In addition to my role as a Senior Client Manager, I am also a member of the Client Management Leadership team as well as GeoBlue's Senior Leadership team. In addition to my clients I also manage three outstanding large/medium client managers.

Managed GeoBlue/BCBS Global's largest corporate accounts in Arizona, Southern California, and Texas. Renewed at least 98% of premium in 2020 and 2021. Developed and implemented the Client Management Roadmap which outlined a new philosophy for GeoBlue's Client Management team. In March of 2021 I was awarded the first ever "Spirit of GeoBlue" award as the employee who best embodies the values of the company.

Developed and implemented initiatives with sales leadership to support market growth, profitability and retention across Cigna’s lines of business (Large & Small Group Medical, Individual Medical, Global Healthcare, Life and Disability, and Voluntary) in three of Cigna’s key growth markets. Streamlined processes and brought efficiencies to facilitate interface with partners, clients’ members and all internal stakeholders.  Used data to identify opportunities for the local markets to improve Cigna’s performance with producers. Created comprehensive compensation reporting across segments, identifying and implementing changes to benefit both Cigna and key producer partners.  Piloted and drove the development of a Cigna version of Tableau using salesforce data to measure results. Worked with tool to uncover key data leading to improved results. Managed key producer relationships at both the market and regional level resolving issues around service, compensation and training. Put together innovative programs leading to improved producer performance and client satisfaction.

Piloted the producer relationship manager role for Cigna bringing the services to the largest producer firms Arizona, Washington, Oregon and Idaho. Liaison between the local markets and corporate office sharing information from both sources. Work resulted in the role being expanded nationwide. Managed relationships across the enterprise with at the regional group of over 70 top producing broker firms responsible for $100M in revenue per year.  International Kick off and Product Development: Worked with Global leadership and AZ Market’s sales leadership to re-launch Cigna’s suite expat products into the region. Partnered with sales and underwriting to offer business travel product as a bundled solution for select small group domestic clients.

Served as a business partner and consultant to brokers across North, Central and South America helping our partners sell the product to their clients. Maintained in depth knowledge of global healthcare conditions across the world advising partners on industry trends to help them grow their global business and service their clients. Acted as the voice of the market to our senior leadership team based in Scotland providing input on all matters effecting the US market including product development, marketing, IT, underwriting.  Grew the region’s top 10 broker accounts by over 200% year over year. Viewed by brokers as an expert in international healthcare. Worked directly with Cigna’s largest clients including 4 in the Fortune 500. Sold and serviced policies on 6 different continents and clients across the globe.

Lead multiple proposal teams for 2-3 weeks at a time producing top quality proposals to land business for all of Cigna's domestic healthcare segments. Worked with sales, underwriting, presale and specialty consultants to develop a cohesive sales strategy to land targeted accounts as well as retain key accounts. Maintained an extensive knowledge of Cigna's domestic medical plan offerings. TOP QUALITY RESULTS WITH INCREASING VOLUMES AND TIGHT TURNAROUND TIMES: In first full year within the role, ranked in the top 20% of peers for accuracy of proposals, top 20% of volume of projects taken and top 20% for number of questions/problems solved and answered. I handled medical RFPs across all of Cigna's domestic group medical segments, submitted over 80% of proposals at least 24 hours in advance of sales and broker deadlines. RELATIONSHIP BUILDER: Worked with managers and peers alike in Underwriting, Sales, Presale and Account Management, to devise a pilot to improve the proposal process and product produced for brokers. The process required careful negotiation to secure buy in from all stakeholders who increased their time commitment to the proposal process in order to increase regional sales. FOUNDER/MANAGER: In January of 2013, co-founded Cigna Scholars. Cigna Scholars offers employees contemplating or currently enrolled in a higher-education program the opportunity to collaborate through mentoring, networking, and peer-to-peer support across the organization. Group members continue to increase their value to Cigna by enhancing their knowledgebase to grow the business, implementing solution-based initiatives, and sharing ideas for continued improvement. The group currently has over 25 members from across Cigna operating companies. The group will go Cigna wide by the end of the summer, with the expectation of over 2,000 members by the end of the year. The group has shown tremendous potential as a cross operating company think tank, support group and networking group.

Selected for prestigious job rotation program, worked with Global Individuals sales director for the Americas region to better understand where the product stood in comparison to competitors in the small group/individual healthcare market. Exceeded expectations of management and was asked to continue to the rotation beyond the initial six-week time frame.  Conducted market analysis by working with brokers and competitors to identify market trends and gage market size and opportunities for CGHO to partner with US based brokers. Presented a short list of actionable recommendations for IPMI to grow revenue and market share for the product. Those recommendations contributed to IPMI doubling year of over year revenue in 2013 and by 2016 the US Market for IPMI was doing five times the revenue it was in 2012 before my recommendations were implemented.

Sold health, life and accident insurance to employees eligible for Cigna Voluntary’s plans and retained current members.  Led Cigna Voluntary’s enrollment center in both new members added and retained. Mentored new specialists, helped management train new and existing specialists about new clients and products. Developed curriculum to prepare for Arizona State health, life and accident insurance licensing exams. Taught courses based on that curriculum that resulted in 100% of my students passing the course.  Conducted an audit of Cigna Voluntary’s largest clients, generating over $100K per year in new revenue.

Sold web based educational software to business owners over the phone and via custom created print marketing material. • LEADERSHIP: Lead my training class in both number of sales and dollar value.

Designed and sold retirement and health benefits to small business owners in person, over the phone and via custom created marketing communications. • LEADERSHIP: Generated over $200,000 dollars per year in new business revenue. Tripled the revenue generated year over year for the New Mexico territory. Consistently exceeded quota for number of sales calls, revenue quota and client retention• MARKETER: Designed and developed marketing communications to sell retirement and health plans via mail that became the company standard opening up rural territories and markets across the country. Designed and developed enrollment material for employers to use to enroll new hires during non open enrollment windows.

Sold express, international and ground shipping to new small business customers as well as maintained a book of business worth over $4,000,000 dollars per year. • LEADERSHIP: Grew territory from 86% of goal to 100% of goal within 6 months, 125% of goal within a year. Consistently exceeded quota for calls and closes raised package volumes from existing business by over 20% year over year.• MARKETER: Developed custom marketing material to sell shipping services • MENTOR: Mentored new account executives and trained existing account executives on new products.• PARTNER: Partnered with operations and customer service to ensure client satisfaction.