Post Job Free

Resume

Sign in

Sales Manager

Location:
Chicago, IL
Posted:
May 04, 2016

Contact this candidate

Resume:

SKILLS

Fluent knowledge in MS Excel, Word, Access, Publisher; PeopleSoft; ADP; Medical Manager; Adobe PhotoShop, Illustrator, Lightroom; BenefitPoint; FormFire; and Quicken.

Notary Public.

Office Management and Meeting Planning.

HR, Benefits and Payroll administration.

Basic bookkeeping and finance management.

Strong written and verbal communication skills with peer group, management and vendors.

Freelance photographer.

EXPERIENCE

Project Coordinator March 2016 - May 2016

kForce, Columbus, OH

Implementation Coordinator:

oWork directly with clients on implementation testing.

oLead kick-off meeting including in-depth discussion on file specs and the testing process.

oReview client files intended for testing.

Inform client of errors and omissions to the file.

Direct client on solutions for the file errors and omissions.

oTrack the implementation process for each client.

oWork directly with inside technical team on internal issues discovered during testing.

oLead the "Go-Live" meeting with the client prior to the initial live file submission.

oLead the internal "Go-Live" meeting with associates prior to client's first live file submission to coordinate the hand off after successful testing and initial "Go-Live" file.

Miscellaneous:

oTrack and report monthly commissions.

oTrack and report semi-monthly select client activity and report to the C-Level associates.

o Attend weekly meetings to review and report implementation progress per client to C-Level associates.

Sales and Project Coordinator December 2014 - November 2015

Healthlinx, Columbus, OH

Sales Call and Project Support:

oCreate and save a project plan for a new sales call including research on the client (client facts and statistics) and details about the position to be discussed.

oCreate prep and debrief appointments for sales team and participate in the conversations providing information, establishing tentative dates for diagnostic assessments, and conferring on the sales call content.

oCreate call reminders for the lead Vice President to confirm upcoming sales call with the client.

oListen to active sales calls while recording and transcribing those calls.

oSupport sales team during sales calls with quick internet research to provide various details pertinent to the conversation.

oCreate timelines for the sales team to submit to the client.

oTrack call details on tracking reports.

oEmail call outcome to the Leadership Team for each sales call including Top Deliverables, Top Risks, Timeline and Consultative Sales Project Summary.

oManage timing for subsequent sales calls and prompt lead Vice President to reach back out to the client.

oSupport various sales team members on different types of timelines for ongoing sales projects.

oUpdate and improve upon the master timeline template to make it more user friendly and effective.

oResearch "dead" sales opportunities for position status and notify appropriate Vice President if the position is still open to revive the sale.

Miscellaneous:

oCreate Billing Calculator to track sales and commissions.

oImprove the Magnet Project Plans to simplify the project tracking.

oCreate and use pre-formatted internal communications.

oResearch healthcare facilities for open positions.

oResearch healthcare facilities to find current Chief Nursing Officers and other high level executives for the purpose of initial contact on cold calls.

oReview current processes and procedures and find opportunities for efficiency.

oManage time to accommodate constantly changing goals.

oRead assigned books and participate in discussions aka "book reviews".

oExcel mentor for group.

EB Proposal Analyst November 2012 - October 2014

Assured Neace Lukens, Columbus, OH

RFP Process:

oMarket RFP (Request for Proposal) to various carriers in a timely fashion via BenefitPoint, FormFire, or secure email; manage deadlines for end-to-end RFP process; obtain necessary information for quoting process; compile and spread quotes in Excel for Account Executives and Producers to review; prepare marketing materials for presentation to client.

BenefitPoint and FormFire:

oManage client data in BenefitPoint including updating client information, plan information and attach pertinent supporting documentation as needed; prepare RFPs through the BenefitPoint system.

oManage client data in FormFire, monitor employee status activity, create RFP's through the FormFire system, and download critical information in the open enrollment and RFP process.

Team Meetings:

oEstablish meetings between carriers and the team to discuss new product lines or current quotes; manage team meetings; prepare presentations for "Share and Learn" as assigned; set up meetings for Producers and Account Executives as needed.

HealthCare Reform Presentations:

oCreate a spreadsheet analysis for HealthCare reform presentations through pivot tables to be used in PowerPoint presentations with clients; work directly with the Account Manager to review pertinent data received and analyze the data by use of pivot tables in Excel; ensure accuracy of all data received; manipulate data format from client to a user-friendly format for analysis.

Staff Photographer:

oCreated photos for office promotional events.

Administrative Coordinator, Corporate Benefits Finance April 2006 – November 2012

Battelle Memorial Institute, Columbus, OH

PeopleSoft:

oPrepare system for Open Enrollment for over 15,000 staff members, enhance the self service pages in the system for Open Enrollment; functionality testing of modules in system; respond to user questions regarding functionality problems within the system.

Flexible Spending Plans:

oResponsible for annual Non-Discrimination testing for the Daycare Plan; restructure the administration of the Plans to improve accuracy and efficiency; manage semi-monthly Plans and resolve claim issues for over 600 participants; reconcile monthly Flex activity; develop, manage and monitor Flexible Spending Account in the system to accommodate IRS and Plan requirements; create and manage administrative guides.

Benefits Billing Program:

oAdministrate the Program for 200 disabled and retired associates. Collect and post payments and resolve payment problems; streamline the Program process to reduce administrative costs of $1,000 annually; create and manage administrative guides.

COBRA and HIPAA:

oAdministrate weekly notifications and enrollments and monthly activity reports; update COBRA administration process to make the process more efficient; create and manage administrative guides.

MS Excel and MS Word mentor for group.

EDUCATION

Bachelor of Fine Arts

Wright State University, Dayton, OH

PROFESSIONAL CERTIFICATION

SHRM

HR Generalist Certificate Program



Contact this candidate