Experience

Golden Outlook Insurance Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Regional Territory Manager South East

  • Oct 2022 - Present

  Tampa, Florida, United States UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) Recruits, trains and supervises independent Medicare Advantage agents/agencies. This position provides strategic direction and leadership in order to… Show more UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) Recruits, trains and supervises independent Medicare Advantage agents/agencies. This position provides strategic direction and leadership in order to achieve assigned sales/membership growth targets in assigned territory/territories. Independent agents are not employees of Golden Outlook but rather independent sales agents who contract with multiple carriers to sell product portfolios. Show less



GoHealth

• United States
• Insurance Agencies and Brokerages
• 700 & Above Employee

• Medicare Sales Manager

  • Apr 2021 - Oct 2022

  Tampa, Florida, United States Medicare Sales



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Agent Manager

  • Apr 2017 - Apr 2021

  South Florida West Palm Beach



Univeral Coding Solutions

• Operations Manager / Compliance Officer

  • Sep 2016 - Apr 2017

  Tampa/St. Petersburg, Florida Area •Oversee daily operations of the recruiting firm with emphasis on business development, fiscal responsibility (staffing, payroll, expenses, and revenue generation), staffing guidance and support to ensure maximum operational efficiency to support the core business goals •Assist in achieving all sales goals •Assist in creating marketing plans to achieve sales goals •Train, monitor and coach performance of staff •Responsible for all operational activities and issues daily Evaluate… Show more •Oversee daily operations of the recruiting firm with emphasis on business development, fiscal responsibility (staffing, payroll, expenses, and revenue generation), staffing guidance and support to ensure maximum operational efficiency to support the core business goals •Assist in achieving all sales goals •Assist in creating marketing plans to achieve sales goals •Train, monitor and coach performance of staff •Responsible for all operational activities and issues daily Evaluate operations and procedures and implement improvements in conjunction with the Owners •Develops, initiates, maintains, and revises policies and procedures for the general operation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct. Manages day-to-day operation of the Program. •Develops and periodically reviews and updates Standards of Conduct to ensure continuing currency and relevance in providing guidance to management and employees. •Responds to alleged violations of rules, regulations, policies, procedures, and Standards of Conduct by evaluating or recommending the initiation of investigative procedures. Develops and oversees a system for uniform handling of such violations. •Acts as an independent review and evaluation body to ensure that compliance Issues/concerns within the organization are being appropriately evaluated, investigated, and resolved. •Identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans for resolution of problematic issues, and provides general guidance on how to avoid or deal with similar situations in the future. •Ensures proper reporting of violations or potential violations to duly authorized enforcement agencies as appropriate and/or required. •Establishes and provides direction and management of the compliance hotline. Show less



APAC

• India
• Education Administration Programs
• 200 - 300 Employee

• Telesales Agent

  • Aug 2013 - Jan 2014

  Tampa/St. Petersburg, Florida Area •Communicate with potential Customers by phone to solicit orders and quote prices to persuade Customers to buy Client products or services. •Explain services and special promotions to customers adhering to script and Company, Client, government regulations. •Up sell and/or cross-sell products or services to customers where appropriate. •Complete appropriate paperwork and record necessary Customer sales information at time of sale. •Exceeded specified sales per hour goals and… Show more •Communicate with potential Customers by phone to solicit orders and quote prices to persuade Customers to buy Client products or services. •Explain services and special promotions to customers adhering to script and Company, Client, government regulations. •Up sell and/or cross-sell products or services to customers where appropriate. •Complete appropriate paperwork and record necessary Customer sales information at time of sale. •Exceeded specified sales per hour goals and conversions per hour set by the Client while maintaining quality standards and adherence to Client requirements. •Participate in projects, duties, and other tasks assigned by management. •Provide feedback to management concerning possible problems or areas of improvement. •Made recommendations to implement improved processes. •Perform other duties as assigned by management. Show less



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Sales and Marketing Leader- Sales Director

