Lisa Union Email & Phone Number

Developed substantial membership growth in collaboration with geriatric facilities/communities throughout five counties. Drew on existing contacts and aggressive marketing initiatives to identify and promote to target clients. Traveled to nearly 65 client sites each month to deliver individual and group sales presentations to introduce program benefits. Evaluated clinical and financial aspects of client’s state of affairs to determine eligibility and persuade enrollment outcome. Guaranteed and upheld current compliance standards regarding the Centers for Medicare & Medicaid Services and Department of Insurance regulations. Crafted and updated sales forecast for continued growth and success. 25% increase created in excess of original revenue objectives for territory from 2008 – 2009. Built new and inclusive sales and marketing plan for Durham/Raleigh region. Developed marketing strategy designed to tackle and infiltrate list of target clients and their needs. Operated as service specialist for entire sales team and clinical staff regarding client support.

Brian Center Health & Rehab Hickory Viewmont, Hickory, NC 104 bed skilled nursing facility offering short-term rehabilitationImproved and sustained facility’s census; maintained an 80% conversion ratio from referrals to admissions. Successfully established and advanced relationships with area hospitals, physicians, insurers and community organizations; resulted in massive census growth. Screened potential referrals to determine level of care, appropriate services required, ancillary equipment needed, and pay source verified for potential admission. Obtained move-in approval through fostering the clinical and financial process. Led five member sales team, ensured census objectives, and analyzed needs of target clients to produce success. Conducted annual marketing analysis and advised company executives of competitive positioning and recommended viable sales and marketing strategies.Census Growth Record:2006 – 60% Increase 2007 – 70% Increase 2008 – 30% Increase

Manufacturer of human and veterinary allergens in the U.S., Canada, and Europe Provided assistance to the Vice President of the Sales and Marketing department and was directly responsible for two business units: Human and Veterinary. Designated to manage $150,000 budget for grants and contributions. Planned sales and business meetings including: making arrangements regarding travel, activities, supplies, materials, conference scheduling, accommodations, agenda, and invoicing. Administered the company’s financial statements including: expense reports and reimbursement statements, on behalf of 12 territory business mangers and the senior management team. Managed all vendor invoicing consisting of advertising agencies and strategic marketing consultants. Organized all meeting details for two advisory board panels including: Allergists and Otorhinolaryngologist. Regularly collaborated alongside members of marketing, sales, source materials, and finance departments.

Supervised staff of 18 employees at the same time performing patient scheduling, daily events planning, and collecting service fee for office of seven physicians. Led comprehensive customer service training for all employees: resulted in the advancement of Point of Service procedures and creating significant increases in up-front service fee collections.

Division of Tenet Healthcare System Managed staff of 20 responsible for Emergency Department, Outpatient and Admissions Departments. Chaired the hospital’s development and training of HBOC computer software package. Increased production to top 5% within Tenet Corporation from bottom 10% within Tenet Hospital Group.

A division of Tenet Healthcare.

A division of Tenet Healthcare.

Supervised all Inpatient and Outpatient registration. Responsible for collections department.