Group Insurance professional with over 25 years of sales and management experience as a Carrier Sales Account Executive, Brokerage New Sales Manager / Account Executive. An Expert in Medical Stop Loss Life, Disability, Health, Annuities, Pharmacy Benefits, PEO and FMLA. Demonstrated ability to develop emerging territories and increasing market share by implementing innovative sales strategies with Brokers, GAs, MGUs, Insurance Carriers and Payroll Organizations; building lasting profitable relationships. Thrives in a strong, fast-paced team environment using cross selling strategies to exceed goals. Sales Skills and Expertise
Business Development
Client Needs Assessment
Customer Retention
Analytical Thinking
Marketing Strategies
Team Building
Persuasive Presentations
Employee Management
Life & Disability Expert
Overview
28
28
years of professional experience
Work History
Director of Sales
Vickers Consulting, LLC
10.2019 - 11.2023
National Director for start-up pharmacy compliance consulting company, specializing in marketing to large employer groups and insurance brokerage firms
Responsible for building a national sales team of brokers and COIs
Performed virtual seminars for HR directors and brokers, explaining the current situation in the pharmacy benefit marketplace and how this concept correlates into immediate saving for plan sponsors
Executive Territory Manager
CareWorks Absence Management
07.2018 - 12.2019
New Sales and Account Executive FMLA Administration Sales, Large Group Wholesaler for a nationally recognized FMLA TPA
Responsible for closing over $1M in annual premium within the first 5 months of employment
Understanding of the intricacies of large group FMLA, ADAA and self-insured STD Underwriting, Contracts, Plan Designs, Implementation and Servicing
Excellent ability to understand client hardships in the FMLA space and offer innovative strategies to mitigate client risk
New Sales and Account Executive
Alexander Benefits Consulting
01.2014 - 07.2018
Large Group Wholesaler for a nationally recognized GA (the HBA Trust) for Stop Loss, Life, Disability, FMLA, Dental & PBM Insurance focusing on 1,500+ life groups in the healthcare and university segments
Responsible for closing over $10M in annual premium across the Stop loss, Life, Disability, FMLA, Dental & Worksite Benefits lines of coverage
Full understanding of the intricacies of large and small group Underwriting, Contracts, Plan Designs, Implementation and Servicing
Excellent marketing skills to national broker network explaining the value of HBA Trust products
An expert in understanding multiple Carrier’s plan designs and pairing the right plan to each client
Account Executive
Jewell Companies
01.2009 - 01.2014
Top producer for local and national group benefit plans, focusing on: Large and Small Group Health, Dental, Vision, 401(k), 403(b) and Worksite Benefits & FMLA
An expert in self-funded health plans, partial ASO plans and fully funded health plans
Achieving a 90% close ratio with all prospective clients
Founder Jewell Investments in January of 2012 running the investment arm of an established P&C Firm, transferring $1M of 401(k) business monthly, and managed all support staff
Held seminars for business owners, explaining the current situation in the healthcare marketplace and how self-insuring health benefits could reduce overall cost and increase employee medical benefits
Insurance Carrier Representative
Kaiser Permanente
01.2004 - 01.2009
Top producing individual and group market health insurance wholesaler
Increasing cases sold from an average 200% within the first quarter after date of hire
Received Kaiser Permanente’s top honor for sales professionals with the designation of “National Subject Matter Expert” leading to management of California sales call center training program
Designed a leads program for brokers and General Agencies in Colorado, bringing close ratio from 10% to 85% monthly
Held training presentations to brokers and general agencies transforming the general view of Kaiser Permanente’s product line within developmental territories and expanding lines of business
Managing Partner
The Landon Group, Inc
01.1996 - 01.2004
Began as the office manager out of college quickly passing the PA, NJ & DE State Insurance, 6 & 63 Exams
Worked hand-in-hand with the CEO to increase group benefits and 401(k) business
Became managing partner running the day-to-day operations of the brokerage firm including hiring and managing of 70 new agents, conducting financial and group health insurance seminars
Managed a $45M portfolio of personal and business retirement plans and employee benefits
Worked with high net worth business owners to help offset tax liabilities within their portfolios, reduce employee benefit spending through self-insuring and showing the benefits of marrying profit-sharing 401(k) plans to defined benefit pension plans in order to reduce K(1) income, saving on taxes and creating a legacy for their families
Education
Colorado Life & Health -
Licenses
Project Management Certification -
Penn State University
Great Valley, PA
2001
Bachelor of Arts -
St. Bonaventure University
Olean, NY
1996
Skills
Word, Excel, PowerPoint, Outlook, Salesforcecom, D-365, CRM
Excellent Communicator / Presenter
Timeline
Director of Sales
Vickers Consulting, LLC
10.2019 - 11.2023
Executive Territory Manager
CareWorks Absence Management
07.2018 - 12.2019
New Sales and Account Executive
Alexander Benefits Consulting
01.2014 - 07.2018
Account Executive
Jewell Companies
01.2009 - 01.2014
Insurance Carrier Representative
Kaiser Permanente
01.2004 - 01.2009
Managing Partner
The Landon Group, Inc
01.1996 - 01.2004
Colorado Life & Health -
Licenses
Project Management Certification -
Penn State University
Bachelor of Arts -
St. Bonaventure University
Similar Profiles
Brandie HendersonBrandie Henderson
Office Administrator/Coordinator at Vickers & Nolan Enterprises LLCOffice Administrator/Coordinator at Vickers & Nolan Enterprises LLC