Andrew Foley Email & Phone Number

Des Moines, Iowa, United States

- Build trusted relationships with key client stakeholders through governance and strategic business review meetings. - Participate in sales finalist meetings demonstrating our service delivery and organizational structure support. - Engage in ongoing educational opportunities on product releases, updates, and system functionality. - Manage the health of overall book of clients to deliver outstanding client retention and satisfaction. - Act as client escalation point for service delivery concerns to provide oversight and drive delivery of key initiatives, ensuring all items are documented and addressed.

West Des Moines, Iowa, United States

- Partner with Project Management and Production Planning team members daily to review capacity, team deliverables and performance.- Effectively navigate the complexities of our team’s book of business with clients in multiple stages of their lifecycle. - Coordinating across multi-departmental parties from COBRA, Member Services, Consumer Accounts, Direct Bill, Data Integrations, Sales, etc.- Provide operational performance reports to executive leadership team, identifying successes, risks and needs weekly.- Conduct new team member training and ongoing coaching through Chorus. - Ensure team is executing Annual Enrollment related activities and proactively engage the clients and internal teams as needed on open items. - Participate in sales finalist meetings demonstrating our service delivery and organizational structure support. - Engage in ongoing educational opportunities on product releases, updates, and system functionality.

West Des Moines, Iowa

- Conduct regular meetings with clients to ensure alignment with strategic objectives and overall client strategy-Engage clients in product and service options and offerings that align with defined objectives- Partner with client on strategic delivery needs for mergers/acquisitions, ensuring operational delivery aligns with overall strategic needs- Train and mentor new Client Operation Leads- Facilitate weekly meetings with operations leaders to review risk, tasks and escalation points- Report and analyze client pulse, identifying trends over time and establishing preventative goals to improve the overall state of the relationship- Identify risk factors associated with current clients, creating engagement strategies to connect- Create strategic plans for clients outside of Blue reporting status, engaging with internal operations team on status of deliverables and communication to the client- Partner with internal operations and system build team on client documentation, system enhancements and process changes, driving accountability across resources to ensure requirements are documented- Monthly engagement with channel partners to discuss client performance and state of relationship- Review client annual strategy plan, incorporating key team members and business unitsManage key communications with the client including on-site visits, Annual Reports and project timelinesAssist with the client renewal process, partnering with client engagement to ensure successful execution of all actions identified to deliver the renewal- Engage in ongoing educational opportunities on product releases, updates and system functionality- Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations

West Des Moines, Iowa

- Serve as liaison between clients and internal team to execute weekly deliverables and understanding of time constraints- Troubleshoot Benefitsolver platform errors and seek opportunities for system enhancements- Coordinate Annual Enrollment activities and proactively engage clients and internal teams for cohesive, high quality service- Collaborate across departments to manage ongoing projects for Open Enrollment, COBRA, Direct Bill, Payroll, Billing, ACA, Enrollment & Eligibility Files, etc

Des Moines, Iowa

- Oversee and support the lifecycle of the loan origination process. - Interpreting policies while analyzing applicants, property, and documentation. - Provide guidance and training to other team members. - Maintain a strong pipeline of refinance and new mortgage sales.

Urbandale, Iowa

- Meet with customers to drive product knowledge- Identifying opportunities for new business within the market- Collecting insight of our competitors and their activities within the industry- Building long term relationships with new and existing customers