Dynamic Sales Analyst with a proven track record at Mutual of Omaha, excelling in RFP management and fostering broker relationships. Adept at problem-solving and effective communication, I consistently deliver accurate proposals and enhance client engagement, driving sales success and ensuring compliance across diverse benefit programs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Analyst
Mutual of Omaha
Minnetonka
04.2024 - Current
Facilitate comprehensive sales support by managing quote activities and developing broker relationships.
Assist with client meetings, implementation calls, and enrollment sessions to meet sales objectives.
Prepare and review proposals, ensuring timely responses and maintaining accuracy.
Coordinate RFP management in GSAP while liaising with clients and brokers.
Benefit Advocate (Account Manager)
Pharos Employee Benefits
Eagan
07.2021 - 04.2024
Researched and addressed employee inquiries regarding benefits, eligibility, and coverage.
Managed eligibility changes for over 200 clients using paper applications and EASE HRIS system.
Endorsed benefits programs while conducting annual reviews to ensure legal compliance.
Maintained relationships with vendors to guarantee accurate and timely delivery of benefits services.
Developed communication materials and presentations detailing employee benefit plans.
Provider Relations Associate Analyst
Cigna Insurance Services
Edina
10.2020 - 07.2021
Managed inbound calls from providers regarding mental health and substance use disorder services.
Communicated eligibility, benefits, and authorization requirements for Cigna-covered customers.
Analyzed claim information and billing procedures to assist providers with processing issues.
Organized and multi-tasked across claims and benefits systems, ensuring HIPAA compliance of medical information.
Housing Stabilization Coach
Supportive Living Solutions
St Paul
10.2019 - 10.2020
Managed caseload of 15-25 clients across the metro area, providing community and in-home support.
Conducted in-home visits to engage clients in person-centered discussions regarding challenges and successes.
Identified barriers to housing stability and developed action plans for client involvement in housing search.
Coordinated meetings with clients, care teams, government agencies, and property managers to advocate for client rights.
Assisted clients in applying for housing subsidies and rental assistance programs.
Collected and maintained client data in compliance with program requirements.
Senior Service Center Representative
Hennepin County
Maple Grove
07.2017 - 10.2019
Collected data for daily, weekly, and monthly transaction reports and accounting functions.
Assisted in maintaining license inventory records to ensure accuracy.
Resolved customer complaints by addressing technical transaction inquiries effectively.
Provided training and work direction to staff, ensuring optimal performance.