• Answer all customer inquiries regarding contract and policy coverage.• Specialized in multiple long term care insurance policies.• Build strong relationships with clients and establish rapport using effective strategies in assisting with issues• Collaborates efficiently and effectively with other team members and departments• Maintain customer account details, including new claims, existing claims, contractual compliance, call activity, and account progression

• Answered all customer email inquiries promptly to schedule meetings and/or answer questions• Qualified Payor Contracting leads for sales team• Supported sales staff by completing and processing proposals and contracting documents• Assisted the sales team to meet month-end goals and share innovative lead generating ideas• Provided necessary data to senior management upon request and coordinated meetings between departments• Established active communication and engagement with all other departments • Worked with the Credentialing team on leads, contracts and closing business• Collaborated effectively with the sales team by creating and issuing sales tracking documentation upon request• Assisted sales team with any additional work as needed• Pivoted to assist where needed within the sales team

- Contract with new provider agencies to provide home care to veterans and their surviving spouses with Pension with Aid and Attendance.- Oversee inside sales using telecommunications, webinars, and marketing initiatives.- Negotiate and strategize to develop and close contracts with Home Care Providers.- Build strong relationships and establish rapport using effective strategies and marketing materials to grow business.- Analyze, manage, and drive leads and referral generation.- Maintain provider account details, including insurance liability, contractual compliance, provider caseload, call activity, and account progression.

- Processed annual renewals to ensure Direct Support Professionals had access to online content that would help them provide exceptional care to individuals diagnosed with disabilities.- Obtained upsell opportunities; served as the point of contact for queries, concerns, and issue resolution; and maintained exemplary customer relations; handled reporting on sales tracking documents for $15.5MM in business.- Processed expense reports and handled travel accommodations.- Attended conferences and onsite customer visits; led and participated in annual business reviews to ensure clients received the best purchase utilization.- Collaborated with Sales Executives to ensure new business was processed correctly.

- Processed annual renewals and new business to ensure facilities had access to online content to provide exceptional care to the military, including active duty and veterans.- Served as the contact point for queries, concerns and issue resolution; maintained excellent customer relationships.- Handled reporting on sales tracking documents for $50.5MM in business.- Processed own expense reports and travel accommodations.- Attended conferences, onsite visits for training sessions with medical staff, and led and participated in quarterly and annual business reviews to ensure clients received the best purchase utilization.- Collaborated with nurses and physicians to ensure they received the most from training content and sessions.

- Created Master License Agreements, Product Term Sheets, and Amendments for the Sales Team.- Moved agreements through Seibel/CRM for annual renewals and new business to ensure timely invoicing.- Verified all information was entered and attached for SOX compliancy.- Assisted the Sales team with any questions and concerns regarding agreement processes.

- Oversaw Sales Support, running usage reports, assisting with back-office issues, ordering office supplies, and processing requests for promotional items to be sent to customers.- Collaborated with Vice Presidents on projects, including monthly analysis of sales and processing expense reports.- Assisted with cross-selling and sales academy projects with roll-outs to the Sales team.- Filtered and forwarded sales leads to correct Representatives when migrating to a new system.- Coordinated sales meetings and team functions; interviewed and hired temporary staff.- Onboarded new staff, completed starter and leaver forms, and obtained new equipment and supplies.

- Answered telephone calls; processed daily orders from email inboxes to ensure excellent customer service.- Handled daily education inquiry reports, spreadsheets for order analysis, and onsite library inventory.- Gathered information for training; trained and mentored new employees on duties and company policies.- Served as the point of reference for customer inquiries; created accounts for data entry and large order scripting.- Collaborated with Sales Representatives to ensure orders were processed appropriately.