Peter Ra Email & Phone Number

Conduct financial and medical analysis for business clients with annual premiums up to$6M.Collaborate with actuarial, sales, group records, and other key matrix partners to achieveinternal goals.Evaluate business applications, determining risk factors and exposure.Implement and oversee projects to streamline processes and achieve company deliverables.Lead training sessions and peer reviews to maintain work quality and accuracy.Create and distribute comprehensive financial reports for small and large groups.Cross-check and interpret data for market checks and quotes.Negotiate and draft contracts for company’s clients.

Remote

Implemented operational changes and improvements to streamline sales and renewalopportunities.Collaborated with Underwriters, Sales, Implementation, and key business partners toachieve internal goals.Developed and test new system implementation processes.Coordinated with sales, underwriting, and matrix business partners to ensure qualityservice.Utilized dashboard reporting platforms for comprehensive case reporting across businessunits.Managed and streamlined SOP for all cases, providing analytical reporting for businesspartners.Trained and mentored new hires in managing benefit reporting processes.Reported quarterly premium amounts to underwriters and business brokers.

Independence, Ohio

Implemented operational changes and improvements that streamline pre-sales and renewal opportunities Cross-referenced insurance proposals for activation into the healthcare networkAchieved renewal, implementation, cancellation, and all other structure goals in partnership with Underwriters, Sales, Implementation and other key matrix partnersDeveloped and tested new system implementation processesActively coordinated with Sales, Underwriting and matrix business partners ensuring quality servicesCase reporting through integration of dashboard reporting platform across business units Managed and streamlined SOP to create work process for all cases and analytical reporting for business partnersTrained and mentored new hires that manage processes on Benefit Reporting to clienteleReported Quarterly Premiums to Underwriters and Business Brokers Assisted Medical Underwriting Platform team in client coverages

Memphis,Tn

Crafted orders using company database to forecast future orders by calculating EOQ, safety stock and ROP to drive cost savings by 10%Managed $50 million in sale order and freight claims while analyzing future trends to decrease time and increase cost savings by $500 thousandDevised analytical models to identify bottlenecks within supply chain process to reduce waste by 10% Generated and analyzed weekly transaction volumes above $200 thousand to identify 50% improvement in company operations Conducted weekly executive management presentations to assess $6.5 million in market segments and achieve target of 10% cost savings Created Bills of Material for customers and crafted purchase orders daily to ensure 100% successful delivery and quality Strategically negotiated existing contracts with customers to decrease logistics costs saving by 5%