* Built strategic relationships with 10 of the largest General Agents, and associated Brokers, in the New York metropolitan area.* Collaborate with Account Executives to support, grow and manage books of business with all assigned General Agents.* Followed up on direct Small Business, as well as Individual leads, and successfully converted leads to new business. * Strong customer service focus, attention to detail, and end-to-end sales track record. * Distribute monthly group renewals, delinquency reports and audits to all General Agents. * Present updated benefit/renewal material to existing clients, brokers and General Agents. * Attend Broker events, expositions, luncheons, and a variety of other healthcare functions.

* Provided oversight of the entire appointment process to ensure proper completion of contracts and marketing agreements for internal agents and commercial brokers. * Analyzed customer and associate enrollments and other source data to ensure smooth running of commissions based on these data sources. * Presented information relating to commissions and licensing to recently hired sales staff. * Oversaw on-boarding and appointment of internal and external sales agents to ensure compliance with contracted agreements. * Provided support to internal and external agents to help resolve licensing, commissions and additional issues that require resolution. * Provided weekly and monthly sales reports and analysis to senior management. * Coordinated and facilitated on and off site licensing continuing education for internal sales staff ensuring compliance with New York State regulations. * Analyzed current and potential systems and served as a resource and subject matter expert on all aspects of project plan development to support business strategies. * Conducted compliance reviews of internal and external agents, to ensure all licensing is current and outreach agents for updated licensing and documentation.

* Supported internal departments with project implementations, from project development, to testing, to final mainframe implementation. * Worked as the liaison with end users, to identify the source of system issues based on reported problems. * Partnered with respective business owners, to gather information to ensure that all new product and/or process enhancements meet defined business requirements.* Collaborated with Information Systems Analysts and business owners to develop test plans.* Developed Business Requirement Documents (BRD’s) and submitted to appropriate system analyst for development.

* Manually configured and loaded facility rate agreements, valued at $200M+. * Worked in a cross-functional team environment to conduct system configuration analysis on claims/pricing methodologies. * Conducted testing and audits to determine pricing accuracy of various system configurations. * Served as the liaison between the contracting department and information technology (IT) in translating complex business needs into BRD’s. * Implemented system processes for new provider contracts, updated fee schedules and DOH mandated benefit requirements.

* Developed a comprehensive understanding of enterprise product suite and contracts. * Managed inventory of service requests for vast book of business, followed-up with groups, general agents and brokers via telephone, email or correspondence, as required upon completion. * Partnered with Sales/Marketing/Underwriting departments to assist with transaction processing of on/off cycle plan changes, requalification, compliance reviews and enrollment/membership.* Addressed inquiries for small and large group accounts, daily, regarding payment history, account reconciliations, broker commissions, broker/group portal, member claims and group terminations.* Achieved above average customer service metrics on daily basis. * Established and maintained positive relationships with internal and external customers.