Joan Bettin Email & Phone Number

Strategic Account Business Analyst 2005 - 2006• Participate and serve as subject matter expert for the development of new sales and management reporting database applications • Liaison between IT and sales operations providing leadership for project organization and procedure requirements, processing and testing• Create, support, and ensure data integrity of reporting benchmarks for the sales executives and senior management• Streamline, implement, and train sales support staff on existing operational procedures • Provide resource support to other functional units outside of the sales area and to external clients

Account Manager - Stop Loss Sales 2001 - 2005 • Provided and maintained a variety of monthly detailed reports to assist the sales executives in managing their territories for new and renewal business• Served as client advocate by being a key interface to both external and internal clients on issue resolution and research • Participated on multiple project teams and task forces representing sales operations

Administrative Assistant /Premium - Financial Processing 1997 - 2001 • Served as point of contact for policy financial issues and report requests • Performed policy transactions related to premium posting, premium variance and delinquency resolution• Tracked and entered administrative claim drafts paid by outside administrators Late Entrant Underwriting 1986 - 1997 • Responsible for the data entry and processing of all late entrant applications• Ordered and reviewed Attending Physician Statements to determine acceptance of risk• Handled client calls regarding application status and declination decisions