Insurance Specialist Program Manager

Jackie R. Winchester II

**** ********* ***** **., ************, OH. 43068

Phone: 614-***-**** Email:adt51o@r.postjobfree.com

Strong leader capable of motivating individuals to produce results with a key focus on process improvement, customer satisfaction, and forecasting. Able to multitask and produce quality products. Self-motivated and team-oriented individual seeking a challenging position which will utilize my supervisory, sales, leadership, communication and interpersonal skills.

PROFESSIONAL EXPERIENCE

Dedicated Senior Medical Center– Columbus, OH

Membership Growth Consultant 2017- 2021

Cultivates direct-to-seniors and business-to-business partnerships to generate new partnerships to generate new patient opportunities year-round.

Oversee the development and implementation of strategic program management policies, standards processes, and methods, by achieving 96% of quality standards within three months on the job.

Partners with community officials, business and senior outreach programs to develop initiatives that will appropriately drive new patient growth.

Leverages market and sales tools to identify solutions and ell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool. Utilizing CRM tool to document interactions with clients and ensuring effective management of leads.

Built trusting relationships to improve effectiveness of engagements with distributors, vendors associated with seniors. Develops an executes specific broker and partner strategies and plans

Driving new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences.

Nationwide Bank – Columbus, OH

Manager, Sale & Servicing – Smart Credit (Security Based Lending), Certified Regulatory Vendor Program Manager 2017- 2019

Develop solutions that drive development and implementation of cross-functional and/or cross-business unit strategic initiatives.

Oversee the development and implementation of strategic program management policies, standards processes, and methods, by achieving 96% of quality standards within three months on the job.

Oversee the development and implementation of strategic long and short-range plans to achieve objectives for business unit initiatives, increasing sales units by 20% year to date.

Direct and indirect sales support, acting as a subject matter expert for Smart Credit Lending.

Develop four new sponsors and leads key initiative to address business strategy and profitability objectives.

Manage key process events and the fulfillment of customer requests and process deliverables through all phases of the process lifecycle.

Consult and provide expertise to executive team, customers and core business functions on process redesign and /or re-engineering initiatives and projects through continuous process improvements.

Nationwide Bank – Columbus, OH

Vendor Relationship Manager, Certified Regulatory Vendor Program Manager (CRVPM) - Process Management 2015- 2017

Developed and Manage Purchase Pool Servicers

Identified process gaps and help to streamline business practices and processes.

Lead small to medium projects incorporating multiple business partners

Designed, develop configuration, customization, deployment, maintenance and updating of business and system processes and procedures.

Managed key process events and the fulfillment of customer requests and process deliverables through all phases of the process lifecycle.

Consulted an provided expertise to executive team, customers and core business functions on process redesign and /or re-engineering initiatives and projects through continuous process improvements.

KeyBank—Columbus

Relationship Manager Key@Work and Certified Financial Educator, Central Ohio Market

2014-2015

Worked with district LOB leaders, Relationship Managers/Branch Managers, Business Banking RMs and Commercial Banking RMs to joint call on Key’s current and prospective client base to deliver the entire bank and grow the district’s deposit base.

Built trusting relationships with line of business partners to ensure that the Key@Work program is well integrated in the business, including incorporating Key@Work in client relationship reviews.

Actively participated in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.

Promoted the benefits of Key@Work to maximize new client acquisition and deposit growth. Serves as district Key@Work champion. Disseminates program information.

Promoted and cross-markets products and services to clients by keeping clients informed of products and services.

Delivered distinctive service by presenting a value-added banking program for the client’s employees.

JP Morgan Chase—Columbus

Branch Manager Chase Private Client, Westerville South Branch

2010-2014

Responsible for Staffing, Training and Coaching of Consumer Bankers and Chase Private Client Bankers

Managed one of the largest Chase Private Client branches in the Mid-Ohio Market

Assisted in maximizing branch profitability while establishing new banking opportunities with local businesses and high net worth investors.

Assisted in presenting solutions to customer for Business Lending, Cash Management, Merchant Services, Wealth Management and Consumer Loans.

Specialized training in business development through accelerating sales through referrals and networking

Led the market in year over year checking account acquisition and balance growth.

Increased Branch Performance Level from a PL 6 to a PL 1, top 20% nationwide by increasing balance and revenue growth year over year.

Managed a staff of 17 team members while generating referral opportunities for 4 Business Partners.

National City now part of PNC – Columbus, OH

Retail Development Program

2008- 2010

Oversaw Lending solutions through strategic analysis of the cash flow needs of local businesses

Focused on presenting ancillary products to new prospects and existing business customers

Specialized training in business development through accelerating sales through referrals and networking

Experience with prospecting and creating new banking opportunities with local businesses.

Increased APC accept rates to consistent double-digit results after assuming Lending Champion

Cincinnati Bell – Cincinnati, OH

Account Manager, General Business Market

2007 – 2008

Provided consultative and customer services to new/existing business clients regarding market opportunities.

Understood and developed business proposals based on client assessment and needs.

Created sales/marketing materials/correspondence to attract clientele.

Review current market trends and provide analysis to leverage industry practices and procedures in building and retaining customer satisfaction and loyalty.

Provided consultative services to new/existing clients regarding market opportunities.

Served as primary contact for face-to-face and proactive sales efforts for complex and new accounts.

Fifth Third Bank – Toledo, OH

High Net Worth Insurance Specialist (Private Client Group)

2005 – 2007

Consistently achieved “top tier” in sales (in 2007 received top sales award in insurance sales)

Identified clients’ investment and insurance needs through basic financial planning modules. Provided a variety of investment planning options to successfully meet these needs.

Assessed and measured detailed quantitative analysis and forecasting on the financial health of the client. This included comprehension of the income and expense drivers underlying the objectives and to determine what factors influence those drivers.

Planned and conducted client meetings to review existing insurance and investment portfolios to determine changing needs and opportunities to strengthen relations.

Performed rate of return analyses based on the client’s portfolio and market conditions as compared to other assets in the same class.

EDUCATION

Regis University, Denver, CO – 2008- 2010

MBA Program- with a concentration in Finance and Accounting

University of Toledo, Toledo, OH – 1997 – 2002

Bachelors of Exercise Science in Kinesiotherapy,

Certified Regulatory Vendor Program Manager (CRVPM)

CERTIFICATIONS & PROFESSIONAL AFFILIATIONS

Central Ohio Hunger Relief 2019

Certified Regulatory Vendor Program Manager (CRVPM) 2018

District Manager Development Program (J.P. Morgan Chase) 2013

Leadership of Toledo 2004

Alpha Phi Alpha Incorporated, Alumni Chapter Alpha Phi Alpha Incorporated 2005

Junior Achievement 2011

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