Lyn Mowery Donahue

7 Autumn Lane, Burlington, New Jersey 08016 (609)239-7839  LynMDonahue@gmail.com

_PROFILE

Healthcare insurance professional with a proven track record of leadership, strategic planning, and marketing with the analytical ability to coordinate the efforts of multiple entities to meet both client and organizational goals. An enthusiastic project leader with integrity who is independent and self-motivated. Team-oriented with high energy, a strong work ethic, and who excels in a high pressure and challenging environment. History of success in building lasting client and carrier relationships.

_EXPERIENCE

 CORPORATE SYNERGIES GROUP, INC.                                                                  Mt. Laurel, New Jersey

Account Manager                                                                                                                               2007 - 2009

• Led and managed the life cycle of the employer's group health plan.

• Analyzed (through the use of various benchmarking reports and contribution models), marketed, and implemented employee benefits packages for small employer groups.

• Prepared and presented to clients the Strategic Business Plan, Pre-Renewal and Renewal recommendations.

• Strategically coordinated disease management practices to promote overall wellness.

• Consulted, educated, negotiated, and provided effective solutions in order to meet healthcare budgetary constraints.

• Established, built, and maintained trust and respect with all levels of client management.

• Educated and implemented FSAs, MERP Agreements, and HRAs/HSAs for clients and their employees.

• Introduced and sold additional lines of business.

• Negotiated ancillary rates with carrier representatives.

• Built a strong, loyal client base, and forged a strong working relationship with carrier representatives.

ADVANCED BENEFIT SERVICES, INC.                                                                    Cherry Hill, New Jersey

Client Services Manager/Account Manager                                                                                    2001 - 2007

• Managed the life cycle of 75+ small group cases. This included analysis, marketing, presenting, and implementing employee benefits packages.

• Handled all client problems and employee questions on a daily basis.

• Instituted various client service procedures for value-added service.

• Created customized Employee Personnel Manuals for select clients as a value-added service.

• Established strong, on-going relationships with clients and carrier representatives.

• Sold 31 small group cases within a three-year period from client referrals and call-ins.

• Introduced and sold additional lines of business.

PHOENIX LIFE INSURANCE COMPANY                                                                    Mt. Laurel, New Jersey

Administrative Manager                                                                                                                     1993 - 2001

• Administrative Manager of a large financial services office with several satellite offices, coordinated day-to-day operations with a high degree of problem-solving and decision-making capabilities.

• Managed a $1.5 million budget and all financial matters directly responsible for an efficient and fiscally sound environment.

• Hired, terminated, trained and managed a support staff of six, set Agency goals and provided

necessary direction to meet those goals.

• Developed and implemented systems and procedures to constantly improve operations.

• Directed the processing of new business from submission to commission. Agency consistently processed in excess of $2.5 million of first year cash commissions.

• Handled and resolved all agent problems including commissions, licensing, human resources, and benefits.

• Contracted, licensed and handled appointments of all new and current agents in life, health,

disability, variable annuities, and securities.

• Provided sales associates with the tools, product changes, and support they needed to effectively perform their jobs.

• Responsible for Agency adherence to NASD (National Association of Securities Dealers) and

Phoenix compliance regulations.

• Processed mutual funds and stock wire order trades.

• LAN (Local Area Network) administrator for a total of 25 work stations connected to the home office in Connecticut.

• Managed the annual WS Griffith (broker/dealer) and Phoenix intensive audits. Successfully passed both audits each year and rated the top compliant managerial agency in the Phoenix system.

EDUCATION/LICENSES

Attended Rutgers University, Dean's List.

Attained Fellow, Life Management Institute designation (FLMI) in 1997

Attained Associate, Customer Service designation (ACS) in 1998

Attained Associate, Insurance Agency Administration designation (AIAA) in 1998

Attained Associate, Insurance Regulatory Compliance designation (AIRC) in 1999

Awarded Underwriting Life/Health Insurance Certificate from Life Office Management Association in 2000

Licenses: Life, Health and Accident in New Jersey and Pennsylvania

SEC Series 6 and 63 (expired 1/04 due to non-affiliation with a broker/dealer)