Sales Operations Project Management

Profile

Experienced leader with extensive knowledge of the employee benefits industry. Skilled in designing, driving and executing sales and retention strategies through data analysis, market research and a client-centric focus. Sales and Service Operations expertise managing diverse teams. Accomplished in building and leading successful sales teams with a proven track record in revenue generation, profit growth, and client acquisition and retention. Respected executive team member focused on relationship building, communication, collaboration and solutions achieving positive business results.

Core Competencies

Leadership

Sales/Rate Negotiation

Client Engagement and Retention

Coaching and Mentoring

Process Design

Change Management

CRM Implementation

Project Management

Planning and Strategy

Professional Experience

Dental Care Plus Group, a Sun Life Company, Cincinnati, OH Jun 2021 – Present

DentaQuest was acquired by Sun Life Financial, Inc. in June of 2022. Sun Life is headquartered in Toronto, Canada. New role due to corporate restructuring.

Director, Sales Operations

Manage team of 12 supporting all aspects of new sale opportunities and client retention

oRFP Interpretation and Proposal Generation

oPrice Negotiations

oCRM Management

oRenewal Pricing and Financial Analysis

oPower BI Reporting

Dental Care Plus Group, a DentaQuest Company, Cincinnati, OH June 1997 – Jun 2021

Dental Care Plus Group was acquired by DentaQuest in March of 2019. DentaQuest is headquartered in Boston.

Manager Sales Operations June 2020 – June 2021

Regional Sales Market Manager June 2017 – June 2020

Forecasted market demands, define company strategies to meet those demands and determine both short and long-term company goals and objectives.

Oversaw growth of company’s existing book of business closing over 160,000 new members between 2017 and 2019 of approximately $48M of new premium revenue.

Improved profitability of the book of business through targeted rate adjustments adding $7.1M in fully insured premium over a 3-year period.

Ensured the high-quality service and retention of nearly 5,000 employer groups and approximately 330,000 members exceeding 95% membership retention.

Increased the cross-sell of the Avesis vision product line over monthly targets by 60 percent.

Performed both Sales Representative and Account Manager functions with our top Broker relationships.

Early Career Positions

Western & Southern - Financial Representative, Cincinnati, Ohio Sep 2015 – June 2017

Series 6 and Universal Life lines of Authority

Manage fiduciary relationships with clients to ensure financial piece of mind

Direct client relationship management and lifecycle responsibility

NCR Corporation, Dayton, Ohio Oct 1989 – Jul 2013

Many roles and positions with regular promotions over time

Service Sales Solution Architect

Program Manager

Project Manager

Major Account Manager

Business Operations Manager

Education & Training

Temple University – Philadelphia, Pennsylvania 1984-1988

Bachelor of Business Administration

George Washington University – Washington DC 1998-1999

Master’s Certification in Project Management

NCR University – Dayton, Ohio 2000

Six Sigma Green Belt

Licensures

Life & Health License in Ohio, Kentucky and Indiana,

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