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Work Background
Blue Cross and Blue Shield of MinnesotaDirector, Proposals and Client Intelligence
May. 2021 - Jun. 2025Eagan, Minnesota, United StatesDirects the day-to-day operations of the Proposal and Intelligence Team, researching client and prospect information and data to assess their health plan needs, wants, preferences and goals. The overall goal is to enhance our company's ability to connect with clients in ways that make them feel understood, appreciated and valued.
Blue Cross and Blue Shield of MinnesotaManager, Sales Proposals - National/Strategic, Public Sector, Taft-Hartley, Large Group
Apr. 2012 - May. 2021Eagan, MNProvide leadership, strategic direction, process development and staff management for Blue Cross' Proposal Team. Manage proposals for National Accounts (including Fortune 500 companies) and Large Group companies, public sector entities and labor groups. Collaborate with leaders in Sales, Product Development, Marketing, Account Management and Operations to ensure a coordinated and compelling response to clients' stated needs and goals. Drive consistent value proposition messaging throughout the sales proposal process. Hire, train and manage the daily efforts of the team to achieve team and company sales goals. Write executive summaries for all National Account new sales and renewal proposals.
Ameriprise Financial Services, Inc.Marketing Consultant | Annuities Marketing | Seminar Development
Oct. 2011 - Jan. 2012Greater Minneapolis-St. Paul AreaWrote, edited and coordinated marketing communications to Ameriprise financial advisors, clients, field members, and RiverSource internal and external wholesalers to ensure alignment with overall annuities marketing plan. Created financial advisor continuing education training on fixed and variable annuities. Created client seminars to illustrate the potential benefits of an annuity in an overall retirement plan. Developed, managed and implemented annuity marketing strategy to deliver key messages and optimize business results. Managed and tracked the regulatory review process for channel marketing materials.
Jeffrey Slocum & AssociatesDirector of Communications | E-Marketing | RFPs | Website Development | Client Prospecting
Oct. 2010 - Aug. 2011Minneapolis, MNDirected strategic marketing and communications initiatives for Jeffrey Slocum and Associates which provided independent investment consulting services to 110 institutional clients (foundations and endowments, health care systems, corporate retirement plans and insurance companies) with an aggregate asset base of over $91 billion. Managed the RFP process, including writing proposals, streamlining the RFP process, etc. Directed complete redesign of firm's website, including writing content and overseeing design development. Wrote and designed marketing collateral, including new business presentations and market updates. Developed and promoted the use of firm-wide brand guidelines.
Hallock CommunicationsPrincipal
Aug. 2010 - Mar. 2012Minnetonka, MN
Ameriprise FinancialSenior Marketing Manager, Consumer Banking | Financial Advisor Marketing
Dec. 2005 - Apr. 2009Minneapolis, MNLed the implementation of bank marketing plans and developed high impact, client collateral and financial advisor communications resulting in consistent mortgage and home equity sales, despite flat growth in the national mortgage market.Supervised and developed strategy for the redesign of the Ameriprise Bank advisor web portal, increasing its functionality, organization and ease-of-use for financial advisors. Developed client marketing collateral for financial advisors in the Ameriprise Home Lending Program, helping increase advisor engagement by 30%. This contributed to over 3,055 loan applications and over $495 million in loan volume during the first six months of 2008. Created Project BOOST (Building On Our Success Track) to generate greater success in enrolling financial advisors in the Ameriprise Home Lending Program and increase the number of loans they originated. As a result of this initiative, an additional 413 financial advisors enrolled in this program, and over 200 financial advisors originated one or more loans during a single quarter in 2007. Played a key role in the roll-out of the new Ameriprise Home Lending Program. Wrote and designed enrollment materials that were distributed to over 10,500 financial advisors. This contributed to the company exceeding its initial advisor enrollment goal by over 51%. Coordinated efforts with an internal Production Services team to manage the cost of printing all collateral materials, resulting in a net savings of over $60,000 in printing, assembly and mailing costs during a single year. Initiated a vendor vetting process to identify the capabilities and competitive strengths of outside design agencies.
Wells Fargo Home MortgageProject Manager | Policy & Procedure Manuals | Employee Training Evaluation
Sep. 2003 - Nov. 2005Researched, wrote and designed the first comprehensive policy and procedure manuals for Wells Fargo’s national Reverse, Renovation and Construction-to-Perm Mortgage Programs, identifying best practices and increasing the quality, efficiency and consistency of its loan processing operations. The work practices of thousands of employees were positively affected by these new manuals. Conducted a comprehensive evaluation of all employee onboarding and advanced training programs, writing and administering job knowledge tests to assess their effectiveness.
Jewish Family & Children's ServicePublic Relations Consultant | Nonprofit Marketing | Fundraising
Apr. 1986 - Sep. 2000Wrote, designed and supervised the print production of premium-quality client, volunteer and donor marketing communications including annual reports, newsletters, service brochures, fundraising literature and invitations to special events.
Federal Reserve Bank of MinneapolisEmployee Communications Coordinator | Employee Communications | Benefits and Compensation Literature
Sep. 1982 - Nov. 1983Minneapolis, MNWrote and designed benefits, compensation and other collateral for 1,100 Federal Reserve Bank employees.
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