Jodi Hoover Email & Phone Number

United States

Portland, Oregon, Us

Portland, Oregon, Us

Springfield, Massachusetts, Us

Ownership for developing the strategic vision for the producer and customer experience, including the design and implementation of the relationship management model as well as the customer onboarding roadmap • Created focused Account Management team and increased renewal activity by 30% • Doubled enrollment results YOY through execution of account management strategy focused on employer engagement

Radnor, Pa, Us

Led the Distribution Operations team in Group Protection, including sales support and key broker service, distribution training and development, large case RFP and RFI support and process improvement. Positively influenced change management, as well as departmental and enterprise initiatives.

Radnor, Pa, Us

Business owner for the strategic project to significantly improve service delivery by developing core business processes and organizational redesign for on-boarding new customers. Drove leadership team to appropriately align employees to leverage strengths, pressed for standard operating procedures, required consistent tools and templates, and focused on KPIs/metrics to significantly increasing Lincoln’s ability to deliver a recommendable service experience to our customers

Lake Forest, Il, Us

Led the account management, implementation, sales support, and payroll deduction specialist team. Developed strong foundation of talent while hiring additional staff & building bench strength to achieve company goals & strategies. Managed global expectations for implementation & processes both internally& externally with our producer partners. Served as lead business SME and influenced ongoing Process Management & Improvement – including Six-Sigma Rapid Improvement Events & Gemba Walks - to transform the implementation team and significantly improve the customer onboarding experience.

Lake Forest, Il, Us

Responsible to drive and speed up organic revenue growth (cross-sell & up-sell) as well as cultivate and deepen Trustmark’s Key Broker relationships within assigned territories. Succeeded in helping develop a sales territory, resulting in a Trustmark record in sales production. Developed strong relationships with both emerging and established top producers to stay connected with prospective cases and ongoing case enrollment. Collaborated to train and empower enrollment teams by highlighting the products and services of Trustmark.

Lake Forest, Il, Us

Supported the top producing regional sales directors. Responsible for the implementation of cases in three territories, including: coordinating and managing all target timelines, working with all divisions to manage their segment of responsibility, identifying any potential challenges and ensuring the client is consistently communicated with, and that expectations are being met/exceeded. Built strong, trusted relationships with producers while managing their accounts & our shared clients.

Lake Forest, Il, Us

Developed and administered a customized curriculum for new investigators with diverse work experience and education. Performed both individual and group tutorials to address common procedural and conceptual deficiencies for senior investigators. Designed and presented annual anti-fraud training to all external clients and Trustmark satellite offices. Developed quality standards for senior investigator audits utilizing fair objectives and a practical scope. Maintained and updated the Special Investigative Unit procedural manual by continually developing new procedures to maximize efficiency and adapt to industry changes.