Amy Ansen Email & Phone Number

Portland, Oregon Area

• Management of Products and Programs for Key Client; Over 35,000 Members; responsible for implementation and development of processes to assure client satisfaction• Partner with key decision makers in developing client-specific strategies; address client specific needs to improve team and organizations results• Monitor and analyze financial and quality metrics; report findings to leadership regarding performance in all areas• Conduct trainings with Client and internally; educate teams regarding changes to legislation, products, and procedures that will affect them

Portland, Oregon Area

• Developed and managed relationships with 29 agencies, 218 groups, 3 associations; responsible for all key accounts including associations; supported business growth and retention through relationship building• Collaborated with directors/key decision makers regarding complex service issues, development of process/procedures; assured efficiencies in workflow processes; created a quality customer experience• Facilitated renewal process; client meetings, census data, review of claims experience, rate negotiations• Served as mentor and leader for the Sales/Account Management team; acted as point of contact for team, vendor partners and directors• Conducted billing reconciliations and claims audits; directed operations team on findings and corrective action; ensuring timeliness in resolution

Portland, Oregon Area

• Quickly established relationships with brokers, key decision makers, and members through the new group implementation process; delivering a positive CO-OP experience; promoting new business sales• Developed internal relationships with key members of the staff in multiple departments; enhanced member experience due to ability to quickly resolve escalated concerns• Trained brokers, and members in use of online quote/enrollment system; minimizing rework due to data entry errors, and transactions that can be performed online• Supported Sales Executive; performed enrollment meetings; educating members on the use of CO-OP plans and services

Portland, Oregon Area

• Assessed claims data to effectively evaluate risk/apply accurate rate; protected against losses• Developed and executed sales/renewal strategy with executives; assured attainment of monthly goals• Audited proposal against state guidelines and effectively worked with internal and external customers to ensure compliance• Adapted to rapid changes in health insurance regulatory guidelines, assuring groups and Regence maintains compliance• Trained staff with limited knowledge of health insurance industry to quickly add value to team during peak times; Included training on the use of Salesforce and Stepwise

Portland, Oregon Area

• Balanced both Sales Specialist role and Sales Technician role until technician role was filled; allowed team to remain focused on critical job tasks• Effectively trained new Sales Technicians to ensure efficiency and accuracy within team• Responded promptly to request from agents/customer regarding claims, policy information, and general inquires; ensuring customer satisfaction

Portland, Oregon

• Developed relationships with agents and brokers; established level of confidence that allowed sales representative to focus on more critical concerns• Reviewed proposal requests for accuracy; researched and obtained missing information to provide underwriting data needed to effectively rate groups ; updated Salesforce• Coordinated with underwriting and sales force to ensure deadlines were met• Gained knowledge on Health, Dental, Vision, Life and Disability products; allowing me to effectively communicate with brokers and clients about the products

Tigard, Oregon

• Verified invoices with current purchases orders, to ensure that funds were being allocated correctly• Processed 300+ freight bills a month, assuring accounts were current, which allowed traders to have the transportation they needed to facilitate the job• Balanced and reconciled commissions and inventory, to assure traders were paid correctly and material were accounted for