Eva Cataland
Oceanside,CA
Summary
Professional sales leader with over 20 years of experience in the health and wellness benefits industry. Strong record of driving revenue growth and expanding market presence. Skilled in strategic planning, team leadership, and customer relationship management. Known for adaptability in dynamic environments and delivering consistent results. Proficient in leveraging data-driven insights and collaborative approaches to exceed targets.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Regional Sales Director
TASC-Southern California
San Diego, CA
03.2022 - Current
- Employee Benefits Software, Compliance Solutions, ICHRA, FMLA, FSA, HSA, COBRA, HR Solutions platform
- Ranked #7 sales executive nationally out of 54
- Accomplished 150% of quota
- Prospect through broker chanel
- Sharp presentation and communication skills
- Developed regional sales strategies to enhance market penetration and drive revenue growth.
- Established strong relationships with key broker partnerships, resulting in increased loyalty and repeat business.
- Expanded market share by identifying new business opportunities and cultivating partnerships.
Producer
Independent Broker
11.2013 - 01.2021
- Provide ongoing solutions for annual renewals to recommend solutions and savings
- Prospected for new clients within California and West Coast region
- Facilitate open enrollment meetings with sales support
- Make B2B cold calls
- Network via health insurance industry organizations and community
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Employee Benefits Manager
ERM Insurance Brokers, Inc., Irvine, CA
Irvine, CA
11.2012 - 11.2013
- Responsible for new sales and retention of current block of 2 million
- Build infrastructure within agency to facilitate employee benefits
- Reach sales targets by cultivating new relationships and cross-selling with P&C agents
- Prospect for new business in niche markets
- Oversee my assistant on proposals and changes before finalized
- Analyzed benefits data to drive strategic decision-making and improvements.
- Led open enrollment processes, enhancing employee understanding of benefits options.
- Negotiated with vendors to secure competitive pricing on insurance plans, reducing company costs.
Sales Executive, Mid Market
Health Net, Huntington Beach, CA
Huntington Beach, CA
01.2010 - 11.2012
- Responsible for new business sales mid market segment (50-200).
- 130% of quota consecutive years
- Presented product demonstrations to potential clients, effectively communicating value propositions and benefits.
- Managed pipeline efficiently, prioritizing tasks according to urgency/importance while maintaining focus on long-term objectives.
- Cultivated and managed broker relationships in OC, IE
- Lead sales targets in mid market against other territories
- Produced over 7,000 new subscribers to company membership in hard market
- Proficient in Sales Force, reporting and strategizing
- Accompanied brokers on sales calls to their current/prospective clients
Senior Benefit Consultant- Broker Sales
Gardener Allen Assoc., Columbus, OH
Columbus, OH
03.2003 - 11.2008
- Managed groups 20 to 250 lives
- Handled renewals from consultative approach to identify solutions to their budget
- Resolved claims, billing, and administrative issues with urgency
- Cross-selling with P&C brokers within agency
- Prospected within construction and restaurant niches
- Evaluated voluntary benefit offerings for potential inclusion in company plans, ensuring alignment with organizational goals and employee preferences.
- Exceeded personal goals every year
- Enhanced employee satisfaction by developing and implementing comprehensive benefits programs.
Regional Marketing Director- (satellite office Columbus)
Ahrens Financial Systems, Overland Park, Kansas
Overland Park, Kansas
07.2000 - 03.2003
- New sales and managed partial self funded clients ranging from 50 to 5000 employees
- Managed relationships with multiple TPA’s to write new business and retention
- Working knowledge of stop loss coverage and contracts
- Responsible for selling/cultivating: Ohio, Indiana, Nevada and California
- Exceeded sales target of 1.5 mil block
Education
Bachelor of Arts - Arts
The Ohio State University
Columbus01-2000
Skills
- Sales presentations
- Consultative selling
- Customer relationship management
- Forecasting
- Sales reporting
- Cold calling
- Trade show representation
- Sales pipeline management
Affiliations
- NAHU
- SHRM
- NABIP
- CAHIP
- NAWBO
Certification
Licensed in California: Life, Health, HMO
Timeline
Regional Sales Director
TASC-Southern California
03.2022 - Current
Producer
Independent Broker
11.2013 - 01.2021
Employee Benefits Manager
ERM Insurance Brokers, Inc., Irvine, CA
11.2012 - 11.2013
Sales Executive, Mid Market
Health Net, Huntington Beach, CA
01.2010 - 11.2012
Senior Benefit Consultant- Broker Sales
Gardener Allen Assoc., Columbus, OH
03.2003 - 11.2008
Regional Marketing Director- (satellite office Columbus)
Ahrens Financial Systems, Overland Park, Kansas
07.2000 - 03.2003
Bachelor of Arts - Arts
The Ohio State University