|
Summary
A Dedicated Employee Benefits Professional with over 25 years of experience. Built strong customer relationships through excellent risk management solutions. Proven ability to develop trust and loyalty for long-term profitable partnerships. Significant experience with Group Medical including Consumer Driven Plans, Dental, Disability and Life. Strong background in alternate funding and financial analysis.
Professional Experience
UnitedHealthcare – Omaha, NE 3/07 to 6/08
Director – Account Management
Managed an inforce block of business of over 60,000 members on both a fully insured and ASO basis. Responsible for 3 Strategic Account Managers and 2 Service Consultants
• Exceeded the persistency goals for ASO business
• Recruited an exceptional new team of Strategic Account Executives
• Negotiated ASO and fully insured renewals with broker and customers
• Facilitated and developed strong working relationships with brokers
• Managed escalated customer and broker issues
Lincoln Financial Group – Omaha, NE 11/96 to 3/07
Director – Special Accounts (6/00 to 3/07)
Managed direct customer relationships for National Accounts including Federal Express, Bank of America and Duke Energy. Successfully negotiated renewals and new lines of business.
• Received the “Quest for Quality” award from FedEx
• Exceeded profit objectives for $70 million in annual premium
• Negotiated custom reinsurance arrangements to limit risk exposure.
• Facilitated the transition of all alternate funded groups during acquisitions.
Manager – Renewal and Amendments (1998 – 2000)
Managed the development of 20 renewal and amendment staff. Improved work processes, customer service satisfaction, and sales associates relationships
• Successfully managed renewals and amendments resulting in improved turn-around times
• Prioritized all field sales requests for special handling and rush handling
• Facilitated automation of amendments to improved tracking and turn-around times
National Accounts Consultant (1996 to 1998)
Partnered with sales associates to renew and sell new lines of coverage to National Accounts
• Developed the National Accounts sales strategy with marketing and underwriting
• Evaluated National Account customers plan design, pricing and funding arrangements
• Successfully negotiated profitable National Account renewals
• Trained and mentored sales associates and underwriting staff
Ameritas Life Insurance Corporation – Lincoln, NE 1/94 to 11/96
Chief Underwriter
Negotiated National Account customer pricing and plan design for new business as well as renewal
• Underwrote and managed alternate funding arrangements
• Managed the risk elements of the acquisition of the entire UNUM dental block
Metropolitan Life Insurance Company – Chicago, IL 1987 to 1994
National Accounts Consultant
Managed the risk and plan design aspects for Sears, American Airlines and Dean Witter Group Medical , Dental, Disability and Life coverages
• Received “Vendor of the Year” award from American Airlines
• Negotiated and implemented New Managed Care plans for over 50,000 employees
• Designed, priced and implemented a Medicare Gap Filler plan for Sears retirees
• Partnered with American Airlines for union negotiations
• Presented utilizations and financial reports to all National Account customers
Mutual of Omaha – Omaha, NE 1980 to 1987
Lead Underwriter (1983 to 1987)
Developed the underwriting staff’s technical expertise, customer service and negotiation skills to ensure excellent customer service, and profitable risk management for medical as well as ancillary. Partnered with sales associates to renew and write new business for all lines of coverage.
Senior/GroupUnderwriter (1980-1983)
Analyzed pricing and alternate funding options for large group customers including union plans, associations, and employer groups for medical and ancillary coverages. Traveled to Sales offices to enhance broker and customer relationships.
Accomplishments
• Received the “Quest for Quality” award from FedEx
• Successfully led the United Way campaign exceeding the pledge goal
• Received the “Top Vendor” award from American Airlines
• Implemented a new Medicare Gap Filler plan for Sear’s retirees
• Achieved Competent Toastmaster as a charter member of the company’s group
• Held Leadership positions in the local chapter of ISCEBS
Education and Industry Designations
Life, Health Insurance Agent’s License – 2004
Professional Customer Service Designation (PCS) – 2003
Fellow, Life Managements Institute (FLMI) – 2002
Certified Employee Benefits Specialist (CEBS) – 1985
BS in Business Administration from Nebraska Wesleyan University – 1980
Please respond to:
Jane Perez
23103 Fairview Rd
Gretna, NE 68028 |