Shari B. Email & Phone Number

Tacoma, Wa

Bellevue, Wa

Seattle, Wa

Partnered with sales divisions in WA, OR, UT and ID to bolster new sales and retention of large group medical insurance by developing and preparing strategic marketing proposals, presentations, related surveys/questionnaires and requests for information.• Facilitated compliant proposals from strategy development through production and delivery• Built strong relationships with all levels of management and departments• Developed compliance matrix and proposal checklist• Established proposal timelines• Lead kickoff meetings• Technical writing• Coordinated proposal responses and marketing collateral• Managed multiple proposals and projects at one time• Met strict deadlines

Seattle, Wa

Provided administrative sales support for two Senior Sales Executives for new sales of large group medical insurance.• Coordinated proposals• Established agent/group relationships providing customer service support and benefit explanation• Administered new client implementation• Coordinated and prepared prospective benefit quotes and summaries

Seattle, Wa

Managed client relationships and identified needs for managed care products and services.• Administered clients implementation and renewal• Preparation and execution of marketing collateral • Benefit fair representation• Contract audit and review• Coordinated sales meetings• Worked closely with operations to meet client needs• Managed one Administrative Assistant

Seattle, Wa

Provided administrative sales support for five Sales Executives, a Proposal Contract Manager and three Proposal and Contract Writers for a managed care organization.• Produced client contracts, reports and proposal materials• Production and delivery of proposals• Coordinated site visits, market mailings and internal staff meetings• Prepared PowerPoint presentations

Portland, Or

Supported three Sales Executives for large group medical insurance.• Administered new group implementations and renewals• Generated proposals and Geo Access reports• Audit review of contracts and benefit documents• Communicated with agents and benefit administrators by phone, in writing and in person• Problem solved issues including application processing, enrollment, benefits and claims

Portland, Or

• Supported three sales executives for national accounts and association book of business• Represented products and services and educated client employees and management at health fairs• Responsible for the implementation of new group sales and retention• Responsible for the review of all agreements, contracts and/or documents • Acted as primary contact for client service and support in order to resolve all service issues regarding billing, claims, eligibility, and other related customer service issues • Planned and participated in internal and external marketing meetings

Tigard, Or

• Supported three sales executives for small employer groups (2-99 membership)• Responsible for the implementation of new group sales and retention• Produced group rates, created formal proposals, review of contracts and benefit documents• Communicated and interacted with client by phone, in writing and in person and handled questions and issues including application processing, enrollment, benefit and claims

Computer Applications

Pmi-Pba Training, Professional Business Analysis (Pba)

Pmi-Pmp Training