Fawn Tracy Email & Phone Number

Bend, Or, Us

Bend, Oregon, United States

Acts as Lead Project Manager directly manages ~15 team members in 500+ presale, for clients with 500+ clients/employees.▸ Leads, mentors, and coaches a team with a Manager, Presale Analysts, and Senior Presale Analysts to ensure a high-performing team culture, establishing and implementing performance goals and development plans. ▸ Pioneers, initiates, and maintains effective channels of communication with various internal (i.e., Sales, Underwriting, Proposal Management) and external partners (i.e., Producers) and departments.▸ Communicates financial goal results and key performance indicators to ensure clarity around priorities for the entire functional area with high-quality collaboration results and enhanced project deliverables. ▸ Acts as main point person for complex projects related to contracting strategy in the market and drives speed to market through capacity planning, staffing strategies, volume management and workflow efficiencies. ▸ Builds relationships to nurture provider partnerships and identifies/seeks business opportunities to support and propel the local market strategy. ▸ Provides guidance to direct reports and peers with transparent interpersonal communications. ▸ Ensures compliance with organizational and legislative policies and regulations.▸ Propels and facilitates process efficiencies through active change leadership and robust project management discipline.▸ Spearheads innovative segment and enterprise functional initiatives in a subject matter expert (SME) capacity, providing process and systems expertise. ▸ Identifies and removes barriers that impedes the successful attainment of business objectives proactively with a transformational servant leadership approach.▸ Managed the pilot team for the O500 segment (Salesforce Lighting), working closely with the Salesforce team to resolve issues and visited all the West sales offices to assist in training the sales team.

Denver, Colorado, United States

Won the “Service Excellence” award for exceeding company customer service expectations. ▸ Managed new and existing business Request for Proposal (RFP) process end-to-end for medical, clinical, dental, pharmacy, behavioral, vision, and stop RFPs. ▸ Communicated and partnered with 15 team members for effective project delegation and collaboration. ▸ Confirmed all components of RFPs are included in final versions and proposals are delivered accurately and in a timely manner, upholding Cigna standards and ethics. ▸ Supported sales and account teams for finalist meetings, representing Cigna and answering questions in the most positive and honest light.▸ Ensured data entered in Salesforce and Benefit Sculpting Tool was accurate and timely, supporting a decrease in discrepancies/errors and improving cost/time savings. ▸ Mentored and trained seven new hires on company standards, values, and protocols along with compliance regulations.

Phoenix, Arizona Area

▸ Validated proactive or requested site-based book of business reviews for Mental Health and Substance Abuse Parity within a 2-business day turnaround.▸ Supported Plan Design Compliance reviews for situs state mandates for assigned insured renewal cases and presales upon request.▸ Communicated clearly and consistently with Underwriting and Sales on recommended and required plan changes for optimal transparency and appropriate actions. ▸ Provided accurate Price Adjustments to Underwriting and Sales relating to Mental Health and Substance Abuse benefit changes.

Phoenix, Arizona, United States

▸ Acted as Subject Matter Expert for the ADVICE system, cultivating project management skills by participating and assisting in the implementation/roll out of the reporting system. ▸ Learned and implemented new rating methodologies, tools, and processes as required by state and federal regulations.▸ Managed a book-of-business to maximize profitability, membership growth, and retention through expertise in benefit design, product knowledge, and technical underwriting. ▸ Ensured that technical rate development is consistent with underwriting best practices and free of errors/discrepancies.▸ Produced accurate and timely settlements for renewals, invoice inspections, and ePro reviews.▸ Provided quality customer service to matrix partners including Underwriting, Billing, and Implementation.▸ Ensured entries were accurate, timely, and comprehensive in the tracking tool and portfolio workbook.▸ Mentored, trained, and performed audits for new Account Managers for optimal operations.