
Timeline
About me
Account Manager | Health Insurance | Retention | Customer Service | Production | Problem Resolution
Education

The university of tulsa
-Bachelor of science, broadcast telecommunication, university of tulsa, tulsa, ok
Experience

Tufts health plan
Sept 1998 - Jan 2022• Successfully achieved or exceeded retention goals for an extremely large book of business: over 600 small- and large-group clients.• Preserved and strengthened multiple, large, tier I brokerage relationships.• Educated brokers, employers, and employees in plan administration via on-site presentations, webinars, and written communications. • Part of a newly created team of elite customer relations representatives focused on educating decision makers and increasing new membership. Answered inquiries from prospective members, employers, brokers, sales and service account managers, and account executives.• Provided support to the sales team by resolving and processing member claims and answering benefit questions and policies. • Effectively interacted with members and providers via telephone and in writing regarding inquiries on plan benefits, eligibility, and member and provider issues.• Educated members and providers on health plan initiatives via telephone conversations and email.• Improved member and provider experience by promptly responding to inquiries and resolving issues in a timely fashion.
Account Manager
Nov 2000 - Jan 2022Prospective Member Specialist
Oct 1999 - Nov 2000Customer Service Representative
Sept 1998 - Oct 1999

Point32health
Jan 2023 - Oct 2024*Renewed over 600 small group plans. Brought in new small group business employer accounts. *Recognized in 2024 for best team retention (MA Small Group) in 2023 surpassing all other group segments results. *Established trusting relationships with employer groups and brokers.*Successfully collaborated with inter departments such as underwriting, enrollment, and operational team for renewal and new business implementation. * Responsible for renewing direct accounts* Renewed Medicare Enhance products* Sold Medicare Enhance products to qualified employer groups.* Troubleshoot employer and broker issues
Sales and Account Executive
Sept 2023 - Oct 2024Renewal Specialist
Jan 2023 - Sept 2024
Licenses & Certifications

Producer license, individual (life and health)
Massachusetts division of insuranceJan 2024- View certificate

Customer success: skills for successful client interactions
LinkedinSept 2025
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