agent onboarding, training, and ongoing partner sales performance. Fully understand the structure, business and Medicare requirements for FMO, telebroker third-party-marketing organizations, direct and downline contracts, then utilize to ensure effective agency and agent contracting and ready-to-sell requirements. Serve as a pivotal manager/leader/member of the Medicare Sales organization as an enabler of effective and compliant sales growth, and a trusted partner of the Sales Operations/Broker Services team in support of business goals. Utilize knowledge and direct experience with state and federal agent requirements for agents and agencies, Medicare commission structure and implementation, multiple enrollment platforms and agent onboarding third-party software to drive sales enablement. Leverage relationship, account and sales experience to offer a well-informed, productive and mutually beneficial partnership with external distribution partners, to include effective forecasting of agent capacity and sales volume. Through organizational tools and resources, offer meaningful daily and ongoing reporting to both internal and external constituents to ensure support sales enablement and production. Earn position as trusted internal and external partner for agent onboarding, sales leadership and account management. Show less

Assistant Vice President of Medicare Sales

• Aug 2014 - Apr 2022

*Responsible for 12 managers, 15 coaches, over 140 agents and service agents. *Deliver sales and service delivery targets *Ensure industry-leading client experience in partnership with network and assist departments with the proper onboarding of physicians for network *Executing proactive call campaigns to identify insurance opportunities within the assigned territory and managing an active pipeline *Providing inbound advice & guidance to service teams *Set goals to motivate… Show more *Responsible for 12 managers, 15 coaches, over 140 agents and service agents. *Deliver sales and service delivery targets *Ensure industry-leading client experience in partnership with network and assist departments with the proper onboarding of physicians for network *Executing proactive call campaigns to identify insurance opportunities within the assigned territory and managing an active pipeline *Providing inbound advice & guidance to service teams *Set goals to motivate team members and recognize/reward success *Create and build strong working relationships within sales and service departments *Partner with education and training to create sales training tools to improve performance in the field team and increase sales *Display excellent human resource skills by closely following guidelines and timelines provided by the Human Resource team *Ensuring agents and managers comply with all call center policies and performance standards. *Identifying operational issues *Monitoring and evaluating agent performance. This includes providing coaching and learning opportunities and taking corrective action, if necessary. *Maintaining a working knowledge of competitor benefit information, health care industry trends, and health care reform. *Ensures that the team handle calls in a courteous, respectful, and helpful manner while adhering to regulatory guidelines such as Medicare, HIPPA, and patient confidentiality. *Responsible for meeting projected membership goals and assist in training activities as needed while complying with Corporate, CMS, and department policies and procedures. Show less *Responsible for 12 managers, 15 coaches, over 140 agents and service agents. *Deliver sales and service delivery targets *Ensure industry-leading client experience in partnership with network and assist departments with the proper onboarding of physicians for network *Executing proactive call campaigns to identify insurance opportunities within the assigned territory and managing an active pipeline *Providing inbound advice & guidance to service teams *Set goals to motivate… Show more *Responsible for 12 managers, 15 coaches, over 140 agents and service agents. *Deliver sales and service delivery targets *Ensure industry-leading client experience in partnership with network and assist departments with the proper onboarding of physicians for network *Executing proactive call campaigns to identify insurance opportunities within the assigned territory and managing an active pipeline *Providing inbound advice & guidance to service teams *Set goals to motivate team members and recognize/reward success *Create and build strong working relationships within sales and service departments *Partner with education and training to create sales training tools to improve performance in the field team and increase sales *Display excellent human resource skills by closely following guidelines and timelines provided by the Human Resource team *Ensuring agents and managers comply with all call center policies and performance standards. *Identifying operational issues *Monitoring and evaluating agent performance. This includes providing coaching and learning opportunities and taking corrective action, if necessary. *Maintaining a working knowledge of competitor benefit information, health care industry trends, and health care reform. *Ensures that the team handle calls in a courteous, respectful, and helpful manner while adhering to regulatory guidelines such as Medicare, HIPPA, and patient confidentiality. *Responsible for meeting projected membership goals and assist in training activities as needed while complying with Corporate, CMS, and department policies and procedures. Show less

