Gloria Harvey Email and Phone Number

Medicare is my specialty, I can help you, or your employees find a plan that best fits their healthcare needs.

Work closely with the sales representatives, brokers and carrier partners to apply carrier principals and internal procedures for the quote to sales processing.Research and analyze issues, respond to telephone and email inquiries.Assist callers with membership, benefit renewals, and modifications pre/post sale.Manage a team of support staff including new group enrollment scheduling.Maintain positive relations with various departments to ensure customer requests are handled in a timely manner.Assist Finance Department with investigating sold quotes, and broker commission discrepancies.

Set up newly independent broker with office functions: new employee onboarding, benefit administration, IT, communications and office furnishings.Research discrepancies, including billing, adds/terms of group’s members.Responsible for accurate and detailed data entry of group’s members.Accounts payable/receivable, budget management, and state licensing nationwide.

Develop the marketing strategy in line with company objectives. Oversee marketing budget, its invoices, purchase orders and purchasing.Plan and implement promotional campaigns for sales, training and incentive events.Execute corporate events, training and educational road shows.

Manage events for incentive, tradeshow, and sales training for attendees ranging in size of 20 to 200 and guests. This included start to finish logistics.Strategize concept development, creative, and visual design with stakeholders including destination site selection, and vendor management.Collateral and promotional material creation.Registration website management (designing content, layout and flow).

Specialized in incentive trips for brokers ranging in size from 250-800 attendees and their guests.Manage all elements including on-site management, operational details, food and beverage, and vendor management.Conduct post-event assessments, review, analyze and report results to stakeholders.

Coordinate sales trainings, product launches, incentive events ranging in size from 250-1,200 attendees and guests. Responsible for all facets of from site selection, contract negotiations, theme, budget, marketing, food/beverage, décor, speakers, entertainment, event registration, gifts, on-site staffing and training, audio/visual, production, presentations, and shipping. 
Program closeout, processes post-event invoices, reconcile budget, and present to stakeholders.