  • Dec 2008 - Aug 2012

  Oldsmar, Florida Manage, develop, and train new sales team ● 2010 managed operational budget of 32 million with a net revenue of 7 million ● Increased sales by 60% YTD 2010 vs. 2009 YTD results same time due improved sales processes. ● Responsible for the state of Florida sales goals and results for nursing home benefits plans dual plans MAPD plans and Part D plans ● Developed and maintain a sales and territory work plan for sales team to accomplish state sales goals ● Design, prepare and send… Show more Manage, develop, and train new sales team ● 2010 managed operational budget of 32 million with a net revenue of 7 million ● Increased sales by 60% YTD 2010 vs. 2009 YTD results same time due improved sales processes. ● Responsible for the state of Florida sales goals and results for nursing home benefits plans dual plans MAPD plans and Part D plans ● Developed and maintain a sales and territory work plan for sales team to accomplish state sales goals ● Design, prepare and send marketing/sales materials to brokers, consultants, and/or prospective clients ● Participate in tradeshows and physician recruitment to promote service and sales for MA, MAPD, and Part D line of products and services to brokers, consultants, employers and prospects ● Meet with prospective clients as directed by brokers or consultants to present United Health Group and our services and fees ● Meet with prospective clients who are not referred by brokers or consultants but who request information/ proposals directly ● Provide input to senior management regarding OptumHealth Financials sales and marketing materials, administration and training services, including OptumHealth Financials websites, and fees based upon customer feedback and competitor materials, services, and fees ● Complete periodic marketing activity, sales, and commission reports for management ● Meet with supervisor periodically to discuss/analyze initiatives and modify approaches, as appropriate ● Manage sales and marketing expenses in a manner consistent with company policies ● Work closely with clinical staff to help support marketing while assisting clinical on exceeding clinical benchmarks

• Territory Developer

  • Aug 2007 - Dec 2008

  Tampa/St. Petersburg, Florida Area Serve as information resource to sales support, customers, marketing and management regarding sales activities and ongoing operations ● Provide continual education and consultation to producers, prospects and customers through proactive contract, follow up and issue resolution ● Engage problem solving to ensure the match between customers core needs and cooperate services, determine future needs recommend modifications to existing product/service lines and implement… Show more Serve as information resource to sales support, customers, marketing and management regarding sales activities and ongoing operations ● Provide continual education and consultation to producers, prospects and customers through proactive contract, follow up and issue resolution ● Engage problem solving to ensure the match between customers core needs and cooperate services, determine future needs recommend modifications to existing product/service lines and implement actions plans ● Manage stewardship, and is accountable for the renewal strategy and goals across all departments and the customers. Managing 40 agents amongst 8 counties while improving sales ● Actively participating in outside industry related functions, committees or business groups enhancing the visibility and image of Secure Horizons ● Direct internal and external units to ensure appropriate services are being delivered at an appropriate cost. Manage service deliverables across department lines to manage process and exceed performance targets



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Retiree Market Medicare Sales- Broker Services

  • Mar 2007 - Aug 2007

  Tampa/St. Petersburg, Florida Area Responsible for providing outstanding customer service and responding to customer/broker inquires ● Educates, monitors, track all broker activities related to training and certifying brokers on Aetna products and services ● Provides timely response to all inquiries, while resolving broker related issues. ● Cultivate strong relationships with independent brokers, consultants and account prospects. ● Train, motivate and recruit brokers to sell Aetna's Medicare Product. ● Achieve… Show more Responsible for providing outstanding customer service and responding to customer/broker inquires ● Educates, monitors, track all broker activities related to training and certifying brokers on Aetna products and services ● Provides timely response to all inquiries, while resolving broker related issues. ● Cultivate strong relationships with independent brokers, consultants and account prospects. ● Train, motivate and recruit brokers to sell Aetna's Medicare Product. ● Achieve sales plan and accurately forecasts production. ● Participates in industry organizations such as health and life underwriters ● Work with brokers on best practices to help protect and grow current lines of business ● Built a multi-year business plan that achieved a large number of new members as well as retaining current members. ● Work across the organization to make sure goals are met. ● Increase membership thru executing plans for several distribution channels Show less



