David Roby Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

New York , Ny, Us

New York , Ny, Us

New York , Ny, Us

Oversee distribution partner relationships focusing on Associations and Affinity Groups, Benefit Technology Platforms, Health Insurance Carriers, Healthcare Exchanges & Marketplaces, General Agencies, Third Party Administrators. Collaborate with sales, operation and underwriting to develop revenue generation through strategic sales focusing on profitability.

Canton, Massachusetts, Us

Sole Channel Manager within Harvard Pilgrim Healthcare responsible for Private Exchange, Consumer Driven Healthcare (CDH), and Association administration and sales generation. Created Private Exchange strategy partnering with Mercer, Willis Towers Watson, and Fidelity Health Marketplace. Developed a mutual sales pro forma with Massachusetts Associations to streamline operations and drive revenue. Vetted and implemented the first exclusive partnership with Fidelity Investments to cross sell their Health Savings Account (HSA) offering.

Canton, Massachusetts, Us

• Lead a team of 10 sales representatives, field service representatives and an administrative assistant• Manage day-to-day operations of Massachusetts commercial new business• Monitor and identify workflow process and efficiency improvements related to new business• Maintain a keen understanding of the needs of New Business Sales staff and work with the Director, training staff and others to develop and implement short and long term initiatives to address those needs• In-depth knowledge of all broker related issues. Ensure New Business Sales Representatives build positive relationships with brokers.• Key player in implementation and strategy of company expansion into the state of Connecticut • Co-authored CT small group underwriting guidelines• Continue to manage key account for Harvard Pilgrim Health Care at the request of the client• Responsible for overseeing all New Hampshire new business sales processing • Keep positive network with internal clients to assure timely and accurate processing of new group sales• Assist in design and development of new products to determine their efficiency, price structure and sales potential• Train New Business Sales staff on new products to maximize their close ratios • Work with Corporate Communications department to develop marketing materials for special programming • Assisted with Inclusion marketing campaign• Facilitate sales and marketing monthly all staff meetings when requested by VP of Sales• Provided companywide training on public speaking • Maintain annual performance plans with objectives and goal setting for New Business staff. Review quarterly to assure progress and mentor as needed• Encourage team’s career growth and contribute to their positive PR within HPHC and the healthcare industry • Active participant in HPHC job shadowing and mentoring programs • Member of Inclusion Advisory Board• Member of Broker Advisory Board

Canton, Massachusetts, Us

• Maintains an in-depth knowledge of all Harvard Pilgrim Health Care products.• Functions as expert in new products and services and is seen as a team resource.• Prepares and delivers customized presentations to employer groups.• Trains/coaches colleagues and supports manager in working with staff.• Maintains current knowledge of all product brochures and is able to distinguish among Harvard Pilgrim Health Care information packages.• Provides sources of information to existing/new members by using internal departments.• Provides customer service to employer groups by quickly identifying and resolving inquiries directly or through follow-up.• Promptly follows up on literature requests, member complaints, group requests by employer groups.• Developed on-line Meeting Coverage Request Form• President of Black Leadership Forum, Harvard Pilgrim’s African American Employee Resource Group

Canton, Massachusetts, Us

• Provide supervisory support to a team of 11 Call Center Representatives.• Interview and assist with the training process of New Hires.• Company Certified Coach for New Hires.• Listen, review and evaluate the team's calls for quality assurance.• Dedicated Member Services contact for John Hancock.• Key member of Total Assist.

Canton, Massachusetts, Us

• Provide members with prompt, accurate interpretation of plan policies & services.• Assist Account Services & Sales to creatively resolve complex member on a supervisory level.• Resolve all administrative concerns beyond the responsibility of Member Services Representatives.

Canton, Massachusetts, Us

• Servicing all incoming calls from members.• Educate callers with timely accurate information on all procedures & policies.• Assist with various medical claim inquiries & facilitate with all solving resolutions.• Acclimate new hires, provide universal support & assistance for the training team.• Organize & communicate managed care practices efficiently

Bachelor Of Science (B.S.), Psychology

Education record