Lori
R. Adler
Summary
A dynamic
Senior Consultant overseeing a multi-million dollar book of business, I have
always been committed to developing my management and relationship skills. I am always open to new and exciting professional
experiences to enrich myself and further my career goals. I also cherish and
aim to create opportunities to mentor and support others so that they may
develop their careers as I have.
Proficiencies and Accomplishments
·
Ability to adapt to rapidly changing business environments,
as demonstrated by experience leading a virtual team.
·
Success working independently and in team environments.
·
Highly effective in managing time and resources to meet
deadlines.
· Consistently
exceeds all metrics and standards, including meeting or exceeding profit margin
goals.
·
Strong record of up-selling cost-effective products to
current clients and closing new client sales.
·
Works effectively with all departments in order to integrate
and install new products and elected client programs.
·
Skilled in navigating the ever changing landscape of
Healthcare Reform.
Leadership
· Develop and
facilitate a large-scale departmental project to form two distinct teams of
account managers, in order to service two corresponding market segments.
· Analyze and
determine department budgets, as well as approve all salary increases.
· Responsible for
addressing staffing needs of account managers and support staff including
hiring and determining compensation and benefits.
· Coordinate and
implement new account management strategies.
· Design and
implement a training program for new account managers, including a curriculum
on HIPAA compliance.
Employment
History
USI Insurance Services LLC April 2012 – March 2014
Senior Consultant
New York, NY
· Oversee a large
book of business, building and maintaining relationships with clients to
develop individualized strategies for the provision of medical, dental, life,
AD&D, and LTD coverage.
· Educate clients
on health-care reform compliance measures, identifying opportunities to
minimize vulnerability and exposure to penalties for non-compliance.
· Produce
cost-benefit analyses to recommend the least burdensome pathways to maximizing
coverage.
· Maintain
strategic relationships with medical, dental, and ancillary carriers in order
to achieve best renewal outcomes for clients.
Medco Health
Solutions April 2007 – April 2012
Account Executive
Montvale, NJ
· Maintained a book of business with A-list clients valued at 60 million dollars
in cumulative pharmacy spend.
· Consistently high
rate of client retention.
· Responsible for
installing new client programs from beginning to successful final installation.
· Direct principal
contact with benefit administrators and decision-makers to ensure client
satisfaction and renewal.
· Advised clients
on how to stay within budget while achieving minimal employee disruption during
benefits acquisition.
· Selected to serve
as stakeholder on process improvement and leadership committees within Medco to
advance the company’s strategic plans.
· Maintained high
customer satisfaction scores on Medco’s annual “Voice of the Customer” surveys.
· Managed and
resolve benefits issues for Fortune 500 companies.
· Developed and
maintain relationships with brokers and consultants.
· High up-sell rate
of additional Medco programs with existing clients.
· Key contributor
in sales finalist meetings for prospective clients.
· Retained and
renewed accounts responsible for financial analysis to assist clients in
managing their pharmacy and health benefits effectively.
Oxford
Health Plans, a United Healthcare Company Sept. 1995 to March 2007
New York, NY
Team Leader, New York Account Management, June 2001 to
March 2007
·
Managed and led Key Account Team of account managers in New York City.
·
Managed and led a team of Administrative Assistants in New York City.
·
Proactively mentored Account Managers to assist them in reaching their
professional goals.
·
Responsible for managing all escalated issues, and instrumental in
coordinating information from other departments within the company
·
Collaborated with account managers and sales to strategize and service
some of Oxford’s largest accounts.
·
Led team of account managers to enhance performance to meet their goals
and objectives.
·
Monitored team members’ performance to create plans to achieve
individual goals.
·
Empowered to make policy exceptions and medical authorizations for the
client as needed.
·
Served on committees to participate in improving internal processes.
·
Strong internal resource for Account Management and Sales.
Senior Account Manager, June 1999 – June
2001
Account Manager, November 1997 – June 1999
Dedicated Group Service Manager , February 1997 – November 1997
· Responsible for developing
and maintaining Customer Service Team of twenty representatives.
· Played a lead
role in coordinating and implementing the delivery of high-quality service to
Account Management including by maintaining good relationships within the
company to reach common goals.
Team Mentor and Supervisor for Pilot
Program, September 1996 – February 1997
· Directly involved
in establishing and executing pilot programs designed to enhance performance of
newly trained Oxford Phone Representatives.
Customer
Service Representative September 1995 – September 1996
Licenses:
§ NYS Life
§ NYS Health
Education
Kaplan University
Bachelor of Science in Business
Administration, with an emphasis in Healthcare.
References furnished upon request.
Lori R. Adler
Copyright © Lori R. Adler. All Rights Reserved