Mark J. Willsey

Nashua,NH 603-***-**** advoxf@r.postjobfree.com

PROFESSIONAL SUMMARY

Proactive and high-performing financial services professional with more than 20 years of combined experience in financial management, insurance, and securities products. Adept at identifying, analyzing, and mitigating potential risks. Demonstrated success in guiding clients through complex financial decisions. Collaborated with cross-functional teams to align business goals with technology solutions to drive process improvements. Efficient in case management and relationship building with clients and other stakeholders. Robust analytical skills with the ability to dive deep into data and provide thought-provoking, workable business solutions.

CAREER HIGHLIGHTS

Increased company’s profitability by optimizing performance, utilizing fine attention to detail, and being able to both lead and take direction.

Enhanced performance improvement by facilitating communication and fostering collaboration among team members.

Managed stock compensation plans for Fortune 500 companies to minimize their volatility and risk.

Previously held Series 7, 63 and NH insurance licenses.

Serviced complex company plans utilizing 9 years of experience in risk management.

Learned claims payment process and 4 different payment systems through self-instruction. KEY SKILLS

Portfolio Management

Business Strategy

Complex Problem Solving

Risk Management

Tech-Savvy

Client Relationships

Claims Management

Market Analysis

Attention to Details

Data Analysis

Business Acumen

Financial Planning

Insurance Sales

Regulatory Compliance

Critical Thinking

PROFESSIONAL EXPERIENCE

SELECTQUOTE – Overland Park, KS

Senior Products Sales Agent March 2022 - Present

Utilized open ended questioning strategies to engage with clients during NEADS analysis on each call.

Provided guidance to clients looking to change or increase their Medicare product related benefits and coverages and sold products to match their needs.

Built client relationships and helped families utilize plan services that provided needed assistance managing the care of other family members.

Uncovered opportunities to provide savings to clients while maximizing opportunities for them to benefit from new services available to improve their personal and financial wellbeing.

Worked with both Medicare and Medicaid beneficiaries to help manage current expenses related to grocery assistance, utility assistance to provide ongoing relief for their current situations. JOHN HANCOCK – Boston, MA

Senior Claims Control Specialist June 2012 – October 2021

Implemented effective and comprehensive risk management and control improvements for Retail and Group Long-Term claims in response to the evolving needs of the business. 2

Investigated, researched, and analyzed complex claims and incident documentation for completion and accuracy to ensure proper processing and distribution of payments.

Processed an average of 50 claim terminations daily which released approximately $100,000 per termination from company reserves to their general funds for purchasing of other investments and/or business growth.

Operated as a claims management subject matter expert and referral point by responding thoroughly and promptly to 20-100 inquiries daily.

Collaborated cross-functionally with internal and external stakeholders to resolve issues, develop best practices, and deliver targeted solutions.

Oversaw the claims inactivity process for 6 years and trained 4 team members on the process.

Managed 30+ claims issues that were escalated and utilized expertise to resolve them efficiently. MUTUAL OF OMAHA – Bedford, NH

Insurance Sales Producer July 2011 – September 2012

Educated clients on the features, benefits, and use of insurance protection to achieve their long-term financial needs and goals.

Assisted individuals and families with financial strategies and implementation for retirement planning, college funding, and wealth building.

Fostered and sustained relationships with past, present, and prospective clients to achieve client satisfaction and increase sales potential.

TRUGREEN LAWN CARE – Londonderry, NH

Sales Representative April 2011 – June 2011

Utilized a consultative sales approach to recommend various services and products to customers by evaluating their needs.

Liaised with the District Office to conduct outside sales throughout assigned territory. FIDELITY INVESTMENTS – Smithfield, RI and Merrimack, NH Financial/Stock Plan Services (SPS) Representative December 2000 – November 2009

Strategized with clients to create customized financial and stock packages while informing clients of investment opportunities to protect assets.

Implemented a new process that minimized the cool down period for 10b5-1 Plans by almost 90%.

Coached and trained team members by identifying learning and growth opportunities, assisting with complex transactions, and resolving problems.

Ensured continuous process improvements for working with executives both internally and externally.

Leveraged extensive knowledge of the financial industry and marketplace to simplify complex financial concepts and build a strong rapport with clients.

Managed financial planning for 110 companies through solutions-oriented problem-solving and the integration of technology.

EDUCATION

Bachelor of Science in International Business

Johnson & Wales University

May 2001

New Hampshire Accident & Health Or Sickness, Life

Insurance Producer License

January 2022

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