Self-motivated professional and accomplished organizational leader with 20 years of experience in employee benefits and technology consulting, implementation, client relationship management, and organizational development. Track record of excelling in relationship building, communications, as well as strategic partner and project management . Strong background and working knowledge across multiple aspects of client management: product offerings, client onboarding, billing and administration, enrollment methodologies, benefit administration platforms, customer support, and marketing/educational communications.
Consultative, effective listener with a tenacious personality and collaborative and remarkable work ethic. Eager to achieve positive organizational results through identifying opportunities for improvement and offering problem-solving recommendations and practical solutions.
1. Established 124 client opportunities in first full year in
business.
2. Onboarded 10 new clients and generated $1.5 million in
first full year in business.
3. Strategic partner Rookie Of The Year runner up in 2016
4. Strategic partner Rookie Of The Year in 2017.
5. Secured 90+ strategic partners, 50+ clients, and wrote
$1 million annually over 8 years.
1. First sales representative to pilot corporate decision to
transition from Voluntary Benefits / Individual Disability rep
to "Core Rep" role nationally.
2. Regularly ranked in the top tier of sales representatives for
Voluntary Benefits and Long Term Care.
3. Established strategic partnerships with enrollment firms
and third party communication communication partners.
4. Promoted from Account Executive to Senior Account
Executive.
5. Trained and mentored rookie sales representatives (local
and nationally).
Worldwide Employee Benefits (WEB)
Board of Directors, Member