Micah Sanchez Email & Phone Number

Denver, Colorado, United States

- Created new team within Advising organization to standardize, operationalize, automate, and eliminate manual work from three workflows: packet collection, carrier audits, and policy alignments. - Improved cycle time for carrier audits by 76% without product support. - Drove additional automation for packet collection to increase overall automation from.

Denver, Colorado, United States

- Led a team of 10-12 benefits advisors to provide customized recommendations to SMBs at renewal- Designed and piloted internal quality team to improve quality by 20% and decrease rework by 18% - Drove process redesign and automation for packet collection process to automate 40% of manual work using SQL analysis - Increased plan selection timeframe by ~17%.

Greater Denver Area

- Advised ~50 groups/month on their health benefits to ensure retention and satisfaction - Produced timely renewals while increasing revenue through upsells including 401k, tax-advantaged accounts, and higher product tiers - Analyzed and designed internal processes to unlock efficiency for the team and for cross functional partners- Served as senior.

Greater Denver Area

- Served as dedicated point of contact for small groups throughout implementation process- Hosted open enrollment and oversaw submission of changes to health insurance carriers for renewing groups each month with efficiency and accuracy- Implemented process changes to drive quality and productivity on the team

- Learned software development best practices in full-time, five-month program.- Created multiple mobile-first projects and completed all assessments utilizing new languages and frameworks with guidance from a senior software engineer mentor.- Completed in-person assessments and mock interviews designed to mirror real work challenges.Notable.

Greater Denver Area

- Managed existing book of business of approximately $200 million to drive client satisfaction and retention- Designed and built business processes in Salesforce to delegate tasks to advisors and administration staff- Created HR resources including operations procedures and a company PTO policy to enable future scaling

Scottsdale, AZ

-Performed comprehensive investment planning for clients in Personal Advisor Services.-Created financial plans complete with cash flow analysis, investment recommendations, and goal prioritization.-Provided ongoing management for client accounts to keep their portfolios in line with target recommendations and goals.-Advised clients on a variety of topics.

Scottsdale, AZ

-Provided clients guidance on their investments including mutual funds, ETFs, and stocks. -Placed equity and ETF trades in client's brokerage accounts.