• Leverage market feedback, competitive intelligence and manages the product development activities for all product lines offered by Health Alliance Medical Plans and its subsidiaries.• Responsible and accountable for management of the product development implementation tasks as related to renewal and implementation of plans, services and programs. Works closely with personnel in sales, retention, customer solutions, compliance, actuarial services, communications and other operating areas of the organization.• Leads initial product implementation discussions and meetings.• Develops detailed operational plans to support the delivery of products and services to the market.• Prepares and presents proof of concept, cost-benefit analyses, business plans, project plans and post-project analyses.• Analyzes product positioning in each market and makes recommendations for new product development, innovation, revisions and enhancement activities.• Determines customers' needs and desires by specifying the research needed to obtain market information.• Recommends the nature and scope of present and future product lines by reviewing product specifications and requirements; appraising new product ideas and/or product or packaging changes.• Assesses market competition by comparing the company's product to competitors' products.• Obtains product market share by working with sales director to develop product sales strategies.• Assesses product market data by calling on customers with field salespeople and evaluating sales call results.• Provides information for management by preparing short-term and long-term product sales forecasts and special reports and analyses; answering questions and requests.• Brings new products to market by analyzing proposed product requirements and product development programs; preparing return-on-investment analyses; establishing time schedules with engineering and manufacturing.

• Implemented SalesForce CRM and lead system enhancements• Worked with management to develop test strategies and test cases for third party vendors and internal processes to ensure successful launch of Medicare’s annual enrollment period. Assists with testing methodology, scenarios and execution.• Led design sessions with Consumer Products Management on prototyping new systems to enhance business processes, operations and information process flow.• Reviewed and analyzed existing processes to develop resolutions to issues and seek business process improvement strategies while leveraging all technology systems and applications.• Managed all functions of the Health Alliance Medicare broker contracting program including broker licensing, broker education and Broker/Agency Commission payments. Responsible for ensuring database integrity and accuracy of all broker records. Processes all agent-of-record changes.• Reviews, analyzes, consults, trains and ensures Health Alliance adheres to all Centers for Medicare and Medicaid Services and Department of Insurance guidelines and standards regarding agent compensation, training and contracting.• Managed the Health Alliance Medicare Broker Certification Program including training, testing, the learning management system and the broker manual.

• Preparing financial statements, reports, memos, invoices letters, and other documents.• Answering phones and routing calls to the correct person or taking messages.• Handling basic bookkeeping tasks.• Filing and retrieving corporate records, documents, and reports.• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.• Helping prepare for meetings.• Accurately recording minutes from meetings.• Greeting visitors and deciding if they should be able to meet with executives.• Using various software, including word processing, spreadsheets, databases, and presentation software.• Reading and analyzing incoming memos, submissions, and distributing them as needed.• Making travel arrangements for executives.• Performing office duties that include ordering supplies and managing a records database.• Managed all functions of the Health Alliance Medicare broker contracting program including broker licensing, broker education and Broker/Agency Commission payments. Responsible for ensuring database integrity and accuracy of all broker records. Processes all agent-of-record changes.• Reviews, analyzes, consults, trains and ensures Health Alliance adheres to all Centers for Medicare and Medicaid Services and Department of Insurance guidelines and standards regarding agent compensation, training and contracting.• Managed the Health Alliance Medicare Broker Certification Program including training, testing, the learning management system and the broker manual.