Experience

Essence Healthcare

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• AVP, New Market Sales, Broker Strategy & Sales Operations

  • Nov 2022 - Present



Lumeris

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

• Senior Director, Sales Operations

  • Aug 2018 - Nov 2022

  Provide strategic leadership and oversight of the resources and team members required to support Lumeris employed agents and third-party agencies and brokers licensed to sell client’s MAPD and PDP plans. Demonstrate strong leadership, problem solving, flexibility, and judgment in building, managing, and maintaining key stakeholder relationships and partnerships that provide strategic value to the clients that Lumeris serves. Responsibilities in this role are to: • Serve as a key member of the sales leadership team, providing strategic expertise and direction on operations, compliance, and vendor oversight • Establish and maintain productive relationships with internal departments across Lumeris including IT, Development, Enrollment, Sales and Marketing as well as with key stakeholders within the clients’ organizations • Have executive oversight of department initiatives and projects • Establish performance standards and provide coaching and performance management to ensure the collective success of the team • Anticipate future needs to drive existing and new development and innovations • Meet ongoing performance standards and demands of business growth • Work in collaboration with other department leaders and external business constituents to determine process and system design Show less



Essence Healthcare

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Director of Broker Programs

  • Sep 2013 - Aug 2018

  Provide direction and manage assigned External Agents for the sale and retention of Essence MAPD products in the Missouri and Illinois markets. Develop new methods to increase sales and enhance Essence Medicare reputation, compliance, impact, and importance with Medicare beneficiaries and assigned FMOs, General Agents, and Individual Agents. Responsibilities also include: •Provide Compliance oversight of External Agent activity. Prevent, detect, and resolve the instances of conduct that do not conform to federal (CMS) and state law, and federal and state health care program requirements, and/or the ethical and business policies of the organization. Make sure CMS regulations are followed and enforced. Develop corrective action plans for performance and process management improvement within the context of 100% compliance. •Responsible for development, execution and evaluation of External Agent performance to include compliance, goals, strategic initiatives, annual sales plan, activity management, and the measurement of results. •Develop action plans and strategies to optimize sales and ensures that each Agent understands and meets company sales and compliance goals. •Act as Essence representative with FMO counterparts to ensure a clear alignment of strategic goals and sales tactics between the organizations. •Responsible for Agents’ thorough understanding of the Essence Medicare product portfolio and each product’s benefits and relevance to meeting the needs of beneficiaries. •Act as market intelligence for gathering information on Essence position relative to competitors in the marketplace. •Monitor Agent coverage of territories and works with FMO to adjust coverage as needed to optimize sales production. •Coordinate with cross-functional areas to effectively address Agent servicing needs and issues. •Fortify the collaborative relationship we seek to establish with our physicians, at the practice or clinic level Show less



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Agent Manager, External Distribution Channel

  • Sep 2012 - Sep 2013

  Responsible for achieving assigned sales and membership growth targets in the North, Central and Southeast Missouri areas. Engage and recruit agents within the territory. • Achieved 133% of Goal for 2013 AEP • Increased recruited agents by 5% • Established strong relationships in the External Distribution Channel • Continually engage and train agents using a variety of media channels including virtual and face-to face Responsible for achieving assigned sales and membership growth targets in the North, Central and Southeast Missouri areas. Engage and recruit agents within the territory. • Achieved 133% of Goal for 2013 AEP • Increased recruited agents by 5% • Established strong relationships in the External Distribution Channel • Continually engage and train agents using a variety of media channels including virtual and face-to face



JC Insurance Services

• Columbia MO

• Owner/Operator

  • Jul 2007 - Sep 2012

  Built client base in the central and southeastern Missouri areas by acquiring new small group, individual and senior accounts through brokers and/or selling directly to customers. Prospected accounts and produced revenue through new and renewal sales. Generated lead activity and made sales calls. Developed strategies and utilized selling techniques to acquire new business. Focused on selling health and benefits insurance and service to the self-employed, individual and small business. • Managed relationships with 15-20 small groups and over 100 individual and senior contracts • Sales and service support of Small Group, Individual and Senior products • President of Show-Me Business Network for 2 terms • Board Member for the Mid-Missouri chapter of the National Association of Insurance and Financial Advisers (NAIFA) Show less



Anthem Blue Cross and Blue Shield

• United States
• Insurance
• 700 & Above Employee

• Regional Sales Manager

  • Oct 2004 - Jul 2007

  Acquired new small group, individual and senior accounts through building brokerage relationships. Prospected accounts and produced revenue through new and renewal sales. Generated lead activity and made sales calls. Developed strategies and utilized selling techniques to acquire new business. Partnered with independent agents to develop, build and increase their books of business by selling Anthem BCBS health insurance. • Managed relationships with over 500 brokers in Missouri’s central and northern counties • Provided training and support of Small Group, Individual and Senior products • Recognized as top RSM in the Central Region (5 states) for Individual Sales for 2006 • Recognized as top RSM in the Central Region for Senior Sales for 2006 Show less



Naught-Naught Agency

• Marketing Representative

  • Oct 1999 - Oct 2004

  Responsible for assisting brokers in managing books of business and marketing to prospects and existing clients. Worked with multiple agencies in the Mid-Missouri area. Responsible for assisting brokers in managing books of business and marketing to prospects and existing clients. Worked with multiple agencies in the Mid-Missouri area.