Jodi Hansen Email and Phone Number

Directly manage client relationships at the C-suite level in top corporate accounts for group benefit plans (medical, dental, vision, life, ancillary products). Manage a portfolio of 75 corporate accounts representing 50% of total divisional revenue leading relationship building, account servicing and establishing strategic partnership with senior executive and business leaders. Lead complete sales and program lifecycles, including consultative sales, pricing, proposals and close through integration. Lead strategic business planning for key accounts: short/long range strategy, goals, quarterly business reviews, market intelligence, quality and contract negotiations (pricing, budget, risk).

• Secured/managed and developed relationships at C-suite, owner and VP levels within small to mid-sized corporations in various industries; managed several accounts through multiple years, while driving new product revenue growth. − Grew portfolio from 500 covered employees in 2014 to more than 3,000 in 2018. − Exceeded key account/revenue growth goals year over year. − Delivered an average of 20% growth in revenue per client via understanding, presenting and closing new solutions. − Secured a new key account via referral and grew covered employees from 30 to more than 100 within two years. • Identify new business/cross-sell opportunities with clients through leveraging deep understanding of client operations and business model, as well as building trusted relationships positioning company as a strategic business partner and extension of HR department presenting cost savings and employee engagement initiatives. • Program Manager: Deployment of Ease software (benefit administration and database solution): Partnered with developers to integrate solution and trained internal teams and clients in online portal utilization. − Successful program launch which significantly improved internal efficiency and reduced required resources for client benefit administration, while improving accuracy from 78% to 96%+. − Reduced billing reconciliation reporting time from four hours+ to less than five minutes. − Ease Software Panelist/SME for 2019 Ease Innovation Conference. • Directed branding and marketing standardization initiative for division, including expanding digital presence and updating website, sales tools, marketing collateral and sales presentation materials.

Accountable for direct sales, corporate and retiree client satisfaction, account management and customer support leading sales and enrollment of Medicare health plans at small to large corporations nationally. Employed a consultative, education-orientated sales approach to determine client needs and requirements concerning health plans and presented and closed various health insurance solutions. Accountable for client satisfaction, accuracy and compliance managing a large book of business. Delivered training, support and mentorship to new and existing advisors and staff members. • Consistently exceeded sales and client satisfaction goals ranking in top 8% of revenue for all benefit advisors (1,500) during open enrollment period year over year. • Achieved closing ratio of 15% above goal; achieved a 97.5% quality ranking for accuracy and compliance on a 90% goal. • Developed and conducted training programs to peers in various areas of sales and technical product knowledge, including consultative selling, relationship building, overcoming objections and new product deployments. Received CEO recognition for top performance in client services and revenue performance. • Member of Retail Pilot program testing new sales channel: assisted in developing sales processes and tools and conducting direct sales to individuals. • Participated in various divisional and Aon-wide projects and initiatives targeting cross-channel revenue growth, process efficiencies and service improvements.

Delivered value-added sales operations and support to seven client teams across 13 revenue channels. Interfaced with customers and partnered with cross-functional internal teams to ensure seamless customer experience exceeding expectations. Developed sales presentation materials, spreadsheets and business analytics to support sales presentations. • Analyzed procedures to identify service efficiency and process opportunities to improve client satisfaction. • Led projects to research root cause of delays or services issues in order to prevent recurrences. • Member of employee engagement/team building committee and Women in Leadership employee group.