Marketing Insurance

Paul Liles

Spring, TX *****

EMPLOYMENT HISTORY

HEALTHCARE SALES & MARKETING (Aug 2004 – Apr 2011)

Healthsouth Hospital of North Houston, Conroe, TX

Marketing Representative (Aug 2004 – Dec 2008; Aug 2010 – Apr 2011)

• Was recruited as part of a marketing team by Regional CEO to re-join Healthsouth

• Marketed inpatient and outpatient services offered for area LTAC and Rehab hospitals

• Performed in-home patient evaluations for inpatient admission within 50-mile radius of facility

• Trained members of marketing team at multiple facilities in CRM

• Developed relationships with area referral sources for three Houston-area hospitals

• Scheduled, organized, and attended luncheons with administrators, therapists, and doctors

• Created informational cut sheets for various hospital programs and services

• Designed newspaper and magazine advertisements for various hospital services

• Created multiple reporting spreadsheets for various hospital needs

• Researched and tracked several outpatient-related statistics

• Led projects setting up offices at two facilities for Marketing Manager and team

o Consolidated, inventoried and organized marketing materials

o Worked with internal departments to have furniture, phones, computers, etc set up

• Led project to create a more enjoyable outpatient atmosphere

o Received approval, obtained, and applied new paint to gym.

o Designed, ordered, and framed informational posters for gym

Reliant Rehabilitation Hospital North Houston, Shenandoah, TX

Marketing Representative / Admission Coordinator (Jan 2009 – Mar 2010)

• Was recruited as part of a marketing team by Regional DBD to join Reliant

• Marketed inpatient and outpatient services offered by Reliant Rehab Hospital

• Developed relationships with area referral sources for inpatient and outpatient services

• Scheduled, organized, and attended luncheons with administrators, therapists, and doctors

• Designed and created informational flyers for various hospital programs and services

• Researched and tracked several outpatient-related statistics

• Led initial ‘open house’ project for North Houston location, including:

o Obtained charitable donations of supplies from vendors

o Designed trade-show quality tri-fold informational poster

o Designed and ordered invitations and community flyers for event

• Coordinated all aspects of inpatient and outpatient admissions

• Received notification of referral from area hospital case mgrs and notify liaison

• Entered new referral into admission log, software, and online tracking software.

• Verified insurance and Medicare coverage and benefits

• Obtained patient signatures on various admission forms

• Maintained patient information security; limit access to approved hospital personnel

• Trained various levels of employee on hospital software, CPSI

FINANCIAL SALES & MARKETING (May 2002 – Aug 2004)

Insurance Wholesalers, The Woodlands, TX

Insurance Agent (Aug 2003 – Aug 2004)

• Matched available products to meet client’s life insurance needs as an independent contractor

• Set appointments over the phone using lead system

• Made house call appointments in south and southwest Houston and surrounding areas

Efast Funding L.L.C., Houston, TX

Mortgage Consultant (Mar 2003 – Aug 2003)

• Offered mortgages for home purchases and refinances in 5 states. Contacted potential clients via email and phone using Lending Tree. Input client information into Calyx mortgage software

• Assisted in processing loans. Organized closing with area title companies. Contracted area appraisers for home appraisals

Waddell & Reed, Houston, TX

Financial Advisor (May 2002 – Mar 2003)

• Developed financial plans with individuals to help meet their financial goals through a variety of investment securities and insurance

• Set appointments using cold-calls via phone and in person

University of Houston, Houston, TX

Finance Teaching Assistant (Jan 1999 – Mar 2003)

• Chosen by Professor as only group of undergraduate T.A.s in the Bauer college of business

• Proctored and proofed exams, graded papers and projects, for Prof. Kretlow, Finance Dept

• Lectured on financial management and corporate finance topics for up to 200 students

• Maintained website and spreadsheet for class role and grades for financial management and corporate finance courses. Organized and run study lab. Managed additional teaching assistants

EDUCATION & LICENSES

University of Houston

• Bachelor of Business Administration in Finance

• 15hrs of ACCT, Minored in Latin American Studies

• Graduated Magna Cum Laude, Dean’s list: Fall ‘97, Fall ‘98, Spring ‘00 & Spring ‘01

• Accounting GPA: 3.40 Finance GPA: 3.67 Graduating GPA: 3.68

Licenses: Current: Texas Group Lines – Life & Health Insurance

Previous: Series 7, Series 66

OTHER SKILLS & INTERESTS

• Proficient in MS Windows, Word, PowerPoint, Excel, Access, Publisher and Outlook. Over fourteen years experience with email, internet, and web page construction. Type: 60 WPM, 150 KPM (10-key)

• Proficient in hospital-based admission software, CPSI. Working knowledge of loan application software, Calyx. Proficient in marketing contact software CRM

• Coach children’s T-ball, Soccer, Flag Football

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