James M. Hunt III
Odum,GA
Summary
Experienced in the financial services industry, consistently achieving outstanding results throughout career. Expertise spans sales leadership, benefit enrollment, and implementation. Licensed in multiple states, with a proven track record of fostering strong business partnerships and leading teams to drive success in employee benefits and financial solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Worksite Account Manager
MassMutual
09.2021 - Current
- Developed enrollment strategies targeting employee participation for large / small groups.
- Foster and maintain business partnerships with brokers and benefit enrollment firms.
- Manage a diverse portfolio of over 220 gross across 7 states, collaborating with over 40 brokers ensuring timely communication and effective problem resolution.
- Successfully achieved a 30% renewal rate on enrollments, surpassing sales targets for the 2024 fiscal year
- Contributed as an advisor to internal project groups focused on improving customer experience and operational efficiency
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Streamlined account management processes, reducing response times and improving client service quality.
Licensed Independent Insurance & Business Consultant
Surety Life & Asset Management
10.2009 - 12.2024
- Licensed to sell life, health, and fixed annuity products in multiple states.
- Developed and customized employee benefit plans for 10 to 5,000 life groups, focusing on client and employee education.
- Facilitated sales meetings and individual sessions to present benefit / investment opportunities.
- Worked with businesses to determine benefit strategies, and operational service processes that identified service gaps. Recommended solutions to improve total rewards offerings and operational efficiencies
Financial Specialist
Allstate EFS
03.2021 - 09.2021
- Served as the designated Financial Sales Advisor for over 30 Home/Auto agencies within the Southeast Georgia territory.
- Facilitated sales of life, worksite, and fixed annuity products as the AB Worksite Benefits sales lead
- Developed new business relationships, boosting sales and service goals by 15% or more in the SE GA market overall.
AB Enrollment Center Team Lead
Allstate Worksite Benefits
05.2017 - 04.2021
- Led a team within a 365-day benefit enrollment call center environment, enrolling groups ranging from 100 to 10,000 lives in core / voluntary benefits.
- Collaborated with client management and brokers to resolve complex enrollment issues improving service.
- Coordinated / tested enrollment delivery strategies and platforms for the Allstate Worksite team.
- Trained clients, sales management, and team members on core and large / small group worksite products
- Managed over $3.1 million in Worksite sales for Allstate Worksite Benefits.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Education
Associates Degree -
University of The District of Columbia
District Of CoumbiaSkills
- Financial & Benefits Sales
- Employee Benefits Enrollment
- Sales Leadership & Training
- Project Management
- Conflict Resolution
- Client Relations
- Strategic Planning
- Benefit Enrollment Platforms
- Account management
- Business Consulting
- Marketing Strategies
- Licensed in Life & Health Insurance
Certification
Life and Health Insurance Licenses in several states
Timeline
Worksite Account Manager
MassMutual
09.2021 - Current
Financial Specialist
Allstate EFS
03.2021 - 09.2021
AB Enrollment Center Team Lead
Allstate Worksite Benefits
05.2017 - 04.2021
Licensed Independent Insurance & Business Consultant
Surety Life & Asset Management
10.2009 - 12.2024
Life and Health Insurance Licenses in several states
Associates Degree -
University of The District of Columbia
Similar Profiles
Livecareer MurphyLivecareer Murphy
Sales Associate at MassMutualSales Associate at MassMutual
Joshua Smith xperionJoshua Smith xperion
Sales Associate at MassMutualSales Associate at MassMutual
Kristin McDanielKristin McDaniel
Broker Assistant at MassMutualBroker Assistant at MassMutual