Vice President Sales and Operations

Steven Alexis Whitaker

Conroe, TX ***** 808-***-****

*********@*****.*** www.linkedin.com/in/steven-whitaker-9022951 OPERATIONS OF MEDICARE SALES BROKERAGE & TELESALES MEDICAID Innovative and motivated Sales Operations Leader with extensive experience in the healthcare industry. Excels at developing and maintaining relationships with key decision makers. Demonstrated success with creating new business opportunities and maximizing revenue with assigned territory. Areas of expertise include:

• Sales Operations • Regulatory Oversight • Strategic Planning

• Budget and Capacity Planning • Leadership Development • Achieve Benchmarks PROFESSIONAL EXPERIENCE

e-TeleQuote Insurance. Inc, Fort Lauderdale, FL September 2020 - Present Director of Operations

Responsibilities include the implementation of the company’s operations strategy and sales initiatives. Providing a daily focus on quality performance to ensure consistent delivery of best-in-class customer service as well as, leadership to Sales Management staff and licensed Medicare advisors offering health plan options from multiple insurance carriers.

Cigna, Richmond, VA

Vice President of Sales (Inside Sales), June 2019 – September 2020 Directs all prospect and sales activities, sales support services and sales operations for Medicare products, within a given geography (supporting Virginia Premier Health Plan, Inc.).

• Develops and implements sales strategies to achieve growth through the strategic management of the telephonic sales channel for Cigna’s business partner.

• Performance coach managers and sales leads on job efficiently and sales productivity.

• Provide capacity plans and seasonal hiring.

• Exceeded open enrollment sales objectives considering a 20% reduction in sales advisors. Business Operations Manager, Nashville, TN September 2016 – May 2019 Responsible for assessing First Tier Downstream (FDRs) performance and provide oversight to ensure compliance with all regulatory requirements and standards relative to government regulator

(Medicare and Medicaid) program.

• Led operational compliance activities for delegated entities our external FDRs (Dental, Behavior Health and Sales) as well as our Independent Physician Association (IPAs) to ensure compliance with the organization and government policies.

• Responsibilities include regulatory oversight of Claims and Utilization Management processes managing span of control, which will allow the business to remediate procedure and business activities in a proactive, systematic, and controlled fashion that is sustainable rather than reactionary and direct business owners to ensure all compliance timing and quality metrics are achieved.

UnitedHealth Group, Sugar Land, Texas 9/2015 to 05/2016 Director, Medicare Programs

Perform and drive strategies that aid in the business (Medicare Advantage and Medicare-Medicaid Plans) expansions, retention, and affordability. Oversee internal and external business partners with the completion of task and resolution of strategy driven around opportunities through Quality and STARS initiatives.

Hawaii Medical Service Association/Blue Shield of Hawai‘I, Honolulu, Hawaii 1/2012 to 09/2015 Senior Manager, Medicare Programs Administration

Responsible for organization level administration of all provisions of HMSA’s Medicare and Part D contracts with the Centers for Medicare and Medicaid Services (CMS). As the operational business owner for the above plans while representing Medicare Programs in executive level meetings, presentations, reports, and audits with CMS and other regulatory and investigative agencies.

• Including managing a staff of nine business, financial and claim analysts and a STARS/Quality manager.

• Recruitment, training, and develop appropriate management and support staff to maximize productivity and meet the department and organizational business objectives.

• Provided performance standards feedback and coaching to staff including interim and year-end performance reviews.

• Develop the unit business plan and budget and oversee accurate allocation of unit and departmental costs based on program reporting requirements. UNIVERSAL AMERICAN Medicare Advantage Division, Houston, Texas 12/2005 to 01/2011 National Sales Trainer, Associate Vice President (2009 to 2011) Responsible for development and implementation of Medicare Advantage sales training and agent certification for all Medicare Advantage plans and traditional insurance product lines offered through Universal American. In addition, lead national sales support providing sales and development training for UA’s distribution channels by providing consulting and training directed towards agency management, field agents and call center customer service representatives. Director Training and Brokerage Sales (2007 to 2009) Direct field sales training of the HMO Medicare Advantage plans to all sales distribution channels. Responsible for the sales of our HMO Medicare Advantage plans through independent FMO and MGA sales channel.

Sales Director (2005 to 2007)

Developed and led a 32 members of SelectCare of Texas sales and marketing department and external broker channels in the offering several Medicare Advantage HMO plans. Under my leadership, this regional Medicare Advantage plan enrollment experienced growth of 33,000 members a two-year period. ADDITIONAL RELEVANT EXPERIENCE

THE JI COMPANIES, Austin, TX

Group Benefit Consultant

Responsible for new business development, to include marketing our Third-Party Administrator services, consulting and the development of employee health and worker compensation plans through brokers to employer groups in Texas.

AETNA INC., (formerly Aetna U.S. Healthcare), Houston, TX New Business Sales Manager, Sales and Marketing

Directed eight staff members responsible for group health insurance plans and Medicare product sales and account management both direct and through broker channels. Managed sales direction, account implementation and led in the development of request for proposal (RFP), which resulted in increasing yearly new business by 57%. Ranked in the top 1% of new business managers with new sales at 211% of quota.

AMERICAN GENERAL FINANCIAL CORPORATION, Houston, TX Director, AGA Marketing, Financial Institutions

Planned, developed, staffed and managed a 12-member internal and external wholesaling department to market fixed and variable annuities to financial institutions. Provided business development, media and public relations to key accounts. Annuity sales increased by 53% within one year of the departments' implementation. Generated record sales of 1.2 billion in the second quarter. MILITARY EXPERIENCE

UNITED STATES MARINE CORPS, Camp Pendleton, CA

Medically separated after fifty-six months of active-duty service. Served with Marine Security Force in Europe and Southeast Asia.

EDUCATION

Master of Business Administration (MBA), Specialization: Financial Management (Currently Enrolled) Bachelor of Business Administration (BBA), Marketing National University, San Diego, CA

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