Sara Fisher Email & Phone Number

• FY25: Q1 - Closed 40 renewals with a total ARR of $1.2M, largest renewal closed $219K. Exceeded quota by 14%. • FY24: Closed 227 renewals with a total ARR of $8.2M, largest renewal closed $642K. Successfully renewed Fortune 500 organizations. Exceeded annual quota by 10%.• FY23: Closed 481 renewals with a total ARR of $6.4M, largest renewal closed $80K. Exceeded annual quota by 11%.• FY22: Closed 389 renewals with a total ARR of $4.7M, largest renewal closed $172K. Exceeded annual quota by 18%.• Forecasted and prepared renewal quotes at least 120 days prior to contract end dates within Salesforce. Maintained comprehensive and up-to-date records within Salesforce throughout the renewal process.• Collaborated with Sales and Customer Success teams to analyze customer data and case history, identify upsell opportunities, drive growth, and craft tailored retention and engagement strategies. • Engaged with customers and partners to review renewals, evaluate churn or downsell risks, discuss pricing and contract modifications, and address questions or concerns regarding products, experiences, or the renewal process. • Negotiated effectively to enhance customer satisfaction, build trust, and optimize contract value.• Led initiatives to improve processes, communications, customer experience, and enablement to streamline the renewals process both externally and internally.

• Designed and implemented workflows and documentation for triage and notice entry processes, significantly enhancing department operations. • Trained and supported Benefits Claims Coordinators (BCC), Claims Examiners, and Medical Risk Consultants (MRC). • Audited MRC trainees and BCCs to offer feedback and develop customized improvement plans for accurate execution and understanding of complex processes. • Conducted in-depth review and data screenings of potential claim notices, case management documentation, precertifications, group reports, and plan documents to assess the risk of exceeding the Policyholder’s deductible, both presently and on future plan years. • Researched and determined necessary actions by MRCs, Cost Containment Specialist, and Underwriting based on potential claims impact.• Documented clinical information in ESL claims system, summarizing details for diverse business needs and ensuring clarity in medical terminology. • Ensured HIPAA compliance while managing sensitive personal information, including medical history, diagnoses, medications, and case management details in internal and external communications.

• Analyzed and interpreted complex medical billing data to accurately determine claim amounts, diagnostic information, and other critical data into claims database system for processing, while maintaining accuracy and time standards.• Enhanced operational efficiency by developing and refining processes, creating comprehensive training materials, and providing process training and auditing feedback to new employees. • Managed administrative tasks such as updating claim records, processing documentation, and maintaining accurate files to support efficient claims processing. • Provided ongoing support and troubleshooting for claims processing issues, ensuring resolution and continuous improvement of operational procedures.

• Oversaw and executed complex financial transactions with precision and efficiency, ensuring adherence to established accuracy and timeliness standards.• Supported management by developing and executing operational improvements, customer-centric procedures that improved customer satisfaction and departmental efficiency.• Facilitated cross-functional collaboration with external companies, management, and internal departments to resolve specific requests and issues, fostering effective communication and problem solving. • Communicated complex issues with customers, colleagues, and/or agents, effectively communicating regardless of individual’s level of expertise. • Revised and optimized procedures while delivering training for new and existing employees, ensuring consistent application and understanding of updated processes.