Rob Morrison Email & Phone Number

Manage the Small Group Commercial Sales team. From Service, Retention, and New Sales, we insure over 5,000 small businesses in our 21 County territory.

As a Salesforce Business Analyst at Capital BlueCross, my goals are to consolidate processes and programs internally to maximize Sales and Operations with our Salesforce platform. In addition, I assist with training and communicating new processes with our Sales and Leadership team.

At Capital BlueCross, I am an Account Executive for several Major Market customers, ranging from 500 to 1,500 employees. I work with Brokers, Consultants, and Business Partners to provide benefit strategies and plans that give the best access to care, with the best service available, to contain the 2nd largest cost for Employers.

In 2015, I advanced to Chief Operating Officer, where I was responsible for the oversight and management of all daily operations. I worked with all Client Managers and Broker Partners to obtain client financial and renewal information, provide accurate documentation and set up of all client plans, and consult on all administrative vehicles. I also worked with the staff to ensure that our attention to customer service and the commitment we make to our clients is always the priority.Our Services Include:- Broker Services- KISx Program- Transparent Health- Medical Expense Reimbursement Plans (MERP)- Health Reimbursement Account (HRA)- Qualified Small Employer Health Reimbursement Account (QSEHRA)- Health Savings Accounts (HSA)- Flex Spending Accounts & Dep. Flexible Spending Accounts (FSA & DCFSA)- Self Funding- COBRA Administration- Section 125/Cafeteria Plan & Section 132/Transportation Plan- PPACA Certified- HR/Business Compliance

As the business development manager, I assisted Sales and Client Managers with Open enrollments, client and prospect renewals, financial reporting, medical and ancillary quoting, HRIS support (building and design), marketing campaigns, cold calling, networking, and BDS seminars.

Ba, Business Administration, Management And Operations

Activities and Societies: Rider Wrestling 2006-2011

Education record