
Timeline
About me
Former Account Executive at Meritain Health, an Aetna company. Taking time away from work!
Education

Wake forest university
1976 - 1980Bs business administrationActivities and Societies: Emory Intercollegiate Business Games, RA, Sorority President, Phi Beta Kappa, Magna Cum Laude
Experience

Procter & gamble
May 1980 - Dec 1986Unit manager, systems analystUnit Manager, Export Operations o Coordinated $8 million in international freight routings, while executing improvements and cost reductions exceeding $400,000 in savings.Systems Analyst Manager o Implemented new inventory management system, training supporting field personnel.o Mail process and system revisions saved $70,000 annually.Customer Service Supervisor, Augusta, GAo Supervised 4-person staff to coordinate sales, manufacturing, warehousing and wholesalers, ensuring efficient delivery and service for major grocery customers. Show less

Lehmann wood johnson
Jan 2007 - Aug 2009Insurance sales specialist: long term care, group and individualo Prepared and delivered presentations to individuals and groups to educate clients about the risk and need for Long Term Care planning.o Analyzed client healthcare goals, budgets, and risk tolerance to select appropriate medical or Long Term Care insurance plans while maintaining confidentiality.o Communicated with clients throughout the purchase process: application; underwriting; policy delivery, while coordinating with corporate to implement selected plans.

Hma
Aug 2009 - Oct 2012Account analysto Develop and maintain accounts for HMA, handling all client and broker issues and questions to ensure customer satisfaction.o Assist in annual group renewal process: renewal contracts, benefit recommendations, Summary Plan Descriptions, Amendments, and reporting.o Prepare and distribute monthly financial reports for 23 key accounts.o Systems Analyst function for developing and testing new reports.o Solicit and develop “stop-loss” proposals from insurance carriers and coordinate with major broker partners.o Department Subject Matter Expert for company’s on-line Explanation of Benefits and eligibility system, including training team members. Show less

Wells fargo insurance services
Oct 2012 - Nov 2014Account executiveo Management of group accounts with between 20 to over 1,000 employees, both fully-insured and self-insured.o Responsible for carrier marketing and negotiations and advising customers regarding renewals.o Develop and maintain strong working relationships with customers and carriers.o Communicate regularly with and provide comprehensive account support to assure customer needs are met, including leading on-site enrollment meetings.o Interpret experience data to help clients understand plan performance.o Assist clients with understanding and implementing the mandates of Affordable Care Act. Show less

Meritain health, an aetna company
Nov 2014 - Aug 2020Account executive
Licenses & Certifications

Life and disability insurance license
Washingto state office of the insurance commissionerFeb 2006
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