Bio
Credentials
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Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Maryland Insurance AdministrationOct, 2012- May, 2026 -
Insurance Producer [Non-Resident]
Virginia State Corporation CommissionOct, 2012- May, 2026 -
Insurance Producer [Non-Resident]
District of Columbia Department of Insurance, Securities and Banking (DISB)Oct, 2012- May, 2026
Experience
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Senior Field Account Manager- UMR
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Feb 2023 - Present
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Field Account Manager- UMR
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Dec 2021 - Feb 2023
Address escalated issues while serving as the key liaison between the customer and the Operations Service team, while monitoring service issue resolution, and educating the customer and their employeesCoordinate resolution by working closely with the Operations team and their managerImprove and enhance the customer’s total service experience by meeting with customers quarterly to review service-related statistics Conduct training/education with customers on UMR On Line Services, InfoPort Reporting, and other web tools as appropriateCommunicate various administrative/service related changes to the customer as a primary liaison between the Plan Administrator and Internal Operations teamsProvide continued education for clients and members on how best to utilize their current benefits by monitoring service issues from origin to resolutionEducate clients on wellness tools and resources while assessing client needs and providing recommendations on benefit modifications and product offers based on the assessment
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Business Development Analyst
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Jul 2014 - Dec 2021
Responded to RFPs from employers with 101 – 5000 eligible lives across multiple market segments while managing the RFP process from initial notification until final resolutionTailored response to provide the best package by utilizing knowledge of UnitedHealthcare’s vast product portfolio. Promoted total member value and engagement and minimized member healthcare costs by keeping track of competitor data and industry trends. Established, developed, and maintained strong positive relationships with sales leadership, underwriting, market influencers and external partnersSolved problems and addressed potential issues by engaging internal and external partners
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Direct Account Executive
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Sep 2012 - Jul 2014
Accountable for meeting membership targets while building and cultivating a direct to consumer distribution channel focused on employers with 1-100 eligible employeesCustomized benefit packages tailored to meet the needs of each employer by serving as a benefit advisor, utilizing knowledge of UnitedHealthcare’s vast product portfolioPromoted understanding of products and services by facilitating open enrollment meetings and member trainingDeveloped new business relationships and maintained existing ones through regular communications and effective account management
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Cash Application Specialist
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Jan 2010 - Oct 2012
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Financial Services Consultant
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Nov 2006 - Jun 2010
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Education
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2010 - 2012Sojourner-Douglass College
BS
Suggested Services
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Industry Focus. “Insurance.”
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