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 their business, requirements, and growth objectives. Highlight system merits through detailed demonstrations. Train clients on implementation and use of online client enrollment software. Oversee a sales analyst. Trained 75 sales representatives, assisting with presentations. • 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 from entities with 50 to 2000 employees such as the City of Phoenix and Leslie’s Pools.• 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 testing. • 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).