Brian A. Watson, Mba Email & Phone Number

Long Beach, California, United States

- Drive regional growth by developing and implementing strategic plans, setting performance goals, and identifying new market opportunities. Oversee recruitment, training, and development of agents to expand the team and increase productivity.-Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions in life insurance, securities and the suite of other value added solutions. Ensure high levels of customer satisfaction through personalized service and expert advice.-Ensure all activities comply with industry regulations, company policies, and ethical standards. Oversee compliance in life insurance and securities transactions, manage risk, and stay updated on regulatory changes.-Analyze and monitor sales performance metrics and financial reports to assess the effectiveness of strategies and initiatives. Provide regular updates and insights to senior management and make data-driven decisions to optimize operations.

Los Angeles, California, United States

•Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets•Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools•Securing Mutual Funds and other investment vehicles and establishing progressive savings accounts•Moving money from accounts per industry and federal regulations•Performing market research to stay current with financial trends•Preparing financial documents, such as income projections and investment reports•Maintaining compliance with all rules and regulations in the financial industry as regulated by the Financial Industry Regulatory Authority (FINRA)•Identifying and pursuing potential clients to maintain a strong client base

Greater Los Angeles Area

• Oversee operational execution of special projects within call center operations for the CA, NV and HI markets.• Instrumental in transitioning to new call center vendor within PST to improve CA, NV, and HI call center metrics. • Provide process management oversight, leading process improvement initiatives, and facilitating business plan development in collaboration with Call Center Leadership.• Traveled quarterly to 4 call center sites to facilitate CA/NV IPA training for Tier 4 Customer Service Reps to improve call center metrics VOC and Net Promoter Score.• Developed process to triage and bring resolution to Humana Member Escalated issue, for CA, NV and HI via SharePoint.• Responsible for all phases of the project cycle, with responsibilities including project design, scope management, cost control, and both quality and performance reporting. • Increased call center metrics and Net Promoter score by 10% of enterprise goal• Partner closely with Leadership, Learning and Development & Project teams to define business requirements.• Focus on member experience/ perception and ensure communications, processes are consistent and adhere to quality measures. • Coordinate outbound call campaigns to Humana members to impact STARs initiatives.• Collaborated with Data Quality Analytics (DQA) team to facilitate enterprise project of attaching an alert on all Humana members who are part of an IPA.

Greater Los Angeles Area

•Provided strategic leadership and consultation services for the PNO area •Completed analyses and prepared disclosure materials while interacting and building partnerships with Humana's code editing, communications, and information technology teams and with external vendors.•Successfully coordinated implementation of newly contracted IPA’s/Medical Groups within the Humana process•Collaborated with providers regarding claims, compliance, capitation issues, utilization, and grievance & appeals•Developed audit tools and conduct reviews at providers’ offices. Collected, read, interpreted and relayed health plan financial data.•For 4 months I positioned myself as Point of Contact for the 31 Provider Groups. •Act as a liaison between multiple business partners to identify and resolve problems and concerns.•Verify the accuracy of diagnosis information submitted on claims/encounters for the purposes of risk adjustment.•Assist IPA/Medical Group with goal setting to improve STARS and HCC scores. STARs rating by educating them on the direct relationship between Utilization Management and STARs.

Las Vegas, Nevada Area

•Provided technical support to personnel responsible for collecting, distributing, processing, filing, and safekeeping of division records.•Assisted administration with developing records management systems that addresses and ensures compliance with state and federal regulations and legal requirements relating to records retention.•Planed, coordinate, and prepare records management studies and reports based on analysis; make appropriate recommendations.• Developed and implementation of the division’s records management/administrative procedures. • Supervision of records retention and archive programs.•Assisted in preparing feasibility studies for division/district wide applications/records retention programs.•Supervised, train, and schedule assignments for assigned staff, along with providing input for evaluations.

•Maintained International Standard Organization (ISO-9001: 2000) processes, procedures and certification which increased revenue by 15%.•Tracked over 100 employee productivity hours, for both payroll and performance issues, increased productivity by 10%•Resolved payroll discrepancies with in-house employees or contract labor, resulted in saving $12,000 annually.

Master'S, Business Administration

Bachelors Of Science, Business Management

Biology