Andy Baumann

Experience

• 

  UnitedHealthcare

  Jun 2009 - now

  Group Retiree Senior Advisor • Developed resources and streamlined internal processes to increase efficiencies and improve compliance.• Developed sales processes/best practices to increase production and provide a better consumer experience in an often changing marketplace.• Contacted new and existing customers to discuss how their needs could be met through specific products and services.• Lead various training sessions with advisors and management from internal and partner sites.• Super Star Award recipient Vendor Site Lead • Oversaw operations for vendor partner sites consisting of over 600 advisors. • Built relationships with vendor partners to promote long term business growth.• Lead supervisor coaching sessions for effective management.• Held training sessions on overcoming objections, systems and core products training while giving real world knowledge of the company and its products. Show less

  • Senior Client Services Manager

    Apr 2023 - now

  • Client Services Manager

    Jun 2021 - Apr 2023

  • Senior Site Lead

    Apr 2019 - Jun 2021

  • Group Retiree Senior Advisor

    May 2014 - Apr 2019

  • Portfolio Sales

    Jun 2009 - May 2014