Kato Sherman

Account/Project Manager

Role
Carrier Associate Benefit Advisor at eHealth, Inc.
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers

About Kato Sherman

PROFILE - ACCOUNT/PROJECT MANAGERResults-driven Account Manager with experience in managing client relationships, optimizing performance, and driving revenue in the healthcare industries. Skilled in managing large portfolios, including Medicare and health insurance clients, with a proven ability to tailor solutions, negotiate contracts, and deliver customer service. Demonstrated success in developing partnerships with healthcare providers, including OB/GYN clinics, specialty health practices, and wellness programs. Experienced in promoting healthcare solutions that address women’s health needs, improving patient outcomes, and contributing to revenue growth.Over 9 years of experience leading cross-functional teams and managing projects across healthcare, sales, and customer service. Expertise in Agile and Waterfall methodologies, with a proven track record of driving a 300% increase in sales revenue, improving operational efficiency, and optimizing workflows. Skilled in stakeholder management, risk mitigation, and process improvement, consistently delivering projects on time and exceeding performance goals. Known for fostering strong client relationships and enhancing team productivity to achieve business objectives.

Experience

  1. Carrier Associate Benefit Advisor

    eHealth, Inc.

    Jul 2024 — Present · Pittsburgh, PA, US

    Conducted in-depth needs assessments for benefciaries, recommending plans that saved clients $1,500 annually, leading to higher client satisfaction.• Utilized CRM tools to manage client accounts, track sales progress, and optimize pipeline efficiency, improving data accuracy and response times. Led the end-to-end planning and execution of a Medicare enrollment optimization project, streamlining the beneficiary identification process, and improving plan matching accuracy by 30%.• Collaborated with stakeholders from top national and regional health insurance providers to integrate eligibility checks for Medicaid, Extra Help, and DSNP, improving access to specialized coverage by 30%.• Implemented a project schedule to align advising operations with Medicare guidelines, ensuring 100% compliance with state enrollment regulations.• Conducted risk assessments to identify potential barriers in enrollment processes, mitigating delays and ensuring timely plan recommendations during high-demand periods such as the Annual Enrollment Period.• Facilitated stakeholder communication through updates and reporting, improving transparency and alignment between insurance partners and internal teams.

Education

  • University of Phoenix

    Business Administration and Management, General

    2002 — 2003

Skills

  • Marketing
  • Strategy
  • Employee Relations
  • Strategic Planning
  • Contract Negotiation
  • Start-Ups
  • Negotiation
  • Microsoft Office
  • Sales
  • Recruiting
  • Microsoft Outlook
  • Leadership
  • Team Leadership
  • Leadership Development
  • Account Management
  • Change Management
  • Executive Management
  • Business Planning
  • Operations Management
  • Direct Sales
  • Retail
  • Process Improvement
  • Microsoft Powerpoint
  • Program Management
  • Time Management
  • Employee Benefits
  • Call Centers
  • Healthcare
  • Business Development
  • Management
  • Team Building
  • Performance Management
  • Crm
  • Vendor Management
  • Sales Management
  • Insurance
  • Human Resources
  • Cross-Functional Team Leadership
  • Marketing Strategy
  • Coaching

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Kato Sherman — Carrier Associate Benefit Advisor at eHealth, Inc. in Pittsburgh, PA, US | Unifers