Sales Customer Service

Peggy M. Westphal

*** ****** ***, *******, ** ***14

608-***-**** (cell), *************@*****.***

Executive Summary

Experienced professional seeking management position utilizing skills to increase sales growth, revenue, profitability, and employee development.

Professional Sales and Learning Consultant Key Competencies

• Instructor Led Training

• Coaching

• Business Consultant

• Employee Management and Training

• Sales Support and Customer Service

• Meeting Logistics and Event Planning

• Business Retention and Sales

• Project Management

Professional Experience

Humana Inc. Middleton, WI Commercial Sales Learning Consultant

• Developed, managed and delivered 17 workshops for sales associates in the National Sales Office

(NSO). Coordinated schedules, timelines, logistics and produced invites, meeting materials and activities. Recruited facilitators and subject matter experts (SME’s). Over 200 NSO sales associates attended one or more of these workshops.

• Produced a 30-day onboarding plan for new sales associates in the NSO providing managers and associates a timeline for completing e-learning modules, self-study topics and licensing requirements.

• Achieved a Lean Certification in collaboration with teammates in a process improvement project/training to identify and eliminate waste saving time, money and resources. The project produced total savings of $42,432, and all team members became Lean Certified in March 2016.

• Collaborated with colleagues to facilitate a local chapter event of the Association for Talent Development on “Leveraging Business Partnerships for Learning Success.” Participants created an action plan in the session to take back and implement at their worksite. Humana, Inc. Middleton, WI, Retention and Sales Executive

• Retained business at renewal and added additional lines of coverage. Persistency, membership and premium goals were met during my tenure.

• Developed strong personal and professional relationships with my Dallas market colleagues, Underwriting, NSO leadership which produced sales and enhanced broker relationships.

• Executed proactive, strategic approach to enhance broker relationships to grow business using analytics, spreadsheets, bonus/commission opportunities, and market incentives to retain business and drive sales.

WEA Insurance Trust Madison, WI Director of Field Support and Eligibility Services

• Developed annual goals and objectives to meet operational and organizational priorities for a business unit of 28 staff and a $3 million budget. Business unit responsibilities include sales support and service to field staff and employer groups regarding proposals, rates, contracts, benefits, enrollment and billing.

• Initiated the development of an automated system to issue certificates, policies, benefit summaries and identification cards to members and new enrollees. Mailing of certificate, and policy documents was Reduced from 30+days to 5 days or less after enrollment.

• Implemented a web-based enrollment application reducing manual processing by 60% and improved turnaround time for enrollment processing from 20 business days to 10 or fewer. Departmental overtime expenditures were reduced by $50,000 annually.

• Mentored and developed employees for upward growth and career changes.

• Collaborated with field staff to build relationships and proactively address service issues with customers.

• Spearheaded annual state-wide conferences for employers and health educators on relevant and timely topics regarding insurance benefits, administration and regulation. Arranged all logistics, speakers, presentation dry-runs, meeting materials, facilities, food/beverage, promotional gifts, agendas and invitations.

Education

Executive Masters of Business Administration University of Wisconsin, Madison Bachelor of Arts Degree in Marketing Graduated Magna cum Laude Lakeland College, Sheboygan, WI Chartered Life Underwriter (CLU) Designation American College Valid health and life insurance license in WI and TX

Contact this candidate