Cari Kozee, Mba Email & Phone Number

Remote

In this capacity, through consistent evaluation, I improve professional competencies of inside sales team and help regional sales reps exceed their sales goals. I am pivotal in creating procedure manuals and quick reference guides for company-wide use. I excel at boosting sales and brand awareness across specific group of consumers by building strong database of target market leads in Salesforce. Moreover, I process analysis requests, experience reports, competitor grids comparisons, and RFP responses with sales team.☛ Increased productivity and success rates for sales by establishing strategy and new processes and procedures.☛ Played a key role in migrating 3 separate instances of Salesforce into a single integrated instance; migrating and reworking all current marketing and sales collateral for rebrand.

Remote

In this role, I triaged and coordinated stop loss quote submissions to appropriate stop loss markets. I was instrumental in establishing and maintaining internal and external stop loss workflows. Beside this, I negotiated with stop loss markets and assessed the viability of new stop loss carriers for efficient underwriting of RBP cases.☛ Managed and implemented stop loss processes from inception to completion through the collaboration with sales representatives, brokers, and TPAs, covering overall claims above deductible levels.☛ Ensured successful execution of stop loss comparison spreadsheets between carriers for marketing and sales use.

Overland Park, Ks

I was renowned for ensuring timely responses, produced proposals, and submitted RFPs to appropriate stop loss markets by managing overall functions of requests for proposals (RFPs). Along with, I oversaw client renewal process, including target pricing, policy review, renewal open-enrollment presentation packages, and negotiations with stop loss markets.☛ Confirmed the on-time reporting and presentations to sales and client management.☛ Enabled the clients in identifying market trends by maintaining detailed reports and generating ad hoc reports.☛ Addressed and resolved all e-mail and phone questions regarding ID cards, enrollment, and online portal access.☛ Delivered top-flight service to all groups by coordinating with vendors, internal clients, brokers, and stop loss markets.

Overland Park, Kansas, United States

I maximized organizational efficiency through outstanding administrative support. I was acknowledged for delivering expert-level guidance and support in the comprehensive development, editing, and submission of several RFPs.☛ Optimized market conduct evaluation process through the creation of detailed examination procedure flow charts and manuals utilized on a state-wide level.☛ Finalized high-profile contracts with centers for Medicare and Medicaid services and other government agencies.

Overland Park, Kansas, United States

I conducted regulatory/policy form filing reviews for health insurance plans while complying with state/federal laws.☛ Exhibited exceptional performance as a subject matter expert on the requirements for Affordable Care Act (ACA), Qualified Health Plans (QHP), Nonqualified Health Plans (NQHP), and Minimum Essential Coverage (MEC) plans.

Lincoln, Nebraska, United States

I confirmed overall operational delivery within budgetary constraints by designing and managing budgets while adhering to federal guidelines. I created, monitored, and submitted multiple requests for proposal. I updated official website and promotional materials, including brochures and flyers.☛ Attained first-rate outcomes as lead Medicare counselor for Nebraska Senior Health Insurance Information Program.☛ Obtained essential funding for state of Nebraska by drafting and maintaining detailed monthly, quarterly, semi-annual, and annual grant progress reports.

Lincoln, Nebraska, United States

Provided first contact resolution to life and annuity policy holders for insurance companies. - Spearheaded cost-saving efforts by providing monthly/yearly financial reports along with quality and productivity reports. - Drove operational efficiency by developing comprehensive training manuals and in-depth training for offshore associates, covering distributions from health/annuity policies, change of ownership, reissuing checks, reinstatements, and reports of outstanding work.

Master Of Arts (M.A.), Business/Commerce, General

Master Of Business Administration (M.B.A.), Business

Bachelor’S Degree, Business Administration

Bachelor’S Degree, Spanish