Heather Dawson

**** ********* *****, *******, ** 60002 I 224-***-**** I ad1n16@r.postjobfree.com

My career objective is to actively contribute to the success of a benefits organization by leveraging my unique skill set in management and customer implementation/project management.

Summary of Achievements

●Coordinated accounts for several national corporations.

●Licensed to sell Life, Accident and Health Insurance

●Strong background in sales, marketing and staff development

●Works effectively in both an independent and team environment

●Successful problem solving and project management skills.

●Innovative, enthusiastic, motivated and results-oriented team leader

●Building Implementation timeline processes

●Created Implementation playbooks.

Work Experience

Included Health- San Francisco, CA

Implementation/Project Manager - August 2021 to Present

●Responsible for account implementation with 500 to 100,000 lives

●Led the implementation of new and existing customers, owning project management, and maintaining key documentation including project plans, deliverables, activities, and timelines, requirement document

●Supported Sales team by relaying implementation process, expectations, and milestones

●Trained customer and key vendors on core services to convey value and drive referrals

●Identified process improvements during the implementation and post-launch review

●Facilitate communication between different departments throughout the scope of implementation

●Initiate and oversee the customer kick-off

●Led customer demonstration of the product and system

Headspace Health- Santa Monica, CA

Implementation- October to Present

●Responsible for enterprise implementation with 5,000 to 100,000 lives

●Initiate and oversee the customer kick-off

●Led the implementation of new and existing customers, owning project management, and maintaining key documentation including project plans, deliverables, activities, and timelines, requirement document

●Implementation process, expectations, and milestones and assets

●Trained customer and key vendors on Headspace Health

●Identified process improvements during the implementation and post-launch review

●Facilitate communication between different departments throughout the scope of implementation

Symetra – Bellevue, WA

Implementation- June 2020 to October

●Responsible for account implementation with 45 to 100,000 lives

●Initiate and oversee the customer kick-off

●Led the implementation of new and existing customers, owning project management, and maintaining key documentation including project plans, deliverables, activities, and timelines, requirement document

●Supported Sales team by relaying implementation process, expectations, and milestones

●Trained customer and key vendors on Symetra portal

●Identified process improvements during the implementation and post-launch review

●Facilitate communication between different departments throughout the scope of implementation

●Led customer demonstration of the product and system

Grand Rounds - San Francisco, CA

Implementation/Project Manager - December 2018 to January 2020

●Responsible for account implementation with 500 to 100,000 lives

●Led the implementation of new and existing customers, owning project management, and maintaining key documentation including project plans, deliverables, activities, and timelines, requirement document

●Supported Sales team by relaying implementation process, expectations, and milestones

●Trained customer and key vendors on core services to convey value and drive referrals

●Identified process improvements during the implementation and post-launch review

●Facilitate communication between different departments throughout the scope of implementation

●Initiate and oversee the customer kick-off

●Led customer demonstration of the product and system

Complete Benefit Alliance - Birmingham, AL

Director of Enrollment Services - April 2017 to October 2018

●Responsible for Organizational and Behavioral management of Enrollment team including 5 case managers, 1 enrollment coordinator and 1 graphic designer

●Defined and managed structured timelines for more than 20 cases achieving timely launch on 95%.

●Support the case managers expand value of existing cases with additional products and riders

●Served as lead mentor for case managers regarding enrollment

●Recruited benefit educators

Trustmark Insurance - Lake Forest, IL

Senior Sales Implementation Manager - 2005 to April 2017

●Served as Account Manager for a $10M block of business across 12 states

●Managed the implementation of clients with 100 to 55,000 benefit eligible employees

●Assisted Regional Sales Directors in presenting solutions and products to producers

●Conducted on-site/off-site training and group meetings with enrollment companies for enrollment systems, HIPPA/Compliance, and products including Universal Life with Long Term Care, Critical Illness, Disability, Accident and Term Life

●Served as the primary point of contact for customers, brokers, enrollment firms, employer clients and policyholders

●Managed multiple blocks of business, and built and helped solidify client relationships

Case Setup Specialist - 2003 to 2005

●Built and tested software used to enroll Trustmark products in the field

Education:

DePaul- Healthcare Administration

Certifications

Illinois State Insurance License for Life, Accident, Health and Long-term Care, Pharmacy Technicians License

Computer Skills

Salesforce, Microsoft Office programs, Google Suite, Box, Omni, Asana Project programs and PMP certified

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