Greater Houston
Project manager with extensive experience in the political tech and health and welfare industries, as well as a deep background in planning, developing, implementing, and measuring corporate-wide internal and external sales and account management programs designed to align corporate goals with stakeholder interests, resulting in long-term stability and growth.
• Help facility the carrier relationships for all Aon US with our consumer driven savings and investing panel carriers • Help broker and facility the implementation our client’s of coverage with panel and non-panel carriers • Evaluate plan strategy and costs for client seeking to marketing consumer driven plans • Help advise clients and other Aon colleagues on a long term benefits solutions during strategy meetings • Create Request for Proposals, preparing data for RFP release, entering RFP data into client management systems, and coordinate distribution of RFP to insurance carriers • Evaluation of plan design and costs relative to various measures and benchmarks reported to clients • Gather data and enter into summary spreadsheets • Help advise clients on a long term benefits solutions during strategy meetings • Manage vendor relationships, including carrier follow-up, and maintaining the relationship between Vendor Representative and Account Executive
• Assisted the School Account’s team with management and implementation of schools • Worked with Salesforce to run critical data and monitor school and sponsor accounts • Created reports and charts on Excel to track sponsorship progress • Addressed issues and responses from teachers, schools, and districts regarding technology and platform problems