• Provide support to the Small Business Sales team for new business and renewal activities for Alabama, Louisiana and Mississippi sales offices.• Create and execute scheduled and requested reports, Tableau reports and other analysis to support small business sales team.• Communicate with and support agents in sales materials and questions• Coordinate and submit for processing all agent/agency documents for appointments based on state department of insurance regulations.• Support agencies and agents with complex commission issues.• Train Sales Team and Agents and Agencies on company systems.• Provide administrative support to management as needed.• Participate in all sales and renewal calls with corporate underwriters• Serve as the administrator for small business SharePoint, quoting system and database.

• Supervised the Sales Operations support team for new business activities for the Gulf States sales offices with centralized support of all sales activities.• Responsible for proper oversight of both day-to-day operations as well as implementation of strategic platform initiatives for small business.• Developed and monitored the new business process as well as developed policies and procedures in Sales Operations that complied with all guidelines relating to proposal generation, new business processing, case installation, welcome kits, renewal generation, broker support, reporting and sales/account management support.• Coordinated and supported the implementation of new systems to insure a smooth transition of business to new platforms and products.• Tracked metrics and goals of sales in a clear and consistent manner to continuously influence improvement to these results.• Designed, developed, and executed special reports, projects and other analysis to support strategic initiatives, emerging business needs, and segment requests.• Identified and executed broker/agent education needs and assisted in training.• Worked with Underwriters and Case Installation to ensure all needs were met during the new sales process.• Compiled and conducted annual reviews for Sales Operations staff.• Created and administered Access databases for the Small Business team.

• Served as contact for small business employer groups and their respective brokers.• Responsible for facilitating resolution of administration/service issues and developed strong working relationships that encourage renewal and future business.• Managed difficult service situations to a positive result.• Anticipated problems and developed contingency plans.• Provided Agent and client education on new and existing administrative processes.• Serviced existing business, researched and resolved issues related to claims, billing and enrollment.• Worked closely with Account Manager/Account Executive to ensure client received superior customer service.

• Worked closely with local managers to create and generate ad hoc and recurring reports.• Responsible for small business implementation and training of new computer programs and systems for the Alabama, Louisiana and Mississippi Health Plans.• Created Access database for small business sales tracking and training.• Coordinated cleanup and use of Rosetta small business database.• Assisted Sales Operations Manager with marketing materials for small business sales.• Assisted with any special sales projects, pilots, or initiatives as needed (i.e., analyses projects).• Assisted Sales Departments with workflow and process development and to identify needs and potential improvements.

• Processed renewals and all functions related to master group processing including data retrieval of group contact, address and benefit plan information and also all broker information related to renewing groups.• Developed new policies and procedures for the workflow and coordination of renewal process.• Communicated renewing groups to all operational departments in health plan.• Ensured all renewal groups and associated brokers received renewal documents within state mandated timelines.• Developed and executed renewal process and package for all renewing small business groups.• Communicated daily with Underwriting Department, Account Service Representatives and Management on renewals.

• Supported small business sales staff.• Worked directly with underwriting department on renewal procedures.• Piloted new renewal process as requested by underwriting department.• Processed small group renewals.• Supported adjoining states on renewal issues.• Attended and participated in small business broker meetings.• Discussed and sold small business renewals with groups and brokers.• Assisted Sales Departments with workflow and process development and to identify needs and potential improvements.

• Served as the Administrative Assistant to Manager of Sales and Marketing.• Implemented new procedures using Word and Excel to improve accuracy and efficiency for renewals and other areas of the sales and marketing department.• Assisted sales executives and account managers with correspondence and administrative needs.• Track metrics and goals of sales in a clear and consistent manner to continuously influence improvement to these results, through operational process efficiencies to support meeting the sales and retention membership goals.• Designed, developed, and executed special reports, projects and other analysis to support strategic initiatives, emerging business needs, and segment requests.• Assisted in special projects as needed in sales and marketing.

• Assisted with correspondence and administrative needs.• Tracked and managed all employee time records and Human Resource files.• Managed collection of timecards and data entry for 50+ employees.• Distributed bi-monthly payroll checks.• Assisted employees with payroll questions and concerns.• Input data in various reports.• Assisted in special projects as needed.

• Assisted with correspondence and administrative needs.• Tracked and manage all employee time records and Human Resource files.• Processed payroll for two locations with a total of 50+ employees• Distributed payroll checks.• Assisted employees with payroll questions or concerns.• Processed and managed all accounts payable.• Managed daily deposits and tax deposits.• Assisted customers when needed.