Wendy Uricchio Email & Phone Number

Allentown, Pennsylvania, United States

Greater Philadelphia

Responsible for managing and renewing fully insured and ASO clients greater than 100 contracts. Developed valued business partnerships with brokers and clients by recommending products, services and capabilities for medical/Rx and ancillary lines of business. Provided continuous support and product education to ensure customer satisfaction and loyalty. Partnered with internal teams including pharmacy, clinical management and underwriting to meet retention goals while maintaining high profitability.

Recruited to lead client services working with 5 client managers and servicing a 30,000-member book of business for fully insured and ASO clients in the education and government sectors. Developed strong relationships with group administrators and brokers by resolving service requests for claims, billing, enrollment, and reporting. Coordinated claim, eligibility, and enrollment file feeds. Participated in client meetings to ensure account objectives were met. Created and provided benefit grids, open enrollment kits, SBC’s, benefit booklets and educational materials.

Member of the Large Group Team servicing clients 100 lives and above. Responsible for sending RFP’s for all lines of coverage, carrier customer service, charting and comparing proposals as well as handling negotiations and the implementation process for any carrier changes. Schedule and attend client meetings and conference calls, organize and maintain all client data and create power point presentations. Chart and compare monthly claims and create data analytics reports to determine what is driving the claim trend.

Allentown, Pennsylvania Area

Partner closely with Branch leadership to achieve strategic, financial, sales, operational and risk objectives. Cultivate customer relationships through referrals to other non-retail bank portfolio of services such as Insurance, Mortgages and Investments. Integral team leader to the coaching, supervision, evaluation and training of branch employees.

Allentown, Pennsylvania Area

Managed the Marketing, Sales, Service and Operations of the branch. Developed and executed strategies to drive sales and referrals of other portfolio of solutions offered by the bank. Executed various Marketing programs, incentives, and offerings to both retail and business clients. Developed and coached core skill set with branch team to effectively increase referrals to other bank portfolio of services, meet the needs of the customers and maintain excellent customer relationships. Executed external business development strategies.• Converted underperforming branch to high performing branch within 3 months of hire.• Consistently met and exceeded monthly and quarterly sales objectives.• Promoted from “in-store” Manager to “free-standing” Manager within 12 months of hire.

King Of Prussia Mall

Managed profit and loss for $3 million dollar store. Top Manager for Spring 2005 season. Lead and executed all corporate Marketing and seasonal initiatives at the local branch. Ensured store met all corporate standards including visual, flow, reporting and workforce management. Trained and coached store employees.

King Of Prussia Mall

Managed profit and loss for $2 million dollar retail store in King of Prussia Mall. Consistently top producing sales representative.

Allentown, Pennsylvania Area

Sales Assistant to the VP of Executive Benefits Team. Initial contact for all client inquiries. Identified opportunities to expand business with additional products such as insurance, mortgages and estate accounts. Series 7 and 66 registered.

Bachelor Of Science - Bs, Marketing

Business Administration And Management, General