High-energy sales executive with proven relationship-building abilities and extensive experience in the voluntary benefit world. Self-starter with workload prioritization skills and a passion for exceeding expectations.
Overview
17
17
years of professional experience
Work History
Voluntary Benefit Consultant
Alliant Insurance Services Inc.
Walnut Creek
04.2022 - Current
Hired to build out the Voluntary Benefit Practice for Northern CA and Arizona
Consult clients from mid-market to large-market on current Voluntary Benefit Trends
Oversee complex sales cycle from beginning to end
Analyze employee benefits needs to provide tailored recommendations
Collaborate with team members on strategic benefits initiatives and projects.
Manage the administration of all Voluntary Benefits.
Senior Relationship Manager
Planstin
Saint George
03.2022 - Current
Managed relationships with Planstin's direct agent channel and clients.
Facilitated sales and renewals of Planstin’s MEC plans, including dental, vision, and health shares.
Acted as point of contact for agents, delivering proposals, marketing materials, and enrollment support.
Ensured exceptional customer experience for clients from inquiries to implementation of Planstin's solutions.
Designed custom accident and critical illness plans for a new captive initiative.
Evaluated vendor benefits and solutions to identify and develop strategic partnerships.
Director of Worksite Voluntary Benefit Department
GBS, Benefits Inc.
Salt Lake City
07.2011 - 09.2019
Recruited to build an internal department dedicated to voluntary benefits
Fully vetted voluntary benefit plans, solutions, and vendors constantly maintaining expert-level knowledge of VB space
Built strong relationships with brokers, employers (HR and Decision makers) and VB carrier reps
Called on small/mid-sized/large employers in public and private sector (from 2 employees to 10,000 employees)
Presented solutions and value-based propositions to decision makers
Sold and implemented voluntary benefits, overseeing process from RFP status to completed implementation
Developed and leveraged renewal process to educate on current and introduce additional voluntary benefits
Negotiated competitive (exclusive when possible) contracts with insurance companies and technology vendors
Annually exceeded sales quotas
Sales Representative
Humana
Sandy
03.2009 - 07.2011
Called on brokers and Utah businesses/Built strong relationships
Presented Humana's insurance plans and value-based propositions
Closed sales and oversaw implementation
Presented Humana's options at open enrollment meetings
Met individually with employees for enrollment purposes
Maintained a high close-ratio throughout duration of role
Exceeded client expectations with year-round contact
Skills
Building/maintaining strong relationships
Workload prioritization
Process Improvement
Presenting innovative solutions to employers
Voluntary Benefit expertise
Creative problem solver
Identifying new opportunities
Working collaboratively across multiple departments
Active listening and communication skills
Strong understanding of employer trends
Accomplishments
Sold > $1,000,000 in AP and was recognized in 2012 at Aflac's annual conference as a top producer (qualified for annual trip)
Awarded Allstate's annual Heritage Trip in multiple years by selling $1,000,000 AP (only 40 sales reps qualify nationally)
Recognized as a key partner at Voya's 2016-2017 annual conference (Selling > $1,000,000 first year and > $1,500,000 second year)
Won Assurity's annual trip from 2014 - 2019 and was their top producer in 2019 qualifying for Chairman's circle
Invited to speak at the Benefits Mania concert in Las Vegas in 2019
Built highly successful department for a large brokerage firm
Held 2nd highest VB closing ratio in first year at Humana