Advisor Success & Sales Manager - Project Consultant

• Dec 2021 - Jan 2022

President CEO

• Dec 2002 - Dec 2021

Oversee budgets, staff, and others in the organization. Work with board members to plan and implement a short-, mid-, and long-term strategy for the company. Meet with board members and other executives to assess the direction of the company and ensure it is in line with the company's stated mission. Encourage business investment, act as a visionary, and provide leadership for the company. Oversee the complete operation of the company ensuring it operates and goals are met based on the… Show more Oversee budgets, staff, and others in the organization. Work with board members to plan and implement a short-, mid-, and long-term strategy for the company. Meet with board members and other executives to assess the direction of the company and ensure it is in line with the company's stated mission. Encourage business investment, act as a visionary, and provide leadership for the company. Oversee the complete operation of the company ensuring it operates and goals are met based on the direction established in the strategic plans. With over 20 years of experience in customer lifecycle management, I specialize in building best-in-class CRM programs, including personalized trigger campaigns, loyalty programs, up-sell and cross-sell efforts, referral programs, promotions, and customer segmentation. I excel in working with bleeding-edge technology and tools to maximize channel effectiveness and stay ahead of the curve. I approach my work with a proactive can-do attitude and am comfortable working in fast-paced environments with ambiguity. I have strong verbal and written communication skills and am able to present complex data, influence others, and build relationships. Additionally, I am adept at prioritizing tasks and projects to ensure the most significant impact and have a proven track record of delivering results quickly and efficiently. Show less Oversee budgets, staff, and others in the organization. Work with board members to plan and implement a short-, mid-, and long-term strategy for the company. Meet with board members and other executives to assess the direction of the company and ensure it is in line with the company's stated mission. Encourage business investment, act as a visionary, and provide leadership for the company. Oversee the complete operation of the company ensuring it operates and goals are met based on the… Show more Oversee budgets, staff, and others in the organization. Work with board members to plan and implement a short-, mid-, and long-term strategy for the company. Meet with board members and other executives to assess the direction of the company and ensure it is in line with the company's stated mission. Encourage business investment, act as a visionary, and provide leadership for the company. Oversee the complete operation of the company ensuring it operates and goals are met based on the direction established in the strategic plans. With over 20 years of experience in customer lifecycle management, I specialize in building best-in-class CRM programs, including personalized trigger campaigns, loyalty programs, up-sell and cross-sell efforts, referral programs, promotions, and customer segmentation. I excel in working with bleeding-edge technology and tools to maximize channel effectiveness and stay ahead of the curve. I approach my work with a proactive can-do attitude and am comfortable working in fast-paced environments with ambiguity. I have strong verbal and written communication skills and am able to present complex data, influence others, and build relationships. Additionally, I am adept at prioritizing tasks and projects to ensure the most significant impact and have a proven track record of delivering results quickly and efficiently. Show less

volunteer

• Mar 2010 - Apr 2018

Director of Community Relations

• Jan 2013 - Jul 2014

Director of Volunteer Programs

• Jan 2006 - Mar 2010

Instrumental with the growth of the affiliate of building 3 homes per year to 12 homes per year. - Grew volunteer bases to over 1,000 construction volunteers, committees, ReStore volunteers, and staff volunteers. - Featured on the international website habitat.org for spearheading the WomenBuild program in Martin County that continues today. - Chosen to speak and train at conferences for Habitat for Humanity in Atlanta, GA and Chicago, IL. - Wrote all copy and directed the… Show more Instrumental with the growth of the affiliate of building 3 homes per year to 12 homes per year. - Grew volunteer bases to over 1,000 construction volunteers, committees, ReStore volunteers, and staff volunteers. - Featured on the international website habitat.org for spearheading the WomenBuild program in Martin County that continues today. - Chosen to speak and train at conferences for Habitat for Humanity in Atlanta, GA and Chicago, IL. - Wrote all copy and directed the habitatmartin.org website., raised ten of thousands of dollars for the affiliate, lead director for campus chapters and collegiate challenge. - Introduced the Cars For Homes and Cans for Habitat programs for Martin County.

Director of Volunteer Programs

• Jan 2006 - Mar 2010

Director of Public Relations

• Mar 2002 - 2003

Wrote all copy for www.justinsofpalmbeach.com website, wrote all press releases for events, fashion shows, openings, and all marketing materials, design, creative, and promotion. Wrote all copy for www.justinsofpalmbeach.com website, wrote all press releases for events, fashion shows, openings, and all marketing materials, design, creative, and promotion.

Real Estate Account Executive

• 2000 - 2002

Produced sales revenue in excess of $100,000 per month, increased sales territory vs. last year, supervised campaigns within allocated budgets. Produced sales revenue in excess of $100,000 per month, increased sales territory vs. last year, supervised campaigns within allocated budgets.

Advertising Account Executive

• 1998 - 2000

Coordinated strategic marketing plans, managed and serviced accounts, implemented media plans based on approved budgets. Coordinated strategic marketing plans, managed and serviced accounts, implemented media plans based on approved budgets.

Contract Employee /Advertising Account Executive

• 1997 - 1998

- Managed seven accounts including high-end housing developments, financial, and hospitality. - Coordinated and supervised grand openings of developments and sales centers. - Introduced lead businesses as prospective clients. - Managed seven accounts including high-end housing developments, financial, and hospitality. - Coordinated and supervised grand openings of developments and sales centers. - Introduced lead businesses as prospective clients.

List Broker/List Manager

• 1995 - 1996

- Researched for upcoming promotions and campaigns - Worked with various brokers to determine the profitability of lists, - Coordinated order placement with outside list brokers. - Researched for upcoming promotions and campaigns - Worked with various brokers to determine the profitability of lists, - Coordinated order placement with outside list brokers.

Account Executive/Media Manager

• 1993 - 1995

- Analyzed marketing objectives and formulated media strategies - Managed client work schedules - Distributed traffic - Analyzed marketing objectives and formulated media strategies - Managed client work schedules - Distributed traffic