Gary W. "Billy" Miller
Napa
Summary
Experienced sales professional with proven ability to drive revenue growth and build lasting client relationships. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in strategic sales, account management, client negotiations, and market analysis. Renowned for reliability, communication skills, and results-driven mindset.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Account Executive - Large Group
Sutter Health Plan
Sacramento, CA
04.2023 - Current
- Developed and maintained strong client relationships to enhance customer satisfaction.
- Analyzed market trends to identify opportunities for service improvement and expansion.
- Coordinated cross-functional teams to deliver tailored healthcare solutions to clients.
- Led account strategy sessions to align service offerings with client needs and goals.
- Utilized CRM systems to track client interactions and manage sales pipelines effectively.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
- Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
SALES SUPPORT SPECIALIST
Covered CA for Small Business (Pinnacle)
San Francisco / Bay Area, CA
09.2015 - 06.2022
- Prepared sales presentations by compiling data and developing presentation formats and materials.
- Managed customer inquiries and provided detailed information on health plan options.
- Supported sales team by preparing proposals and ensuring timely follow-up with prospective clients.
- Assisting small business owners and their employees with eligibility and benefits inquires.
- Working with client Human Resources to establish policies and procedures for employee benefits.
- Building & maintaining relationships with broker partners.
- On-site renewal & enrollment meetings, as well as benefits training sessions for clients.
- New Group Sales and Implementation.
- Boosted sales performance by providing timely and efficient support to the sales team.
- Developed working knowledge of CRM to effectively track sales leads and activities.
ACCOUNT MANAGER / BROKER
Vexis Insurance Solutions
Roseville, CA
01.2013 - 09.2015
- Day-to-Day management of Small Business accounts
- Assisting clients and their employees with various inquiries and needs.
- Working with client Human Resources to establish policies and procedures for employee benefits
- On-site renewal & enrollment meetings, as well as benefits training sessions for clients.
- New Group Sales and Implementation
- Developed client relationships through regular communication and proactive problem-solving.
- Coordinated policy renewals, ensuring timely processing and adherence to compliance standards.
- Analyzed client needs to recommend tailored insurance solutions that enhance satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
DIRECTOR – MEMBER SERVICES/BENEFITS TECHNOLOGY
Hillenbrand Insurance Services
Roseville, CA
04.2006 - 09.2012
- Established policy & procedure for brokerage call center
- Management of member services team, which assists clients in understanding their benefits package, claims reconciliation, provider referrals, and pharmacy inquires
- Conducted on-site client enrollment meetings, focus groups, and training sessions
- Served as benefits liaison for clients such as Legoland, Orchard Supply Hardware (OSH), Treasury Wine Estates (Beringer), and McCain, Inc.
- Managed compliance initiatives ensuring adherence to industry regulations and standards.
- Collaborated with executive leadership to devise long-term strategies that support growth and innovation initiatives.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
DIRECTOR – MEMBER SERVICES
VIIA Insurance Services (Intercare Holdings)
Roseville, CA
01.2003 - 04.2006
- Creating policies & procedures for brokerage call center.
- Developed strategic initiatives to enhance operational efficiency across insurance service lines.
- Led cross-functional teams to implement process improvements and streamline workflows.
- Fostered relationships with key stakeholders to drive partnerships and business growth opportunities.
- Implemented data-driven decision-making frameworks to optimize performance metrics and reporting accuracy.
- Mentored junior staff, promoting professional development and enhancing team capabilities.
- Spearheaded compliance strategies to meet regulatory requirements and mitigate risk exposure.
- Analyzed market trends to inform product development and competitive positioning strategies.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Optimized staff performance by designing comprehensive training programs tailored to individual needs.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
- Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
- Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
MEMBER SERVICES LEAD & SPECIAL PROJECTS
Health Net
Rancho Cordova, CA
08.2000 - 01.2003
- Provided training and guidance to a team of service personnel
- Remained current on new & updated health insurance products offerings
- Call monitoring/quality assurance, reviewing call documentation data, and coaching staff on phone and service etiquette
- Worked extensively with CalPERS/CCPOA benefits, often resolving high-level claims & referral issues for plan participants & executives
- Selected for special projects involving system technology development and emerging markets.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
Education
Sierra College
Rocklin, CA01.1994
undefined
Roseville High School
Roseville, CA01.1991
Skills
- Strong Organizational, Written, And Verbal Communication Skills
- 26 Years Of Sales, Client Engagement & Customer Management Experience
- Skilled At Organizing A Team Of Individuals To Work As One Cohesive Unit To Achieve A Common Goal
- Ability To Build New Business And Maintain Growth Throughout
- Experience In Developing And Maintaining Client Data Management Systems
- Client relationship building
- Pipeline management
- Strategic selling
- New business opportunities
- Customer relations
- Territory management
- Sales quota achievement
- Customer presentations
- Customer relationships
- Lead development
Certification
CA Accident & Health or Sickness - Insurance Producer License #865519
Timeline
Account Executive - Large Group
Sutter Health Plan
04.2023 - Current
SALES SUPPORT SPECIALIST
Covered CA for Small Business (Pinnacle)
09.2015 - 06.2022
ACCOUNT MANAGER / BROKER
Vexis Insurance Solutions
01.2013 - 09.2015
DIRECTOR – MEMBER SERVICES/BENEFITS TECHNOLOGY
Hillenbrand Insurance Services
04.2006 - 09.2012
DIRECTOR – MEMBER SERVICES
VIIA Insurance Services (Intercare Holdings)
01.2003 - 04.2006
MEMBER SERVICES LEAD & SPECIAL PROJECTS
Health Net
08.2000 - 01.2003
undefined
Roseville High School
Sierra College