Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Work Availability
Quote
Timeline
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Betty Dean

Tavares,FL

Summary

Hardworking Benefits Manager with over 10 years of Insurance and Financial experience. Proven skills in helping companies and individuals obtain Life and Health benefits. Exceptional relationship-building, problem-solving and planning talents. Adept at maintaining plan compliance with industry practices, legal requirements and company standards. Skilled in account servicing, auditing and vendor relations. Expert Microsoft Suite user.

Overview

12
12
years of professional experience

Work History

Sr. Benefit Coordinator/Agent

GoHealth, Inc
Remote, FL
08.2021 - Current
  • Handle all inbound calls for Medicare, Medigap products offered by all Major Insurance companies nationwide
  • Recommend products specifically for individual health needs
  • Educated customers on how plans that fit their individual needs and works with Medicare to be sure individuals get the care and service they deserve and are expecting
  • Handled each customer with a 30% conversion rate and 85% effectuation rate
  • Licensed in multiple states and with multiple insurance companies.

Insurance Agent/Associate Account Manager

Sutherland Global, Inc
Remote, NY
11.2019 - 08.2021
  • Handle all inbound calls for Life insurance products offered by CUNA Mutual Group
  • Recommend life insurance products and coverage based on individual needs
  • Meet and exceed monthly APC over 35% and NAP goals consistently
  • Educate customers on the why for life insurance as well as the need
  • Taking an average of 25-30 inbound calls per day
  • Handling multiple programs as well as the ability to work effectively in a remote home office environment.

Member Service Manager

Prosource of Orlando
Orlando, FL
03.2019 - 10.2019
  • Reach out to inactive members and resolve issues that may have kept them from purchasing from us, earning back their business
  • Resolve issues and monitor accounts for activity and customer satisfaction
  • Be a point of support and contact for anything that may be needed for point of support and contact for anything that may be needed for the project or business.

Vice President

Parady Financial
The Villages, FL
06.2018 - 02.2019
  • Developed expectations and procedures to assure client satisfaction
  • Handle all of Client Relations issues and follow up
  • Look and listen for additional opportunities to expand relationship with client
  • Continued training and coaching the team in ways to give additional concierge service.

PA Vice President Branch Manager

Santander Bank
North Wales, PA
05.2016 - 05.2018
  • Managed branch and team to become top in district earning 2017 Top Performer trip
  • Managed with P&L format $54 million in deposits
  • Client satisfaction consistently over 80%
  • Managed team of employees, overseeing hiring, training, and professional growth of employees
  • Worked with the community to build the company brand, business, and footprint.
  • Worked with customers to understand needs and provide excellent service
  • Learned new skills and applied them to daily tasks to improve efficiency and productivity
  • Resolved problems, improved operations, and provided exceptional service

Vice President Branch Manager

WSFS Bank
Malvern, PA
11.2015 - 03.2016
  • Administrative control of all functions of the branch including budgeting, profitability management, and critical operational duties to ensure branch compliance
  • Promote the growth of the branch and attract new business
  • Cross-sell and develop Associates to maximize selling and service skills.
  • Resolved escalated customer issues and boosted retention rates by 15%

PA Assistant Branch Manager

Citizens Bank
Broomall, PA
07.2012 - 11.2015
  • Mentored and coached team out of their comfort zone to achieve incentive goals and increase branch profitability
  • Increased business and client base through lead generation, calling, cross-sell, and community involvement.
  • Managed branch with over $30 million in deposits
  • Drove operational improvements which resulted in savings and improved profit margins
  • Offered friendly and efficient service to customers, handled challenging situations with ease

Personal Relationship Coordinator

Midland National Life
West Des Moines, IA
05.2005 - 01.2008
  • Built relationships with non-active agents to earn back business resulting in $69 million in new revenue, resulting in a new sales record
  • Worked with the marketing team to develop a plan to engage and motivate this group to do business with Midland again.
  • Actively listen to customers' requests, confirming full understanding before addressing concerns
  • Resolved conflicts and negotiated mutually beneficial agreements between parties
  • Used critical thinking to break down problems, evaluate solutions and make decisions

Education

No Degree - Business Administration And Management

Western Governors University
Salt Lake City, UT

Skills

  • Benefit auditing
  • Vendor relationship management
  • Implementing skills
  • Strategic planning
  • Multitasking Abilities
  • Problem-Solving
  • Critical Thinking
  • Written Communication
  • Excellent Communication
  • Benefits knowledge
  • Health benefits
  • Explaining benefits
  • Benefits program knowledge

Accomplishments

· Coached and trained Sales team in 23 locations over 3 states to top District in company.

· Managed multiple retail stores to become top store in the district with 75% close rate

· 2017 Top Performer Trip Winner

· Lead Region with $7 million in sales

· Generated over $69 million in new business

· 15+ years in Management and Training

· 10+ years in Customer Relationship management

Additional Information

  • Florida State Notary Public, Loan Signing Agent and Remote Online Notary (NNA member) Life, Health and Variable Annuity License with multiple states in US (Florida resident) Financial Literacy Trainer and Facilitator

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Nothing in life is to be feared, it is only to be understood. Now is the time to understand more, so that we may fear less.
Marie Curie

Timeline

Sr. Benefit Coordinator/Agent

GoHealth, Inc
08.2021 - Current

Insurance Agent/Associate Account Manager

Sutherland Global, Inc
11.2019 - 08.2021

Member Service Manager

Prosource of Orlando
03.2019 - 10.2019

Vice President

Parady Financial
06.2018 - 02.2019

PA Vice President Branch Manager

Santander Bank
05.2016 - 05.2018

Vice President Branch Manager

WSFS Bank
11.2015 - 03.2016

PA Assistant Branch Manager

Citizens Bank
07.2012 - 11.2015

Personal Relationship Coordinator

Midland National Life
05.2005 - 01.2008

No Degree - Business Administration And Management

Western Governors University

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Betty Dean