Manager Management

Lisa M. Petot

801-***-**** ****.*****@*****.*** 2255 W. 2600 E. Lehi, UT 84043

employment history

Kaiser Permanente

field representative. enrollment & wellness Large Group Accounts

Los Angeles, CA Jul. 2009- Aug. 2011

੦ Responsible for member-facing marketing strategy for three account management teams

(totaling 200+ accounts) which include Open Enrollment events, train-the trainer sessions and the

establishment/promotion of worksite wellness

੦ Contributed to all three account teams exceeding membership and face-time targets in 2010

੦ Increased worksite wellness activity by learning to adapt in-house wellness tools to suit the groups’

industry needs and working with competitor carriers

associate account manager Large Group Accounts

Los Angeles, CA Sep. 2007- Jul. 2009

੦ Active involvement in account planning- diligent in balancing team responsibilities to

strategize renewals, engage key contacts and service 70+ accounts

੦ Assisted in Account Management team hitting above-target face time goals in 2008 while

also hitting target in all account repositioning goals

SelectHealth- IHC Health Plans

service coordinator Large Group Sales

Salt Lake City, UT Mar. 2007- Jun. 2007

੦ Worked with Account Manager to identified growth accounts- began building trust by delivering

on promises and agreements on time

੦ Assisted in open enrollment and renewal activities, while highlighting SelectHealth’s promise of

simplicity through an integrated healthcare delivery model

M ol i n a H e a l t h c a r e o f U t a h

health educator

Midvale, UT Dec. 2005- Mar. 2007

੦ Created smoking cessation program- raised annual cessation participation from 5 individuals

in 2005 to 50 in 2006

੦ Instituted Weight Management Program- streamlined diabetes and CVD programs resulting

in a 30% increase in participation

੦ Collaborated with pharmaceutical companies to create and distribute immunization education

materials aimed at targeted populations

internship & volunteer experience

Jericho Road for Oak Crest Science Center

marketing strategy Fundraising & Community Relations

P a s a d en a, C A J u n . 2 0 1 1 - N o v. 2 0 1 1

American Red Cross, Hurricane Katrina Relief

hispanic population liaison Community & Media Relations

N e w O r l ea n s, L A S e p . 2 0 0 5 - O c t . 2 0 0 5

BYU Employee Wellness Program

wellness coordinator & program management

Provo, UT Apr. 2004- Aug. 2005

Utah Council for Worksite Health Promotion Conference

presenter & panelist Physical Activity in the Workplace

Salt Lake City, UT May. 2004

education & skills

Brigham Young University

Bachelors of Science- Public Health Certificate in Gerontology

P r o vo, U T S ep . 2 0 0 1 - D ec . 2 0 1 1

(currently taking final 3 credit statistics course)

Bilingual: Spanish

Kaiser Health Institute training

Presentation Skills (Nov. 2008)

Understanding Pricing & Underwriting (Oct. 2008)

Consultative Selling Skills (Jul. 2008)

Accident/Health/Life Agent License: California (Feb. 2008-2012)

Member: BYU Hispanic Management Society (since 2008)

Member: National Forensics League speech & debate society

(s i n c e 2 0 0 0 )

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