Phillip Potee Email & Phone Number

• Champion a paperless benefits enrollment system to multisized clients, growing book of accounts from zero to a current 52. Initiate and forge strategic relationships with decision-makers, deepening understanding of.
• Nurtured accounts through responsive support, cementing customer satisfaction and increasing upsells of such products as medical, dental, disability, life insurance, telemedicine, and pet insurance. Secured business.
• Drove 54% revenue growth through the capture of two major partnerships

Phoenix, Arizona Area

• Addressed IT portal issues for clients through level 1 triage, closely tracking and escalating customer tickets to IT staff as necessary. Managed 5-6 projects concurrently, leveraging deep system knowledge.
• Spearheaded the Microsoft Dynamics email conversion project, a major upgrade that populated email addresses and other data across multiple fields. Coordinated quality assurance, regression testing, and user acceptance.
• Created user stories and test scripts, sharpening personal understanding of both business and IT needs.
• Selected to submit large HIPAA files containing confidential information to vendors, avoiding regulatory violations.
• Authorized to audit the phone calls of telephone representatives, ensuring accuracy of all disseminated information and increasing performance levels. Trained and managed temporary staff pulled from other divisions.
• Promoted from initial hire as Customer Service Support/Data Entry Clerk (06/2002-09/2009).