Expanded commercial insurance expertise to include life and health products. Assess clients' health and financial condition including assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment financial strategies.Advise clients on life, health and financial plans utilizing insurance and financial products for financial and investment strategies.

In my role as an Account Manager at Integra Healthcare Equipment, my primary focus was relationship management and meticulous account servicing.

Use a consultative approach to assist Medicare eligible participants across the country and appropriate eligibility of Fortune 500 retirees in selecting insurance plans that meet their needs; Conduct eligibility and needs analysis to determine suitable plan, make plan recommendations based on participants individual needs and assist the participant with the decision-making process

As plan administrator, support CVS Health with third phase of annual enrollment of group insurance for its 289k employee base; Assisted CVS, Minute Clinic and Aetna legacy employees by providing targeted, personalized service based on a holistic view of the employee, benefits, health information, and through engagement. Engaged, consulted and educated employees based upon the employee's unique needs, preferences and understanding of Aetna plans, tools and resources to help guide the members along a clear path to care. Utilized resources to assist employees in understanding components of the Aetna products including claims, accumulators, usage and balances, and cost sharing.

Assisted Medicare eligible consumers understand their healthcare options and guide them to the product that best meets their individual needs; Used sales and marketing skills for client projects to increase opportunities for additional sales and/or products; Continuously met and exceeded program performance goals; Promoted to Insurance Agent

Approved contractor to provide consulting, training and other technical assistance