Experience

Wellfleet
• United States
• Musicians
• 1 - 100 Employee
• Regional Sales Executive

  • Jan 2023 - Present


Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President, Employee Benefits

  • Mar 2020 - Jan 2023

  Covering North and South Carolina for mid-market accounts (100-2,000 life groups). Specifically focused on employee benefits including group life, disability and ancillary lines (accident, critical illness, hospital indemnity, cancer).



Benefitfocus

• United States
• Software Development
• 700 & Above Employee

• Distribution Manager

  • Mar 2019 - Mar 2020

  Responsible for quota in excess of $1M, via management of three Life and Ancillary partner carrier relationships. • Conduct external and internal executive meetings post in-depth analysis and yield subsequent recommendations with regards to market performance and trends. • Serve as primary resource for assigned carriers. Report on current pipeline and sales team wins/losses. Devise co-branded strategy around superior placement of carrier products in the field. • Accountable leader… Show more Responsible for quota in excess of $1M, via management of three Life and Ancillary partner carrier relationships. • Conduct external and internal executive meetings post in-depth analysis and yield subsequent recommendations with regards to market performance and trends. • Serve as primary resource for assigned carriers. Report on current pipeline and sales team wins/losses. Devise co-branded strategy around superior placement of carrier products in the field. • Accountable leader of partner carrier health. Develop quarterly feedback regarding areas for improvement, market gaps, while cultivating new and innovative approaches to drive plan participation. Focus on retention and growth for partner books of business. • Team lead for onsite quarterly business reviews. • Quarterback internal and external teams to ensure alignment of expectations, end-to-end delivery on implementations, and superior customer service.

• Senior Sales Operations Analyst (Deal Desk)

  • Mar 2018 - Apr 2019

  Charleston, South Carolina Area Responsible for communicating deals throughout the organizations impacted business units. Worked cross-functionally to ensure availability of resources and financial P&L alignment with company initiatives. ​ • Cross-functional coordination via supervision of meetings with necessary parties to gain insight and expose all necessary information pivotal to the close of a deal. Researched and resolved roadblocks/questions as they arose in a timely and efficient manner. • Negotiate with… Show more Responsible for communicating deals throughout the organizations impacted business units. Worked cross-functionally to ensure availability of resources and financial P&L alignment with company initiatives. ​ • Cross-functional coordination via supervision of meetings with necessary parties to gain insight and expose all necessary information pivotal to the close of a deal. Researched and resolved roadblocks/questions as they arose in a timely and efficient manner. • Negotiate with sales leadership teams to yield best and final client offerings, via advanced financial modeling and post confirmation of resource availability. • Accountable to VP of Business Operations and VP of Sales when creative pricing and deal structure considerations needed. Develop reporting for overall deal profile as well as revenue forecasting. Present findings weekly to Vice President’s and CEO. • Maintain daily cadence of communication with sales executives on deal status in order to deliver on timelines. • Responsible for pro forma development and circulation amongst internal stakeholders on employer and carrier sales deals. • Manage communication and training of offshore resources for the global business operations unit.

• Customer Success Specialist

  • Dec 2015 - Mar 2018

  Responsible for daily, weekly, and monthly data analysis and error reporting. Report findings to the carriers and The State Health Plan leadership team. ​ • Accurately update data in the enrollment platform. Triage in order to determine necessary extent of the update. Communicate with carriers daily in order to maintain informational continuity. • Research file concerns and populate internal tickets and/or salesforce cases to ensure and track issue resolution. Report findings to the… Show more Responsible for daily, weekly, and monthly data analysis and error reporting. Report findings to the carriers and The State Health Plan leadership team. ​ • Accurately update data in the enrollment platform. Triage in order to determine necessary extent of the update. Communicate with carriers daily in order to maintain informational continuity. • Research file concerns and populate internal tickets and/or salesforce cases to ensure and track issue resolution. Report findings to the SHP and impacted carrier. • Communicate and laisse with Engineering and Delivery teams to resolve issues found during discovery and when necessary, continue research for ongoing production needs. • Focuses on the SHP ancillary benefits known as NCFlex. Rectify anomalies, coordinate corrective measures, and facilitate dataflow back to carriers (e.g.: Metlife). • Conducts testing for NCFlex files before, during, and after all quarterly software releases as well as in preparation for the clients open enrollment. • Oversee configuration practices pre-OE and post-OE file validation.



General Dynamics Information Technology

• IT Services and IT Consulting
• 700 & Above Employee

• IT Operations Analyst

  • Dec 2014 - Dec 2015

  Washington D.C. Metro Area



Air Force Association

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Manager, Member Benefit Programs

  • Jul 2011 - Jul 2013

  Arlington, Virginia Lead team of 5 associates to manage supplemental insurance benefits to a total addressable population of ~100,000 members. Awarded Employee of the Quarter. •​Average correspondence with ~50 members per day via e-mail, written mail, and telephone regarding the state of their account. Led to increased customer satisfaction and a 70% positive change in customer retention. • Implemented time saving techniques for recording death claims, processing dental insurance applications… Show more Lead team of 5 associates to manage supplemental insurance benefits to a total addressable population of ~100,000 members. Awarded Employee of the Quarter. •​Average correspondence with ~50 members per day via e-mail, written mail, and telephone regarding the state of their account. Led to increased customer satisfaction and a 70% positive change in customer retention. • Implemented time saving techniques for recording death claims, processing dental insurance applications, payments and conducting monthly reconciliations. •​Represented AFA as the 2011 and 2012 liaison for the “USAF 12 Outstanding Airmen of the Year” award at the National Air and Space Conference. Responsible for 24 USAF Airmen and guests. Show less