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Sales Insurance

Location:
Green Bay, WI, 54311
Posted:
November 04, 2010

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Resume:

ANGELA MEYERS

**** ***** ****** . ***** *** WI **311

920-***-**** . abh8y6@r.postjobfree.com

BACKGROUND SUMMARY

Experienced Employee Benefits professional with proven success in design,

implementation and administration of employee benefit plans. Knowledgeable

in all aspects of fully-insured and self-funded medical plans, disability,

dental, life and long-term care insurance, with in-depth sales, service,

underwriting, and claims experience. Strong record of developing and

selling innovative strategies and programs that reduce benefit cost without

reducing benefits. Excellent interpersonal communication skills resulting

in strong rapport with top level executives, human resource departments,

and employees. Highly skilled at prioritizing, investigating and solving

problems. Knowledgeable of state and federal regulations impacting employee

benefit plans including COBRA and FMLA.

PROVEN SKILLS AND ABILITITES

Account Management/Customer Relations

. Analyzed plan costs and presented year-end plan performance report to

each client/broker including explanation of financial data, identification

of trends, analysis of performance of the Pharmacy Benefit Manager and

provider networks analysis.

. Recommended plan design and/or premium changes to optimize cost

effectiveness.

. Worked with top level executives and their human resources departments

to build an employee communication strategy.

. Built and implemented business plan for retaining client block of

business of 12,000 employee lives.

. Researched and troubleshot escalated client issues through development

and implementation of conflict resolution strategies including weekly

client/broker meetings and coordination with affected internal and

external resources resulting in mutually agreeable resolution.

. Coordinated new client implementation timeline with broker and client to

ensure smooth transition. Key contacts/areas included provider network,

pharmacy benefit manager, claims/plan building, and regulatory compliance

(HIPPA, COBRA, FMLA, etc.).

. Partnered with sales representative in preparation and presentation of

annual renewals to current clients. Reporting included claims

experience, underwriting data, and return to work statistics.

. In-depth understanding of claims review and adjudication including

research, troubleshooting, and subrogation.

. Trained new team members on the process and worked with current team

members to help improve their work process.

Underwriting

. Underwrote book of business consisting of school district and

municipality union groups with 50 - 500 lives.

. Established percent of renewal increase needed on book of business and

worked with sales region to establish quarterly renewal strategy.

. Evaluated potential client information that included risk analysis.

. Drafted insurance contracts and amendments, and responded to all RFPs

with my territory.

. Communicated and negotiated customized union contract language and

rating with insurance carriers.

Sales

. Solicited new business through development of relationships with

agents and brokers within assigned sales territory and educating them

on the company's product portfolio.

. Presented product portfolio to potential clients and annual renewals

to existing clients.

. Worked in partnership with agents on the renewal of existing business,

sales ideas and problem solving to maintain persistency objectives.

. Partnered with insurance vendors to negotiate client renewals including

management of RFP process.

. Evaluated existing opportunities and revenue targets on a monthly basis,

modifying plans as necessary. Provided and managed monthly sales funnel

and revenue trending reports/forecasts to management.

Presentation/Writing Skills

. Generated numerous sales proposals/quotes, responses to RFPs, and

presentations targeted to various audiences. Formats were carefully

considered to match situational needs.

. Produced correspondence campaigns for client base including monthly

informational newsletter, products/seminar teasers via email, and

introductory correspondence.

. Created collateral and presented health care plan changes to client

employees at benefit fairs and annual enrollment sessions.

PROFESSIONAL EXPERIENCE

AURORA health care clinic - Kaukauna, WI 2009 - 2010

Not for profit Wisconsin integrated health care provider.

Account Specialist

UMR/TPA UnitedHealthcare - Green Bay, WI 2007-2009

An independent national third party administrator for self-funded health

benefit plans.

Strategic Account Executive

Associated Financial Group - green Bay, WI 2005-2007

One of the largest insurance brokerage firms in the upper Midwest.

Business Insurance Advisor

UnumProvident Corporation - Elm Grove, WI 1999-2004

One of the largest underwriters of group and individual disability income

protection insurance in North America.

Group Insurance Sales Consultant (2001-2004)

Account Specialist (1999-2001)

National Insurance Services/SCHOOLS INS. FUND - Brookfield, WI 1997-

1999

Provider of custom insurance plans for school districts, cities, counties,

hospitals and others.

Life, Disability, and Long-Term Care Underwriter

Humana - Green Bay, WI 1994-1997

National provider of health insurance plans and related healthcare benefits

for Medicare, individual or group health insurance.

Benefit Analyst (1996-1997)

Medical Claims' Investigation Analyst (1995-1996)

Tech Team Leader (1994-1995)

Education / LICENSURES

University of Phoenix - currently pursuing Bachelors in Human Resource

Management

UW - Green Bay - Business Communications

State of Wisconsin Life and Health License since March 2001

Attended numerous sales and marketing seminars and workshops

Medical Terminology courses

COMMUNITY AND VOLUNTEER ACTIVITIES

Member of Green Bay Chamber of Commerce

Member of the Employee Benefit Council

Mentor and Volunteer - YMCA[pic]



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