Geri Allred Email & Phone Number

Worked closely with migration team and executives to migrate newly acquired customers and partners.Trained partners to encourage adoption and provided valuable feedback to executives.Developed customized reports for each partner to enable them to communicate to their end customers.

Responsible for successfully Integrating technology solutions into partner product portfolios to build stronger, broader customer relationships. Key areas of focus were implementation, problem resolution, adoption and revenue growth. Collaborated on business plans and promotions.Hosted Lunch and Learns and product demonstrations.

Recruited to PGi during acquisition of ClearOne (Conferencing Services).Quickly learned PGi and ClearOne products to migrate large book of business and find growth opportunities within the base.Worked with remote management team.

Managed both self-insured and fully-insured accounts. Helped clients understand their benefits, claims resolution, HIPAA, stop loss coverage, managed vendors relations and bidding for plan renewals each year.

Built relationships with clients, brokers and vendors. Managed all aspects of self-funded plans including: implementation, plan documents, benefit meetings, claim research and stop loss. Increased revenues each year by upselling products/services and referral customers.

Responsible for a group of providers and hospitals. Implemented new policies, negotiated contracts, claims review and onsite visits. Positions prior to Provider Relations: Medical Receptionist, Dental Assistant, Dental Supervisor, Training and Development Coordinator, and Key Account Sales Coordinator.