Carrie Conroy

Experience

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  Diversfied Individual Brokerage

  Jan 1991 - Jan 1996

  Underwriting Assistant

  Guided clients through the underwriting process, ordered Attending Physicians Statements, quoted individual and group health products.

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  MassMutual Financial Group

  Jun 1997 - Oct 2005

  Responsible for assigned group of forty of MassMutual's top producers - knowing their individual practices, office staff, and specific sales needs. Responsible for content, design, Compliance-approval, and distribution of two weekly email newsletters - one for the producers and one for their sales assistants. Managed multiple full-service requests from these top producers for case design proposals, life product support, tax and legal consultations with advanced sales attorneys, sales illustrations, competitive information and analysis, and compliance review. Coordinated top producer requests with other departments to provide the producer with a comprehensive presentation. Provided proofreading for marketing material and correspondence to agents. Show less In concert with all responsibilities under Case Support Analyst role below, worked on special Marketing projects, such as brochures and manuals. Assisted Marketing area with editing and updating publications, and worked on a monthly newsletter for distribution to both agents and clients. Designed the following: User's Manual for the FDP illustration system to go out to agents with the FDP illustration software; User's Guide for clients accessing the Internet to look up values or make changes to fund allocations; brochure accenting our product as a supplement to 401(k). Worked closely with Legal and Systems departments on designing an internal forms and product information website. Made client visits to assist agent in introducing and selling Group Variable Universal Life (GVUL) product. Show less Supported Large Corporate Markets Sales Directors and MassMutual agents and Brokers selling the GVUL product. Received direct calls from agents with potential GVUL cases. Created proposals and ran illustrations from group census. Submitted proposal and in-depth plan description to the actuarial department for approval. Once cases were approved, obtained downloads from Client Services database, and imported all pertinent information into FDP illustration system via a specially formatted Excel spreadsheet.Assembled enrollment kits including marketing material, enrollment forms, and illustrations for each participant. Tracked completed applications, obtained cash values on internal exchanges, and input information into an upload template to enable Client Services to issue an entire group automatically in an overnight cycle. Show less Created Procedures Manual for GVUL Client Services, which involved research and analysis of all processes involved with the administration of a new insurance product. Processed new business for the GVUL Client Services department. Downloaded information into Excel for the Sales area to run illustrations before an in force illustration system was developed. Maintained existing policies by uploading premium payments, updating addresses, changing owners and beneficiaries, processing surrenders, withdrawals and loans, sending out annual reports, and coordinating death claim notifications. Reconciled and deposited checks and wire transfers received and verified proper disbursement. Served as primary client and agent contact for three cases, two of which consisted of approximately 1500 participants each. Show less

  • Priority Business Manager

    Feb 2001 - Oct 2005

  • Associate Director

    Jul 2000 - Feb 2001

  • Case Support Analyst

    Jan 1999 - Jul 2000

  • Senior Large Corporate Markets In-Force Policy Administrator

    Jun 1997 - Jan 1999
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  CIGNA Healthcare

  Oct 2005 - Aug 2006

  Sales and Marketing Communications Specialist

  Utilized project management and negotiation skills to partner with Sales, Underwriting and other members of the marketing team to produce a proposal that clearly reflected CIGNA's strategy. Owned the coordination and completion of all proposal materials ensuring all deadlines were met. Customized the Request for Proposal (RFP) for the clients' needs and demographics. Identifed questions requiring unique responses and owned, created and developed answers to address these questions. Edited and finalized proposal responses for completeness and conformance to case specifics. Owned and ensured that the final overall review of bound presentations were conducted on the day the case shipped.Obtained information needed to support RFPs and offer feedback to matrix partners on information provided regarding the impact to the sales process. Provided timely and consistent communication to matrix partners.Drove for bound presentations to be as complete as possible to minimize the activities that matrix partners were required to handle prior to delivery to broker. Maintained complete overall knowledge of existing products, administrative processes, and new initiatives as they were introduced. Show less

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  MassMutual Financial Group

  Aug 2006 - Apr 2008

  Marketing Specialist

  Supported the Distribution Segment and the Product Strategy Directors to ensure full integration of marketing initiatives with business objectives and the overall Disability Insurance (DI) distribution and product strategies.Managed the production of marketing materials and programs to support the Career Agent and Broker distribution channels, including copy editing, compliance approvals, vendor relationships, production schedules, traffic and distribution.Created and distributed DI field communications, including website content development and maintenance.Coordinated events, developed event displays and collateral.Served on a team of marketing associates from all lines of business for an annual Breast Cancer Awareness campaign. Served as primary contact for all questions from the field regarding the program. Sent out periodic email communications to program participants and General Agents. Responsible for tracking all seminars given, and working with Treasury to ensure that all donations were made to those agents who hosted seminars. Collaborated with an outside public relations firm to ensure proper publicity for agencies throughout the country.Ensured the consistency of the DI brand and voice in all collateral and Web applications, and the integration of materials with other segments as appropriate. Show less

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  Aetna Life Insurance Company

  Aug 2012 - Feb 2017

  Support the growth of Accountable Care Solutions (ACS) and Aetna membership by developing customer-focused, strategically positioned proposal responses from two perspectives: the first sale (contracting an ACO with a health system) and the second sale (selling an ACO network to a plan sponsor). Write and design compelling proposal and executive summary documents, integrating information and graphics from multiple sources using customer-specific strategy to differentiate Aetna from the competition.Establish and maintain strategic relationships with subject matter experts company-wide to share information and develop logical workflows. Show less

  • Senior Project Manager

    Jan 2014 - Feb 2017

  • Senior Information Consultant

    Aug 2012 - Jan 2014
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  CareAllies

  Feb 2017 - Jun 2023

  Strategically develop and execute marketing programs and materials related to advancing provider customers' engagement with CareAllies in their process of shifting to a value-based model of care. Turn business concepts into well-written and visually dynamic client deliverables, while adhering to prescribed brand guidelines. Manage multiple projects, ranging from creative writing and design, to operational governance.

  • Marketing Advisor

    Apr 2018 - Jun 2023

  • Business Project Specialist

    Feb 2017 - Apr 2018
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  Evernorth Health Services

  Jun 2023 - now

  Brand Strategy & Governance