Humana

• United States
• Insurance
• 700 & Above Employee

• Medicare Sales- Direct Marketing Service Operations Supervisor

  • Jul 2005 - Nov 2006

  Tampa/St. Petersburg, Florida Area Organize and lead sales staff's efforts to ensure both compliance with CMS standards and meeting sales goals. ● Recruited qualified staff, implemented training and development programs. Set performance expectations and goals, evaluated performance results, provided feedback to staff members and administered appropriate incentives. ● Fostered a cohesive and supportive team environment, which promotes the good of the group and the growth of the individual. Designed and executed a… Show more Organize and lead sales staff's efforts to ensure both compliance with CMS standards and meeting sales goals. ● Recruited qualified staff, implemented training and development programs. Set performance expectations and goals, evaluated performance results, provided feedback to staff members and administered appropriate incentives. ● Fostered a cohesive and supportive team environment, which promotes the good of the group and the growth of the individual. Designed and executed a sales plan that includes strategies and revising strategies as dictated by market changes, sales results and other factors. ● Assisted in uncovering market niches and actively pursuing growth opportunities. Prepares and is accountable for the sales department budget. ● Implemented corrective action as needed to ensure department objectives are met. ● Achieves predetermined membership objectives through implementation of sales strategies. Monitors and maintains market intelligence on competition. ● Monitors sales production and develops action plans with Sales Team to ensure goals are being met. ● Continues to enhance and maintain a solid knowledge of Medicare regulations, the managed care industry, the competitive environment, pertinent legislation. Builds productive community relationships. ● Creates and executes an annual business/marketing plan. Attends organize sales seminars, workshops and reads relevant publications. Show less



Oxford Health Plans

• United States
• Insurance
• 1 - 100 Employee

• Operations Supervisor

  • Oct 1997 - May 2005

  Tampa/St. Petersburg, Florida Area ● Coordinated human resource activities including: hiring, training, terminations, performance evaluations, and team development. ● Monthly invoicing and billing, budgeting, forecasting, scheduling and employee payroll. Utilize customer service and public relations skills to develop successful contract negotiations with clients/customers. ● Motivate, train and mentor employees, providing necessary tools to meet or exceed company and customer expectations. Received company awards… Show more ● Coordinated human resource activities including: hiring, training, terminations, performance evaluations, and team development. ● Monthly invoicing and billing, budgeting, forecasting, scheduling and employee payroll. Utilize customer service and public relations skills to develop successful contract negotiations with clients/customers. ● Motivate, train and mentor employees, providing necessary tools to meet or exceed company and customer expectations. Received company awards for this achievement. ● Primary liaison between Oxford and Care Core International as a contact for Radiology claims and facility contracts. Direct contact for 60,000 physicians and 300 hospitals. ● Primary liaison for Pharmacy Benefits manager of 1.5 million members through Merck Medco. Organized, trained, and implemented process for new PBM. ● Organized and manage the New Business Development department, liaison with account managers for new book of business and the selling plan design ● Provide on-line support for customers inquiring about their benefits and plan designs ● Acted as project lead on the Diversity Steering Committee, this is the governing body of our diversity initiative made up of senior and frontline management. Facilitated full team meetings and plank meetings to create action plans and evaluate the results of our efforts Show less



VNS Health

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

• Case Manager

  • Aug 1993 - Aug 1997

  Greater New York City Area Coordinated office administration, hiring and termination, organized workflow and schedules, and supervised staff of 35+ homecare professionals. ● Facilitated case conferences between patients care givers, family members, and outside agencies. ● Developed/Facilitated training programs on customer service and cultural awareness to enhance job performance. ● Managed/Directed major project with local transportation vendors to assist with transportation needs of employees and… Show more Coordinated office administration, hiring and termination, organized workflow and schedules, and supervised staff of 35+ homecare professionals. ● Facilitated case conferences between patients care givers, family members, and outside agencies. ● Developed/Facilitated training programs on customer service and cultural awareness to enhance job performance. ● Managed/Directed major project with local transportation vendors to assist with transportation needs of employees and clients Show less