Renewal Manager

• May 2022 - Present

Team Lead Concierge Care

• Jan 2019 - May 2022

Client retention specialist who privately attends to the insurance issues experienced by the C-suite executives of NFP’s top revenue generating clientsPresents straightforward answers and options- elevating the C-suites member experienceAssembles information from outside sources, including the insured, treating medical staff, insurance company, employer and/or facility Challenges adverse benefit determination rulings with carrier when applicableCollaborate with medical staff to ensure a “denial of service” follows the appropriate claims and appeals process and external reviewRegional claims “SME” Subject Matter Expert

Senior Account Manager

• Jan 2007 - Dec 2019

Marketed Health Plans: solicited carrier quotes and created client proposalsEvaluated renewal plan options and recommended plan changes based on client’s needs Completed carrier contracts for plan changes and/or implementationConducted open enrollments meetings - created presentations and designed employee handouts Resolved client issues by acting as a liaison between the client and the insurerAssisted in comprehensive benefits compliance auditsJoined sales team to meet with prospective clientsMentored and trained account managers

Account Manager

• Sep 2004 - Dec 2006

Supported the Account Executives in the NFP Oklahoma officeResolved member issues by acting as a liaison between the insured and medical provider