Nathan Ross Email & Phone Number

Kansas City, Missouri, United States

Additional to CSA functions, I provide one-one-one sales, underwriting, and product coaching to other agents.

Kansas City, Missouri, United States

In this hybrid hunter/farmer role, I act as a broker supporting a book of business to increase lifetime value. KPIs include policies sold, renewals, retention rates, and customer engagement (i.e NPS scores). I still sell new business but work with existing clients too, including retirees sold through our B2B employer team. I’ve helped thousands of customers by communicating the benefits of medical, dental, vision, hospital, cancer, and prescription-related plans across dozens of insurance carriers. I keep clients informed of regulatory and industry-related changes, and liaise between carriers and clients on benefits and issues (e.g. claims, copays/coinsurance, providers/pharmacy networks).

Kansas City, Missouri, United States

I earned my license in Life, Accident, & Health insurance products. In this B2C hunter-role, I acted as a broker, selling products from Fortune 500 insurance carriers. I was responsible for new business from both cold/warm leads, generating referrals, and cross-sales. I use a sales process, perform field underwriting, facilitate applications, and close business while helping clients fill insurance gaps left from Medicare.

Kansas, United States

Overland Park, Ks

Core Catalysts is a consulting firm that provides professional services for industries such as healthcare, financial services, telecommunications, and manufacturing as well as state and local governments. Services include project management, process improvement, revenue enhancement, expenses reduction, risk mitigation, vendor evaluation, and market research. Being part of the team at Core Catalysts allowed me access to business methods from some of the brightest people in management consulting. I joined as an independent consultant and was eventually hired full-time. I held project management and analyst roles for clients across financial services, healthcare, procurement, software, and non-profit industries. Internally to Core Catalysts, I led marketing campaigns and operational projects. Initiatives differed in size and scope, and included activities such as marketing research, content marketing, websites and analytics, requirements, product prioritization, stakeholder meetings, processes and systems implementation, financial modeling, and reporting.

Leawood, Ks

iModules offers software as a service (SaaS) and web design for high schools, universities, and other organizations. The service allows schools to engage their constituencies with fundraising, email marketing, event and membership management, information reporting, social media, and website content management tools. I developed relationships with 60-plus schools and helped them build strategies with iModules’ Encompass platform. Work included gathering requirements for responsive redesign projects, content management best practices, contract renewals, and cross-sales. The proximity to technical teams introduced me to website design and Agile methodologies.

Kansas City, Missouri Area

I was selected for UMB’s 2006 Management Rotation Program, and soon thereafter, was promoted to Product Manager. My primary objective was to build out and launch the bank’s prepaid payments program. The initial product, a gift card, was sold B2C through 136 branches and B2B via corporate channels. I also built a partnership with a national prepaid company to create a new third-party BIN sponsor bank business that lead to 20x deposit growth, and I led debit card promotions with Visa.• Coordinated projects with numerous stakeholders across Finance, Operations, Retail, Commercial, IT, Legal, and Compliance • Implement products with a major transaction processor and card vendor. • Enhanced the existing sales pipeline by providing subject-matter expertise• Researched market opportunities in response to regulatory changes and implemented the changes with existing products.• Added new third-party distribution channels• Participated in partner negotiations with the partner as well as internal corporate buy-in from over forty associates and executive management. • Partnered with other departments to develop new payment innovations. • Analysis of the secret shopper and teller evaluation platform.• Analysis of management performance evaluations.• Helped launch the company’s first customer relationship management (CRM) application. Provided training, support and pipeline reporting.• Coordinated product seminars and logistics for the 2007 Sales Conference.• Proposed new solutions to executive management.

Lawrence, Kansas Area

As a team lead, helped to coordinate marketing promotions and team schedules.

Kansas City, Missouri Area

An internship focused in the Organizational Effectiveness division. Experienced the behavioral interview process, researched workforce analysis, created presentations, and attended an emotional intelligence workshop.

Leawood, Ks

Completed client documentation, performed out-bound calling, and provided customer support.

Mba, Entrepreneurship; Marketing

Degree: Finance, Concentration: Psychology