Mildred Shields Email & Phone Number

I am known for building strong relationships that allow me to strategize and collaborate with stakeholders to surpass retention and upsell goals – designing customized plans to address the unique needs of each client. By overseeing renewal processes, negotiating rates, and engaging with various stakeholders, I consistently exceed quarterly and annual performance expectations. I guide employer groups and brokers by explaining complex processes, providing education about products, and conducting research to swiftly resolve customer issues for enhanced experiences.

In this highly collaborative role, I ensured smooth campaign launches by collaborating with client implementation teams and performing thorough systems testing. I also supported new agent onboarding processed by verifying system access, providing equipment, and facilitating training. Additionally, I submitted tickets to address setup issues, tracked team member progress, and communicated with leadership about process improvements based on productivity reports.

To guarantee each agent met compliance and performance standards, I evaluated calls to develop constructive feedback and coached underperforming agents to help them meet or exceed sales and quality expectations. I also co-facilitated training and onboarding for new agents, updating their system access.

Relationships are important to me, so I established and cultivated strong connections with clients and brokers to increase sales and retention. I collaborated with the consulting team to meet dynamic client needs and execute strategic plans while leveraging my expertise in sales and funding methods to enhance contract features and value. As the main point of contact for national accounts, I developed innovative solutions, resolved issues, and educated clients to boost membership and improve communication. I also introduced effective renewal strategies, negotiated rates, and proposed compliant benefit options while regularly reviewing plan performance and analyzing data to track progress.

Working with new franchisees, I successfully managed the implementation process, improving efficiency and providing valuable feedback to brokers on agency performance. I authored training materials, conducted training sessions, and tracked sales data and market goal progress while performing audits and providing personalized feedback and coaching to team members.