Provide guidance and creativity through design while organizing other people’s space. Quickly develop positive rapport with customer. Meticulously detail oriented. Possess excellent people and communication skills, able to listen to customer’s need, interpret and provide workable solution. Driven, work independently and manage time well. Motivated to sell.

Managed multiple ongoing client relationships; coordinated all aspects of health benefits program analysis, evaluation, implementation, communication and maintenance. Interfaced directly with client contacts by telephone, e-mail, and in-person meetings. Negotiated directly with insurance producers/brokers and prepared large case proposals, and/or renewals in providing competitive pricing and plan design changes to comply with PPACA mandates. Managed lead sales of other renewals and new large case quotes as assigned. Ensured plan/RFP integrity and post-sale implementation. Coordinated underwriting renewal and new business quote assignments, along with Head of Underwriting. Assisted training and development of less experienced underwriting staff to quote new business and renewal university health business.Fully integrated Sold Case Manual into our Underwriting Guideline Manual.Achieved premium plan and growth in accordance with department plan, contributed to corporate goal of revenue growth and underwriting profit.Managed finances including expenses according to budgeted plan.Monitored and administered group billings and ensured timely and accurate collection of premium.Prepared monthly profit and loss year-to-date for all college accounts.Produced accurate and timely work and ensured company’s recognition as a quality service organization.Developed and strengthened producer/account relationship by frequent contact. Identified key producers/accounts and established a renewal strategy at least 90 days prior to renewal.

Provided in-depth cost analyses of proposals, RFP’s for brokers and consultants. Prepared outline for benefit design and the components for pricing of proposals and RFP’s. Interpreted and analyzed managed care programs, out-of-network plans, HMO’s and flexible plans for rating purposes as well as competitor comparisons. Provided alternate funding arrangements and analyzed risk factors for prospective accounts. Diligently assisted in formal and informal training sessions for marketing staff.Calculated rate renewals and settlements including ERISA forms for all accounts. Ensured timely, competitive rates and prevented the loss of premium income.

Prepared spreadsheets outlining the components for pricing of proposals. Interpreted and analyzed managed care programs, including dental, out-of-network plans, HMO’s and flexible plans for rating purposes as well as competitor comparisons. Provided alternate funding arrangements and analyzed risk factors for prospective accounts.

Forecasted premium based on individual group historical data for both current and prospective clients. Prepared final reserve analysis as well as year end accounting and ERISA information. Interpreted information from other carriers in order to underwrite new business proposals for all lines of business.