Anna Stiley

• Responsible for all new group business for employers with 2-5000 employees. This includes fully insured, level funded and self-funded groups. My territory is all of Nevada, St George, UT and key brokers in SLC, UT.
• Promote and sell our TPA services through Meritain for groups 51+.
• Build and manage pipeline in Salesforce.
• Increased account retention by working closely with my Account Management team and broker partners to effectively negotiate with underwriting
• Established long-lasting partnerships with key brokers by always listening and being extremely responsive.
• Collaborated with internal teams to update our products annually.
• Promoted company offerings regularly through in person and virtual broker presentations.
• Review all RFPs and work with underwriting to tailor solutions based on individual plan sponsor needs.
• Developed new business opportunities through effective networking and client presentations.
• Conduct open enrollment meetings for new and existing business including our National Account customers.
• Regularly participate in industry events as a representative of the company, including professional networking.

Partner in a small P&C Insurance agency.

Located in a mortgage brokers office, Republic Mortgage. My partner was the owner of the mortgage company. Agency was sold when the mortgage industry was not going well.

• Responsibilities included generating new business and retaining existing clients. Managed a small staff of 3 employees.
• Specialized in home, auto, life and small business insurances.

• Responsible for all Personal Lines new business sales.
• Managed carrier relationships and appointments.
• Networking, prospecting and agency lead for community involvement.