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Jacksonville Beach, FL 32227
Retail Operations Manager
16 years experience W2
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Retail Sales Consultant
Professional/Consulting Services
Mar 2018 - present
  • Top sales producer, open enrollment 2018 – 125% of goal
  • Meet face to face with membership and provide guidance on the customer journey
  • Create presentations for use with member to ensure their understanding of complex healthcare navigation
  • Extensive knowledge of all lines of business including Medicare, U65, and Group
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Retail Operations Manager
Information Technology
Jul 2016 - Apr 2018
Florida, CO
  • Created Retail Operations plan at Winston YMCA Health Living Center -Florida Blue resulting in 151% of forecasted sales submissions and 143% of forecasted traffic
  • Led Cross functional, matrixed, team of 12 sales and 10 customer service consultants
  • Built and improved process for reporting and tracking key metrics
  • Consulted with IT and Senior Leadership to explain risks, cost vs. benefit, and impacts on membership
  • Managed budget at the cost center level
Project Management
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Assistant Center Director
Nov 2015 - Jul 2016
  • Developed special enrollment management plan that grew sales 18.8%
  • Created and facilitated sales toolkit calls for use across retail chain, helping increase sales over 10%
  • Established results tracker for service team that resulted in 29% effectiveness increase and achieving maximum points on corporate performance index
  • Led retail initiative to manage service request inventory across organization resulting in 62% decrease in open service requests
Project Management
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Interim Retail Center Director
Jul 2015 - Oct 2015
  • Developed and implemented sales to service referral strategy that led to 25% increase in service activities
  • Oversight accountability of all aspects of retail center including budget/cost center, staffing, and training
  • Clarified team goals and accountabilities while assisting with professional growth and development plans
  • Hired, trained, and developed seasonal staff; while motivating current employees to reach goals including performance reviews and coaching
  • Designed and implemented open enrollment sales and marketing strategy to ensure a successful enrollment period
  • Built external relationship that improved 2-15 (life, health, variable annuity) new hire licensing process which was adopted company wide
  • 2016 Florida Blue Award for Excellence for displaying leadership and having success in interim retail director role
Microsoft Excel Project Management
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Master General Agent – Senior Sales Manager
Information Technology
Jan 2011 - Aug 2013
  • Grew new sales revenue 172% YoY from 2011 to 2012
  • Recruited, hired, licensed, and trained dozens of employees
  • Coached and developed a team of sales managers (3) and trainers (5)
  • Developed corporate initiative creating child safe program and presentation
  • Managed day to day operations, including sales forecasts, lead inventory, and customer escalations
Project Management
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Financial Advisor
Information Technology
Jan 2007 - Jan 2011
  • Created comprehensive financial plans for individuals
  • Established Financial Wellness program for employers to educate and assist employees
  • Managed client roadmap to ensure our actions were meeting their needs and goals
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Edit Skills
Non-cloudteam Skill
Bachelor's in Lean Six Sigma Green Belt
University of Pittsburgh 2005
Life, Health, Variable Annuity License
Project Management
Microsoft Excel