Lori R

Lori R. Adler







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.




·      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                                                                                          




§  NYS Life

§  NYS Health



Kaplan University

Bachelor of Science in Business Administration, with an emphasis in Healthcare.


References furnished upon request.

Lori R. Adler