Sue Conner Email & Phone Number

Managed NCA book of business, Responsible for account receivable activity tied to a specific market, Support and ensure timely responses related to provider onboarding, claims issues, and compliance overview, Provide direction and guidance regarding policies, procedures, workflows, claim service quality, and training needs. Regularly meets with assigned Health Care Professionals to discuss results, review issue trends, and develop action plans for improvement. Communicate and educate providers regarding issues/trends to minimize errors and improve claim accuracy. Engages matrix partners to achieve service improvements and minimize contract interpretation issues.

Walnut Creek, Ca

Supporting various aspects of the sales process including but not limited to producing compliant benefit summaries and managing the hand-off process to implementation for new and renewing cases. A liaison between the Sales team and internal partners (e.g. Admin Staff, Implementation, Commissions). Provide back-up support to the Client Manager and Sales team on escalated issues while they are out of the office. I produce benefit summaries for prospects, new business and renewals. This task requires knowledge and understanding of Cigna products – Self-Funded and Fully Insured as well as platform administration. It also requires knowledge of state mandates and federal regulations (PPACA related). Knowledge of current tools is also critical. Attention to detail, accuracy and ability to work under tight time constraints are necessary. I am professional and knowledgeable, able to answer general and case-specific questions.Some of my responsibilities are: Benefit Administration - Produce and maintain benefit summary templates and Produce benefit summaries for prospects, new business and renewals, Partner with the NBM and/or CM to ensure that the Clients’ needs / expectations are met - Partner with Product and Compliance on issues as needed and Stay current with case installation requirements / changes and sales tools, Coordinate with Admin staff on producing / printing /ordering /assembling of Client materials such as enrollments kits, Build relationships with Client and /or Broker to enhance the Client experience - New Business / Mid-Year / Renewal Packages, Partner with NBM /CM to support completion of packages / CPP, Translate process needs to identify tasks and package components (Cover Sheet, Executive Summary, and perform compare), Coordinate with Admin staff on producing / printing /assembling packages

Walnut Creek, California

Provides new business sales support for Field Sales Representatives handling Medicare, dental and vision cases. Duties include coordinating and executing the new business presale process, submitting electronic new business applications for Medicare, dental and vision products. Request and obtain missing information from the field sales representatives in timely manner to process new business in order for field sales representatives to make sales goal. In addition, the New Business Coordinator will act as the point of contact between field sales representatives and underwriting. NBCs are responsible for scrubbing all new cases and submitting them for installation.

Walnut Creek, Ca

Support Group Insurance Division with quoting and installation of Dental PPO, Short-Term Disability, Long-Term Disability and Life Insurance benefits for new and renewal business for Mutual of Omaha customers, Agent/Sales Support - Receive RFPs from brokers, consultants, agents, provide financial information concerning prospective clients and availability of required insurance coverage - Prepare and send out proposals to brokers, follow up with brokers on rates and updates - Develop working relationships with carrier marketing and underwriting - Compile reports for sales agents and regional manager - Generate proposals for dental, short-term disability, long-term disability and life insurance for sales agent, brokers and consultants Administrative - Provide administrative support to the implementation and sales team on new and existing business - Send out licensing paperwork to prospective brokers to be contracted with Mutual Of Omaha, follow up with Contracts and Licensing Department to ensure timely processing of licensing contracts - Order and ensure the delivery of benefit summaries, claim forms, administration manuals, and dental ID cards - Assemble enrollment kits for meeting - Open, screen, and distribute mail, identifying and ensuring proper disposition of correspondence requiring immediate attention. Mutual of Omaha Systems/Technical - Utilize GSAP systems to load RFPs for new and renewal business. - Gather, scrub for member eligibility , enter code and scan - enrollment forms to Nebraska office for processing - Attend Weekly Sales and System Training Conference Meetings