Sales Management

VELMA ROSE-ROMANS

**** ******* ******, *****, ** 10469

201-***-**** ********@*****.***

EDUCATION

Master of Business Administration (Operations Management) 2008

American InterContinental University, Hoffman Estates, IL

Bachelor of Business Administration (Healthcare Management) 2006

American InterContinental University, Hoffman Estates, IL

Healthcare Professional Certificate (includes Medical Terminology & Coding) 2003

Fairleigh Dickinson University, Paramus, NJ

PROFESSIONAL EXPERIENCE

2013 – Present

Broker/Agent (Licensed in New York, New Jersey and Connecticut)

MassMutual Financial Group, Tarrytown, NY 10591

Provide service to clients' changing insurance needs by selling individual life, health, long -term care

insurance protection, asset accumulation strategies, financial products and services for families,

businesses and institutions.

Develop base for long-term sources of clients by using referrals, occupational, and special -interest

groups to compile lists of prospects.

Approach potential clients by utilizing mailings and phone solicitation; making presentations to

groups at company-sponsored gatherings.

Determine clients' particular needs and financial situations by scheduling fact -finding appointments;

determine extent of present coverage and investments; ascertaining long-term goals.

Obtain underwriting approval by completing application for coverage and complete coverage by

delivering policy; planning future follow-up visits and evaluations of needs.

Licensed Agent (Licensed in New York, New Jersey and Connecticut) 2011 - 2013

New York Life Insurance Company, New York, NY 10170

Responsible for selling insurance to new as well as existing clients .

Created lists of potential clients for providing leads of additional business.

Scheduled meetings, met with potential clients and gave detailed information about the features and

advantages of policies offered.

Suggested the amount and type of coverage according to the analysis of client's situations a nd utilized

influential sales techniques.

Implementation Manager 2004 - 2011

Alere, Upper Saddle River, NJ

Implemented new products, expanded customer accounts to ensure successful product launch whereby

providing leadership, oversight, facilitation of processes, and resource allocation.

Managed and successfully implemented, within contracted dates, the maternity suite of products,

which included OB risk assessment, OB case management, postpartum depression, preconception, and

the NICU products i.e, initial assessment, case management, and home care for external clients.

VELMA ROSE-ROMANS PAGE 2

Developed user friendly cross-functional communication tools, coordinated project work, established

project plans, and scheduled objectives to institute timelines an d deadlines for deliverables.

Liaison with client management, sales and legal to ensure compliance with all contract requirements

and department policies.

Provided monthly and quarterly reporting to clients outlining performance metrics of products and

services.

Accountable for driving recommendations throughout enrollment by proactively monitoring key

referral metrics and addressing barriers.

Care Management Operations Team Manager

Alere, Upper Saddle River, NJ

Provided oversight and business operations management of the NICU support services personnel (care

management operation administrators and home health care coordinators).

Supervised and mentored 12 direct reports, managed the daily scheduling, operation and problem -

solving of tasks to meet client-related and department goals; coordinated and scheduled department

meetings/conference with satellite offices.

Recruited, interviewed, hired and trained new candidates.

Performed internal quality monitoring of third party vendor's fulfillment processes and assisted in user

acceptance testing of implemented changes to assure client -specific production requirements.

Worked closely with sales, business development, and client management teams to coordinate

standard operating procedures for new and/or developing projects.

Coordinated and directed monthly client operational meetings to focus on customer relationships as

business owner liaison.

Care Management Operations Administrator

Alere, Upper Saddle River, NJ (formerly ParadigmHealth)

Key interface for the daily activities of selected accounts and ensur ed the success of activities related

to client interface, reports, and team communication.

Coordinated daily workflow to facilitate timely completion of assignments pertaining to di rect

management of selected accounts.

Vigilantly maintained protected health information in a private and confidential manner in accordance

with Federal Health Insurance and Portability Act, and state privacy laws.

Identified variations from account process flow, notified team members and followed through on

progress of requests.

Performed administrative duties as necessary such as typing, filing, copying, and responding to

customer inquiries.

SKILLS/QUALIFICATIONS

Healthcare Administration/Management, Communication Skills, Organizational skills, Dependability,

Prospecting Skills, Client Relationships, Account Management, Entrepreneurial Skills, People Skills

Meeting Sales Goals, Product Knowledge, and Proficient at Presentations in Person or Web based.

NY/NJ/CT Life, Health & Accident Insurance License

Awarded 2012 Life Sales and Life Producer awards

Microsoft Office Suite and Technology savvy

Typing speed 65+ WPM

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