Enthusiastic professional with expertise in communication, management, and negotiating. Driven to provide superior tailored solutions through innovation. A proven track record creating opportunities for customers that lead to brand loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring business professionals and a talent for interacting and collaborating at all levels of organization.
Overview
19
19
years of professional experience
Work History
Benefits Advisor & Independent Agent
Benefit Intelligence Inc.
07.2021 - Current
Sold and issued over $1,000,000+ in commercial premiums in three years
Directed, negotiated, and controlled medical, dental and vision benefit packages that resulted in an overall annual combined client savings of 27%
Created an established project management workflow for client case studies that led to an improvement in implementation and turn-around time
Collaborated with clients by creating and measuring employee health surveys to build benefit plans resulting in an increase in talent retention and recruiting efforts
Uncovered niche carriers for hard to market clientele
Updated benefit and safety handbooks leading to a decrease in company loss claims and workers' compensation premiums
Delivered targeted advice with empathy on issues such as applicable employment regulations, compensation strategies and internal systems to help companies update antiquated or ineffective approaches
Functioned as main point of contact for benefit carriers fostering trust that allowed for negotiations
Participated in design and ongoing management of benefit plans
Worked with leadership to support organization's business objectives and meet legal requirements
Financial Representative
COUNTRY Financial
06.2020 - 07.2021
Over $30K in commercial premiums sold within the first 8 weeks of hire
Proactively communicated with customers and was responsive to their unique needs
Incorporated compliant SOPs within the agency to reduce the risk of agent errors and omission opportunities
Contributed to process improvements resulting in a reduction in underwriting timelines
Valued transparency and honesty, always investing in customer relationships
Listened to the customer and sought to understand customers and their families while keeping the conversation about the client
Shared expertise to help educate customers and build trust—especially in new relationships
Made it easy for customers to understand what they’re saying and why it matters with respect to their financial and security goals
Financial Advisor
Edward Jones
06.2019 - 06.2020
Completed three month screening process
Accomplished seven hour interactive mock sales simulation requiring role-playing, prioritization of critical daily activities, and timely follow-through
Prioritized training objectives with a focus on required FINRA licensing requirements
Earned Securities Industries Essentials (SIE) through FINRA
Executive Sales Representative
Eli Lilly & Company
03.2018 - 06.2019
Achieved Q4 2018 portfolio YTD diabetes sales quota at 107% and key launch product exceeding 120%
Increased patient refill metric 6 months upon entering territory by 1.6% from a baseline of 76.2%- far exceeding the nation
Highest new drug therapy start SOM in AZ of 39% in product sales vs competitors
Led diversity and inclusion workshops among teammates resulting in peer career advancement and Executive Rep development
Assigned to coach early career professionals to ensure a smooth transition from training to the field
Monitored and adjusted territory business planning with key targeted customers and territory partners
HR champ with focus on career development, mentoring, talent succession management and procurement
Experienced Salesforce and Veeva platform user
District Sales Manager
Eli Lilly & Company
08.2016 - 03.2018
Demonstrated a capability to analyze and anticipate the district trends based on the external environment and gaps in performance in response to change
Tracked and analyzed weekly sales to implement corrective action plans and streamline operations
Communicated and enforced individual and division goals to maximize sales performance
Trained and mentored sales team members in customer relations, customer service and product placement
Assessed effectiveness of sales representatives and implemented courses of action to rectify weaknesses
Supervised 11 employees while driving sales growth and profitability
Hired early career talent, who received early promotion, and broadened diversity within the talent pipeline
Delivered performance management improvement plans in partnership with HR for low performers resulting in successful remediation quickly
Navigated three regional state payer markets along with national plans to maximize formulary pull-through opportunities; thus, creating and maintaining access
Evaluated short and long-term KPIs and took urgent action to remain on plan by end of year
Consultant Business Liaison
Eli Lilly & Company, The Lilly Answers Center
10.2015 - 08.2016
Facilitated communications between marketing, medical, technical, Managed Healthcare Services, Global Product Safety, Quality Assurance to identify gaps in launch plan execution
Compliantly reduced medical request turn-around time from 4.5 days to less than one day improving overall customer experience
Consistently outperformed customer service goals set by Global Medical Information
Created a custom product replacement process for biologic specialty pharmacy operations and removed barriers
Decreased cost of consumer/HCP refunds as US approver for all products by utilizing platforms including Salesforce and TrackWise
Produced weekly brand medical reports highlighting wins and opportunities for senior leadership allowing open discussion
Forecasted and adjusted staffing needs based on marketing projections and direct-to-consumer advertising
Remotely conducted weekly call center agent meetings: coaching, aligning objectives, identifying needs, solutions, and recognition
Published call center weekly quality metrics per brand to senior leadership to improve customer experience
Reviewed project specifications, identifying and remedying potential issues avoiding development delays
Organized training materials, including call center user manuals for on-boarding sessions
Wrote scopes, and requirements based on departmental budgets
Implemented processes and procedures keeping employees on task and workflows running efficiently
Compared project requirements against project deliverables to determine any last-minute changes needed
Associate Consultant
Eli Lilly & Company
06.2014 - 10.2015
Credited as a Consultant in Ethics and Compliance field sales
Aligned with HR on violation investigations and necessary remediation
Trained 10,000+ Lilly USA field sales reps on compliant procedures mitigating risk
Managed reviewers/approvers for CIQ Sales SOP revisions resulting in 100% on-time delivery avoiding delays
Led Lean Six Sigma project that transformed the CIQ Sales Tool and increased sales rep utilization by 82% resulting in greater compliance
Monitored and delivered CIQ sales metrics for Quality Control Lead Team and Sales Ops
Established DSM subject matter network nationally to solicit and sandbox future SOP revisions
Extensive project management experience with Xerox, 12 Stars Media, and OnPoint
Facilitated CIQ/E&C training for new hires
Evaluated internal systems and prepared training initiatives to mitigate ongoing problems
Senior Sales Representative
Eli Lilly & Company
11.2005 - 06.2014
2011 Top 4% new product launch both in the district and nationally
Awarded Senior Sales Representative and Partnership Award in 2014
Managed top Wisconsin Endocrinology Peer Speaker
Nominated in 2012 to be one of twelve persons to pilot a national corporate compliance initiative (FiT- Field Information Transfer)
Educated global E&C leaders on the Decision Making Support Model
Facilitated national & global compliance calls
Education
Master of Business Administration -
Liberty University
Lynchburg, VA
Bachelor of Arts - Management and Communication
Concordia University
Mequon, WI
Skills
Awarded national top salesperson for a Fortune 500 pharmaceutical company
4% national product launch sales success
Coacted directly with six company Vice Presidents to identify root causes of business unit procedural deviations
Fast-tracked to District Sales Manager
Biomeds launch coach for US call center with experience pre & post PDUFA
Project Manager for Customer Information Quality (CIQ) sales procedures
Reformatted app redesign for Eli Lilly & Company increasing utilization by 82%
Reduced US call center customer medical request response time post product approval from 4 days to 24 hours