Quality Assurance Sales

Marlo S. Zappley, M.S.

**********@*****.*** ( *2732 Alvin Woods Drive ( Charlotte, NC 28214 (

Mobile 704-***-****

Objective

Recent graduate and experienced insurance professional seeking contribution

to a company's growth and profitability in a benefit's role. *Open to

immediate relocation.*

professional profile

Over 9 years of diversified insurance experience specializing in provider

services; sales; account management; marketing and business development;

recruiting and employee benefits. Ability to prioritize tasks, manage

multiple assignments under tight deadlines, work as a team player or

independently in a fast-paced environment.

(Self-starter (Goal-oriented (Strategist

(Confident (Persevering (Visionary

Areas of Expertise

Benefit FMLA/COBRA Law High Computer

Administration Group, Individual, & Literacy

Employee Voluntary Insurance Leadership Skills

Communications Excellent Written & Verbal Presentation Skills

Employee Handbooks Communication Skills Medical Terminology

Business Development Event Planning &

Fundraising

Activities

Education & Professional Licenses

o MBA candidate- Business Administration (3.0 GPA), University of

Maryland University College, present, anticipated graduation 12/2010.

o MS- Human Resource Management (3.5 GPA), University of Maryland

University College, 2009.

o BA- Communication Studies, University of Maryland University College,

2006.

o Licensed Life and Health Producer, NCDOI, Raleigh, NC, License

#763864.

o Licensed Property and Casualty Producer, (2003-2009).

work EXPERIENCE

Practitioner Recruiter, Kelly Healthcare Staffing Services, Charlotte, NC

(06/2009-09/2009).

Contracted to expand dental PPO network nationally within targeted dates,

while increasing membership savings and staying within pricing guidelines.

Negotiated contractual pricing while recruiting dental practitioners within

assigned territories through sales force, phone solicitation, and e-mail

campaigns.

Results: *Successfully contracted 80 practitioners within 4 months of

position.

Account Executive, OTC-BMC Insurance Agency, Denver, NC (07/2008-05/2009).

Assisted Benefit's producer with administrative and sale's efforts in

generating new business and retaining existing book of business by

providing excellent client service. Quoted new business cases, existing

group renewals and ensured proper implementation with selected group

carriers. Managed over 30 employer groups between 5 to100 lives; wrote,

designed, and produced RFP's and employee communications. Educated

existing clients on benefit plan designs and claims-related inquiries.

Performed offsite enrollment meetings; recorded employee enrollment in

benefits and group insurance programs.

Results: *Retained 95% of existing clients during renewal cycles and

obtained an increase in new business by 2% quarterly. Created and

transferred old paper filing system to an efficient, online system.

Recommended new benefit software program for client plan designs that was

implemented within 8 months. Maintained outstanding client relationships

with employer groups and carrier representatives.

Benefit Consultant, WICG, Charlotte, NC (12/2006-07/2008).

Hired remotely to assist start-up brokerage firm with branding, marketing,

and educating small business firms on group benefit plan designs throughout

the DC metro territory. Performed risk assessments to identify clients and

small business owner needs. Administered offsite benefit enrollments and

assisted in administrative functions.

Results: *Generated effective marketing materials and sale's campaigns

that led to a 10% increase in sales revenue. Created, designed and managed

brokerage website content. Maintained outstanding client relationships

with prospects, existing groups, and vendor representatives.

Client Service Representative, We-enroll, Conshohocken, PA (02/2006-

12/2006).

Recorded ongoing and annual client enrollments for employer groups between

500-1000 lives. Consulted clients on benefit plan designs and

researched employee claims' issues, while working with carriers to resolve

escalated service issues.

Results: *Exceeded quality assurance performance metrics. Maintained

courtesy and professionalism in each service call.

MedOne Specialist, AMS, Alexandria, VA (11/2004-12/2005).

Marketed individual health and HSA products to over 800 appointed

agents/brokers located throughout assigned territory. Acted as a liaison

and provided broker support with quoting software, case submissions,

commissions, and underwriting status. Facilitated and conducted broker

seminars and presentations to generate new business.

Results: *Exceeded quarterly sale's goals and submitted over 50 individual

health applications monthly.

of note

o Member, Society of Human Resource Management and NAAHR. (Mentor,

University of Maryland University College Alumni Association.

o Social Chair & Community Relations Member, NBMBAA- Led projects and

developed strong relationships with community organizations and non-

profits to create fundraising events and volunteer activities.

Results: * Achieved and enhanced community awareness through planned

social and networking events that increased monetary donations, member

participation, and public interest.

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